NASDAQ:CSCO
Cisco (CSCO)
109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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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
(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.
Ara NalbandianOwned
electricalelectronic
TOP PICK
Global and technology infrastructure build out. Has $33.6 billion in cash, $5.50 per share. Interesting growth areas as well.
Ara NalbandianOwned
electricalelectronic
TOP PICK
Just reported earnings and beat the Street by $0.05. Most of this was on cost containment.
Gordon ReidOwned
electricalelectronic
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.
Don LatoOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
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.
Peter HofstraOwned
electricalelectronic
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.
Paul Harris, CFAOwned
electricalelectronic
BUY
Will be here 5 years from now and will have growth. Net cash on the balance sheet works out to be about $5 a share. Pretty close to a floor. Will be one of the prime beneficiaries when confidence comes back into the market. Should be able to grow its top line at a 2.5X multiple.
Charles LannonOwned
electricalelectronic
COMMENT
In past recessions have acquired companies at cheap valuations and integrated them very well. Even though they guided down for the 1st quarter and pulled guidance for the rest of the year, stock was up significantly. Margins are still quite strong. Well positioned for the other side of the recession.
electricalelectronic
TOP PICK
(A Top Pick Dec 6/07. Down 42%.) Dominant market share in IP. Internet is absolutely essential for the functioning of the business and consumer worlds. $20 billion cash on the balance sheet so will be able to make necessary acquisitions. Very cheap at 10 X next year's earnings. ROE 20% to 25% consistently over the last decade.
Mark GrammerOwned
electricalelectronic
TOP PICK
Tech world will have a difficult time. Trading around 11X earnings. One quarter of their market cap is in cash. Has made some very astute acquisitions. Competition is falling by the wayside.
Paul Harris, CFAOwned
electricalelectronic
TOP PICK
$27 billion in cash and the market cap is $100 billion. Getting stronger in this difficult environment because competition is in terrible shape.
Paul Harris, CFAOwned
electricalelectronic
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