NASDAQ:CSCO

Cisco (CSCO)

111.68
-1.79 (1.58%)
as of Aug 14, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconAug 14, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Cisco (CSCO) has demonstrated a robust performance in its recent quarterly results, reporting record revenues of $17.25 billion, significantly above Wall Street's expectations, and showing strong adjusted EPS growth. Analysts forecast high potential for the stock, with mentions on social media surging significantly, indicating heightened interest among investors. The company is capitalizing on increasing demand for optical technologies related to AI infrastructure, which bodes well for future growth. Despite concerns about high expectations around its next earnings report, the overall sentiment remains positive due to Cisco's strategic share buybacks and effective capital allocation. As Cisco continues to enhance its presence in security and networking sectors, it appears well-positioned for future growth.

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Consensus
Positive
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Valuation
Fair Value
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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%.
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.
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