NASDAQ:CSCO
Cisco (CSCO)
Financials 
Technical Analysis 
Jun 8, 2026, 12:00 amThis 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.
Remains 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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Brian Acker, CA
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He 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.