NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
483 watching
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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 has shown a remarkable performance in recent months, with a notable jump in stock price, being up 62% this year. Analysts have highlighted a strong quarterly performance, beating earnings expectations and showcasing significant growth in revenue, driven by demands in the data center and cybersecurity sectors. While some experts exhibit caution regarding the stock's overbought status and the high expectations surrounding it, many view the company as a solid investment due to its robust capital allocation strategies including dividends and share buybacks. Despite the competitive landscape, Cisco's position in the IT infrastructure market and recent acquisitions, such as Splunk, have garnered positive sentiment, suggesting potential for continued growth. Overall, the outlook remains favorable, provided the company meets or exceeds upcoming earnings reports.

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Consensus
Positive
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Valuation
Fair Value
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JNPR
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.
BUY
The amount of bandwidth that everyone is using requires all the companies in this space to make their networks more robust. This is great for this company. Expect the stock will be in the mid-$20 or even $30 in the next year.
TOP PICK
Regaining market share. Broken above the 200 day moving average at couple of months ago and the 50 day is now above the 200 day, which is a very solid signal. Trading at around 11X forward earnings with a 9%-10% long term growth rate. There will continue to be growth in net work traffic and band width usage.
PAST TOP PICK
(A Top Pick Jan 18/11. Down 6.37%.) So the last year when he saw the softness in their earnings. Trading at 11X earnings. Tech companies have proven that they have stable earnings so he expects they will start to outperform.
PAST TOP PICK
(Top Pick Jan 19/11, Down 7.08%) Nice recovery. Would continue to buy
DON'T BUY
Owned in the past. Sold on a series of disappointing reports. Then they beat much lower expectations and the stock bounced. Doesn’t think this was warranted. Wait for them to get back to their previous growth rate.
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