NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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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
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.
WEAK BUY
If you have a longterm view for 3/5 years, a great company. Has maintained it smargins in the downturn. Lots of cash. In a competitive space, not only from Nortel and Lucent, but also from China. Expensive, but a leader in their field.
WEAK BUY
Mixed opinion. Internet drives the growth longer term, however growth is not what it was 5/10 years ago. It has become a more mature company. An FASB ruling is coming regarding expensing of employee stock options> This company will be hit the hardest. Have lots of money and good management.
BUY
A good point to get into this stock. Has suffered because it's so big, it's hard for it to grow. Has a dominant position in routers. Struggling to keep up with the advances being made by Juniper but it will get there. The last few quarters there have been issues with inventory, but now they have got through that and growth should accelerate.
BUY
Could get back into the mid-$20's. Can probably grow their earnings in the 10/12% range. In the area of networking market data communication, they are still very strong. They really own the enterprise market and it is still growing. Strong product line. Generate a ton of cash.
SELL
A great company. Well managed. The problem with the tech industry is that it is highly valued. Probably OK between $13 and $15.
TOP PICK
BUY
A much better company than Lucent. A lot of cash. Very smart managment and great products. China's competition is a threat.
BUY
Announced a decline in sales for the 4th quarter. For a longer term look, would call this a buy. Gaining market share and it's cheaper than it has been any time in its history. Generate substantial amounts of cash. Dominant in their market.
PAST TOP PICK
(A Top Pick Aug 13/04. Up 10%.) Sold off.
TOP PICK
Top Short Thinks it's going to retest its lows that occurred in '02.
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