CSCO Cisco Systems, Inc. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
12:30
Jul 16
Jul 16
Monitor CSCO for networking and security optionality; investment participation is not evidence of commercial adoption.
MED
23:38
Jul 14
Jul 14
Watch CSCO for positive demand read-through from hyperscale optical deployments per AEHR call.
MED
13:39
Jul 14
Jul 14
Cisco is cybersecurity play, buy.
Cisco is a buy because it has become a cybersecurity beneficiary after acquiring Splunk, which was a great cybersecurity asset, and the stock is relatively cheap.
MED
18:09
Jul 12
Jul 12
The author argues AI is not a bubble by comparing current tech investment and profitability trends to the dot-com era, but defaults to watch as the post is a research-driven macro analysis without explicit position language.
LOW
19:59
Jul 01
Jul 01
Infrastructure spend beneficiaries continue to win
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
MED
14:00
Jul 01
Jul 01
Reports Goldman Sachs reducing position in $CSCO as part of trimming crowded trades.
MED
14:06
Jun 23
Jun 23
The US Supreme Court rejected a lawsuit accusing Cisco Systems of complicity in China's torture of Falun Gong adherents, limiting lawsuits over atrocities abroad.
17:16
Jun 18
Jun 18
Buy CSCO as it consolidates on the 20-day EMA following a post-earnings gap, with technical coiling suggesting renewed upside momentum toward targets of $135 and $145.
MED
16:34
Jun 18
Jun 18
Watch telcos and vendors as AI Ops adoption drives cost takeout and network automation demand.
MED
17:42
Jun 17
Jun 17
The author uses Cisco's agentic AI traffic data to argue that optical infrastructure and scale-across networking will be critical beneficiaries, but frames the tickers as a research watchlist rather than current positions.
LOW
11:57
Jun 17
Jun 17
Historical analogy comparing Cisco's 1990s acquisition strategy to current SpaceX commentary; no current directional view or catalyst.
LOW
11:51
Jun 17
Jun 17
Watch INTC, JBL, and CSCO as speculative candidates for AEHR's undisclosed SiPho customer; author explicitly flags NDAs and uncertainty ("I'm just guessing"), making this a low-conviction read-through only.
LOW
10:59
Jun 16
Jun 16
Buy CSCO as a legacy networking incumbent now capturing large AI data center orders; AI-driven refresh cycle provides a new growth vector for an otherwise mature business.
MED
19:57
Jun 13
Jun 13
Beneficiary/research map; no explicit current position or actionable buy call.
KawzInvests maps CSCO as an AI networking demand validator with higher hyperscaler orders, but the post is research/beneficiary mapping without an explicit author buy/own/hold call; watch only.
HIGH
19:33
Jun 13
Jun 13
Cisco raised hyperscaler AI order guidance from $5B to $9B in one quarter; Acacia optical business had strongest quarter ever with >$1B orders. Article uses Cisco as 'demand validator' confirming the
Cisco raised hyperscaler AI order guidance from $5B to $9B in one quarter; Acacia optical business had strongest quarter ever with >$1B orders. Article uses Cisco as 'demand validator' confirming the shortage thesis from the buyer side.
Risk: Restructuring charges ($1B) indicate transition costs; more measured upside relative to pure-play optics names.
10:33
Jun 11
Jun 11
Buy CSCO as a legacy networking incumbent now capturing large AI data center orders; re-rating opportunity as AI capex cycle validates its enterprise networking position in a new growth vertical.
MED
07:47
Jun 11
Jun 11
Buy CSCO as a legacy networking vendor re-emerging as an AI data center winner; large AI networking order wins represent a meaningful revenue catalyst for a company the market still prices as a mature enterprise IT vendor.
MED
14:01
Jun 10
Jun 10
Buy CSCO as hyperscaler AI orders were raised from $5B to $9B mid-year, signaling an 80% intra-year demand revision upward driven by accelerating AI infrastructure buildout.
MED
20:54
Jun 05
Jun 05
The author presents a speculative research watchlist of connectivity bottleneck beneficiaries across the AI infrastructure chain without stating any current positions or forward calls.
LOW
14:55
Jun 04
Jun 04
Cisco faces displacement risk from Ciena's end-to-end line system dominance in AI backbone infrastructure; watch for market share erosion.
MED
18:55
Jun 03
Jun 03
Monitor CSCO as a potential AI infrastructure beneficiary due to Silicon One, Acacia optics, and Splunk integration; valuation and competition from Arista/NVIDIA keep conviction at watch level.
MED
16:23
Jun 03
Jun 03
The tweet links to an article about Cisco without expressing any personal position or forward-looking view on the stock.
LOW
16:17
Jun 03
Jun 03
Long CSCO via Jan 2028 $175 calls, as the stock breaks above dot-com highs supported by AI infrastructure order acceleration, campus refresh durability, and record revenue.
HIGH
04:19
Jun 03
Jun 03
Watch CSCO as a medium-magnitude beneficiary of higher data-center traffic and security appliance demand.
MED
04:19
Jun 03
Jun 03
Watch these hardware-exposed network/security vendors for potential margin pressure from rising memory and storage costs, though Palo Alto is better insulated by its high recurring software mix.
MED
23:08
Jun 02
Jun 02
Buy CSCO and PANW on post-earnings momentum; Cramer cites an unspecified "Mythos" product/platform as a structural catalyst, though the reasoning is vague and the source carries well-known fade risk.
LOW
20:01
Jun 02
Jun 02
Buy CSCO as the author argues the market is beginning to re-rate the stock, likely tied to optical networking/AI infrastructure themes outlined in their prior research; reasoning is largely paywalled but the bullish stance is explicit and long-held.
MED
20:01
Jun 02
Jun 02
Author expresses personal conviction in Cisco as a small precious stock and references proprietary research suggesting the market is starting to re-rate the company.
18:42
Jun 02
Jun 02
Watch AVGO/CSCO as the likely new SiPh customer for AEHR based on press release language; supply-chain identification map, not author-owned positions.
MED
11:52
Jun 01
Jun 01
Watchlist: Merchant networking faces share‑loss risk as NVIDIA integrates more networking; negative read‑through but not a short position.
MED
About CSCO Analyst Coverage
Buzzberg tracks CSCO (Cisco Systems, Inc.) across 32 sources. 33 bullish vs 1 bearish calls from 46 analysts. Sentiment: predominantly bullish (31%). 102 total trade ideas tracked. Past 7 days: 1 bullish, 2 watch. Latest voices: TheValueist, Jim Cramer, ParadisLabs.