CSCO
CISCO SYSTEMS, INC.NasdaqMarket price sits 64% above base IV/share — no margin of safety.
This scenario follows what most Wall Street analysts currently expect: Cisco keeps growing at a healthy single-digit pace for a couple of years as AI data-center orders and a wave of office-network upgrades roll through, then settles back toward steady, modest growth while keeping profitability near the record level it just hit.
Scouting report
OvervaluedA one-glance read on valuation, conviction, and risk.
Price is above even the bull case.
Base case $41.71 vs $121.74 price.
Source: base case IV vs market price
Confidence — bear: medium, base: medium, bull: low.
Source: research confidence per case
Valued today.
Source: valuation run date
Net debt of $15.8B (3.3% of market cap).
Source: base inputs + market cap
Bear-to-bull spread is 100.4% of the base case.
Source: bear/bull dispersion
Composed from the published valuation · price as of 2026-08-05 — educational, not investment advice.
Make it your own valuation. Create a free account to edit every assumption behind CSCO's intrinsic value and test your own thesis.