NASDAQ:CSCO

Cisco (CSCO)

109.20
+0.59 (0.54%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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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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ANET
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We reiterate CSCO as a TOP PICK. Recently reported earnings show Management's strategy to further diversify is working. Earnings and revenues exceeded analyst expectations - posting the second highest levels for both in company history - encouraging Management to expand further on its earnings guidance. It pays a good dividend that has increased for 11 consecutive years. We recommend keeping the trailing stop at $38.50, looking to achieve $55 -- upside over 18%. Yield 3.3% (Analysts’ price target is $54.82)
SELL
Same basket as IBM. Doesn't move a lot, sleepy. Hardware, so not terribly sexy. Skeleton for lots of tech. Very competitive area. Good place to hide, especially in tech, but there are some longer runways out there. Yield is 3.5%. (Analysts’ price target is $53.25)
BUY
They reported a clean top and bottom line beat after today's bell, plus they raised their forecast. Shocking. He still owns it. This could return to last year's highs of $50s.
PAST TOP PICK
(A Top Pick Jan 05/22, Down 26%) Still likes it, old tech. Model price of $61, upside of 31%. Valuation is good. Air is coming out of FAANG stocks. A good place to buy would be $38.50 instead of $44, but he won't quibble. Yield is 3.5%.
BUY
Orders are good, good balance sheet and it pays a 3% yield.
BUY
Look at the multiple of the megacap tech companies. She's added to Oracle, Cisco and IBM for their lower multiples vs. tech peers. Three years ago, she would have been concentrated in Apple, Microsoft and Alphabet.
HOLD
YTD stock is down 35%. Tough year for all stocks. Fundamentally, has good dividend yield around 3%. Optimistic guidance going forward. Once interest rates peak, will see a recovery in tech sector.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly In a period of market uncertainty CSCO is a TOP PICK. Management expects supply chain constraints will ease in the second half of the year and margins will expand. Their strategy is moving more into the integrated space of hardware/software/service offerings, which should help further diversify them. At 12x expected next year earnings it is good value. It pays a good dividend that has increased for 13 consecutive years, backed by a payout ratio under 55% of cash flow. Recent earnings support a 31% ROE. We recommend setting a trailing stop at $38.50, looking to achieve $56 -- upside over 22%. Yield 3.33% (Analysts’ price target is $55.59)
HOLD
Will dividend growth continue? Absolutely yes for years to come. Free cashflow covers the dividend with leftover cash to make acquisitions and buy back shares. No net debt. Yield is just over 3%.
BUY
A huge tech company that touches semis, machine learning and security, but this means nothing to this bearish market which crushed semis today.
COMMENT
It reports Wednesday. Shares are so cheap, and there are tons of negative analysts. He expects a spike if management says anything positive. If negative, shares so hold because this dividend is so big.
WATCH
Trades about 15x earnings, 3.4% dividend yield. Not expensive. Fell on last quarter, due to supply chain issues and large deals slowing down. Investors were wary, as competitors didn't have these issues. Look at guidance when numbers are released in August.
BUY ON WEAKNESS
Shares slid 14% three weeks ago on a weak quarter and guidance. The cause of the guidance was the Covid lockdown in China which should have surprised no one. It now trades at only 13x and pays a juicy 3.4% dividend. The lockdown is a short-term problem so this is a buying opportunity,
Unspecified
It is attractive on a valuation basis at 13/14 X earnings. It has a structural challenge since it is a general type company that covers many things. Times have changed. Pure specialty companies in cloud technology and open source technology are chipping away at one stop for everything companies like Cisco.
TOP PICK
Largest networking company in the world. Has shifted to SaaS, which is higher margins. Buys back shares. Lacklustre growth is giving way to accelerating growth. Trades at 14x earnings, compellingly cheap. Topline growth and annual dividend growth. Yield is 3.07%. (Analysts’ price target is $62.68)
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