NASDAQ:CSCO
Cisco (CSCO)
114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 25, 2026, 12:00 amThis summary was created by AI, based on 16 opinions in the last 12 months.
Cisco, trading under the symbol CSCO-Q, is positioning itself for substantial growth driven by advancements in network technology and cybersecurity. Analysts have a positive outlook, predicting earnings per share and revenue growth in upcoming quarters. With a price-to-earnings ratio of 36 and a return on equity of 25%, Cisco is seen as defensively valued. Investment strategies include aggressive stock buybacks, although increasing debt levels are noted. While there are concerns about competition and market expectations, overall sentiment remains optimistic about Cisco's ability to leverage its products in the growing AI and data center sectors.
Consensus
Buy
Valuation
Fair Value
Similar
JNPR
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.
Brian Acker, CAOwned
electricalelectronic
BUY
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.
Kim BoltonOwned
electricalelectronic
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.
electricalelectronic
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.
Lorne SteinbergOwned
electricalelectronic
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)
Kim BoltonOwned
electricalelectronic
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)
electricalelectronic
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.
electricalelectronic
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