NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Overvalued
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Similar
ADBE
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).
SELL
Just sold out his position for some of his clients. Disappointed with the guidance and results in the last couple of quarters. Better places for your money.
WAIT
Last earnings report was a little disappointing. Government spending had been deferred because of state budget difficulties. Also hasn’t been as much household formation. Reporting Feb 9 and he’ll be watching very closely.
DON'T BUY
There are more interesting, faster growing companies available.
COMMENT
He is considering Buying this stock. Reported good earnings, but warned on a poorer outlook because of government contracts. Waiting to see what kind of results Juniper (JNPR-N) comes out with as a comparison. Reasonable Buy for a long-term investor but won’t run away on you.
TOP PICK
There has been out-performance by small and mid-cap stocks and large-caps are trading at a discount. This one has had 2 disappointing quarters yet the numbers continue to be attractive in terms of growth rate. Trading at well below market multiple. Still has earnings growth. Well managed.
BUY
Not the dominant company they were and the router business is going through some changes and some slowdown but they’re still well positioned in the industry. There’s a pickup in corporate sales and still getting some carrier sales. Migrating fairly well into the wireless router business. He’s recently added to his holdings.
BUY
Earnings report a couple of months ago was quite a negative surprise to the investment community so he took this opportunity to accumulate more. Net of cash, forward earnings form a multiple of 10 times. The company has intentions to be more full service enterprise wide.
TOP PICK
Cheap valuation. $30 billion on the books. Grow a little slower but it is a premium company. Well run. Global growth. Expecting it to turn into a dividend play in the next 6-9 months.
PAST TOP PICK
(A Top Pick March 4/10. Down 1499%.) Businesses they compete with are growing strongly. Start-up companies are growing incrementally, which hurts their growth rate. Also finding some difficulty with government contracts. Monitoring his holdings pretty closely because of his concerns.
COMMENT
Will be announcing earnings on Feb 9th.and if the numbers are not good, he may trade it out of his portfolio. Has been a disappointment for him. Very disappointing guidance in the last quarter.
HOLD
On the rebound. Starting to Grow again. A reasonable hold here. He thinks this quarter wont be that disappointing again. Cloud computing will put a damper on CSCO.
TOP PICK
Model price of $28.62, a 40% positive differential. A quality name. Announced they will be paying a dividend.
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