NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Cisco (CSCO-Q) has demonstrated impressive growth recently, achieving a record quarterly revenue of $17.25 billion, surpassing analysts' expectations. Social media buzz has surged significantly, indicating heightened interest in the stock. The company's strengthened stance on optical technology, essential for AI infrastructure, coupled with its share buyback initiatives, has fueled positive sentiments among analysts. While some reviews highlight a consensus on cautious optimism due to market demands and Cisco's recent performance, there are also concerns about high expectations for the upcoming earnings report. Overall, Cisco appears to be well-positioned for continued growth amidst a recovering tech landscape.

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Consensus
Positive
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Valuation
Overvalued
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Similar
ADBE
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 $30.
PAST TOP PICK
(A Top Pick Oct 16/07. Down 32.6%.) Was trading at 12.5X earnings which is outrageous on a company that is growing revenue at 16% and earnings at over 20%. A tremendous buy.
TOP PICK
One of the biggest technology companies in the world. Trading at about 15X earnings. Great balance sheet. Lots of cash. No debt. Made some very astute acquisitions. Can offer a great stream of products to customers.
TOP PICK
An incredible franchise. Great global sales force. Much greater than 50% of their revenue comes from outside of North America, so should be fairly resilient to any slowdown in the US.
PAST TOP PICK
(A Top Pick Aug 9/07. Down 22.5%.) His focus last year was large cap global growth stocks. This one did not work. Got out with a stop/loss of about 10% or 12%.
TOP PICK
Probably at an all-time low in its PE multiple. Great revenue growth and looking for 14%-15% growth this year. 15%-20% earnings growth. Selling at 14X earnings.
COMMENT
Will depend very much on building a business infrastructure as it always does. If there is a recession in the US, then investments in infrastructure will slow. They have a terrific global franchise, wonderful products and a good track record of surviving ups or downs. If you want to own a tech name, this is certainly one that you can buy with some confidence that it will be in business.
HOLD
Started moving up at about the same time the Cdn$ started to rally, so if you own there is a good chance that you haven't made any money.
TOP PICK
The new thing coming out for them is Internet TV and they are right in the middle of video that is coming out to the computer and TV. Have been growing their profits by 37% and generating almost $1 billion a month in revenues. Huge cash flows. In the last 5 years they have bought back 20% of their float. It also looks like NASDAQ is about to turn to the high side.
TOP PICK
Was oversold by the market. Company's growth is right on track. Over half the revenues come from outside the US. Very good value.
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