NASDAQ:CSCO
Cisco (CSCO)
111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
487 watching
Financials 
Technical Analysis 0
Investor Insights
Aug 14, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Overvalued
Similar
ADBE
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.
Barry SchwartzOwned
electricalelectronic
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.
Gordon ReidOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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.
Brian Acker, CAOwned
electricalelectronic
BUY
A mountain of cash. Just declared first dividend about 1%, which they can increase. 9 times earnings, which is cheap. He is buying it for new clients. A lot of money will be spent on routers and switches for the Internet and CSCO will get at least its fair share.
David BaskinOwned
electricalelectronic
BUY
52 week low today. He lightened up on it a week and a half ago. They disappointed the street 3 times in a row. Earnings aren’t growing very quickly.
Gordon ReidOwned
electricalelectronic
HOLD
Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it.
Don ReedOwned
electricalelectronic
DON'T BUY
He held it for a long time. It should have been positioned to participate, but look at how all the tech stocks have done. If it hasn’t run during this big tech stock rally, when it IS going to rally. He would prefer to own companies that CSCO might want to take out – the second tier tech stocks.
electricalelectronic
DON'T BUY
This is a great bull market in networking stocks and this company is not participating. Built their business when they had tremendous pricing power because of their dominance. Since then there have been a lot of companies that have come up with very competent products and willing to sell them at much lower margins. Also their government contracts are being squeezed.
electricalelectronic
DON'T BUY
Had a big correction last spring, followed by 3 misses on earnings. CEO has stated that he doesn’t see good things and the stock corrected, then rallied back up again. Trailing 12 month multiple is 13.8% versus the S&P 500 of 15.5%. Attractive, but the margins are going down from 63.3% to 62% because of more competition. Prefers Technology stocks from October into January.
electricalelectronic
DON'T BUY
Sell and switch to Uni-Select (UNS-T)? Sold his holdings when the last quarter came out. Struggling to grow materially. Could be a trading rally in the near term but the median outlook is not great. Also sold his Uni-Select holdings which has good Cdn operations but troubled US operations.
electricalelectronic
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
