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.

consensus icon
Consensus
Hold
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Valuation
Fair Value
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ADI
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.
PAST TOP PICK
(A Top Pick Jan 15/10. Down 16.31%.)
WEAK BUY
Had some setbacks because business was not growing as fast.
COMMENT
Starting to look at this one. Premier company in technology selling at bargain rates. Leaning towards possibly buying but hasn’t decided whether it’s a forecast of things to come or a cheap stock.
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