NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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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
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.
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.
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