NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
489 watching
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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
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.
BUY
The world is going to internet protocol because it is a cost savings solution for big traditional suppliers. A great entrance point.
DON'T BUY
Will be challenged as we go forward. If he wanted to go into this sector down the road, would prefer Cisco over others.
TOP PICK
The bellweather of US technology. Sees some rally coming. Buy and hold for a year or two. Cheap. 20% plus growth.
DON'T BUY
They were building inventory in the last sector. They have too much supply, which is a red flag in stockmarket. Demand is still ok.
TOP PICK
If you take the cash of of the balance sheet and expense the options that they have, you are still looking at something like $.82 next year. Return on capital is astounding. No debt.
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.
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