NASDAQ:CSCO
Cisco (CSCO)
114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 25, 2026, 12:00 amThis summary was created by AI, based on 16 opinions in the last 12 months.
Cisco, trading under the symbol CSCO-Q, is positioning itself for substantial growth driven by advancements in network technology and cybersecurity. Analysts have a positive outlook, predicting earnings per share and revenue growth in upcoming quarters. With a price-to-earnings ratio of 36 and a return on equity of 25%, Cisco is seen as defensively valued. Investment strategies include aggressive stock buybacks, although increasing debt levels are noted. While there are concerns about competition and market expectations, overall sentiment remains optimistic about Cisco's ability to leverage its products in the growing AI and data center sectors.
Consensus
Buy
Valuation
Fair Value
Similar
JNPR
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.
Don LatoOwned
electricalelectronic
TOP PICK
It is leveraged to global economy. The company has the whole system approach. Predicts 15-20% upside from here.
Peter HofstraOwned
electricalelectronic
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.
Gordon ReidOwned
electricalelectronic
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%.
David BurrowsOwned
electricalelectronic
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.
John O'Connell, CFAOwned
electricalelectronic
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.
John O'Connell, CFAOwned
electricalelectronic
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.
Mark GrammerOwned
electricalelectronic
TOP PICK
Environment has never been better. 15 out of 20 of their major product groups are growing at over 15%. Have tons of cash. They are the plumbers behind the Internet and are talking about Web 2.0, which, as opposed to 1 to 1, is many, to many. Not expensive.
David BurrowsOwned
electricalelectronic
TOP PICK
This is the 800 pound gorilla in the communications infrastructure business. Consistent management. Will be a leading provider of all the new communications equipment.
Brendan CaldwellOwned
electricalelectronic
TOP PICK
Now has a much lower PE, but still a very good growth stock. The acquisition of Scientific Atlanta last year is really paying off. The adoption of high-definition TV is driving the set-top box phenomena. Have also gone into wireless routers for homes and small business.
John O'Connell, CFAOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Jun 15/06. Up 34%.) Still sees 10%-15% upside, but is finding better bargains elsewhere.
Peter HofstraOwned
electricalelectronic
PAST TOP PICK
(A Top Pick Apr 18/06. No change.) Relative to its competitors, suffered slower growth, but still kept its margins. Made some very astute acquisitions. Feels they will beat expectations.
Paul Harris, CFAOwned
electricalelectronic
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
