NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
483 watching
0
Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Cisco (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

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Consensus
Neutral
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Valuation
Fair Value
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ANET
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.
BUY
History of free cash flow and return on equity is what tells you if a stock is good to own. If you had bought Cisco instead of Nortel (NT-T) you would have had much better stock performance.
DON'T BUY
Expect to see weaker numbers from the tech sector in the 1st half of the year. There was a big inventory build ahead of the end of the year and the retail sector did not see the demand expected in their products. A world class company with a market leading position but now is not the right time to buy.
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