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
STRONG BUY
Fell about 7%-8% on its numbers, mainly because of their guidance going forward. Expecting good growth in technology over the next several years. Made some very strong acquisitions. Screaming Buy at these levels.
PAST TOP PICK
(A Top Pick Jan 13/10. Down 20.7%.) Disappointing earnings release. Long term revenue expected to grow 12%-17% but 2011 will be lower, 9% to 12%. Still likes.
DON'T BUY
Networking is a space you want to look at because companies are spending. The trouble with this one is that they have a lot of government type business, which has constrained spending. Just reported a very poor quarter so estimates have dropped. Would prefer more pure plays such as Riverbed (RVBD-Q) or Aruba Networks (ARUN-Q).
DON'T BUY
Whereas most tech stocks are in an upward trend, this one is trending down and is not following seasonal patterns.
BUY
His view has not changed. They are the network provider for smart phones. All the US tech stocks are dirt-cheap. You have to be patient with this one. They had poor government contracts last quarter.
BUY
Whole technology space will do well. Got hit too hard when they announced that growth wouldn’t be as strong as it was. You can Buy this directly or through the ETF on technology (XLK-N).
DON'T BUY
Had a correction when they reported a recent quarter and management commented on a strong pull back in spending from state governments. Expect it to be soft for the next few quarters. Starting to look attractive but the areas they have to grow into have lower margins. Prefers Hewlett-Packard (HPQ-N).
PAST TOP PICK
(A Top Pick Dec 10/09. Down 19%.) Got creamed by its outlook. Good price and he likes it here. 39% of its market value is in cash.
COMMENT
Had bad news last week so he has a concern about what they are doing going forward. About 20% of sales are to different US governments where spending will be constrained. He’ll be holding until he sees if this is an industry wide issue or not.
DON'T BUY
Had disappointing earnings. Focuses on a lot of government. Downtrend has formed a channel. Could go down to $14, which is the next support.
DON'T BUY
Ranks low in his US universe screen. Relatively negative outlook going forward. Has moved below all the support levels.
TOP PICK
Reported disappointing earnings last week. Miss didn’t come from enterprise ventures, but from government spending and on the consumer cable TV side. Risk/reward at this price is very good.
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
TOP PICK
Everyone is saying Tech space is great, but CSCO came out and disagreed and it hit the stock price. Smart phones use 40 times the amount of data as a regular phone so telcos have to buy more equipment. Don’t bet on the horse, bet on the racetrack. Tech stocks have never been cheaper.
BUY
Capital spending since the tech bubble has really lagged depreciation. The installed base of routers and switches will have to be refreshed. Still growing at 8-10% per year.
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