NASDAQ:CSCO
Cisco (CSCO)
117.46
-0.24 (0.20%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Jun 30, 2026, 12:00 amThis summary was created by AI, based on 16 opinions in the last 12 months.
Cisco (CSCO-Q) has shown notable performance this year, with a significant 62% increase, capturing attention for its dominance in the data center space. The company recently reported earnings of 1.06 USD per share, beating estimates, and revenue also surpassing projections. Despite its upward trajectory, experts suggest that concerns about high expectations for future earnings growth exist. Analysts highlight the company's strategic acquisition of Splunk, which enhances its security business and revenue potential. Overall, while some experts are optimistic about Cisco's future, a few recommend waiting for a pullback before making further investments.
Consensus
Positive
Valuation
Fair Value
Similar
ANET
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).
electricalelectronic
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).
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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.
Karl BergerOwned
electricalelectronic
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.
Don LatoOwned
electricalelectronic
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
Gordon ReidOwned
electricalelectronic
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.
Barry SchwartzOwned
electricalelectronic
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.
Ian AinsworthOwned
electricalelectronic
TOP PICK
Great company, 7-8$ cash. Competitors are disappearing. Great products for enterprise and small business as well as telco. A 12x earnings is a reasonable multiple. Good margins. They will continue to do well.
Paul Harris, CFAOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Oct 21/09. Down 4%.) Didn't go as expected despite an increase in earnings year-over-year. Great global presence. Cheap at 13X earnings and looking at 17%-20% earnings growth down the road. Still a Buy.
Don LatoOwned
electricalelectronic
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