NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
0
Investor Insights
star iconSep 5, 2026, 12:00 am

This summary was created by AI, based on 20 opinions in the last 12 months.

Cisco (CSCO-Q) is perceived as a strong contender in the tech industry, benefiting from its integral role in AI infrastructure, evidenced by significant revenue growth and improved earnings reports. The recent performance indicates a 93% increase this year, bolstered by robust quarterly results that exceeded Wall Street expectations. Analysts suggest that the company's prudent management and share buybacks position it well for future growth, with a promising outlook for the AI sector. Despite some concerns regarding high expectations and valuation, experts generally recognize Cisco's potential for continued success and stability within the networking space.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
BUY
Stock took quite a bit after their earnings report and the CEO’s outlook. Very pristine balance sheet with a lot of cash. This company deals on the enterprise side and competitors have gotten better with their products. Also, the enterprise side on those particular products are not as robust as they said. At this price, it is a good opportunity to get into a great company with a great balance sheet and trading at a very cheap multiple. Has the potential to buy back stock and increase their dividend.
WATCH
Reports tomorrow. Definitely on her watch list but she hasn't made any move to Buy. The call tomorrow will be important because during the past year and a half, they saw the slowdown coming as well as some increasing competition. If US growth continues to pick up, there will be some spending increases. Multiple has come down quite a bit and they have quite bit of cash.
DON'T BUY
Growing much less than it used to. Technology, from a seasonal basis, tends to do well from October into January but this year, technology kept going. Chart shows this company has broken its downtrend, which is positive. Resistance is at around $21 but he would be careful. Looking for it to get down to $18, and perhaps even lower.
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.
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