NASDAQ:CSCO

Cisco (CSCO)

95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
0
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.
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.
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