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.

consensus icon
Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
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.
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.
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.
PAST TOP PICK
(A Top Pick Jun 15/06. Up 34%.) Still sees 10%-15% upside, but is finding better bargains elsewhere.
WEAK BUY
Hit a low of about $15 became “deep value”. Had a lot of cash. Probably one of the best technology companies in performance from that point. Still sees upside of about 15% but is no longer deep value, only moderate value.
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.
DON'T BUY
You have to be frightened when you see a big name like this breaking down. It is a bellwether.
BUY
They have done nothing but execute consistently. Tons of cash. Buying back stock.
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.
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