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
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.
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.
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