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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Similar
ANET
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.
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.
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