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CSCO vs ITRN
Which Stock Would AI Choose? Cisco Systems (CSCO) vs. Ituran Location and Control (ITRN) Stock Comparison
Key Takeaways
- CSCO shares have surged over 25% year-to-date (YTD), driven by AI infrastructure demand and strong Q2 fiscal 2026 earnings with 10% revenue growth.
- ITRN has outperformed with approximately 46% YTD gains, fueled by record 2025 subscriber additions and a $30 million dividend.
- Recent market activity shows both stocks gaining momentum, with CSCO up 17% in the past month and ITRN up 12%, amid broader tech sector strength.
- CSCO benefits from its scale in networking and Silicon One technology, while ITRN leverages telematics growth in emerging markets.
- Volatility remains moderate for both, with beta values below 1, indicating lower sensitivity to market swings compared to the broader indices.
- Tickeron's AI tools highlight relative performance trends, aiding traders in stock comparisons.
Introduction
This stock comparison between CSCO and ITRN examines two distinct players in the technology and communications sectors. CSCO, a networking giant, and ITRN, a telematics specialist, offer exposure to AI-driven infrastructure and connected vehicle services, respectively. Traders seeking momentum in tech and investors eyeing relative performance in recent market activity will find value in analyzing their business models, growth trajectories, and sentiment shifts. This analysis draws on verifiable data from sources like Yahoo Finance and company filings to highlight contrasts in a volatile environment.
CSCO Overview and Recent Performance
Cisco Systems (CSCO) is a leading provider of networking hardware, software, and cybersecurity solutions, powering enterprise and cloud infrastructure worldwide. In recent weeks, CSCO shares have exhibited strong upward momentum, climbing over 17% in the past month and more than 25% YTD, recently hitting 52-week highs near $97. This performance follows robust Q2 fiscal 2026 results, with revenue reaching a record $15.3 billion (up 10% year-over-year) and non-GAAP EPS of $1.04 (up 11%). Analysts project Q3 EPS at $1.04 and revenue around $15.58 billion, bolstered by Silicon One technology eyed as a potential $12 billion revenue driver. Sentiment has shifted positively due to AI networking demand and enterprise refresh cycles, though competition from peers like Arista Networks adds pressure.
ITRN Overview and Recent Performance
Ituran Location and Control (ITRN) delivers telematics services and location-based solutions, primarily in Israel, Brazil, and other emerging markets, focusing on vehicle tracking and fleet management. Recent market activity has propelled ITRN shares higher, with gains exceeding 12% in the past month and 46% YTD, approaching 52-week highs around $61. Building on record 2025 full-year revenue of $359 million (up 7%) and net income of $58 million (up 8%), the company added 221,000 net subscribers. Q4 2025 featured $93.5 million in revenue (up 13%) and EBITDA of $25.3 million (up 12%), supported by subscription revenue comprising 76% of totals. A $30 million dividend and $10 million buyback announcement enhanced shareholder returns, though currency fluctuations pose risks to margins.
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Head-to-Head Comparison
CSCO and ITRN diverge in scale and focus: CSCO's $381 billion market cap reflects its dominance in global networking and AI infrastructure, contrasting ITRN's $1.2 billion cap centered on subscription-based telematics in high-growth regions. Growth drivers differ—CSCO leverages enterprise AI demand and Silicon One, while ITRN benefits from subscriber expansions and OEM partnerships like Stellantis. Recent momentum favors ITRN YTD (46% vs. 27%), but CSCO leads monthly gains. Risk factors include competition and valuation premiums for CSCO (P/E ~35), versus currency exposure for ITRN. Both exhibit low beta (~0.9 and 0.75), signaling stability, with positive sector sentiment in tech and industrials.
Tickeron AI Verdict
Tickeron's AI currently favors CSCO due to its trend consistency, larger scale, and AI-related catalysts positioning it strongly ahead of Q3 earnings. While ITRN shows impressive subscriber-driven momentum, CSCO's relative stability and market positioning suggest a higher probability of outperformance in the near term, based on observable patterns in recent activity.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CSCO is a Buy and ITRN is a Buy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
CSCO’s FA Score shows that 3 FA rating(s) are green whileITRN’s FA Score has 3 green FA rating(s).
- CSCO’s FA Score: 3 green, 2 red.
- ITRN’s FA Score: 3 green, 2 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
CSCO’s TA Score shows that 2 TA indicator(s) are bullish while ITRN’s TA Score has 3 bullish TA indicator(s).
- CSCO’s TA Score: 2 bullish, 3 bearish.
- ITRN’s TA Score: 3 bullish, 5 bearish.
Price Growth
CSCO (@Telecommunications Equipment) experienced а +16.21% price change this week, while ITRN (@Electronic Equipment/Instruments) price change was -3.88% for the same time period.
The average weekly price growth across all stocks in the @Telecommunications Equipment industry was +1.75%. For the same industry, the average monthly price growth was +16.35%, and the average quarterly price growth was +72.74%.
The average weekly price growth across all stocks in the @Electronic Equipment/Instruments industry was -2.41%. For the same industry, the average monthly price growth was +4.90%, and the average quarterly price growth was +17.54%.
Reported Earning Dates
CSCO is expected to report earnings on Aug 19, 2026.
ITRN is expected to report earnings on May 26, 2026.
