NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
0
Investor Insights
star iconSep 5, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
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.
BUY
Likes the tech sector right now, particularly the big guys. Their branding and global scope are looking better than the rest. Prominent and good in the enterprise space. Makes good acquisitions.
BUY
Has either in its space. Made $.40 last quarter beating estimates of $.30. Above the 50 and 200 day moving averages.
PAST TOP PICK
(A Top Pick March 26/09. Up 53.8%.) Still likes. Great balance sheet and lots of cash. Made several good acquisitions during the downturn. Kept its margins up. New router product should be very good.
BUY
Has had an unbelievable run. Technology spending follows the economy. There may be another wave of corporate/government tech spending left. Next couple of years bodes well.
TOP PICK
Had a tough time during the recession. 25% growth expected in the next quarter. Enterprise spending is picking up again. Carriers have to spend because of mobile data traffic. Net cash of 25 billion after their acquisitions. Should make some major acquisitions in order to grow.
BUY
(Top Pick Oct 7/09, Up 5.04%) Still likes it.
BUY
You are looking for a breakout above the recent high. Would buy it and then double up on a breakout.
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