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.

consensus icon
Consensus
Neutral
valuation icon
Valuation
Fair Value
review icon
Similar
ANET
DON'T BUY
No longer a growth company. Having some competition problems in China. Doesn't expect them to pay a dividend.
TOP PICK
Not a conservative play. Believes that the 50% accelerated tax depreciation will bring some demand in at the end of the year.
DON'T BUY
One of the best companies in the technology sector. Stock is expensive compared to his growth expectations.
BUY ON WEAKNESS
A great company. The growth is going to come from outside the core router market. Should see double-digit growth rate in earnings.
DON'T BUY
In an area that is growing again. Sound management. Well-run. Valuation looks expensive.
WEAK BUY
A great company, and the best over Nortel and Lucent. They maintain their margins. Wonderful balance sheet, no debt problems. Could be very competitive in voice over IP. Growth has been in the corporate side. Not cheap.
WEAK BUY
May be getting too big to grow. Very good business model and strong cash flow. Not cheap, but they will continue to grow their earnings for the next few quarters.
DON'T BUY
The high end routers and the security side are doing quite well. Doesn't see any impetus to break out of its range. Prefers others.
TOP PICK
Expects technology will have one more run. The quarter is going to be better than people anticipate. Good price.
DON'T BUY
Not happy with some of their accounting practices.
DON'T BUY
A US blue-chip stock for American investors. A core holding for many pension/mutual funds. Has done very well in the enterprise space. A great company, but very fully valued.
DON'T BUY
Has a dominant market position. Valuation is 35X earnings which is too rich for the revenue it is getting.
BUY
Sold some just over $29. Leading company in spending. Clearly a leader. Good price in low $20's
BUY
HAd a big sell off. Had base builiding. Has upward momentum. Has good chance of increasing in value.
DON'T BUY
Model price of $19. Has gotten ahead of itself.
Showing 811 to 825 of 946 entries