NASDAQ:CSCO

Cisco (CSCO)

117.46
-0.24 (0.20%)
as of Jun 30, 2026, 8:00:00 pm Market Open.
484 watching
0
Investor Insights
star iconJun 30, 2026, 12:00 am

This summary was created by AI, based on 16 opinions in the last 12 months.

Cisco (CSCO-Q) has shown notable performance this year, with a significant 62% increase, capturing attention for its dominance in the data center space. The company recently reported earnings of 1.06 USD per share, beating estimates, and revenue also surpassing projections. Despite its upward trajectory, experts suggest that concerns about high expectations for future earnings growth exist. Analysts highlight the company's strategic acquisition of Splunk, which enhances its security business and revenue potential. Overall, while some experts are optimistic about Cisco's future, a few recommend waiting for a pullback before making further investments.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
ANET
HOLD

Won't get into too much trouble holding it over time. He prefers higher growth exposure, such as semis and FANGs. Not too much risk owning it. It's big and established, akin to IBM.

BUY ON WEAKNESS
The street has been wary of this name and was disappointed by its quarterly after hours today, but he sees a bright outlook. This should be a big winner as enterprise computing comes back this year as the economy reopens further. Right now is a classic buy on weakness.
BUY
They report Wednesday. He expects a good quarter. Cisco makes networking hardware and software for big companies.
BUY ON WEAKNESS
Sold in the last week at his price target. Massive supplier into 5G. Fantastic earnings. He'd look to get back in at the mid-40s. You'll probably see an opportunity later this year. Decent dividend yield of 2.8%.
BUY
Pays a decent dividend and trades around 19x PE. It will benefit when 5G comes along. There's a lot of money for broadband growth coming as we transition to 5G networks. Not a pricey stock, but he sees more growth in software stocks. CSCO will do better though given 5G.
PAST TOP PICK
(A Top Pick Feb 25/20, Up 17%) Existed some months ago. Was spinning its wheel. WebEx is a good point, but the hardware side was lacking. There are better opportunities in the technology space.
PAST TOP PICK
(A Top Pick Feb 25/20, Up 11%) Quarter after quarter, it disappoints. Not all divisions are getting traction. There are lots of other opportunities in tech.
BUY
This has been moving up nicely as enterprise 5G is coming. Cisco is transitioning from hardware to more software, and we're reaching the inflection point when the valuation goes higher. It reports Tuesday.
BUY
Pays a 3% dividend and offers a good balance sheet. Be patient. It'll take time to turn around the ship. In fact, you can buy more now.
BUY ON WEAKNESS
Their earnings were not bad, beating earnings. However, they are too enterprise focused and behind the curve. It could change in 2021 as people get back to work. Has started to like it more and the stock is still cheap. Model 5% growth. They are trying to get more into software which is positive.
DON'T BUY

CSCO vs. IBM Missed the boat on cloud, not a great growth rate. Revenue's down. Nice dividend. Doesn't love it, not buying it. For dividends, likes IBM better as its risk/reward is better.

DON'T BUY
It yields 4%. It's an internet of things best suited for next year than this. This is a story for 2021. Trades at 11x earnings. Also, it had a bad quarter and sold off.
SELL
Tech has been on a rip-roaring bull market, yet Cisco just can't get out of its own way. It's close to 52-week low, whereas NASDAQ is close to 52-week highs. If you can't fly with a huge tailwind, you can't fly if things get tougher. Carve laggards out of your portfolio.
BUY ON WEAKNESS

They may not do well in the work-at-home space. This space demands more and more bandwidth and dispersion is greater. Cisco Webex is a competitor to Microsoft Teams. The average ticket for their product is very high and board members are reticent of spending. Once we see more clarity for after the pandemic, it will do well. He believes in the leadership team.

PAST TOP PICK
(A Top Pick Nov 13/19, Down 15%) Very decent provider for 5G. Still likes it. Target of $47.75. Decent valuation of 14x, with a yield of 3.7%. Solid fundamentals. Expanding the business from hardware to software as a subscription. Quite a bit of upside.
Showing 106 to 120 of 946 entries