NASDAQ:CSCO

Cisco (CSCO)

95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
0
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.
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.
DON'T BUY
First ever dividend announced to day. Would love to give a positive comment but he can’t do it. Not showing a sign of bottoming. It only bounced back a couple of pennies today. Seasonally you want to stay away from tech stocks until the beginning of October.
DON'T BUY
Chart tells it all. Lower lows and lower highs. Juniper’s market share has grown market share quarter over quarter. He would say there are other names out there to look at.
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.
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