NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
487 watching
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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
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.
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.
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