NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
0
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
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.
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.
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