NASDAQ:CSCO

Cisco (CSCO)

125.93
+4.29 (3.53%)
as of Jun 8, 2026, 3:39:36 pm Market Open.
483 watching
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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
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)
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.
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.
DON'T BUY
What you make in one pocket, you pay out with the other. Another disappointing quarter. Old technology. He'd favour other tech opportunities. On solid financial ground, but not from a growth trajectory standpoint, so it puts their stock price at risk.
COMMENT
It reported a mix quarter today: a small earnings beat and tiny revenue miss and disappointing guidance for this quarter, but not the year. Shares are down 6%. They're moving towards a software and subscriptions model.
BUY
It's the definition of a cheap tech stock. Reports Wednesday and we'll see how it's transitioning into more of a subscription-based service provider with higher margins. He expects good things.
BUY
Finally starting to show growth again, mainly from the security business. Trades at 17x earnings, spectacular dividend grower and buying back shares. Great free cashflow. Compelling value for such a high quality company.
BUY
It's cheap. As subscriptions pick up, the stock will rise--easily a 10% move.
HOLD
Starting to see a sector rotation into growth stories that have more solid fundamentals. Dividend is reasonably attractive, balance sheet is great. Challenge is that market seems to be boom/bust, and there's competition from Europe. Don't chase. If you hold, keep it. Oracle offers more upside.
BUY
Today at investor day, they unveiled bullish long-term sales targets. Last month, they reported a strong quarter and shares jumped to a 20-year high. Since then, it's pulled back a few bucks. But he thinks this has a lot more room to run.
BUY
Morgan Stanley downgraded it yesterday though CSCO reported excellent numbers when it last reported. CSCO hosts an analysts meeting on Wednesday and will likely lead to analyst upgrades.
HOLD
Really likes. Massive free cashflow. Aggressively buys back shares and increases dividend. Becoming more of a SaaS, a positive change, which should increase margins and drive the stock higher.
DON'T BUY
They have not reinvented themselves. They have not restructured. The valuation is reasonable and the dividend is safe. 5G will not fuel future growth for them. He would pass on it.
DON'T BUY

Last year, it suffered from decreased spending and are slowly losing market share. Are transitioning more to a hardware company. It lacks growth. Key customers are telecoms. You can buy a higher-growth, software company like MSFT or Apple, but these are expensive now (wait for a dip).

COMMENT

Must look at it holistically. With proliferation of fibre and densification of optical equipment was a tailwind though this has slowed down. Another aspect is the sanctions that are allowing Cisco to compete when otherwise it would not have been. We have seen big moves from legacy tech due to the broadening of the market. Could see some more upsides, but would look at more mature tech.

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