NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Cisco (CSCO-Q) is witnessing an anticipated growth due to a much-needed refresh in its network technology and security technology. Experts highlight the company's strategic cash reserve utilization through share buybacks, though this has introduced a slight increase in debt levels. Analysts commend Cisco's ability to achieve encouraging earnings, exceeding expectations in recent quarters, and the strong demand for its products, driven by the AI boom and data center needs. Despite some concerns about high expectations and competition, Cisco’s robust capital allocation and expected revenue growth positions it as a compelling investment choice. However, there are also cautionary notes regarding the company’s valuation and market performance relative to growth in the sector.

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Consensus
Hold
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Valuation
Fair Value
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ADI
PAST TOP PICK
(Top pick Aug 10/10, Down 37.01%) He sold in January. It became obvious that management could not grow the company as they predicted.
COMMENT
Multiple has contracted to about 9X forward earnings and have reset their earnings and revenue growth targets to more realistic levels. Experiencing more competition in their router space. Their big end markets are governments and telecom carriers, which are both showing weakness. Expects the stock has bottomed and longer-term demand for products could improve. Have a lot of cash.
PAST TOP PICK
(A Top Pick Sept 2/10. Down 19.61%.) Reforecast earnings at 5%-7%. Could show double-digit earnings growth over the next 3 years. Trading at 10X earnings and has a lot of cash. Still a Buy.
BUY
A lot of the treats never really transpired. Down 45% from high, 20% this year. Pretty decent entry point right here. Use a stop loss.
PAST TOP PICK
(A Top Pick Sept 23/10. Down 25.98%.) Sold his holdings. Financials are very good but it broke down from a technical level for him.
PAST TOP PICK
(A Top Pick Aug 10/10. Down 33.45%.) Sold his holdings at around $19.50.
BUY
US technology companies are having real problems. Trading at very cheap valuations. Perfect balance sheets and rising dividends but no one wants to buy them. If you think smart phones and tablets and a proliferation of broadband is going to happen, this is a space you want to be in.
DON'T BUY
Recently cited weakness at the state and local government level, which is their end market. There is an increase in competition.
SELL
Sold his holdings in the $17-$18 range. Had 3 quarters in succession where they disappointed. Tried to point to macro issues, but it was really a management issue.
COMMENT
Just sold the rest of his stocks today. Can see the business doing well in the near-term.
COMMENT
Earnings growth is really slowing down, but on a valuation basis it is looking as cheap as it ever has. Growth curve has come down an awful lot. Cloud computing is leaving them behind. They are restructuring. Doesn't feel there is very much downside in this stock but could continue to be dead money for a period of time. There are better names.
PAST TOP PICK
(A Top Pick Jan 19/11. Down 25.34%.) Still likes. Very cheap.
TOP PICK
$85 billion market cap and $25 billion in net cash. #1 globally in all its major businesses, which are growth businesses. Stumbled badly when they got into a lot of consumer businesses. In the process of extracting themselves from these businesses. Expect the stock will be double in the next 3 years.
COMMENT
This company will come back, but not very soon. It's a big ship that has to be turned around. Sold his holdings after the last earnings release. Too many quarters in a row of problems in different segments of the company.
PAST TOP PICK
(Top Pick Jun 24/10, Down 32.15%) He sold at $16 or $17. He found they kept on missing earnings numbers and growth prospects were disappearing. He miss-read that it was really an enterprise company.
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