NASDAQ:CSCO

Cisco (CSCO)

114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
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Investor Insights
star iconJul 25, 2026, 12:00 am

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

Cisco, trading under the symbol CSCO-Q, is positioning itself for substantial growth driven by advancements in network technology and cybersecurity. Analysts have a positive outlook, predicting earnings per share and revenue growth in upcoming quarters. With a price-to-earnings ratio of 36 and a return on equity of 25%, Cisco is seen as defensively valued. Investment strategies include aggressive stock buybacks, although increasing debt levels are noted. While there are concerns about competition and market expectations, overall sentiment remains optimistic about Cisco's ability to leverage its products in the growing AI and data center sectors.

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Consensus
Buy
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Valuation
Fair Value
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JNPR
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.
BUY
Is down 10% YTD, so it's quality on sale. They just posted a great quarter: $14 billion backlog, the third quarter in a row of 30%+ product order growth, and announced a new share buyback. Pays a 2.7% dividend yield.
BUY
She trusts management in buying Splunk. If she doesn't already own Splunk, then she wouldn't want Cisco to own it--but she trusts Cisco's CEO. When they report earnings, she expects a solid quarter, no negative surprises. This is exactly the company to own in this environment. Trades at 15x earnings, with expected 6-8% earnings growth for the next few years. It's do-able. As people work from home and the office, demands for networking will be higher and higher.
HOLD
Part of a tech cohort that's behaving differently than the rest. More value tech at 17x earnings, dividend of 2.6% that will grow. He'd take a growing dividend of 2.6% over fixed income of 2.6% any day. Tech will not be the best neighbourhood to be in, but he owns this segment as he's looking for a more stable return rather than vague promises of future returns.
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