Opinions Kash Pashootan
CiscoCSCOCOMMENTJan 16, 2015
Stock price when the opinion was issued
As of Jul 24, 2026. Market Open.
You might be interested:
;fill-opacity:1;'/%3e%3cpath%20d='M31%2018.6001V30H8V18.6001L14.1334%2022.4334L19.4999%2014L24.8669%2022.4334L31%2018.6001Z'%20fill='%23EE5432'%20style='fill:%23EE5432;fill:color(display-p3%200.9340%200.3310%200.1956);fill-opacity:1;'/%3e%3c/svg%3e){kind=small}
Premium contentA much needed refresh in network technology and security is the reason behind analysts expectations of continued positive growth for CSCO in the next few fiscal years. The company is prudently using some cash reserves to aggressively buy back shares - albeit with slightly more debt. It trades at 36x earnings, 9x book and with a 25% ROE -- demonstrating its ability to defend its value in the market place. We recommend setting a stop-loss at $170, looking to achieve $133 -- upside potential near 18%. Yield 1.4%
(Analysts’ price target is $132.40)
Like Apple it was sort of a sleeper last year. It sells processes and analogue chips, very different than GPU's. Is involved in networking products and services. The AI stack explosion needed their products and technology. It is fully priced according to analysts' price targets.
Kim BoltonKudos on that choice, because it's not been a market darling (since the dot-com bubble). Riding coattails of stronger players in the space, catching the halo effect. The old adage: "No one ever went broke taking a profit" -- good risk management.
Prefers, and owns, ANET.
Premium contentIn the last quarter, the company reported 1.06 USD per share, beating the 1.03 USD estimate by 2.42%. Revenue for the same period reached 15.84 B USD, despite the estimate of 15.56 B USD. For the next quarter, analysts expect 1.12 USD in earnings per share and 16.36 B USD in revenue. Social media mentions are up 3,017% in the past 24h.
It reports today. This should benefit from whatever tech comes out. Is up 40% the past year, and expectations are high, expected to generate $15 billion or 8-9% growth over last year. She thinks they will come in line, but should not be punished. Is worried over these high expectations.
Part of IT infrastructure, but $27B acquisition of Splunk really helped drive security business. Finally hit a new high (previous high was March 27, 2000). Phenomenal allocator of capital. Compelling buy. Every year, buys back stock and raises dividend.
Finally growing revenues again, he's looking for mid-high single-digit revenue growth. AI will bring a much higher recurring revenue stream. Its solutions are so embedded in businesses, he's not worried about clients trying to go it alone with AI.
Lorne SteinbergMostly hardware, but also getting into software security. It's finally gotten back to its breakeven price from the year 2000 :) Climbing higher, up 23% in last 12 months. Not on his buy list. He owns FIX, LRCX, and ADI. His tech exposure is ~10-20%.
Should do well. Only downside questions are whether it can keep up with demand, and whether it will be the prime provider within data centres? If they have the upper hand and pricing power, great. If not, they'll just trundle along with everybody else.
Lately, it's been getting new clients from competitors. It's been putting up stellar quarters. It had a strong 2025, but got hammered in December, surprisingly. But it is bouncing off lows. The On Balance Volume only now is moving higher. Lang thinks the sell off is ending. A few good days should see this rise, returning to its $80 highs, then up to $100 later this year.
Has been focusing on the mobile side of things. Did 6 acquisitions last year to beef up their ability to take advantage of what is going on in the mobile side. With increased sales in smart phones, there is certainly an increase in data traffic. This company’s network solutions help carriers manage that data traffic, but also stay spectrum efficient. From that perspective, he likes the name. The challenge at this point is China, where a large part of their revenues come from, but where they have a brand imaging problem with the NSA scandal. The Chinese government is saying the US government spied on them using this company’s equipment. This pays a decent dividend, but the valuation is not compelling enough for him.