NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Cisco (CSCO-Q) is perceived as a strong contender in the tech industry, benefiting from its integral role in AI infrastructure, evidenced by significant revenue growth and improved earnings reports. The recent performance indicates a 93% increase this year, bolstered by robust quarterly results that exceeded Wall Street expectations. Analysts suggest that the company's prudent management and share buybacks position it well for future growth, with a promising outlook for the AI sector. Despite some concerns regarding high expectations and valuation, experts generally recognize Cisco's potential for continued success and stability within the networking space.

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Consensus
Positive
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Valuation
Fair Value
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ANET
BUY
Allan Tong’s Discover Picks Cisco makes it to our Top Dividend Stock list. True, this American IT company doesn’t pay a divvy like a Canadian bank, but analysts such as Darren Sissons and Lorne Steinberg expect Cisco’s 3.09% to continue to grow along with the company’s free cash flow. Read Best Dividend Stocks Canada for our full analysis.
HOLD
5G? CSCO has a 14 times PE ratio and 2.8% dividend yield. They have been able to grow by buying a lot of companies. 5G spending may get delayed in to 2021, so this may reduce earnings this year. They have made acquisitions to be able to compete with their peers.
BUY
He owns this in their large cap portfolio. The company is positioning itself well for 5G connectivity. They have had to pivot from being the back bone of the router space to now also be a software company. Webex is a popular video platform during COVID-19. It is not very a very expensive multiple. Only about 3% of their revenue is tied to China. He would be a buyer here.
COMMENT

5G deployment is a key theme for him right now. NOK and CSCO are others in the space. He much prefers ERIC overall -- he thinks it could go to $12 per share.

STRONG BUY
Managers have done a great job morphing into cybersecurity. Yes, Cisco will be impacted by current spending on IT (with flat or slightly declining revenues this year), but Cisco will remain a huge cash flow and dividend grower. There's strong demand for internet security which definitely benefits Cisco.
BUY
They report tomorrow and he expects mixed results, but overall he likes this company. Cisco has suffered a little from the lockdown, but videos shot for interviews are using Cisco equipment. This is a boom for the company.
COMMENT

He does not own AMT today. In 5G, he prefers CSCO and NOK.

PAST TOP PICK
(A Top Pick Mar 04/19, Down 22%) Some cyclicality to its earnings, but will stick with it. They will still buyback stock and increase margins, and it's trading at 13.5x free cash flow (Analysts’ price target is $53.00)
TOP PICK
They are the leader in end to end IT security. There has been a selloff because of a weaker economy. They will raise their dividend double digits until the cows come home. (Analysts’ price target is $51.43)
COMMENT
Problem is all the big techs had a big run. Long-term trajectory is up and to the right. Dividend should slowly grow. A better entry point would make this a core holding. Challenge is they need a new product as a catalyst.
BUY ON WEAKNESS
Fantastic company. Couple of disappointing quarters. Huge amount of free cashflow. Buy on weakness.
TOP PICK
Model price is $65 or 54% upside. (Analysts’ price target is $51.43)
TOP PICK
It's had a tough time, but new management have turned this from a stodgy company selling old technology to one that's poised to take advantage of the 5G revolution. It trades at 14x earnings. Buy and be patient. (Analysts’ price target is $51.43)
HOLD

He has a 1.8% position in his portfolio. They are skewed to the 5G movement. They have tried to do what MSFT did, ramping up software and cyber-security, but have not been as successful.

PAST TOP PICK
(A Top Pick Jan 31/19, Up 1%) They will continue giving you 10% dividend growth per year. He owned it for a decade. They are shareholder friendly and do share buy backs.
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