NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
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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.

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Consensus
Positive
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Valuation
Fair Value
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Similar
ANET
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.
BUY
Generates free cash flow of $1.16 per share. Operating margins are 25%. Has about 25% debt to equity, which is very manageable. Accounts receivable turnover is very good.
TOP PICK
(A Top Pick Nov 28/05. Up 54.1%.) Best company in their sector. Took the time to make good acquisitions. Consistent management and high margins.
DON'T BUY
High-growth, high P/E stock. Trades at a huge multiple to its sales. Have done a fantastic job of growing their business and being at the cutting edge of technology. A little expensive for him. Would prefer around $20.
TOP PICK
Generates a tremendous amount of cash flow. If it grows by 2%, you will get roughly an 8% to 9% real rate of return. There is a lot of upside if it does better than this. Expect a dividend will be declared.
BUY
Likes the long-term outlook for the company. Video conferencing and video on demand is all the rage right now. No debt and about $18 billion in cash.
BUY
Dominate position in the enterprise and increasingly growing its presence in the carrier space. As internet protocol traffic becomes more and more the dominant carrier of data, it is the best positioned.
BUY
An excellent company. Very good products.
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