NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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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
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.
PAST TOP PICK
(A Top Pick Jul 17/18, Up 37%) He has recommended this for many years. The model price is over $73. A back door into blockchain technology. Yield 2.43%
COMMENT
Cisco has been a big beneficiary of the Huawei story. A higher risk trade, you could play it on the options mechanisms, there is probably a lot of volatility there. He wouldn't buy it, but thinks it's a trade if you've got some risk. Up 30% this year so far.
COMMENT
It's forming a triangle, consolidating once in a while. The lows are getting higher, though the highs are flat. If it breaks $60, it could be positive--buy it--but this could fail to break.
BUY
It is transitioning from mostly hardware to mostly software. She sees a lot of secular growth going forward.
PAST TOP PICK
(A Top Pick Feb 28/18, Up 29%) Not expensive. Benefit from G5. A good place to be. Can get re-rated, but need to show consistent growth and execute well.
BUY ON WEAKNESS
He's owned this for a decade, not as cheap as it used to be now that it's a Wall St. darling. After years of flat revenues, revenues are accelerating. The software part generates recurring revenues, and that has zoomed. Earnings will grow 10% annually. They buy back stock and increase their dividend. But it's trading near its all-time high.
HOLD
Volatile last year. Integrating AI well. Dividend growth in the teens. Ton of free cash. But if you already own one tech stock, it's better to diversify into another industry in a company equal to the credit quality of Cisco.
BUY
It benefits from Huawei's woes. He likes CSCO. It pays a small dividend.
PAST TOP PICK
(A Top Pick Jun 26/18, Up 33%) He's long held and liked this. $71.14 is his model price.
DON'T BUY
This is a big question mark. It comes down to whether Trump will be re-elected or not--and the China-US trade war endures. Cisco will benefit if Trump contains China--and Huawei, a competitor of Cisco's. It can go either way. He wouldn't invest either way because there's too much politics involved.
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