Cisco Systems, Inc. (CSCO) — closed signal from September 1, 2025
Target reached Published before the outcome was known, scored automatically when the window closed on November 30, 2025.
Predicted vs. what happened
What happened
Reached its target in 73 days.
The thesis — published September 1, 2025
Cisco looks set for a steady rise because buying interest is improving and the trend is getting healthier. Industry reports say the Security Service Edge market is growing around 23% per year, and Cisco is well placed to benefit. The stock has slightly beaten the S&P 500, and profits are expected to grow. Cybersecurity and zero trust spending tends to hold up, so consider adding on dips this quarter.
Primary drivers
- Buying interest is improving and the price trend is getting healthier
- Security Service Edge market is growing about 23% per year, aiding Cisco
- The stock has been doing a bit better than the overall market lately
- Companies keep spending on cybersecurity even when other items get cut
How it played out
CSCO: target reached in 73 days
Lyra published CSCO at $68.31 on 2025-09-01 with a short-term view for 14% growth. The thesis pointed to improving buying interest, a healthier price trend, Security Service Edge market growth of about 23% per year, recent relative strength, expected profit growth, and steady cybersecurity spending.
Inside the window, CSCO reached the $76.99 target in 73 days. The stock peaked at $79.63 on 2025-11-20, with a 16.6% gain. It ended the window at $76.53, below the target but still above the publication price. The published thesis played out.
What happened during the window
On 2025-11-12, Cisco reported fiscal first-quarter revenue of $14.88 billion and adjusted earnings of $1 per share. The company also raised its fiscal-year revenue outlook to $60.2 billion to $61 billion.
Prices are shown split- and dividend-adjusted, matching what public charts show today.
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