NASDAQ:CSCO
Cisco (CSCO)
109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Sep 5, 2026, 12:00 amThis summary was created by AI, based on 20 opinions in the last 12 months.
Cisco (CSCO-Q) is perceived as a strong contender in the tech industry, benefiting from its integral role in AI infrastructure, evidenced by significant revenue growth and improved earnings reports. The recent performance indicates a 93% increase this year, bolstered by robust quarterly results that exceeded Wall Street expectations. Analysts suggest that the company's prudent management and share buybacks position it well for future growth, with a promising outlook for the AI sector. Despite some concerns regarding high expectations and valuation, experts generally recognize Cisco's potential for continued success and stability within the networking space.
Consensus
Positive
Valuation
Fair Value
Similar
ANET
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.
Don LatoOwned
electricalelectronic
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.
Barry SchwartzOwned
electricalelectronic
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.
Don ReedOwned
electricalelectronic
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%.
Gordon ReidOwned
electricalelectronic
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.
electricalelectronic
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.
Charles LannonOwned
electricalelectronic
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.
Ian AinsworthOwned
electricalelectronic
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).
electricalelectronic
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.
Don LatoOwned
electricalelectronic
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.
Gordon ReidOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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