Skip to Content

Mark Cash

Mark Cash is a senior equity analyst for Morningstar.

More From Mark Cash

Cisco Q3, Outlook Hit By Supply Chain Woes; FVE to $54

Since most of its peers' quarters did not include April, Cisco's results and outlook may be a harbinger of temporary softness due to supply chain challenges becoming exacerbated across the industry.

Cisco Ends Q2 With Record Backlog; Lifting FVE to $56

Cisco continues to be a firm we consider shareholder-centric and a solid operator, and we view its decision to up its quarterly dividend and greatly increase its buyback authorization positively.

Cisco’s Q1 Record Backlog but Supply Chain Challenges

We are maintaining our $54 fair value estimate for narrow-moat Cisco Systems after its first-quarter results. Revenue growth was lower than we expected as Cisco was affected by supply chain challenges.

Cisco Posts Profound Product Order Growth in Q4

We are raising our fair value estimate for narrow-moat Cisco Systems to $52 per share from $50 after fourth-quarter product order growth accelerated and the transformation to be more recurring in nature continues to gain momentum.

Cisco Ups Acacia Acquisition Price

After updating our model for the increased purchase price, we are maintaining our $48 fair value estimate for Cisco.

Initiating Coverage of Palantir With a $13 FVE

Palantir, which we have given a narrow moat, sells software platforms aimed at solving big data integration and analytics challenges for government and commercial clients.

More About Mark Cash

Mark Cash is a senior equity analyst on the technology team for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers networking and cybersecurity stocks.

Before joining Morningstar in 2018, Cash spent eight years at a leading LED technology company as a product manager with profit-and-loss responsibility after various product development roles.

Cash holds a bachelor’s degree in electrical engineering from Northeastern University’s College of Engineering. He also holds a Master of Business Administration, with a finance concentration, from the University of North Carolina’s Kenan-Flagler Business School.

Sponsor Center