NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
483 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Cisco (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
ANET
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.
TOP PICK
Outlook for handset industry is pretty murky because of intensity of competition but the demand for data is a trend that is not going away. This company offers one of the best risk/reward outlook. Good long-term investment.
BUY
Been suppressed by the recession. No big turn on enterprise spending on routers/switches but when it comes there should be an increase in earnings starting at 10%-15% a year. Some interesting products in their portfolios including new Nexus switch, videoconferencing with Telepresence and a new router.
Showing 616 to 630 of 946 entries