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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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
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.
TOP PICK
Wonderful time for a company like Cisco, the "plumber of the Internet". Stock is trading at very reasonable rate. Cisco is at a sweet spot. Internationally as well as domestically. Only 25% of the households in the US are on broadband, so there is a huge up side.
BUY
Lots of upside and a heck of a balance sheet. With Nortel (NT-T) out of the picture and a lot of other companies that really didn't make it, they're really the last man standing.
TOP PICK
(A Top Pick Jan 8/07. Up 14.3%.) A global growth leader. Infrastructure for internet has to change to support the growth in bandwidth. Growing in 7 out of 8 geographical regions. 8 out of 9 of their major product areas are growing at 15%.
BUY
If you had to own 1 technology company, this would be one. It's so insidious the way it is installed on our day-to-day business in terms of the growth of traffic on the Internet. Reasonable multiple at around 22X earnings. Strong balance sheet.
HOLD
Has been a phenomenal company over the last year or so in the networking business.
COMMENT
Will be one of the major beneficiaries of the increased traffic over the Internet. They are the dominant player in this area. 22X earnings is a little on the rich side, so there is definitely a risk here.
BUY
Very optimistic on their prospects. Have upped their guidance for sales growth from 10%-15% to 12%-17% on the long-term. Have a dominant market share with both the carriers and enterprise. Very high profit margins. Extremely well run. A boatload of cash.
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