Industries' Descriptions
@Telecommunications Equipment (+1.75% weekly)The Telecommunications Equipment industry produces voice and data communications equipment, which includes fiber optic delivery products, digital signal processors, high-speed voice, data and video delivery. Additionally, satellite systems, global positioning systems, wireless data systems, personal communications equipment, telephone handsets and payload equipment for satellites also fall into this category. Apple Inc., QUALCOMM Incorporated and Nokia are major global players in this segment.
@Electronic Equipment/Instruments (-2.41% weekly)This industry manufactures electronic products used in various critical and sophisticated technologies, including laser-based systems, circuit and continuity testers, electro-optical measuring instruments and high-speed precision weighing and inspection equipment. Some major companies operating in this business are Canon Inc., Keysight Technologies Inc., and Fortive Corp.
| CSCO | ITRN | CSCO / ITRN | |
| Capitalization | 456B | 1.13B | 40,390% |
| EBITDA | 17B | 95.5M | 17,801% |
| Gain YTD | 51.403 | 36.557 | 141% |
| P/E Ratio | 38.46 | 19.52 | 197% |
| Revenue | 59.1B | 348M | 16,983% |
| Total Cash | 15.8B | N/A | - |
| Total Debt | 30.1B | 4.85M | 620,363% |
CSCO | ITRN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 27 | 83 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 55 Fair valued | 3 Undervalued | |
PROFIT vs RISK RATING 1..100 | 9 | 8 | |
SMR RATING 1..100 | 40 | 34 | |
PRICE GROWTH RATING 1..100 | 4 | 39 | |
P/E GROWTH RATING 1..100 | 18 | 19 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ITRN's Valuation (3) in the Other Consumer Services industry is somewhat better than the same rating for CSCO (55) in the Computer Communications industry. This means that ITRN’s stock grew somewhat faster than CSCO’s over the last 12 months.
ITRN's Profit vs Risk Rating (8) in the Other Consumer Services industry is in the same range as CSCO (9) in the Computer Communications industry. This means that ITRN’s stock grew similarly to CSCO’s over the last 12 months.
ITRN's SMR Rating (34) in the Other Consumer Services industry is in the same range as CSCO (40) in the Computer Communications industry. This means that ITRN’s stock grew similarly to CSCO’s over the last 12 months.
CSCO's Price Growth Rating (4) in the Computer Communications industry is somewhat better than the same rating for ITRN (39) in the Other Consumer Services industry. This means that CSCO’s stock grew somewhat faster than ITRN’s over the last 12 months.
CSCO's P/E Growth Rating (18) in the Computer Communications industry is in the same range as ITRN (19) in the Other Consumer Services industry. This means that CSCO’s stock grew similarly to ITRN’s over the last 12 months.
| CSCO | ITRN | |
|---|---|---|
| RSI ODDS (%) | 1 day ago 41% | 1 day ago 67% |
| Stochastic ODDS (%) | N/A | 1 day ago 60% |
| Momentum ODDS (%) | N/A | 1 day ago 49% |
| MACD ODDS (%) | N/A | 1 day ago 51% |
| TrendWeek ODDS (%) | 1 day ago 60% | 1 day ago 48% |
| TrendMonth ODDS (%) | 1 day ago 64% | 1 day ago 68% |
| Advances ODDS (%) | 3 days ago 61% | 13 days ago 70% |
| Declines ODDS (%) | 23 days ago 40% | 6 days ago 50% |
| BollingerBands ODDS (%) | 1 day ago 44% | 1 day ago 63% |
| Aroon ODDS (%) | 1 day ago 63% | 1 day ago 80% |
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CSCO and
Correlation & Price change
A.I.dvisor indicates that over the last year, CSCO has been loosely correlated with EXTR. These tickers have moved in lockstep 48% of the time. This A.I.-generated data suggests there is some statistical probability that if CSCO jumps, then EXTR could also see price increases.
| Ticker / NAME | Correlation To CSCO | 1D Price Change % | ||
|---|---|---|---|---|
| CSCO | 100% | -2.94% | ||
| EXTR - CSCO | 48% Loosely correlated | -2.32% | ||
| HPE - CSCO | 46% Loosely correlated | -1.15% | ||
| ITRN - CSCO | 42% Loosely correlated | -1.64% | ||
| MSI - CSCO | 32% Poorly correlated | -2.81% | ||
| DGII - CSCO | 28% Poorly correlated | -1.65% | ||
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ITRN and
Correlation & Price change
A.I.dvisor indicates that over the last year, ITRN has been loosely correlated with ZBRA. These tickers have moved in lockstep 43% of the time. This A.I.-generated data suggests there is some statistical probability that if ITRN jumps, then ZBRA could also see price increases.
| Ticker / NAME | Correlation To ITRN | 1D Price Change % | ||
|---|---|---|---|---|
| ITRN | 100% | -1.64% | ||
| ZBRA - ITRN | 43% Loosely correlated | -4.96% | ||
| HPE - ITRN | 42% Loosely correlated | -1.15% | ||
| BDC - ITRN | 42% Loosely correlated | -2.20% | ||
| LITE - ITRN | 42% Loosely correlated | +0.58% | ||
| KEYS - ITRN | 38% Loosely correlated | +1.07% | ||
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