Cisco Systems: Low Expected Growth And Priced Accordingly


  • Cisco has underwhelmed the market in recent years.
  • The company has consistently beaten expectations, but the consensus targets have been modest.
  • Cisco is investing in hybrid cloud, but is far behind the leaders.
  • The Wall Street consensus outlook is that the shares have some upside potential over the next year.
  • The market-implied outlook (calculated from options prices) is bullish to the middle of 2023 and into the start of 2024.
Cisco Systems San Jose Calfornia


Cisco Systems (NASDAQ:CSCO) shareholders have received modest gains over the past 5 years, with annualized total return of 5.4% per year vs. 9.6% per year for the S&P 500 (SPY), 12.4% per year for

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: I have sold covered calls against my long position in CSCO

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