NASDAQ:CSCO

Cisco (CSCO)

125.06
+3.42 (2.81%)
as of Jun 8, 2026, 7:34:53 pm Market Open.
483 watching
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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
PAST TOP PICK
(A Top Pick March 30/06. Up 18.3%.) Have done a very good job of growing their business. Made good acquisitions. Consistent management, consistent margins. Still likes.
BUY
It's rare to come across a company that is so dominant in all of its businesses. Acquisition of Scientific Atlanta is really starting to pay dividends. Generates a tremendous amount of free cash. Fantastic balance sheet. Buying back its shares at a phenomenal rate.
WAIT
Great company. Had a great run earlier and got ahead of itself. Expect with the current market weakness you will have a chance to buy it on the way down.
DON'T BUY
The model price is $25.28 a negative 6.3% differential.
TOP PICK
Have made some great acquisitions. Way ahead of their competitors. Looking for a lot more corporate spending over the next little while.
BUY
This is the tech stock to own when you're looking at things like U2. There is a greater demand for bandwidth by telephone and cable companies.
DON'T BUY
Not crazy about it.
TOP PICK
This is the core network company. If you believe there is accelerating demand for video for telecom service providers, this will be the key supplier. Trading at 20 X earnings. Attractive growth rate.
COMMENT
It was very encouraging when it moved from below $18 to above $20 last August, continued a nice upward trend and had a significant gap-up in November. Now is in a sideways motion indicating a consensus valuation. Could drop down to $26 or move up to $28. Can’t see any big moves for a little while.
DON'T BUY
He is a little over market weight on US technology. This one is too expensive for him. Model price is $24.93, which is a negative 9% differential.
BUY
Chart shows a short-term uptrend and today going to a new high. This is the kind of thing you want to be on board. If you are a short-term trader wanting to know when to Sell use the old high as a guide.
TOP PICK
On a valuation basis, the US large cap technologies are pretty cheap. 19 X next year’s earnings. Video traffic is using 60% of the internet. They are the leader in internet protocol.
TOP PICK
Executing incredibly well relative to its peers. Made some very astute acquisitions. Looking for corporations to have a large tech spend over the next several years. 65% gross margins. Strong balance sheet.
WEAK BUY
This is the large cap tech that has executed the best since the bubble burst. Acquisitions have worked out extremely well. Very strong product line. An OK entry point. He has been taking a little bit off the table.
BUY
A fantastic stock. A bellwether. Will probably work higher.
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