Cisco Systems, Inc. (NASDAQ: CSCO) is ending 2025 with a rare mix of tailwinds and headlines that matter to investors: a high-profile analyst target increase, a “25-year comeback” narrative after breaking above dot-com-era levels, and a fast-moving cybersecurity story involving an actively exploited, unpatched zero-day affecting certain email-security appliances.
As of Dec. 17, 2025 (latest available trading update), CSCO shares were $76.21, down about $1.34 on the day (roughly -1.7%), after trading between $76.13 and $78.15.
Below is a detailed, publication-ready roundup of today’s news (17.12.2025) plus the freshest forecasts and analyses investors are using to frame Cisco stock right now.
Cisco stock price today: CSCO pulls back after a historic breakout
Cisco’s pullback on Dec. 17 comes after a notable milestone earlier this month: multiple outlets highlighted that Cisco reached/closed around $80.25, marking its highest level since the dot-com bubble era and clearing the company’s prior 2000 peak. [1]
That context matters for two reasons:
- Positioning: After tagging ~$80, Cisco is now roughly 5% off that high based on today’s ~$76 handle (a normal retracement after a momentum run).
- Narrative shift: For years, Cisco’s long-term chart was defined by “never got back to 2000.” That ceiling has effectively been tested—and, briefly, exceeded—changing how some investors talk about the stock. [2]
Barron’s noted the move also put Cisco on track for one of its strongest years in a long time, reflecting renewed investor appetite tied to AI infrastructure demand and more grounded valuation comparisons versus 1999–2000. [3]
Today’s top Wall Street headline: Morgan Stanley raises its CSCO price target to $91
The most market-relevant “stock” news item dated Dec. 17, 2025 is a Morgan Stanley analyst update: the firm raised its Cisco price target to $91 from $82 and maintained an Overweight rating. [4]
Why this matters:
- A $91 target implies meaningful upside from today’s mid-$70s price, reinforcing the view that Cisco’s rerating can continue if AI-driven networking demand persists.
- It also signals that, at least for some major firms, Cisco isn’t being treated as a “dead money” legacy name anymore—it’s increasingly framed as an AI infrastructure enabler with improving fundamentals.
Importantly, this upgrade arrives while Cisco is still digesting a strong earnings season and elevated expectations (more on that below).
The other big story on Dec. 17: Cisco warns of an actively exploited AsyncOS zero-day (no patch yet)
Cisco is also in the news today for a cybersecurity development with potential reputational and near-term customer-impact implications.
What happened
On Dec. 17, 2025, reports say Cisco disclosed that attackers are actively exploiting a critical vulnerability affecting Cisco AsyncOS in certain products—specifically the Cisco Secure Email Gateway and Cisco Secure Email and Web Manager—enabling device takeover in affected configurations. [5]
Key technical details being reported
- BleepingComputer identifies the vulnerability as CVE-2025-20393, describing it as maximum-severity and actively exploited in the wild. [6]
- The exposure is tied to non-standard configurations, particularly when a “Spam Quarantine” feature is enabled and exposed to the internet. [7]
- Cisco’s threat intel unit Talos attributes the campaign (with “moderate confidence”) to a China-nexus actor it tracks as UAT-9686, and describes tooling such as a persistence mechanism called AquaShell, plus tunneling/log-clearing tools used post-compromise. [8]
What Cisco is telling customers (as reported)
- TechCrunch reports no patch was available at the time, and that Cisco’s immediate guidance included effectively wiping and rebuilding impacted systems. [9]
- BleepingComputer reports Cisco advised administrators to restrict access (limit internet exposure, restrict to trusted hosts, place behind firewalls), monitor logs, and engage TAC if compromise is suspected; it notes that rebuilding is currently described as the only viable option to eradicate persistence in confirmed compromise scenarios. [10]
Investor angle: risk and demand signal
For shareholders, security headlines are rarely “good news” in the moment. But longer-term, they can reinforce why security spending is sticky—especially for a vendor like Cisco that sells security products and is trying to move further into software/value-added services.
Still, the key near-term questions markets tend to watch in situations like this are:
- How widespread is the exposure among large customers?
- How quickly does a permanent remediation ship?
- Does the incident influence renewal cycles or procurement decisions for email/security appliances?
At the time of reporting, Cisco had not disclosed how many customers were affected. [11]
Cisco’s “AI security framework” news adds context to today’s security narrative
Separate from the zero-day story, Cisco also drew coverage today for rolling out an AI Security and Safety Framework aimed at helping enterprises classify and manage AI-related risk, and positioning the company’s approach as a “common language” for AI risk. [12]
Network World reports the framework is integrated into Cisco’s AI Defense offering and is structured around a range of AI threat and safety concerns (including agentic behavior, lifecycle risk, multimodal threats, and more). [13]
From a stock perspective, it fits the broader thesis many bullish analysts are leaning on: Cisco is trying to win not only in switching/routing, but also in security + software layers that attach to modern AI-era networks.
Forecasts and analyst consensus: what the Street expects for CSCO from here
Even with a marquee price-target hike today, the broader Street view remains more measured—generally positive, but not euphoric.
Consensus rating and price targets
Across commonly cited sell-side aggregations:
- MarketBeat lists Cisco with a “Moderate Buy” consensus and an average price target around the mid-$80s, with the high end near $100 and the low end near $63. [14]
- StockAnalysis similarly shows an average target in the mid-$80s and a general Buy-leaning consensus. [15]
In other words: even after Cisco’s big run and the $80 milestone, consensus targets typically still imply mid-single-digit to low-double-digit upside, not a moonshot—consistent with Cisco being treated as a large-cap compounder with capital returns, rather than a hypergrowth story.
