NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Cisco (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

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Consensus
Neutral
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Valuation
Fair Value
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ANET
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.
TOP PICK
They aren't actually affected by China-US trade war, which is unusual for a tech company. Developing some G5 products. If some companies are banned, Cisco could take market share away from Huawei. Their new business is growing, but they need to really push it, as some of their legacy businesses are slowing down. Yield is 2.82%. (Analysts’ price target is $53.57)
COMMENT
CSCO vs. PAYX. You can own both because they're not in the same industries. Both growing around the same rate. Stigma for Cisco is the hardware side. Its growth is coming from security and software. Paychex is chugging along, with HR, insurance, payroll deposits. Paychex gets to earn interest over the weekend in free money, so it's a cash cow. Whereas Cisco is a bit more cyclical.
BUY
He likes it. They had a good report recently. Valuation is solid. He finds all the early movers in tech are reasonably priced. This one has good price momentum and he likes it.
DON'T BUY
Every time it reaches its fair market value, that's it. It doesn't rise further. It also keep hitting strong resistance. It hasn't risen above its FMV in 20 years. Look at the cheaper Intel.
PAST TOP PICK
(A Top Pick Jan 12/18, Up 17%) Quietly going about its business. He still sees another 28% upside for it. He holds a lot of it and it is doing well.
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