NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Cisco (CSCO-Q) has demonstrated impressive growth recently, achieving a record quarterly revenue of $17.25 billion, surpassing analysts' expectations. Social media buzz has surged significantly, indicating heightened interest in the stock. The company's strengthened stance on optical technology, essential for AI infrastructure, coupled with its share buyback initiatives, has fueled positive sentiments among analysts. While some reviews highlight a consensus on cautious optimism due to market demands and Cisco's recent performance, there are also concerns about high expectations for the upcoming earnings report. Overall, Cisco appears to be well-positioned for continued growth amidst a recovering tech landscape.

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Consensus
Positive
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Valuation
Overvalued
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Similar
ADBE
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.
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.
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