NASDAQ:CSCO

Cisco (CSCO)

117.46
-0.24 (0.20%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
484 watching
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Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Cisco (CSCO-Q) has shown notable performance this year, with a significant 62% increase, capturing attention for its dominance in the data center space. The company recently reported earnings of 1.06 USD per share, beating estimates, and revenue also surpassing projections. Despite its upward trajectory, experts suggest that concerns about high expectations for future earnings growth exist. Analysts highlight the company's strategic acquisition of Splunk, which enhances its security business and revenue potential. Overall, while some experts are optimistic about Cisco's future, a few recommend waiting for a pullback before making further investments.

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Consensus
Positive
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Valuation
Fair Value
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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.
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