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) has demonstrated a robust performance in its recent quarterly results, reporting record revenues of $17.25 billion, significantly above Wall Street's expectations, and showing strong adjusted EPS growth. Analysts forecast high potential for the stock, with mentions on social media surging significantly, indicating heightened interest among investors. The company is capitalizing on increasing demand for optical technologies related to AI infrastructure, which bodes well for future growth. Despite concerns about high expectations around its next earnings report, the overall sentiment remains positive due to Cisco's strategic share buybacks and effective capital allocation. As Cisco continues to enhance its presence in security and networking sectors, it appears well-positioned for future growth.

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Consensus
Positive
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Valuation
Fair Value
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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)
DON'T BUY
They are underweight in tech with only a 4% holding. Cisco is trading below its 50 and 200 day moving average. It is a great company but wait for a tech turnaround.
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