NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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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
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.
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'T BUY
They have a lot of competition. It’s starting to recover after Aug earnings release. It will have a lot of trouble getting above $25.
DON'T BUY
In a group with a big tailwind but this one has been a laggard and earnings revisions are lower. Some smaller companies are giving it competition. Would prefer Riverbed Technology (RVBD-Q), which is performing extremely well as well as Aruba Networks (ARUN-Q).
COMMENT
Large-cap tech is an attractive space. Valuations have come down quite a bit. This one is a leader in the router and switch market. Benefits from increased Internet traffic in terms of video and data. Trades at about 12X forward earnings. This one is definitely on her watch list.
TOP PICK
Great company. Will be paying a dividend. Trading at 12X future earnings.
COMMENT
Trying to complete a head and shoulders bottom earlier this year but it failed and went down to lower lows. Probably looking at $20 base. Next low would be $17. (Compare with the NASDAQ for an overall view.)
STRONG BUY
Doing great. Long-term goals are to grow revenue 12%-17%. Absolute cash machine. $40 billion in cash. Producing about $10 billion free cash flow yearly. Looking to pay a 1%-2% dividend.
BUY
Not a powerhouse as routers aren’t as import and as they used to be in the whole equation but likes their positioning. Throwing off substantial amounts of cash every quarter. Trading at 12X earnings and is still growing.
PAST TOP PICK
(A Top Pick Oct 21/09. Down 14.11%.) Recently announced 18% growth and hitting their objective but the stock sold off to 11-12 times earnings. Still a Buy.
HOLD
Analysts are showing a big run-up in earnings forecasts but the stock is breaking lower.
TOP PICK
Equipment provider for cell phone manufacturers. Smart phone penetration is only 20% and will double in the next couple of years. Telcos are going to have to spend a fortune on equipment and this is one of the main providers. Has $7 net cash. Worth $25 today and $30 in a year.
BUY
Data networking. Half their business comes of switching and routing. Reasonable multiple. Could be a little bit of short-term pain but not a whole lot.
STRONG BUY
Liked this company for a long time and feels it is currently undervalued. Thought the recent earnings report was very good but market sold off on CEO’s comments. Improved revenues by 27% and earnings by 36%.
COMMENT
Just came out with earnings and sales and forecasts were a bit shy and the stock dropped by 9%. No longer a high beta growth stock but more of a blue-chip company. Not sold that we are going to be selling more computers, servers, handsets etc. in the near term. Either a Hold or Don’t Buy.
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