The “25-year comeback” analysis investors are sharing today
An Investing.com analysis published today frames Cisco’s rally as the product of reinvention: software/security expansion (including Splunk integration), refreshed networking hardware built for AI-era data center demands, and improved fundamental metrics. [16]
That same piece cites:
- a Moderate Buy consensus snapshot,
- average upside in the high-single-digit range,
- and emphasizes Cisco’s dividend as a differentiator versus many tech peers. [17]
Earnings outlook: AI infrastructure demand remains the core bull case
Cisco’s AI-driven infrastructure positioning has been central to the 2025 rerating.
What Cisco said recently about AI demand
Reuters reported in November that Cisco raised its annual outlook on AI-driven demand, with CEO Chuck Robbins discussing:
- more than $2 billion in AI-related orders in fiscal 2025 (nearly all from hyperscalers),
- expectations of $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026,
- and a growing pipeline for high-performance networking products. [18]
Those figures matter because they connect Cisco directly to the “picks-and-shovels” side of AI buildouts—networking fabrics, switching, and the secure connectivity layer that hyperscalers and large enterprises need as they scale compute.
Guidance to watch heading into the next report
A Nasdaq.com summary piece (via Zacks-style coverage) highlighted Cisco’s Q2 FY2026 expectations, including:
- non-GAAP EPS guidance of roughly $1.01–$1.03, and
- revenue guidance around $15.0–$15.2 billion. [19]
The next earnings date most widely listed by major calendars is Feb. 11, 2026 (after market close timing is commonly indicated), though investors should always confirm with Cisco’s IR site as the date approaches. [20]
Dividend and shareholder returns: a pillar of the CSCO investment case
While Cisco is getting more “AI infrastructure” attention, its appeal to many portfolios still rests on predictable cash returns.
- StockAnalysis lists Cisco’s annual dividend at about $1.64 per share, with a yield a bit above 2%. [21]
- Dividend schedules widely circulated today indicate a next ex-dividend date of Jan. 2, 2026 and a payment date of Jan. 21, 2026 for the quarterly dividend (commonly cited at $0.41). [22]
For investors comparing Cisco to higher-multiple AI beneficiaries, this “total return” profile—dividends plus buybacks—often becomes a key part of the valuation argument.
Insider and institutional signals in today’s coverage
A portion of today’s Cisco “stock news” feed also includes routine market structure items—like filings and insider transaction headlines.
For example, MarketBeat posted an item dated Dec. 17, 2025 focused on a reported share sale by an institutional entity and recapped analyst target changes and dividend details. [23]
These stories can influence short-term sentiment at the margins, but they usually matter less than (1) earnings, (2) major analyst revisions, and (3) product/security events—two of which are firmly in today’s headline stack.
What to watch next: catalysts and risks for Cisco stock
Potential upside catalysts
- Follow-through on AI infrastructure revenue: Investors will look for confirmation that AI-related orders convert into durable revenue and margins across switching, optics/links, and security attach. [24]
- February 2026 earnings: With CSCO now having broken above long-term technical ceilings, the next results and guidance update could be a major volatility event. [25]
- Software/security narrative execution: Frameworks and products like Cisco’s AI security push can help the company tell a “platform” story beyond hardware—if adoption follows. [26]
Key risks investors are weighing today
- Zero-day remediation and customer impact: The AsyncOS zero-day is the kind of headline that can create procurement friction, emergency-response costs, and reputational pressure if remediation is slow or scope expands. [27]
- Expectation risk after the $80 breakout: Once a mature large-cap stock makes a historic move, expectations rise—and “good” results can still be judged harshly if guidance doesn’t clear a higher bar. [28]
- AI cycle concentration: Cisco’s AI upside case leans heavily on hyperscaler and large enterprise capex cycles; any pause there can ripple through networking demand. [29]
Bottom line for Dec. 17, 2025: Cisco’s bull case is intact, but today adds a real-world stress test
Cisco stock is trading lower today around $76 after a powerful run that briefly pushed shares above $80—a level the company hadn’t meaningfully exceeded since 2000. [30]
At the same time, the flow of news on Dec. 17, 2025 is unusually consequential:
- Bullish signal: Morgan Stanley raising its target to $91 and staying Overweight reinforces the idea that Cisco’s rerating is not just a one-week momentum event. [31]
- Headline risk: An actively exploited CVE-2025-20393 zero-day tied to certain Secure Email appliances introduces near-term uncertainty—and will be monitored closely until patches/permanent remediation are broadly available and the incident scope is clearer. [32]
References
1. www.barrons.com, 2. www.ft.com, 3. www.barrons.com, 4. www.marketscreener.com, 5. techcrunch.com, 6. www.bleepingcomputer.com, 7. techcrunch.com, 8. blog.talosintelligence.com, 9. techcrunch.com, 10. www.bleepingcomputer.com, 11. techcrunch.com, 12. www.networkworld.com, 13. www.networkworld.com, 14. www.marketbeat.com, 15. stockanalysis.com, 16. www.investing.com, 17. www.investing.com, 18. www.reuters.com, 19. www.nasdaq.com, 20. finance.yahoo.com, 21. stockanalysis.com, 22. www.dividendmax.com, 23. www.marketbeat.com, 24. www.reuters.com, 25. finance.yahoo.com, 26. www.networkworld.com, 27. techcrunch.com, 28. www.barrons.com, 29. www.reuters.com, 30. www.barrons.com, 31. www.marketscreener.com, 32. www.bleepingcomputer.com
