NASDAQ:CSCO
Cisco (CSCO)
Financials 
Technical Analysis 
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.
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.
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.
Greg NewmanCSCO 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.
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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).