This summary was created by AI, based on 19 opinions in the last 12 months.
Cisco (CSCO-Q) is recognized as a cornerstone company in the tech industry, but it faces significant competition and struggles with perception, especially after a history of underperformance over recent quarters. Despite this, there's optimism surrounding its strategic acquisition of Splunk, aimed at enhancing its cybersecurity offerings and increasing recurring revenue streams. Many experts acknowledge the potential growth opportunities in AI and security segments, especially after Cisco's partnership with Nvidia, which could lead to substantial revenue boosts in the next fiscal year. The company's dividend yield of around 3.4% and strong balance sheet are also highlighted, although several analysts express caution given current market dynamics and the competitive landscape. Overall, while Cisco shows signs of recovery and strategic direction, hesitance remains due to its recent performance and reliance on successful integration of recent acquisitions.
Likes it, but this part of the economy is bleeding now. A tough call and is reluctant to endorse it. A fine company, but it's not the right moment.
Splunk acquisition in cybersecurity segment has secured a lot more recurring revenue for the company. Steady eddy. Keeps making good acquisitions and integrating. Good management, balance sheet, and dividend yield.
Not cheap anymore, so he sold on the valuation call. Nothing wrong with the business per se if you have a very long horizon.
The CEO has righted the ship and the company is getting a lot of orders.
After delivering a blow-out quarter in August, shares jumped 33%. Then they just announced another strong quarter, beating top and bottom and delivering excellent guidance and raising their full-year forecast.
It's a great barbell opportunity with expensive tech name. It's been raising dividends for 10 years. A great name.
Their last quarter beat including growth projections an it's one of the cheapest tech stocks. It lags peers, but it still grows around 5% and trades at 13x PE.
It's turning things around after three terrible quarters. People don't believe in this stock. They're making a push into AI and the Splunk purchase was good. But one more bad quarter, and he will sell.
He's been trimming this for underperformance and this week sold the rest of his holding. True, he liked their acquisitions and other things, but couldn't stand the price action (down) and took a loss.
Company has been around for a long time, but is evolving. Current stock price is presenting value (price too low). Strong dividend and excellent balance sheet. Recent M&A will allow for higher earnings. Expecting growth going forward.
Security and cybersecurity are huge growth areas. $28B acquisition of Splunk, fuelling the security AI observability business. Morphed from hardware to software and services. $13B a year in free cashflow, being used to buy back stock and increase dividends. 13x PE, a really cheap tech stock. Yield is 3.4%.
(Analysts’ price target is $53.77)Yesterday, they announced that Nvidia chose them to be their ethernet partner. Their numbers could be huge next year.
On recent report, seems to be gaining market share from its competition.
Today's theme is the expansion in the AI ecosystem infrastructure. It's so key. Networking and infrastructure, data management, security, AI tools. His 12-month price target is $53, reasonable runway. Great report recently, surprised everyone by raising guidance. Lots going on. A good one to be a core holding. Yield is 3.4%.
(Analysts’ price target is $53.77)Good company, but legacy products that are being lapped by competition. Every quarter, management has "a reason" for poor performance. Better choices in tech.
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
In the last year, 15 stock analysts published opinions about CSCO-Q. 11 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.
Cisco was recommended as a Top Pick by on . Read the latest stock experts ratings for Cisco.
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.
15 stock analysts on Stockchase covered Cisco In the last year. It is a trending stock that is worth watching.
On 2025-03-21, Cisco (CSCO-Q) stock closed at a price of $60.3.
A cornerstone company in tech, but there's huge competition in tech and Cisco remain one step behind. Are better companies.