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
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.
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)
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