NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
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Investor Insights
star iconSep 5, 2026, 12:00 am

This 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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
BUY
Selling at a relatively reasonable multiple for a technology stock. Long-term demand and the capital expenditures going into the IT sector are going to sustain something like this company, which is more of a general product availability.
TOP PICK
Trading around 15 times earnings, cheap. Have very strong growth prospects. Have a great portfolio of assets. Have been growing over seas. Very good tech stock at a very good multiple.
STRONG BUY
A tremendous growth story. Looking for 20% growth in earnings. They are at the sweet spot of the technology revolution. Trading at only 14X earnings. Could easily trade at 22 or 25 times earnings.
TOP PICK
A play on the growth of global communications. Manufacture set-top boxes. Leading manufacturer of routers. Spending a lot of their time growing their business in the less developed parts of the world. Very cheap at 15X earnings.
PARTIAL BUY
The model price is $28.59, a positive differential of 18% or 19%. A long ways down from its $35 price in November. Not enough of a differential for him to get into his portfolio.
SELL
There is weakness in the telecom areas where they are selling. This area is slowing down dramatically.
BUY
Love the company. One of the premier companies in its space. As blown away the competition over the last several years. Revenues went down after the last bubble, but they still maintained margins at 65% or so. Made some very good acquisitions. Have a broad spectrum of products that they offer. Think they will continue to grow and aggressively overseas.
TOP PICK
A defensive play. Dominates its space. Had a bad quarter but still ended up 1.3% on the day. It's safe and liquid. Trading at 15X 2008 earnings and 13X next year's.
DON'T BUY
Vulnerable. Could see it turning lower in the short term but in the long term could go back over $30.
PAST TOP PICK
(A Top Pick Oct 16/07. Down 32.6%.) Was trading at 12.5X earnings which is outrageous on a company that is growing revenue at 16% and earnings at over 20%. A tremendous buy.
TOP PICK
One of the biggest technology companies in the world. Trading at about 15X earnings. Great balance sheet. Lots of cash. No debt. Made some very astute acquisitions. Can offer a great stream of products to customers.
TOP PICK
An incredible franchise. Great global sales force. Much greater than 50% of their revenue comes from outside of North America, so should be fairly resilient to any slowdown in the US.
PAST TOP PICK
(A Top Pick Aug 9/07. Down 22.5%.) His focus last year was large cap global growth stocks. This one did not work. Got out with a stop/loss of about 10% or 12%.
TOP PICK
Probably at an all-time low in its PE multiple. Great revenue growth and looking for 14%-15% growth this year. 15%-20% earnings growth. Selling at 14X earnings.
COMMENT
Will depend very much on building a business infrastructure as it always does. If there is a recession in the US, then investments in infrastructure will slow. They have a terrific global franchise, wonderful products and a good track record of surviving ups or downs. If you want to own a tech name, this is certainly one that you can buy with some confidence that it will be in business.
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