NASDAQ:CSCO
Cisco (CSCO)
109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
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
(Top Pick Feb 23/09, Up 69%) Still likes it because it has a wonderful franchise in technology. Superior line of products. Made some astute acquisitions. Even after revenue collapsed, their margins stayed the same. Executes very well. As economy grows, they will continue to do very well. Trading relatively cheap.
Paul Harris, CFAOwned
electricalelectronic
BUY
Reported some great results last week. For the first time in probably 2 years raised their outlook but the market shrugged off the results and improved guidance. Very reasonably priced. Recent acquisitions will increase earnings this year.
Don LatoOwned
electricalelectronic
TOP PICK
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.
Mark GrammerOwned
electricalelectronic
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.
Ara NalbandianOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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.
Don LatoOwned
electricalelectronic
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.
Karl BergerOwned
electricalelectronic
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.
Mark GrammerOwned
electricalelectronic
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.
electricalelectronic
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.
Don LatoOwned
electricalelectronic
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.
Mark GrammerOwned
electricalelectronic
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