Wall Street Analysts Adjust Ratings on Key Stocks

Written by Emily J. Thompson, Senior Investment Analyst

CSCO+2.17%

META+0.09%

NSA+0.38%

Source: Benzinga

Updated: 1d ago

0mins

Source: Benzinga

Solventum Upgrade: Keybanc analyst Brett Fishbin upgraded Solventum Corp (NYSE:SOLV) from Sector Weight to Overweight with a price target of $97, indicating confidence in its growth potential, closing at $78.91 on Friday.
National Storage Improvement: Wolfe Research analyst Keegan Carl upgraded National Storage Affiliates Trust (NYSE:NSA) from Underperform to Peer Perform, closing at $32.68 on Friday, reflecting market recognition of its operational performance.
Meta Platforms Rating Boost: Rothschild & Co analyst James Cordwell upgraded Meta Platforms Inc (NASDAQ:META) from Neutral to Buy, raising the price target from $740 to $900, with shares closing at $658.76 on Friday, indicating optimism about its long-term growth.
Cisco Systems Upgrade: Evercore ISI Group analyst Amit Daryanani upgraded Cisco Systems Inc (NASDAQ:CSCO) from In-Line to Outperform, increasing the price target from $80 to $100, with shares closing at $74.59 on Friday, reflecting a positive outlook on its market performance.

CSCO

$78.68+Infinity%1D

Analyst Views on CSCO

Wall Street analysts forecast CSCO stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CSCO is 89.36 USD with a low forecast of 76.00 USD and a high forecast of 100.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

14 Analyst Rating

10 Buy

4 Hold

0 Sell

Moderate Buy

Current: 77.010

Low

76.00

Averages

89.36

High

100.00

Current: 77.010

Low

76.00

Averages

89.36

High

100.00

Evercore ISI

Amit Daryanani

In Line -> Outperform

upgrade

$80 -> $100

2026-01-26

New

Reason

Evercore ISI

Amit Daryanani

Price Target

$80 -> $100

AI Analysis

2026-01-26

New

upgrade

In Line -> Outperform

Reason

Evercore ISI analyst Amit Daryanani upgraded Cisco to Outperform from In Line with a price target of $100, up from $80. While investors will debate if Cisco is cyclical or secular, the firm sees "plenty of tailwinds" to ensure Cisco can sustain high single-digit sales and low-teens EPS growth on a multi-year basis, including a campus refresh, AI momentum, the recovery in traditional enterprise and telco markets; and EBIT margin expansion. A resurgence in core Networking coupled with AI acceleration can enable EPS greater than $5.00 by FY27, the analyst tells investors.

Morgan Stanley

Overweight

maintain

$82 -> $91

2025-12-17

Reason

Morgan Stanley

Price Target

$82 -> $91

2025-12-17

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on Cisco to $91 from $82 and keeps an Overweight rating on the shares. The AI trade broadened out from semi names in 2025, helping infrastructure names, particularly within optical, notes the analyst, who believes that trade can continue, particularly in optical, through the first half of 2026. However, investors will "need to get more selective for full year returns given multiples," the analyst added in a year-ahead note on the group.

Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for CSCO

Unlock Now

KeyBanc

Brandon Nispel

Overweight

maintain

$77 -> $87

2025-11-13

Reason

KeyBanc

Brandon Nispel

Price Target

$77 -> $87

2025-11-13

maintain

Overweight

Reason

KeyBanc analyst Brandon Nispel raised the firm's price target on Cisco to $87 from $77 and keeps an Overweight rating on the shares. The firm cites higher estimates. Weakness in Security is far outweighed by strength in Networking leading to revenue coming +0.8% above consensus with OI margins also ahead. KeyBanc acknowledges part of its thesis was predicated on Security growth, so a leg to the stool is certainly damaged, but Networking cycle is more than offsetting this impact.

JPMorgan

NULL -> Overweight

upgrade

$80 -> $90

2025-11-13

Reason

JPMorgan

Price Target

$80 -> $90

2025-11-13

upgrade

NULL -> Overweight

Reason

JPMorgan raised the firm's price target on Cisco to $90 from $80 and keeps an Overweight rating on the shares. The company reported a beat in fiscal Q1 on artificial intelligence momentum and Campus refresh upsides, the analyst tells investors in a research note. The firm says the quarter bolsters the case for a further stock re-rating.

About CSCO

Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.