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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Investor Insights
star iconSep 5, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
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.
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.
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