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
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.
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.
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.
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.
PAST TOP PICK
(A Top Pick Dec 6/07. Down 39%.) Sold his holdings in July. Out of all techs and a lot of US stocks because they didn't pay dividends and was worried about multiple compression.
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.
BUY
Were able to make very good acquisitions and grow their product range. Expect they will be able to maintain their margins. Trading at 10X earnings. Lots of free cash flow and good balance sheet.
DON'T BUY
Technology is the industry that is most sensitive to the closing off of corporate credit in the US. Most of the big-ticket items that go into technology or rooms ultimately drive this company in a communication, router, etc. sense. The problem is starting to unwind and this company will probably respond rapidly. Will be pretty difficult to make any money here right now.
COMMENT
Microsoft (MSFT-Q), Cisco (CSCO-Q) and Intel (INTC-Q) are probably going to weather the downturn relatively well. They are all effectively utilities and have significantly free cash flows with little or no debt.
PAST TOP PICK
(Top Pick Oct 4’08, Down 6.7% with stop, otherwise Down 45%) Does not pass current tests: Earning revisions started to turn lower. Does not have a low economic sensitivity, nor a lower exposure in a slow down in global growth.
DON'T BUY
(Market Call Minute.) Model price of $24.80. 5% positive differential is not enough.
BUY
Probably the best placed of the equipment suppliers in terms of the Internet global transformation. However, pricing power is a big negative in this industry.
PAST TOP PICK
(A Top Pick Aug 9/07. Down 29%.) Got stopped out at about $28.
COMMENT
Love this company but it is a utility stock these days. Thinks there could be 50% in this stock if there is a sense that the global economy is doing better.
PAST TOP PICK
(A Top Pick Aug 9/07. Down 30%.) Technology is a pretty good space. In this case, business did not turn out as well as predicted.
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