NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
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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
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.
PAST TOP PICK
(A Top Pick Apr 29/10. Down 44.55%.) Sold at just under $20 in February.
SELL
Sell this and move into Intel (INTC-Q) or Microsoft (MSFT-Q) or hold? Going to companies with strong balance sheets, lots of cash and no debt is a good tactic. Intel is a good choice.
BUY ON WEAKNESS
Model Price $23.82, 56% upside potential. It is in his top 10 since March. Don’t be surprised to see it go to $13.70, and then buy more. There is pressure on management to do something.
DON'T BUY
Reported negative earnings and revenue growth 3 quarters in a row. Exited his positions a couple of months ago. Not only are some of their issues cyclical, but are also structural. Losing market to others.
BUY
At some point this stock will be like a coiled spring and it will rebound. Trading 10x earnings - 7x if you add back all the cash. If they broke up the company there would be a lot more value there.
BUY ON WEAKNESS
CEO, who is normally very optimistic, said sales outlook did not look great for this year, the stock got pummelled. A very profitable, successful company and is gushing cash and they are paying a 2% yield. It will be a survivor. Cheap.
HOLD
Leader in the communications field. Cloud computing will be the next big thing. Just reported and had the 2nd quarter in a row with a disappointing outlook. Stock is being hit. She's considering buying more at this price. Well positioned. Talk of taking $1 billion out of the cost line, which will help. Market position is unassailable and they are well positioned for international growth. Stock won't do very much in the near term, but longer term, an excellent investment.
DON'T BUY
Chart shows a series of lower lows and lower highs. Just forecast some numbers below expectations. Trades at around 10X earnings. Could get cheaper. Feels that Juniper (JNPR-N) is taking away a lot of their market share.
COMMENT
CEO announced significant issues and the stock dropped. This was followed by a relief rally. Announced significant restructuring, which is what the market is waiting for, Hedged his positions for a 5% decline so he is partially protected.
TOP PICK
Beaten up. Everyone hates the name, which is why he loves it. His model price is $26.46, a 51% upside. Likes large cap tech and is overweight in this sector. Starting to pay a 1.4% dividend.
WEAK BUY
He is underwater on this. Another story on US technology. The techs are not doing well evening with all the cash on their books. If you buy and sit on it for a year or two you will do well. CSCO is not sitting on their hands. Cash flow is growing and they raised the dividend.
DON'T BUY
Still owns, but has lightened up his position. Disappointed for about 3 quarters in a row. Left behind the targets of 12% to 17% revenue growth. Company is re-organizing internally. Has some potential but has some work to do.
WAIT
Has not stepped into it yet but it is always on her watch list. They have a dominant share in switches and routers. Any area that they try to expand in will likely see reduced margins. There’s increasing competitive level. She has stepped aside and see how things evolve.
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