NASDAQ:CSCO
Cisco (CSCO)
95.72
-7.89 (7.62%)
as of Nov 5, 2026, 9:00:00 pm Market Closed.
489 watching
Financials 
Technical Analysis 0
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,
electricalelectronic
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.
electricalelectronic
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)
Lorne SteinbergOwned
electricalelectronic
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Premium contentTOP PICK
Premium contentTOP PICK
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.
electricalelectronic
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.
electricalelectronic
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.
electricalelectronic
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%.
Brian Acker, CAOwned
electricalelectronic
TOP PICK
Looks great here. Model price of $81.93, 33% upside. Has exploded over the last year. Sleep at night. Can protect your portfolio if there's another decline like March 2020. Yield is 2.42%. (Analysts’ price target is $62.39)
Brian Acker, CAOwned
electricalelectronic
BUY
The dinosaur tech names have better PEs, better than the high-flyers in tech, and pay decent dividends well over the 10-year yield. Cisco has broken out, Intel looks interesting, and IBM has had a good run, but maybe wait on this. They're all a decent place to hide and you get paid as the market digests volatile news.
electricalelectronic
STRONG BUY
Has owned it for 12 years. Great cashflow generator. Morphing their business for more recurring revenue. They are delivering 5-6% revenue growth now, which should translate to 8-10% bottom line growth. You should also see 10% dividend growth going ahead. A core holding for them that is not expensive here.
Lorne SteinbergOwned
electricalelectronic
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