NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Cisco (CSCO-Q) is perceived as a strong contender in the tech industry, benefiting from its integral role in AI infrastructure, evidenced by significant revenue growth and improved earnings reports. The recent performance indicates a 93% increase this year, bolstered by robust quarterly results that exceeded Wall Street expectations. Analysts suggest that the company's prudent management and share buybacks position it well for future growth, with a promising outlook for the AI sector. Despite some concerns regarding high expectations and valuation, experts generally recognize Cisco's potential for continued success and stability within the networking space.

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Consensus
Positive
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Valuation
Fair Value
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ANET
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.
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.
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