NASDAQ:CSCO
Cisco (CSCO)
109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Sep 5, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Fair Value
Similar
ANET
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.
Brian Acker, CAOwned
electricalelectronic
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.
Lorne SteinbergOwned
electricalelectronic
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.
electricalelectronic
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.
David BaskinOwned
electricalelectronic
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.
Stan WongOwned
electricalelectronic
PAST TOP PICK
(Top Pick Jan 19/11, Down 7.08%) Nice recovery. Would continue to buy
Laura WallaceOwned
electricalelectronic
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.
Bill CarriganOwned
electricalelectronic
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.
David BurrowsOwned
electricalelectronic
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.
Brian Acker, CAOwned
electricalelectronic
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.
electricalelectronic
TOP PICK
(A Top Pick Jan 5/11. Down 33.6%.) $24.08 is his model price, a 30% upside.
Brian Acker, CAOwned
electricalelectronic
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