NASDAQ:CSCO

Cisco (CSCO)

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