NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
483 watching
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Cisco (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

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Consensus
Neutral
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Valuation
Fair Value
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ANET
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.
BUY
Globally into enterprise solutions. Standalone products, so you don't have to worry much about Huawei. They've adjusted to the cloud-based environment. Huge cash generator. Reasonable valuations. Cash on balance sheet. Buying back stock.
COMMENT

He owned Western Digital a few years ago. He still follows it, but finds there are other players, like Juniper or Cisco, who are better investments today.

BUY ON WEAKNESS
His target is $55.65. He has a 4.2% position. A nice stock to trade around -- buying in the low $40. It is not that expensive as the PEG is only 2.03.
TOP PICK
It represents the future of 5G. It is going to be transformational. New management is going to do extremely well here. (Analysts’ price target is $54.04)
DON'T BUY
Long-term view They beat on their top and bottom line, but guidance was below the street's expectations. It trades at only 17x, which is not high enough for him. Fine to hold, but buy at a lower price. If China-US don't reach a deal, CSCO remains vulnerable.
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