NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
0
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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JNPR
SELL
Has been trading dead sideways for 2/3 years. Doesn’t see the stock going anywhere. Not particularly cheap from a historical point of view.
BUY
Had a bear, a bull and another bear. Now entering a new cycle. The long-term picture of this stock looks good. When the sector wakes up, which he thinks it is, this should go up.
TOP PICK
Cheap at 16 X earnings. The growth profile over the next few years is going to expand. Likes their Scientific Atlanta acquisition.
BUY
Trading at a fairly attractive valuation. Well positioned in its market and has a lot more upside.
BUY
Likes this company. Out of favour, that is, not the headline any more. At a historically low multiple. Strong balance sheet, lots of cash and making money. Have been buying at the $17/18US.
TOP PICK
The theme in the Top Picks tonight are based on Large Cap Tech as there's great value to be had. Penetrating a lot of the new markets. Undervalued.
WATCH
His model price is $19.45 which is a 13% positive differential. The stock could go as low as $14.10 depending on how bad it could be on the tech side of things. Tech does not do well during a monetary tightening.
DON'T BUY
Growth rate has been slowing. Stronger competition.
BUY
A great franchise. The growth is there. They have pledged double digit earnings growth over the next 5 years. Lots of opportunities ahead. Their recent acquisitions are working out well. Good price.
BUY
Well positioned. Have done a very good job of surviving the downturn. Generating tons of cash. Penetrating new markets such as wireless and storage.
DON'T BUY
Has had a bit of a run lately, but it's really in a trading range over the last few years betwen $17 and $21. Growth rate is slowing. Earnings per share are only supposed to go up 13/14 next year which is down from the high teens this year.
DON'T BUY
Technology continues to be the weakest part of the market. All the companies are having difficulty in getting paid. Pricing power just isn't there. This one is unquestioningly the leader, but there's not the growth to support much higher share prices.
TOP PICK
The legacy telecommunication equipment manufacturers have really dropped in the market place. It's now trading at a small discount to the S&P 500. Trading around 17.5/18 X this year's earnings and about 15 X next year's. They still continue to have very high gross margins and pricing power around 7%. Very profitable. Lots of cash. Well run.
TRADE
Prefers over Nortel (NT-T). 18 X earnings and doesn't have all the legacy problems such as pensions, etc.
DON'T BUY
Has a tremendous amount of cash on its balance sheet. Doesn't think this is a good investment right now. No growth.
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