ANALYST-UPGRADE ·Filed Sep 30, 2026
Bernstein initiates coverage on CSCO at Market Perform
Latest settled — T+1d
CSCO ▲ +1.05% at T+1d
LONG call ✓ call won +1.05% · α vs SPY +0.87% · entry $107.63 → $108.76
T+1d
+1.05%
call +1.05% · α +0.87%
$108.76
settled yesterday
T+5d
—
call — · α —
—
in 5d
T+20d
—
call — · α —
—
in 26d
T+60d
—
call — · α —
—
in 3mo
Price Chart
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Executive Summary
Bernstein initiates coverage on CSCO at Market Perform
Impact Score
Base Score
2/7
LLM Adjustment
+0
Final Score
4/10
Consensus & Targets
Buy / Strong Buy
24 (69%)
Hold
11
Sell / Strong Sell
0
Total Analysts
24
Mean PT
$137.25
Median PT
$135.00
High PT
$170.00
Low PT
$115.00
Current Price
$106.94
Implied Upside
+28.3%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-09-30 | Bernstein | initiate | Market Perform | $110.00 |
| 2026-09-22 | Piper Sandler | maintain | Neutral | — |
| 2026-09-01 | Deutsche Bank | initiate | Buy | $135.00 |
| 2026-08-14 | HSBC | downgrade | Hold | — |
| 2026-08-13 | UBS | maintain | Buy | $138.00 |
| 2026-08-13 | Truist Securities | maintain | Buy | $140.00 |
| 2026-08-13 | Barclays | maintain | Equal-Weight | $123.00 |
| 2026-08-13 | Wells Fargo | maintain | Overweight | $150.00 |
| 2026-08-13 | Keybanc | maintain | Overweight | $135.00 |
| 2026-08-13 | Rosenblatt | maintain | Buy | $165.00 |
Firm Track Record — Bernstein
Bernstein accuracy: 51% on 496 calls | avg return: 3.3%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Morgan Stanley | 86% | 6/7 | 8.5% | top tier |
| Piper Sandler | 78% | 7/9 | 9.6% | top tier |
| Needham | 75% | 3/4 | 5.5% | top tier |
| Barclays | 71% | 5/7 | 7.1% | top tier |
| Evercore ISI Group | 67% | 4/6 | 9.7% | top tier |
| Wells Fargo | 67% | 4/6 | 5% | top tier |
| Citigroup | 63% | 5/8 | 4.1% | top tier |
| UBS | 60% | 3/5 | 5.9% | above average |
| JP Morgan | 57% | 4/7 | 4.4% | above average |
| Rosenblatt | 57% | 4/7 | 8.2% | above average |
Earnings Estimates
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $5.15 | $5.05 — $5.61 | $73.2B | ↑22 ↓0 |
| +1y | $5.62 | $5.30 — $6.81 | $78.0B | ↑16 ↓0 |
| +1q | $1.23 | $1.19 — $1.36 | $17.9B | ↑0 ↓0 |
| 0q | $1.32 | $1.25 — $1.34 | $18.1B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Rich McCormick (republican) — sell $1,001 - $15,000
Congressional
Shelley Moore Capito (republican) — sell $1,001 - $15,000
Institutional
CITADEL ADVISORS LLC — doubled (106.5%)
Institutional
INTECH INVESTMENT MANAGEMENT LLC — trim (-32.9%)
Institutional
Centiva Capital, LP — doubled (1173.6%)
Short Interest
Short: 1,978,107 | Exempt: 13,902 | TRF Vol: 3,435,645 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Investment Themes
Software & IT
Documents Analyzed
Report based on filing metadata.
30 reports for CSCO
25% Hit rate best @ T+20▲ +33.58%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 30, 2026 2d ago | ANALYST-UPGRADE | $107.63 $108.76 | ▲ +1.05% | ▲ +0.87% | $108.76 (+1.05%) |
Sep 14, 2026 17d ago | Insider Cluster | $110.07 $107.74 | ▼ −2.12% | ▼ −1.68% | $108.76 (−1.19%) |
Sep 14, 2026 17d ago | Insider Cluster | $110.07 $107.74 | ▼ −2.12% | ▼ −1.68% | $108.76 (−1.19%) |
Sep 1, 2026 4w ago | ANALYST-UPGRADE | $109.74 $109.46 | ▼ −0.26% | ▼ −0.70% | $108.76 (−0.89%) |
Aug 26, 2026 5w ago | Court Ruling | $112.36 $112.15 | ▼ −0.19% | ▼ −0.84% | $108.76 (−3.20%) |
Aug 20, 2026 6w ago | Insider Cluster | $109.59 $111.04 | ▲ +1.32% | ▲ +0.91% | $108.76 (−0.76%) |
Aug 18, 2026 6w ago | Court Ruling | $111.61 $110.55 | ▼ −0.95% | ▼ −1.16% | $108.76 (−2.55%) |
Aug 18, 2026 6w ago | Court Ruling | $111.61 $110.55 | ▼ −0.95% | ▼ −1.16% | $108.76 (−2.55%) |
Aug 17, 2026 6w ago | Insider Cluster | $111.61 $110.55 | ▼ −0.95% | ▼ −1.16% | $108.76 (−2.55%) |
Aug 17, 2026 6w ago | Insider Cluster | $111.61 $110.55 | ▼ −0.95% | ▼ −1.16% | $108.76 (−2.55%) |
Showing 10 of 30
US Market Status
Market Closed — Opens in 1m
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