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
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.
HOLD
Since 1993 did 120 acquisitions. They know how to do it. He is happy to hold it.
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.
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.
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.
DON'T BUY
Instead of paying dividends they continue to buy back stock, which destroys shareholder value. Not sure management runs the business for the benefit of shareholders.
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.
TOP PICK
Margins have slipped a bit and they have stated they are not growing as fast but is trading at 8 to 9 times earnings. Have about $6 cash on the balance sheet. High margins. Will lose market share but have the ability to pass along earnings growth and will probably have dividend increases.
TOP PICK
Had bought at the first of January and sold at the end of January. Their earnings knocked the stuffing out of the stock. Expects it will be back in his portfolio at the end of February. Will be starting to pay a dividend soon. Looking for a 50% upside.
DON'T BUY
Just reported earnings. Margins are going down. Have a dominant position in the routing and networking space with high growth margins. Now being attacked on the high end by Juniper (JNPR-N) and on the lower end by Hewlett-Packard (HPQ-N).
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