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Steve Eisman says Cisco’s growth shows the AI boom is real, but warns cheaper models could eventually trigger a price war.

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Cisco Systems has put up a strong share price run in recent years, and the question now is whether the current US$106.70 level can be backed up by the cash the business is expected to generate. With Cisco active in areas like AI driven observability, quantum networking research and private 5G, investors are increasingly asking if the stock’s recent gains still line up with its underlying cash flow profile. Over the past 5 years, Cisco Systems has delivered a total return of 124.8%. This...

Lorne Steinberg Wealth Management, an independent, boutique investment management firm, released its Q2 2026 investor letter. The letter can be downloaded here. The letter highlighted its continued focus on owning high-quality businesses purchased at attractive valuations and held through periods of market volatility, emphasizing the role of patience and long-term compounding in wealth creation. The […]

Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.

Cisco shares have surged nearly 40% this year on an AI-driven networking boom, but one valuation figure will determine whether the rally has room to run or has already priced in the good news.

Infleqtion, Inc. (NYSE:INFQ) announced a joint research and development collaboration with Cisco Systems, Inc. (NASDAQ:CSCO) on September 10, 2026, to connect, operate, and scale quantum systems into distributed networks. By linking Infleqtion’s neutral-atom quantum processors and sensors with Cisco’s quantum networking stack, the companies aim to transition standalone quantum hardware into scalable, interconnected networks. As […]

Cisco Systems (CSCO) is back in focus after a fresh wave of AI and security product news around Splunk, including new on-premises AI infrastructure and tools to monitor token usage and agent performance. Investors have seen mixed signals around Cisco Systems in recent weeks, with fresh Splunk AI products, new quantum networking work with Infleqtion and a Notre Dame campus upgrade arriving just as an analyst downgrade and profit taking pulled the stock back from recent highs. Despite a 90 day...

Notre Dame's modernization showcases networking depth, although Cisco disclosed no contract value.

Chuck Robbins, the CEO of $415 billion tech company Cisco, urges leaders to not use AI as a “cost-reduction efficiency play” and cut staffers.

Notre Dame bundles hardware, automation, observability and services without disclosing the contract's financial value.

Key Stats for Cisco StockPrice change for Cisco stock in last 6 months: 35%$CSCO Stock Price as of Sep. 22: $10652-Week High: $130$CSCO Stock Price Target: $137What Happened?Cisco (CSCO) stock dropped almost 5% on Tuesday after Piper Sandler cut its price target on the networking company to $125 from $132.

Cisco Systems (NasdaqGS:CSCO) announced a collaboration with quantum technology firm Infleqtion to advance distributed quantum networking architectures. The partners plan to work on quantum memory to optical transduction and networked quantum devices for long distance connectivity. Cisco highlighted a prototype Universal Quantum Switch as part of its push to connect, operate, and scale quantum systems. The Infleqtion partnership and Universal Quantum Switch prototype only capture one part of...

Cisco stock hit a record over the summer, but Piper Sandler analysts expressed concerns that growth is peaking in the industry.

Cisco Systems shares are trading lower Tuesday after Piper Sandler lowered its price target on the stock while maintaining a Neutral rating.

Cisco is sliding 6% while its closest networking rivals barely flinch and the broader tech sector actually gains ground, and no company announcement explains why the stock is moving alone.

Cisco Talos researchers created a new framework for identifying malware and hacking tools that rely on AI chatbots—and quickly discovered something unusual.

Self-managed AI widens Cisco's market while token tracking creates a separate governance opportunity.

Cisco (CSCO) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

CNBC Final Trades: experts picked Broadcom, Arista Networks, Cisco and Itaú Unibanco, citing earnings and analyst ratings.

Self-hosted agents widen Cisco's addressable market while pricing and customer commitments remain undisclosed.

Cisco Systems (CSCO) grew revenue more slowly over the last twelve months than any other company in its peer group. Yet it trades on almost the same earnings multiple as Dell Technologies, the fastest grower of the five. Trailing growth does not explain that price on its own. Cisco's last quarter grew 18%, well ahead of its 11.8% twelve-month figure. The rest of the case rests on AI networking orders that are running well ahead of the revenue Cisco has booked from them.

Cisco delivered record FY26 results, with 18% YoY revenue growth in Q4, and robust AI infrastructure orders. See why CSCO stock is upgraded to a buy.

Cisco, Lam Research and Thermo Fisher highlight AI, networking and life-science demand, while microcaps Ampco-Pittsburgh and Catalyst Bancorp offer added depth.

Cisco Q4 FY2026: revenue is +18% YoY, AI networking demand surges as hyperscaler orders jump 4.5x. Read here for a detailed investment analysis.

Cisco, Lam Research and Thermo Fisher headline today's research reports, with AI demand, customer activity and growth strategies in focus.

Ciena just bounced hard off a brutal month-long slide, and the buying looks less like optimism and more like investors finally catching up to a number management dropped weeks ago.

Cisco Systems recently expanded its Splunk AI portfolio through new on-premises offerings such as Cisco AI POD for Splunk, deepened its partnership with NVIDIA, and formalized a multi-year co-development agreement with AWS to build AI-driven security and observability solutions across hybrid environments. By combining real-time AI cost tracking, agentic security operations, and flexible model hosting that keeps data within customer-controlled infrastructure, Cisco is positioning Splunk as a...

Cisco Systems (CSCO) closed fiscal 2026 with record revenue of $63.3 billion, and the stock has returned 66% over the past year. Read its last two August earnings calls, though, and the pitch changed. In August 2025 the CEO pitched a refresh of the installed campus switching base. In August 2026 the lead was a networking super cycle, with hyperscaler AI orders up triple digits. How much of the business actually moved.

Splunk's new deployment gives customers local control while Cisco chases an 87.5% AI-revenue increase.

Cisco Systems (NasdaqGS: CSCO) joined Verizon's 6G Innovation Forum, taking part in work on AI native wireless and sensing architectures. The firm is collaborating with quantum company Infleqtion on distributed quantum networking research that uses the Cisco Universal Quantum Switch. Cisco and Infleqtion plan to explore scalable quantum network designs aimed at connecting multiple quantum processing nodes across wider telecom infrastructure. Cisco's move into Verizon's 6G forum and its...

The release combines infrastructure and software while leaving customers responsible for operating their own deployment.

Arista published its batch of security advisories on September 9, turning an advance warning into an immediate customer maintenance task. The release includes critical vulnerabilities affecting EOS and VeloCloud. Cisco’s September 4 security commentary describes the broader problem: vulnerability discovery is accelerating beyond customers’ ability to remediate it. For Cisco Systems, Inc. (NASDAQ:CSCO) and Arista […]