NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
483 watching
0
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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
ANET
WAIT
It is in a really good situation. It is not too hard to see it will have resistance at $50. This is a pretty bullish pattern. He would wait until above $50 on a weekly basis to know it is going to stick. He expects a break out from here.
DON'T BUY
He avoids hardware manufacturers, because there's too much competition and worries about trade issues in tech. There are more profits in software.
TOP PICK
Massive free cash flow generator. Raising dividends over 10% for the last ten years. An incredible company. Siting on $17 billion just in case. (Analysts’ price target is $51.15)
COMMENT
A super safe company. He used to own it, but doesn't see upside in it now. There's little money made in hardware, but much more in software. Cisco is a hardware platform. But CSCO is very strong, but beware of lack of growth in the future.
DON'T BUY
The crack down on Hauwei created winners and losers and he wish he had figured it out. He prefers a different horse.
HOLD
It's OK, as it hasn't had a giant breakdown. Closer-term support levels are holding. So far, so good. It's acting better than the market.
BUY
The company has done well re-inventing themselves. They added cloud assets and more relevant technology. He regrets missing their successful transformation.
TOP PICK
Owns 3.7% position. Three segments: enterprise, service provider, small business. Conservative company. Reputation for under promising and over delivering. Product order growth is strong, regional diversity around the world. Yield is 2.9%. (Analysts’ price target is $51.21)
DON'T BUY
Transitioning from hardware to software and seeing some growth. The valuation is attractive, but other names in this tech space are better.
TOP PICK
Price action in a negative market is attraction. Cheap price earnings. Catalysts include picking up business from Huawei, but that could face backlash, since 16% of their business is derived from China. He still believes in the big 5G roll-out. They're managing their cloud solutions well. A real turnaround and great name. (Analysts’ price target is $51.21)
WATCH
They have a lot of cash and a great policy of returning 50% of cash flow to shareholders. It is a really robust balance sheet that can survive the test of time. He is neutral and is not putting money into tech right now. Watch it and when liquidity in the markets improved you would jump. He thinks there might be a kick to Canada on the current Huawei news story.
BUY ON WEAKNESS
Has held it in the past but sold it too early. Had a great year, up 25%. Has transitioned from being a traditional network, switch and router business, to a more software focused business through acquisitions. The market places higher multiples on software companies then it does on hardware companies. He likes it. Had a real big run. You'll be rewarded buying it on weakness or bad news. (Analysts’ price target is $50.00)
DON'T BUY
Like MSFT in that they've reinvented themselves to the Cloud. They've transitioned well from routers and switches. That said, there are better tech companies out there like Apple, Google and Facebook, despite the recent downturn.
BUY
He likes this stock and sees upside to $54.77. It is in his Top 5 of his fund. He thinks block chain is a good opportunity for this company.
BUY
This is the 5th largest holding in his portfolio. His last buy was near $42. They have a lot of legacy router business and now sees 5G deployment as their growth engine and sees them as having a great leg up on the competition. Because of the confrontation between China and the US, many of the non-US companies are missing out on the opportunities to the benefit of CSCO-N.
Showing 196 to 210 of 946 entries