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
WAIT
Software earnings have been doing well. They beat out on gross margins and have taken on steps to help mitigate tariff issues. Can they continue to avoid issues on the hardware side if tariff issues escalate? He thinks not. A well managed company, but he really worries about further tariff issues. He would wait until these issues resolve themselves.
BUY
He thinks it will do quite well relative to the market. Their new CEO has reinvented the company. They are now a leader in infrastructure. He thinks it will be higher in 3 years.
DON'T BUY
As networks are built out in 5G, there is no question that more routers will be required but it is unknown if they will have to compete with Hauwei. If it is possible to copy the product then he does not invest in the company.
HOLD
He sees good things for Cisco. Great management and products. A good long term hold.
COMMENT
Benefit from the 5G? As run up in the last little while because they've been able to make some very good acquisitions. Thinks they should benefit from 5G.
COMMENT
He follows it closely and they meet his requirements. They are one of the higher ranked stocks. They are exhibiting strength.
PAST TOP PICK
(A Top Pick Apr 25/18, Up 33%) Still likes it and has long recommended it. He has a target of $68.90.
BUY
MSFT vs. Cisco Diversify with 20 companies, regardless of how many dollars in your portfolio. Diversity by industry. MSFT and Cisco are relatively in the same business, both invested in the cloud, and both companies have turned around and done well with new technology. Own both.
COMMENT
They just trim the position by a 1/3. Their price target is $62.00. That is a 12-months target so when it gets to 10% below the target they start to shave the position. They have done a fantastic job at transforming their business from hardware to software. They are in the right place at the right time in terms of 5G technology.
WEAK BUY
Trades at 16x earnings and has had a good run lately. They have a strong hold on the router market, but they haven't seen as much topline growth as their peers. Instead, they grow by acquisition. A great company that can buyback shares and increase its dividend. But you won't see the same growth as in the past.
PAST TOP PICK
(A Top Pick Apr 09/18, Up 33%) Phenomenal free cash flow. Moving into security, which is a massive area. Buying back shares, and increasing dividend by 10% a year. Likes it, but not as cheap as it was. 20x earnings. Margins are staying hefty. He focuses on valuation, and makes sure not to outstay their welcome if things get too pricey.
HOLD
Fabulous balance sheet. The challenge for them is to build top line revenue. They are in the hardware space where you don't have the sane level of upgrades that you have in software.
BUY
What one tech stock to buy? MSFT or Cisco. MSFT is the poster-child of the sofrware side with fantastic management and delivers logical guidance. Cisco he likes for supplying in the big 5G deployment. Just beat earnings.
TOP PICK
Big data hardware. For the next five years, Cisco expects $3.8 trillion to be spent only in hardware, and Cisco is a leader in this space. Cisco caters to processing and telecommunications, both sides of big data hardware. (Analysts’ price target is $53.57)
PAST TOP PICK
(A Top Pick Feb 28/18, Up 14%) Better than expected numbers for margins and guidance. Everyone was excited about that.
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