NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
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Investor Insights
star iconJun 8, 2026, 12:00 am

This summary was created by AI, based on 18 opinions in the last 12 months.

Cisco (CSCO-Q) has garnered attention as a notable player in the tech sector, especially benefiting from increased demand for data center solutions and AI-enhanced services. Recent earnings surpassed expectations, with analysts projecting continued revenue growth, although there are concerns regarding high market expectations and competition. The stock is up significantly this year, suggesting strong market sentiment; however, technical analysis reveals a potential need for a pullback. Experts highlight Cisco’s historical ability to allocate capital effectively through dividends and stock buybacks, which bolsters its profile as a stable investment as it navigates a competitive landscape. While some analysts express caution regarding its growth potential compared to peers like Arista Networks, many believe Cisco's entrenched position in IT infrastructure and cybersecurity could sustain its upward trajectory.

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Consensus
Neutral
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Valuation
Fair Value
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ANET
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.
BUY
Ran up over 40% last year, the 5th-best performer on the Dow, but still cheap at 18x earnings this year. Pays a solid 2.4% yield. It had a couple of ugly quarter because of supply problems, but then the stock took off in late November. Product orders were up 33% despite tough comps. They're pivoting toward software. It has a large base of recurring revenue which could reach 50% which would raise the PE. He wants the CEO next week to clarify the value of acquisitions. The CEO says things should turn around starting February.
PAST TOP PICK
(A Top Pick Jan 10/20, Up 36%) Old tech. Extraordinary value. Model price of $81.93, 33% upside. You should have a portfolio of these companies, as treasuries give you next to nothing. Yield is 2.46%.
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