NASDAQ:CSCO
Cisco (CSCO)
Financials 
Technical Analysis 
Aug 14, 2026, 12:00 amThis summary was created by AI, based on 17 opinions in the last 12 months.
Cisco (CSCO) has demonstrated a robust performance in its recent quarterly results, reporting record revenues of $17.25 billion, significantly above Wall Street's expectations, and showing strong adjusted EPS growth. Analysts forecast high potential for the stock, with mentions on social media surging significantly, indicating heightened interest among investors. The company is capitalizing on increasing demand for optical technologies related to AI infrastructure, which bodes well for future growth. Despite concerns about high expectations around its next earnings report, the overall sentiment remains positive due to Cisco's strategic share buybacks and effective capital allocation. As Cisco continues to enhance its presence in security and networking sectors, it appears well-positioned for future growth.
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Premium contentOur PAST TOP PICK with CSCO has triggered its stop at $46. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 1%, based on our previous buy recommendation.
Premium contentLast earnings beat on top and bottom, extended guidance. 12-month price target of $60.50, decent runway. Hardware infrastructure. Yield is 3.07%.
(Analysts’ price target is $58.22)
Kim BoltonStill likes it. He model $73.15 and further upside. If there's deflation in the US, this will fall to $39. Pays a 3.2% yield.
Brian Acker, CAHe divides tech into two groups. One has high multilples and high growth with less profitability, which can cause difficulties. The other comprises value type stocks which are less impacted by rising rates. An example of this is Cisco at 14X earnings which it has grown consistently. It also has a growing dividend, now at about 3%. Not a big growth stock though. His company has only a 7% exposure to tech.
David BurrowsRemains a stock that performs in a weak economy, which he expects for late this year. Since 1990, has outperformed in recessions. Subscription revenues now stand at 43% of overall and growing faster than overall. It's resilient. Valuation is fair and pays a decent dividend.
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Jim LebenthalPremium contentThis Q1-2023 report also noted that the company's adjusted net income increased by 2% YOY to reach $3.5 billion. Revenues of $13.6 billion jumped 5.7% from a year ago, though net income fell 10% and higher expenses drove down the profit margin by 20%, both figures YOY. 1Q 2022). However, the street continues to adore Cisco's share buyback program. In that quarter, the company bought back 3% of its shares in all. Cisco is dedicated to returning 50% of its cash flow to investors and so far is succeeding. Stockchase's Michael O'Reilly reiterates CSCO as a top pick.
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IT hardware. Lots of people are attracted to the dividend. Pretty attractive valuation. He prefers the software side, perhaps MSFT, GOOG, or CSU. Software is better at compounding capital.