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
(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.
DON'T BUY
Trading at a cheap valuation at 9.5X forward earnings. Chart shows a series of lower highs and lower lows. Expect they are losing market share as well.
DON'T BUY
Computer rotors and switches. Have not done very well. A lot of competition and they are losing share. Margins are going down. Have seen weakness in the state level spending in the US and they don't see this recovering soon. Cloud computing will be positive for them in the long term.
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