Cisco: Why We See A 50% Upside


  • Cisco has undergone a business transformation in the last five years that has gone largely unnoticed by investors.
  • Cisco’s business is particularly sticky with customers given the high switching cost associated with its business.
  • The stock is trading at a discount against multiple valuation metrics.
  • We believe the stock could increase by more than 50% from current levels.
Cisco Systems Headquarters Office in San Jose, California


Setting The Standard

They say that when it comes to job security, it’s best to find ways to make yourself into an indispensable asset. The same can be said of companies. Businesses with strategies that are easy to disrupt, or whose product has a

Disclosure: I/we have a beneficial long position in the shares of CSCO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Additional disclosure: Disclaimer The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.

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