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 ON WEAKNESS
This one has been a bit of a roller coaster. Have made an awful lot of acquisitions over the years so there is a lot of goodwill on the balance sheet. Have some threats on their core business, but he thinks they will get through this. Doesn't see high-growth. Consider buying in the $15-$16 range and hopefully it can get back to the low $20's.
HOLD
Not a growth stock anymore. Been facing margin pressure from competition across all of its switches and even in the router and enterprise space, mainly Chinese. Has the ability to rejuvenate itself. Could Buy back shares.
PAST TOP PICK
(A Top Pick Sept 23/10. Down 22.57%.) Sold his holdings from a risk management point of view. Great balance sheet. Great company but didn't seem to be able to execute well.
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.
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