NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
483 watching
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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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ANET
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.
TOP PICK
Just reported earnings and beat the Street by $0.05. Most of this was on cost containment.
BUY
Likes the stock. Has $4 a share in cash. Earnings are going to be down this year compared to last but it is still the pre-eminent company, the backbone of the Internet. Very cheap.
TOP PICK
25% of their market cap is in cash. Building their businesses out and their competition is falling apart. In this environment, you have to try and get the companies that are going to get bigger and stronger. That's what this company is going to do.
PAST TOP PICK
(A Top Pick Jan 23/08. Down 29.3%.) This should be the golden era of the Internet/broadband. Housing bubble and collapse really hurt the deployment. Moving more into the consumer market now. Has the cash to ride out the problems. Still a Buy.
TOP PICK
Has $25 billion in cash, which is about a quarter of their market cap. Their competition is in total disarray and they are able to make some good acquisitions.
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