NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Cisco, trading under the symbol CSCO-Q, is positioning itself for substantial growth driven by advancements in network technology and cybersecurity. Analysts have a positive outlook, predicting earnings per share and revenue growth in upcoming quarters. With a price-to-earnings ratio of 36 and a return on equity of 25%, Cisco is seen as defensively valued. Investment strategies include aggressive stock buybacks, although increasing debt levels are noted. While there are concerns about competition and market expectations, overall sentiment remains optimistic about Cisco's ability to leverage its products in the growing AI and data center sectors.

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Consensus
Buy
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Valuation
Fair Value
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Similar
JNPR
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.
PAST TOP PICK
(A Top Pick May 11/06. Down 4.5%.) Expect it will work its way a bit higher from here.
TOP PICK
Quality technology name. Good price to earnings, price to book. They have done the best job of maintaining their core business, routers and switches. Just made a big acquisition of Scientific Atlantic which will broaden their reach into the home.
DON'T BUY
Not crazy about this company. Increasingly commoditised and increasingly difficult to get the kind of margins that they used to get.
TOP PICK
Has over $3 a share in cash. Was trading in a high teens multiple until recently, when it started to rise. He is betting that people will want more speed in their internet. Not expensive.
WEAK BUY
You could have a position in this but wouldn't include it in your top 10. Last generation by nature. Has no fears on the earnings front. It will generate above market returns but not the returns he's looking for over the next five years.
TOP PICK
This company has been profitable all through the cycle, and good free cash flow. While all the others where in trouble, they made some very astute acquisitions. Have a broad spectrum of products to offer everyone.
TOP PICK
(A Top Pick Jan 9/06. Up 13%.) They've always made money. Good free cash flow. No debt. While Nortel (N-T) and Lucent (LU-N) were having troubles, this company was making some very astute acquisitions. A cheap stock. Will have much better growth down the road.
TOP PICK
Valuation wise - it's not excessively expensive. Don't have a lot of legacy issues. They've made some astute acquisitions, done when their competitors are at a disadvantage. Consistant management and cashflow. They bought originally at $16 to $18. Thinks it will go to high 20's short term, long term even higher.
TOP PICK
A worldwide global leader in routers and telecom infrastructure. Their quarterly results shows that spending is back and they are getting a good share of it.
TOP PICK
Corporations are flush with cash and will probably spend it on technology which will help increase productivity. Made a couple of very astute acquisitions over the last few years moving them into newer areas.
BUY
This is a great time to buy the stock. A great buy below $20.
TOP PICK
Corporations around the world are flush with cash and expect the will do capital expenditures on their businesses to help productivity growth. Have made some acquisitions over the last couple of years which expands them into newer areas. Trades at a relatively cheap multiple at about 16 X earnings. No debt.
DON'T BUY
They have seen a compression in their price/earnings multiples because the expectation for future growth has been moderated. However, they absolutely dominate their industry. Typically, in the 4th quarter you see some surprises by way of new orders. That didn't happen this year, so their revenue guidance hasn't been particularly good.
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