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 — +12% at the close.
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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