NASDAQ:CSCO
Cisco (CSCO)
109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
Financials 
Technical Analysis 0
Investor Insights
Sep 5, 2026, 12:00 amThis 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.
Consensus
Positive
Valuation
Fair Value
Similar
ANET
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.
Ara NalbandianOwned
electricalelectronic
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.
Brian Acker, CAOwned
electricalelectronic
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
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