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Cisco shares are surging double digits. Morgan Stanley thinks the stock is still cheap

Cnbc · · 323 words · By Liz Napolitano
Stock Valuation AI Market Growth Financial Performance
open_in_new Read the original article: https://www.cnbc.com/2026/05/14/cisco-shares-are-surging-double-digits-morgan-st…

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

17 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

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“Cisco stock hit a record high Thursday”
SINGLE SOURCE
One CNBC search result mentions the stock hitting a record late last year and continuing to rally in 2026, but it does not specifically confirm a record high on a specific 'Thursday'.
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web search NEUTRAL — Cisco Systems, Inc., doing business as Cisco, is an American multinational technology conglomerate corporation that develops, manufactures, and sells hardware, software, telecommunications equipment a…
https://en.m.wikipedia.org/wiki/Cisco
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web search NEUTRAL — Cisco is a worldwide technology leader powering an inclusive future for all. Learn more about our products, services, solutions, and innovations.
https://www.cisco.com/
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web search NEUTRAL — 18 hours ago · Cisco's AI story has finally started resonating with Wall Street, with the stock hitting a record late last year and continuing to rally in 2026.
https://www.cnbc.com/2026/05/13/cisco-csco-q3-earnings-repor…
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“The investment bank [Morgan Stanley] has an overweight rating on Cisco”
SINGLE SOURCE
The provided evidence mentions Morgan Stanley's 'Overweight' ratings for other companies (Constellation Brands, Microsoft) and a target price increase for an unnamed entity, but does not explicitly confirm a current 'Overweight' rating for Cisco.
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web search NEUTRAL — Everything we do at Morgan Stanley is guided by our five core values: Do the right thing, put clients first, lead with exceptional ideas, commit to diversity and inclusion, and give back. Since our fo…
https://www.morganstanley.com/
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web search NEUTRAL — December 22, 2025: Morgan Stanley raised the target price from $314 to $320 with an "Overweight" rating. December 12, 2025: Barclays maintained "Equal-Weight" and increased the target price from $280 …
https://www.gurufocus.com/news/8586675/morgan-stanley-mainta…
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web search NEUTRAL — On Wednesday, Morgan Stanley reiterated its Overweight rating on shares of Constellation Brands (NYSE:STZ), with a steady price target of $305.00.
https://www.investing.com/news/company-news/morgan-stanley-m…
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“raised its price target to $120 from $91”
SINGLE SOURCE
No evidence provided confirms a price target increase from $91 to $120 for Cisco by Morgan Stanley.
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web search NEUTRAL — Find the latest Cisco Systems, Inc. (CSCO) stock quote, history, news and other vital information to help you with your stock trading and investing.Overweight. Analyst Price Targets. 75.00 Low. 89.54 …
https://finance.yahoo.com/quote/CSCO/
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web search NEUTRAL — Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Inclusive & Sustainable Ventures.
https://www.morganstanley.com/
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web search NEUTRAL — The investment bank increased its target price from $582.00 to $625.00, maintaining an Overweight rating on the stock.In conclusion, Morgan Stanley's increased price target for Microsoft reflects a mo…
https://www.ainvest.com/news/morgan-stanley-increased-target…
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“Shares surged 14% Thursday morning”
DISPUTED
Evidence is contradictory. One source (Google News) reports shares jumped 18% on earnings, while another (TheStreet) reports shares plunged 11% to $42.81 on Thursday morning due to a weak outlook.
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web search NEUTRAL — Find the latest Cisco Systems, Inc. (CSCO) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/CSCO/
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web search NEUTRAL — Cisco Shares Jump 18% as Cloud Providers Increase Networking Orders.Cisco shares spike double-digits on earnings and revenue beat. 5 hours ago. By Kristina Partsinevelos.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Cisco shares were down 11% to $42.81 in early morning trading on Thursday. Analysts had mixed reviews of the company’s earnings release. Here is a run down of their takes on the company: Jefferies (Ma…
https://www.thestreet.com/investing/cisco-weak-outlook-what-…
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“shares sailed to a record high just north of $119”
SINGLE SOURCE
CNBC mentions the stock hitting a record and rallying, but does not specify the price point of $119.
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web search NEUTRAL — Cisco Systems, Inc., doing business as Cisco, is an American multinational technology conglomerate corporation that develops, manufactures, and sells hardware, software, telecommunications equipment a…
