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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ADBE
TOP PICK
Internet networking juggernaut. Has been languishing.
PAST TOP PICK
(A Top Pick Dec 29/08. Up 46.47%.) Strong believer in this one. One of his top 10 positions in his fund. 10%-15% long-term growth in sales. Still a buy.
PAST TOP PICK
(Top Pick May 15/09, Up 31%) Still likes it. Still fairly good upside from here. Buying back shares (5%/yr), trying to grow internal businesses and making acquisitions that fit into their overall strategy. They made some very smart acquisitions recently.
TOP PICK
(A Top Pick Dec 22/08. Up 45.74%.) Good growth coming in the tech sector. Almost $30 billion in cash. Just acquired a video conferencing business, which is becoming a bigger thing. Not expensive at 22X earnings. Demolished their competition.
PAST TOP PICK
(Top Pick Nov 27/08, Up 40%) Great organization, great free cash flow, low multiple, competitors have fallen by the wayside. Deal with large, small and Telco businesses. With all the cash they have they will have to pay a dividend eventually.
TOP PICK
Still well below its high. In the last 3 weeks they announced two deals worth $6 Million. John Chambers must be seeing an outlook that is a whole lot better.
BUY
If the RIMs (RIM-T), Apples (AAPL-Q) and the Palms (PALM-Q) of the world do well, this one will do amazingly well because they are behind all these sorts of products.
TOP PICK
(A Top Pick Dec 29/08. Up 47%.) Leader in data networking. One of the best-run technology companies in the US. Fantastic return on capital. Balance sheet that is strong enough to allow them to make acquisitions in areas where they need to fill holes.
BUY
Tech sector is one of the spaces that could benefit from an improving economy as people and corporations spend more money. A lot of the systems are getting long in the tooth. Would tend to more of the corporate end because the price pressure on the consumer is relentless and never ending.
BUY ON WEAKNESS
Just reported and revenues where in line. Had been helped by a lower tax rate. Forecast 10%-17% lower revenues in the 1st quarter of 2010. Fairly valued here. Has a lot of cash and is a great company.
BUY
Relatively cheap. A lot of intentional catalysts going forward. Looking to go into more than network equipment but have gone into servers. Could be one of the clear winners in the future.
PAST TOP PICK
(A Top Pick Dec 29/08. Up 36.29%.) Good management and good balance sheet. 60% market share in routers. Buy on weakness.
COMMENT
Prefers IBM (IBM-N) because of their more stable revenue stream. This one is more consumer focused and they build networks. Expect they will have a few strong quarters because we are starting to see the turn.
PAST TOP PICK
(A Top Pick May 15/09. Up 3.25%.) Has recently been adding to his holdings. Very strong balance sheet. $33 billion in cash, which they will use to make strategic acquisitions.
TOP PICK
Global and technology infrastructure build out. Has $33.6 billion in cash, $5.50 per share. Interesting growth areas as well.
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