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Investor Insights

This summary was created by AI, based on 21 opinions in the last 12 months.

Experts have mixed opinions on Cisco, with some expressing concerns about its current performance and future growth, while others see potential in its transition to software and services. The company has faced challenges such as declining market share and slower innovation, but it still maintains a steady dividend and relatively low valuation. Overall, there is uncertainty about Cisco's future performance, with some experts recommending caution and others expressing optimism about its long-term prospects.

Consensus
Mixed
Valuation
Undervalued
PAST TOP PICK
Cisco
(A Top Pick Mar 29/23, Down 3%)

King of networking, feeds into AI. Legacy tech still being lugged around. Beat on top and bottom, cut guidance, layoffs. Market's lowered expectations. Price target of $50, not much left.

electrical / electronic
WATCH
Cisco

It reports later today and he's nervous. Has bad news been priced in? Probably. The last report wasn't good and last week they announced staff cuts, which you don't do if you're in a position of strength. Trades at 12.5x forward PE and pays a 3.5% dividend as estimates have declined since the last quarter. A consistent company, but there's still room for downside.

electrical / electronic
WATCH
Cisco

It reports later today. Trades at 12.6x PE. Will they announce more cost cuts and layoffs? She doesn't feel good about earnings today. At least shares haven't run up before the report. They're spending more on AI than their network, so their growth isn't linear. You can hold this for a long time, but there will be fits and starts.

electrical / electronic
WATCH
Cisco

They gave poor guidance last quarter over fears that AI will take revenues from tech budgets. But this week they partnered with Nvidia. He wants to hear them talk about that next week on the investor call. There's a chance for them to get back on their feet. Their next quarter is make or break. The new Nvidia partnership is important.

electrical / electronic
COMMENT
Cisco

Buying Splunk means there's an excess of employees. 50% of free cash flow will buyback shares and raise the dividend. There's still $10 billion of buybacks to come. He doesn't expect much next week with their earnings, but still likes it long term.

electrical / electronic
DON'T BUY
Cisco

Once a tech darling, but has fallen from grace as innovation slowed and is not growing as fast as its peers (Juniper Networks, Arista). It's been rangebound the past decade and pays around a 3% dividend. Despite that, there are better ideas. Are growing earnings at only 7% compound.

electrical / electronic
DON'T BUY
Cisco

Transitioning from router hardware to software and services, as revenues are recurring with higher margins. A pass, as current environment will impact companies' capital spending. Hardware still majority of its business. New acquisition may make revenue less cyclical.

electrical / electronic
BUY
Cisco

A few weeks ago, it gave disappointing guidance, so shares declined. Now that the reset is done, shares are rebounding with nice momentum. This remains a steady-eddy dividend payer.

electrical / electronic
SELL
Cisco

It's over its skiis, overpaying for cybersecurity assets, so he sold it. It's a great name, but he see better earnings elsewhere in tech.

electrical / electronic
HOLD
Cisco

Wait two quarters before this shows decent growth, though some investors may not wait that long.

electrical / electronic
BUY
Cisco

It had a bad week last week but is ready to recover.

electrical / electronic
HOLD
Cisco
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

CSCO is seeing similar industry issues that other companies are seeing which essentially has been a buildup of product at end customers who are now focusing on deployment in the short-term as opposed to buying new product, alongside some general macro pressures.  It is not a name that excites us a whole lot and has been appearing to lose market share to competitors over the years. With that said, as a large, slower growth company trading at 12X forward earnings and with a dividend, it might not be our 'favourite' name out there but hard for us to be overly critical of it at these levels as well. It has underperformed, and the recent earnings miss will likely keep it quiet for at least a couple of quarters. We would thus consider it OK but not good enough to add to at this time. 
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electrical / electronic
COMMENT
Cisco

Reported today and shares slumped after hours. They reported solid results, but guidance was not pretty for the current quarter and full year, $12.6-12.8 billion in revenue vs. the expected $14.2 billion forecast. But there's a lot of developments in the pipeline for 2024.

electrical / electronic
COMMENT
Cisco

Sideways chart which has a history of wide swings. It could now roll over, but is breaking above old highs. Tough to call this. It could continue breaking out. If it breaks above $55 and holds, then sell.

electrical / electronic
COMMENT
Cisco

Never again reached its highs of 2000. Well known, mature. Fundamentals, more certainty, not a huge increase in mere hope of some of the pandemic stocks. There may be uncertainty about the future, but it's positive uncertainty.

electrical / electronic
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Cisco(CSCO-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 9

Neutral - Hold Signals / Votes : 2

Bearish - Sell Signals / Votes : 4

Total Signals / Votes : 15

Stockchase rating for Cisco is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

Cisco(CSCO-Q) Frequently Asked Questions

What is Cisco stock symbol?

Cisco is a American stock, trading under the symbol CSCO-Q on the NASDAQ (CSCO). It is usually referred to as NASDAQ:CSCO or CSCO-Q

Is Cisco a buy or a sell?

In the last year, 15 stock analysts published opinions about CSCO-Q. 9 analysts recommended to BUY the stock. 4 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Cisco.

Is Cisco a good investment or a top pick?

Cisco was recommended as a Top Pick by on . Read the latest stock experts ratings for Cisco.

Why is Cisco stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is Cisco worth watching?

15 stock analysts on Stockchase covered Cisco In the last year. It is a trending stock that is worth watching.

What is Cisco stock price?

On 2024-02-21, Cisco (CSCO-Q) stock closed at a price of $48.5.