Avanda Investment Management Pte. Ltd. Acquires New Position in Cisco Systems, Inc. $CSCO

Avanda Investment Management Pte. Ltd. bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor bought 5,000 shares of the network equipment provider’s stock, valued at approximately $587,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. Landscape Capital Management L.L.C. acquired a new stake in Cisco Systems during the 2nd quarter valued at approximately $2,607,000. Heartland Bank & Trust Co grew its position in Cisco Systems by 53.7% during the second quarter. Heartland Bank & Trust Co now owns 31,719 shares of the network equipment provider’s stock valued at $3,726,000 after buying an additional 11,081 shares during the period. M1 Capital Management LLC acquired a new position in shares of Cisco Systems in the second quarter worth about $281,000. Ieq Capital LLC boosted its stake in shares of Cisco Systems by 12.7% during the 2nd quarter. Ieq Capital LLC now owns 398,097 shares of the network equipment provider’s stock worth $46,760,000 after acquiring an additional 44,979 shares in the last quarter. Finally, Callan Family Office LLC grew its position in shares of Cisco Systems by 0.8% during the 2nd quarter. Callan Family Office LLC now owns 133,192 shares of the network equipment provider’s stock valued at $15,645,000 after acquiring an additional 1,081 shares during the period. Institutional investors own 73.33% of the company’s stock.

Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers.

Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth.

Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers.

Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal.

Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

A number of research firms have recently commented on CSCO. HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and cut their price objective for the company from $137.00 to $120.00 in a re...