NASDAQ:CSCO
Cisco (CSCO)
117.48
+0.02 (0.02%)
as of Jul 1, 2026, 1:16:28 pm Market Open.
484 watching
Financials 
Technical Analysis 0
Investor Insights
Jun 30, 2026, 12:00 amThis summary was created by AI, based on 16 opinions in the last 12 months.
Cisco (CSCO-Q) has shown notable performance this year, with a significant 62% increase, capturing attention for its dominance in the data center space. The company recently reported earnings of 1.06 USD per share, beating estimates, and revenue also surpassing projections. Despite its upward trajectory, experts suggest that concerns about high expectations for future earnings growth exist. Analysts highlight the company's strategic acquisition of Splunk, which enhances its security business and revenue potential. Overall, while some experts are optimistic about Cisco's future, a few recommend waiting for a pullback before making further investments.
Consensus
Positive
Valuation
Fair Value
Similar
ANET
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.
Barry SchwartzOwned
electricalelectronic
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.
Barry SchwartzOwned
electricalelectronic
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.
electricalelectronic
PAST TOP PICK
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.
Lorne SteinbergOwned
electricalelectronic
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.
Don LatoNo
electricalelectronic
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.
electricalelectronic
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