NASDAQ:CSCO

Cisco (CSCO)

124.15
+2.51 (2.06%)
as of Jun 8, 2026, 8:13:42 pm Market Open.
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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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Similar
ANET
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.
PAST TOP PICK
(A Top Pick Oct 27/05. Up 37%.) Moving more into the home with the Link-Sys.
TOP PICK
Hardware for the communication networks. Competition has been struggling and Cisco has picked up market share. Video on demand is growing. No debt. Bought back almost 20% of their share float in the last 4 years. Have about $17 billion in cash.
BUY
Over the last 5 years, large cap technology stocks were not the best performing parts of the market. An absolute leader and it is now Moving higher. This is an indication of a beginning.
BUY
Made some very astute acquisitions when their competition was under a lot of pressure. Good valuation.
BUY
It's at $23 now could go to the $30's.
PAST TOP PICK
(A Top Pick Oct 27/05. Up 26.8%.) Still some upside to come. Still likes.
BUY
An interesting story at these levels.
PAST TOP PICK
(A Top Pick Mar 30/06. Down 4%.) Recent numbers show they are way ahead of what their competitors are doing. Made very strategic acquisitions. Still likes.
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