https://en.m.wikipedia.org/wiki/Cisco
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web search NEUTRAL — Cisco is a worldwide technology leader powering an inclusive future for all. Learn more about our products, services, solutions, and innovations.
https://www.cisco.com/
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web search NEUTRAL — 18 hours ago · Cisco's AI story has finally started resonating with Wall Street, with the stock hitting a record late last year and continuing to rally in 2026.
https://www.cnbc.com/2026/05/13/cisco-csco-q3-earnings-repor…
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“In the quarter ended April 25, Cisco earned $1.06 per share after adjustments”
SINGLE SOURCE
No evidence provided confirms the specific adjusted EPS of $1.06 for the quarter ended April 25.
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web search NEUTRAL — Cisco Systems, Inc., doing business as Cisco, is an American multinational technology conglomerate corporation that develops, manufactures, and sells hardware, software, telecommunications equipment a…
https://en.wikipedia.org/wiki/Cisco
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web search NEUTRAL — Cisco Networking Academy is a skills-to-jobs program shaping the future workforce. Since 1997, we have impacted over 20 million learners in 190 countries.
https://www.netacad.com/
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web search NEUTRAL — 3 days ago · Cisco (Nasdaq:CSCO) is the dominant vendor in enterprise networking, and under CEO Chuck Robbins, it continues to shake things up. Cisco is focusing on strategic AI initiatives and partne…
https://www.networkworld.com/article/3523958/cisco-latest-ne…
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“versus the $1.04 expected by analysts polled by LSEG”
SINGLE SOURCE
While LSEG is identified as a data provider, there is no evidence confirming the specific analyst expectation of $1.04.
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web search NEUTRAL — London Stock Exchange Group plc (LSEG) is a British global provider of financial markets data and infrastructure headquartered in London, England. It owns the London Stock Exchange (on which it is als…
https://en.wikipedia.org/wiki/London_Stock_Exchange_Group
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web search NEUTRAL — 1 day ago · LSEG is a leading global financial infrastructure and data provider. We play a vital social and economic role in the world's financial system. With our open approach, trusted expertise and…
https://www.lseg.com/en
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web search NEUTRAL — LSEG is a leading global financial infrastructure and data provider.
https://lseg.group/m/LSEG
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“Its revenue came in at $15.84 billion”
VERIFIED
A web search result explicitly states that for the quarter ending April 25, Cisco reported revenue of $15.84 billion.
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web search NEUTRAL — Cisco Systems, Inc., doing business as Cisco, is an American multinational technology conglomerate corporation that develops, manufactures, and sells hardware, software, telecommunications equipment a…
https://en.wikipedia.org/wiki/Cisco
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web search NEUTRAL — Cisco also increased its projected AI-related revenue forecast to $4 billion from an earlier estimate of $3 billion. For the quarter ending April 25, Cisco reported revenue of $15.84 billion, ahead of…
https://www.firstpost.com/tech/cisco-layoffs-tech-giant-cuts…
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web search NEUTRAL — Cisco's guidance for the quarter and full year has comprehensively exceeded expectations, with a significant upward revision in AI-related orders.
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
verified
“topping the Street's consensus estimate of $15.56 billion”
VERIFIED
The same source that confirms the $15.84 billion revenue also explicitly states this was 'ahead of analyst expectations of $15.56 billion'.
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“Cisco called for its adjusted earnings to fall in the range of $1.16 to $1.18 per share for the fiscal fourth quarter”
INSUFFICIENT EVIDENCE
No evidence provided confirms the specific guidance range of $1.16 to $1.18 per share.
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“topping the $1.07 per share estimate”
PENDING
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“Morgan Stanley's $120 price target reflects a valuation of roughly 25-times expected earnings of about $4.70 per share in 2027”
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“Nvidia , Oracle and Microsoft are trading at price-to-earnings multiples of 25.3, 23.5 and 21.1, respectively”
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“Alphabet has a slightly higher PE ratio of 28.2”
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“Amazon 's is among the highest for hyperscalers at 29.4”
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“Of the 26 analysts covering Cisco, 18 have a buy or strong buy rating on the stock”
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“Shares are up 52% in the year to date”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.