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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ADBE
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.
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.
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