NASDAQ:CSCO
Cisco (CSCO)
114.17
+1.41 (1.25%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
485 watching
Financials 
Technical Analysis 0
Investor Insights
Jul 25, 2026, 12:00 amThis 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.
Consensus
Buy
Valuation
Fair Value
Similar
JNPR
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
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.
Lorne SteinbergOwned
electricalelectronic
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.
electricalelectronic
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.
Lorne SteinbergOwned
electricalelectronic
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