NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
487 watching
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Investor Insights
star iconAug 15, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Cisco (CSCO-Q) is experiencing significant momentum, having reported record quarterly revenues of $17.25 billion, outperforming analyst expectations, and managing to boost its fiscal year forecasts. The company’s stock has appreciated considerably, illustrated by a 93% increase this year, amidst a growing demand for optical technologies critical to AI infrastructure. Analysts express optimism about Cisco’s strong cash flow, prudent share buybacks, and strategic investments, noting its potential due to an uptick in social media mentions. While several experts have acknowledged a desire for a pullback before further investment, Cisco appears set to benefit from elevated demand within the tech landscape, particularly from data centers and security solutions, underscoring its value proposition in the coming years.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ADBE
DON'T BUY
(Market Call Minute) Struggling to articulate growth strategy.
BUY
Continue to end up being a survivor from the big Internet go-go days. Have retrenched and attempted to become more profitable. It ranks 317 out of 2,400 stocks and is in the top 15% in his US database. ROE is attractive at 20%. PE on the trailing base is at about 12X. Earnings growth is modest at 8%.
DON'T BUY
Sold his holdings about a year ago. They are really not the company they used to be. They used to target 12%-17% revenues growth and are now targeting 5%-7%. They don't have the same oomph that they used to have.
PAST TOP PICK
(Top Pick Mar 24/11, Up 17.05%) He sold it and broke even
TOP PICK

PAST TOP PICK
(Top Pick Mar 24/11, Up 20.32%) It broke down on a technical basis and he sold it. Some of these older tech stocks that people have forgotten about are the place to be.
BUY
(Market Call Minute) Another play on capital expenditure. Just bought a set top box company. Forecasts are becoming much more realistic.
DON'T BUY
Sold when they started to stumble. There are stronger competitors, there is pricing pressure. It has become a slow grower. He would go elsewhere. Prefers Goggle and Oracle.
BUY
Good entry point. A perennial under performer. Hopefully 2 years from now it will have broken out like MSFT has now.
BUY
One that she is looking at to potentially add. Public sector and telecom spending has been weak. Lots of cash on balance sheet. Good entry point for a long-term investment.
PAST TOP PICK
(Top Pick Feb 23/11, Up 10.65%) About 6 months ago he changed to MSFT-O. CSCO has a lot of public sector customers. It hit a level and he got out and re-deployed.
TOP PICK
Hasn't done anything but is starting to get more attention. Growing their earnings by double digits. Increased their dividends by 33%. Valuation is at 8X earnings and should be at 12 or 13 times.
TOP PICK
(Top Pick Feb 17/11, Up 10.95%) Looks like they are back on track. Little bit of dividend yield. Large cap tech is a great place to be.
BUY
His largest position. Started buying at $18.80. Loves that a third is in cash. Made a few mistakes in the last few years, but brilliant run company and got out of businesses, recognizing errors in their ways. Tones of room to raise dividends.
WEAK BUY
Short term still going to be plagued with fact that lots of customers are government. Europe earnings slowdown expected. Doesn’t know if there is that much growth to justify a big commitment. Multiple is very attractive here. Would prefer other stocks with a higher multiple but lots more growth ahead of them.
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