NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:00:00 pm Market Open.
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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
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.
WAIT
Would like to see it hold up over the $27 - $28 range. Has been a pretty good stock in the last year. Going forward longer term, this would be a good choice. Use the market as your guide and keep it on your short list.
DON'T BUY
This has been one of the best stocks on NASDAQ. Had a good run and the valuation got a little high. Their most recent earnings release and comments indicated that things are going to slow. Too early to stick your toe in the water.
SELL
One-year chart took out the August low. Long-term chart shows a long uptrend for 1.5 years. It pulled back in the past, so is the current one a normal pullback or not? The uptrend line is not a good one as it only has 2 points.
STRONG BUY
Dismayed by the almost 10% drop in the price today as he felt their report was positive. One area of weakness was the US enterprise division, which is what the market seemed to focus on. 17% revenue growth targeting 20% earnings growth at under 20X earnings is a great buying opportunity.
TOP PICK
It is leveraged to global economy. The company has the whole system approach. Predicts 15-20% upside from here.
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