NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
487 watching
0
Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Cisco (CSCO-Q) has demonstrated impressive growth recently, achieving a record quarterly revenue of $17.25 billion, surpassing analysts' expectations. Social media buzz has surged significantly, indicating heightened interest in the stock. The company's strengthened stance on optical technology, essential for AI infrastructure, coupled with its share buyback initiatives, has fueled positive sentiments among analysts. While some reviews highlight a consensus on cautious optimism due to market demands and Cisco's recent performance, there are also concerns about high expectations for the upcoming earnings report. Overall, Cisco appears to be well-positioned for continued growth amidst a recovering tech landscape.

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Consensus
Positive
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Valuation
Overvalued
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Similar
ADBE
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.
HOLD
He owns this. The company has fallen on harder times as buyers have slowed on hardware sales. They will be active in 5G, which should be positive longer term. He feels the company has redefined itself from being known for routers into much more. He will continue to hold it.
BUY

Fantastic entry point now for a great tech company. Growth and dividend growth are here. He also owns Microsoft, well-positioned and will grow, but not cheap now.

HOLD

This is a core position for him. They are comparable to MSFT, moving from a hardware to a software service company. They are a core supplier to autonomous driving and 5G deployment. A Top 10 holding and he has a target of $56.

BUY
The 5G build-up A lot of money will be spent on 5G. Cisco will be one vendor for sure, but it's a competitive space. If Huawei is knocked out in North America, Cisco will benefit. Who knows what will happen?
BUY
It's fallen a bit on the back of the Q2 earnings call, when tech spending had tailed off globally. You just have to be patient. This is an excellent entry point. It's also a 5G play, and the next few years will be good for Cisco.
WATCH
He’s looked at it recently. It’s the fourth biggest component in its index and it has a good balance sheet. They’ve been spending a lot on buying back stocks. They are in a booming business, but they could lose sales in China. Cloud computing companies that use their components are increasingly trying to contain costs so there is price pressure. Cisco could start charging more in the service side. Hardware as a service could mean that revenues fall off suddenly during the transition which is why it’s trading here. Good dividend yield.
SELL
Missed sales against a slumping economic backdrop. Doesn't like the look of the chart. Below the 200-day moving average, which is not a great sign. Growth back into mid-single digits. Look at Microsoft instead.
TOP PICK
Their earnings are being reported after the close today. It is a significant holding for them. It will play a big role in autonomous driving, which he feels is a massive opportunity going forward. Their PE is 18.4, which is very reasonable. It has a good yield as well with solid fundamentals. He sees over 40% upside over the next three years and has a one year price target of $55.65. Yield 2.88% (Analysts’ price target is $54.00)
DON'T BUY
It's not cheap for its growth rate. He would prefer FANG stocks than Cisco at these levels.
COMMENT
One of the beneficiaries of the Huawei anti-trust case. A company with sustainable dividend. If the US is successful in wrangling Chinese tech, it would benefit. If ZTE or Huawei were to come back, then it would be a challenge. They haven't proven to be very successful at acquiring companies. It is more of a dividend yielding story in tech. Look for a better entry point.
DON'T BUY
Qualcomm or Cisco? Qualcomm may be breaking its trendline; it's choppy and not for conservative investors. The chart is merely okay. Cisco has rolled over and has consolidated; it's rangebound. If Cisco breaks out of this range, it's very good. At least Qualcomm is in an uptrend, so he slightly favours it.
PARTIAL BUY
Down $1.67 today. CSCO is in his top 10 and has been buying it all along. His target is $56.00, so there's still some room. You can buy a little now and a little when it's lower. Buy in thirds. Buy this in the $30's.
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