NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
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Investor Insights
star iconSep 5, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
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).
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.
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