NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
483 watching
0
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 (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
ANET
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.
TOP PICK
Value play, $5 per share in cash. Great franchise. Stock at these levels is very cheap. 10 times earnings. Great opportunity to buy a great global franchise when it is cheap.
TOP PICK
$26.31, 50% upside. They announced a dividend policy. 1.4% yield. Large cap techs are a great place to be for a value manager.
Showing 556 to 570 of 946 entries