NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Cisco, trading under the symbol CSCO-Q, is positioning itself for substantial growth driven by advancements in network technology and cybersecurity. Analysts have a positive outlook, predicting earnings per share and revenue growth in upcoming quarters. With a price-to-earnings ratio of 36 and a return on equity of 25%, Cisco is seen as defensively valued. Investment strategies include aggressive stock buybacks, although increasing debt levels are noted. While there are concerns about competition and market expectations, overall sentiment remains optimistic about Cisco's ability to leverage its products in the growing AI and data center sectors.

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Consensus
Buy
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Valuation
Fair Value
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JNPR
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.
BUY

Take profits from Microsoft and buy Cisco? He has in the past, so it's not a bad idea to pare it down a bit. He also owns Cisco and sees nothing wrong with this strategy.

DON'T BUY
They're transitioning from computer hardware to services with a recurring revenue stream model. Has never owned this or hardware stocks. True, they lead in networking, but are losing market share. Their transition will take time.
TOP PICK
He calls this old tech. They have done exceptionally well and has a model price of $70.00. Yield 2.96% (Analysts’ price target is $51.26)
BUY
It is a secular growth trend. It had been doing very well until two quarters ago. It is balancing now. They arrested the loss of business to another cloud provider. It is a core holding for her. (Analysts’ price target is $51.00)
WEAK BUY

A cheap stock. They control the router market and have made massive acquisitions in recent years--two good things they do. But growth is slowing. They create lots of free cash flow and will raise their dividend. But MSFT offers better growth; CSCO will be a modest grower. Overall, fine.

DON'T BUY
Has performed weakly next to Microsoft and other peers. It's a staid, mature tech company that lacks the appeal of its peers. Look at it if it breaks above $50. Otherwise, don't buy.
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