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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Similar
ADBE
COMMENT
Just reported very disappointing results. Guided down on the back of the US domestic market, specifically consumer and government sector.
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.
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.
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.
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