Security

Cisco Systems (CSCO) Research & Intelligence Hub

Finvaulta tracks 9 research reports on CSCO, updated through August 13, 2026. Latest: GS TMT Spec Sales.

Institutional research on CSCO covering equities, macro, commodities, and derivatives, from Goldman Sachs, J.P. Morgan, Barclays, and Raymond James. Finvaulta indexes each report with a summary, key figures and its original publication date.

Finvaulta is an independent research collection; views and forecasts belong to the named report issuers.

Latest research

GS TMT Spec Sales

Goldman Sachs·Aug 13, 2026

Goldman Sachs TMT Specialist Sales highlights Adyen's strong Q2 topline growth (+22% ex-FX) as a buying opportunity despite capex pull-forwards weighing on near-term margins. AI infrastructure momentum remains robust across Cisco, Nebius, and optical suppliers, while Tencent's high AI capex ramp pressured its stock and Prosus.

TMT Today

Goldman Sachs·Aug 13, 2026

This report covers the latest TMT earnings and news, highlighting strong AI-related demand alongside margin pressures for companies like CSCO and COHR. Notable market movements include a rally in Lenovo and ongoing M&A activity in the AI space.

US Hardware Semiconductors Sector Specialist Commentary

J.P. Morgan·Aug 10, 2026

This daily TMT commentary highlights a raise in global memory TAM forecasts, previews CSCO earnings, and discusses ongoing hedge fund de-grossing in US markets.

IT Spending Survey

Goldman Sachs·Jun 17, 2026

The May 2026 IT Spending Survey reveals a slight moderation in overall IT budget intentions, even as AI momentum accelerates. Enterprises are increasingly prioritizing GenAI, often reallocating existing funds from software and services to support these initiatives.

Cisco Live 2026 Security and Observability Announcements

Goldman Sachs·Jun 2, 2026

Goldman Sachs maintains a Neutral rating on Cisco but raises its price target to $125 following the Cisco Live 2026 conference.

Cisco J.P. Morgan TMC Conference Takeaways

J.P. Morgan·May 18, 2026

J.P. Morgan's conference takeaways for Cisco highlight Silicon One as a key differentiator for AI hyperscaler wins and the potential for a massive enterprise refresh cycle driven by security vulnerabilities.

Selected research

Selected for relevance; publication dates show when each report was written.

Americas Morning Research Summary

Barclays·May 15, 2026

A comprehensive daily summary of Barclays' Americas equity research, featuring multiple rating and price target changes across Tech, Healthcare, and Industrials. Key focus areas include the ongoing AI infrastructure buildout and recent earnings results from major caps like Cisco and Applied Materials.

TMT Specialist Sales Update

Goldman Sachs·May 14, 2026

Goldman Sachs TMT sales wrap highlights Cisco's massive AI guidance raise and SAP's AI-focused transformation strategy at its Sapphire event. Quarterly results from TEF, ITV, and Nebius also beat expectations amid rising semiconductor supply concerns.

Cisco Systems Inc F3Q26 Review

Goldman Sachs·May 13, 2026

Cisco delivered a F3Q26 EPS beat led by a substantial acceleration in product orders (+35% yoy), particularly in AI hyperscale networking and campus refresh cycles. Goldman Sachs remains Neutral but raised the price target to $116 following a significant upward revision to Cisco's AI order and revenue guidance.