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.

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Consensus
Neutral
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Valuation
Fair Value
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Similar
ANET
HOLD
Manufacturer of network equipment with about a 60% share. Large-cap tech is generally attractive. Demand has been so robust that have had to start hiring people, which will increase their cost base but they will benefit from higher Internet traffic. She prefers Hewlett-Packard (HPQ-N).
BUY
Sold off a little in the last week or so. Great global technology company with $4 a share in cash. Next years earnings at about $1.70-$1.80. Trades at just over 10X earnings.
BUY
If you're bullish on what lies ahead, you have to like this one. Went to far above the 200 day moving average this year and then drop to far below. There was a bit of a micro-bear in the next move should be up and then it's off to the races.
TOP PICK
Centre of the Internet world connecting people to routers, switches, etc. 18 divisions doing $1 billion or more in annual revenues. Growth projection of 12%-17%. Expect them to make $1.70-$1.75 this year giving them a good multiple for what they are doing.
BUY
Model price of $26.11, about 16% upside on his $30 model price.
DON'T BUY
Very good performer in the bull market. Chart now shows it a long way off its high and it has broken down through the range that has been holding up and is now hitting lower lows. This indicates the stock in poor condition.
TOP PICK
Great story. Has continued to have 65% gross margins even when the tech bubble collapsed. Great management. Made some brilliant acquisitions and strengthened their product range. $39 billion in cash, about $6 a share.
HOLD
Dropping because market is seeing a competitive threat from companies such as Hewlett-Packard (HPQ-N). Has about $4 in cash per share. Trading around 13X forward earnings.
WATCH
New product upgrade underway. Currently spending a bucket of money getting new sales staff. Also moved into servers that are in competition with some of their end customers. New products in routing and switching will be a benefit. Stock price will be range bound but is a stock to keep an eye on.
PARTIAL BUY
Pure play in expansion of broadband. Strategy has become more aggressive attacking the data centre and getting into areas that they traditionally didn't get into such as blade servers. Relatively cheap and growth looks fantastic. Start establishing a position now.
BUY
Look at all the smart phones and iPads being sold. Cable companies will have to upgrade and Cisco has the products. It will be under pressure until the Europe situation is over. Beautiful balance sheet. Lots of cash.
BUY
Likes the tech space and this is one of his major holdings. Just reported good numbers. Great entry point at this level.
PAST TOP PICK
(A Top Pick May 6/09. Up 36%.) Well diversified with 30 divisions of which 18 of them do over $1 billion of business. Expect the stock to go much higher.
TOP PICK
In a sweet spot with a product that is well suited towards telcos that need to upgrade networks to handle the volume of data that high-definition/wireless video demands. Fantastic balance sheet. Cut costs significantly so that when revenue comes back he expects earnings to grow materially.
PAST TOP PICK
(A Top Pick May 6/09. Up 38.63%.) Still a buy.
Showing 631 to 645 of 946 entries