NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
487 watching
0
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
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.
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.
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