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
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.
TOP PICK
This is a critical stock for the global technology story. Using a mean of $20, they have spent the last 10 years trying to get over $20, failing, trying to get over $20, failing. It has done this 3 times. If it gets above $20, because this is the 4th time, it should go much higher and take the entire sector with it.
BUY
The dominant player in this space. Have been fighting some of the margin battles over the last while because competitors have come in and sold products at lower margins. If you are going to invest in techs, large-cap techs look the best. You had almost 12 years of multiple compression and earnings have continued to grow. Stock has been behaving well since early fall and be their most recent estimate by 10%. The only concern is that seasonally, as you get into January, techs stocks underperform a little but this is a good one to own.
TOP PICK
(A TOP PICK Feb 17/11. Up 1.17%.) His model price is $24.18, which is a 30% positive differential. Low beta stock, which you are looking for in technology. You get the growth and a little bit of a dividend.
COMMENT
January $19 strike call. Safe bet? That's an aggressive trade. These options are in the middle in terms of costs. Thinks there is some resistance at around $19 so he would rather write a Put or do a covered call, in other words own the stock and Sell a Call against it.
DON'T BUY
The high-level view of this company is that it is large which creates its own problems. Fairly mature in its field, which can be a disadvantage because of competition. Management talked about a 17%-18% revenue growth which they continue to fail to meet. Also having trouble internally with governments deferring expenses. Would probably look elsewhere in tech.
TOP PICK
(A Top Pick Jan 5/11. Down 33.6%.) $24.08 is his model price, a 30% upside.
DON'T BUY
Has become a show-me stock, but has yet to do it for him.
PAST TOP PICK
(A Top Pick Nov 4/10. Down 24.61%.) A lot of value in this company. Thinks earnings are going to be $1.85, $5 a share net in cash.
DON'T BUY
Had a good quarter so would wait a while before getting into this. They're now getting back to focusing on their core business and cutting back on expenses. Competition continues to be very strong.
SELL
Set top business is quite weak and they are quite large so are running into headwinds.
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