Cisco Systems Inc NASDAQ:CSCO Price, Chart, News & Insight

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The Investor 10-04-26

# Cisco Stock Falls 5.8% as Piper Sandler Cuts Price Target to $125

Cisco shares fell 5.8% to $104.97 after Piper Sandler lowered its price target on the networking company to $125 from $132 while maintaining a Neutral rating.

The revised target still implies roughly 19% upside from the latest share price, but the lower target reflects a more cautious view on Cisco’s near-term valuation and earnings potential.

Reasons behind the weakness might include concerns around enterprise networking demand and uncertainty over how quickly AI-related infrastructure investments will translate into stronger growth for Cisco’s core businesses.

Cisco continues to benefit from exposure to data-center networking, security, observability and AI infrastructure, but investors may be weighing those opportunities against softer traditional networking demand and a more demanding valuation backdrop.

The 5.8% decline suggests the lower target added to broader caution around the stock, even though Piper Sandler kept its Neutral stance.

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Global Finance News 09-22-26

Cisco Expands Splunk AI With NVIDIA and AWS Partnerships

Cisco (NASDAQ: CSCO) announced a broad expansion of its Splunk AI platform, introducing new capabilities aimed at helping enterprises deploy, monitor and secure AI agents at scale.

A key part of the announcement is an expanded collaboration with NVIDIA. The new Cisco AI POD for Splunk combines Cisco infrastructure, NVIDIA accelerated computing and AI software to allow companies to run Splunk AI within their own data centers, private clouds and air-gapped environments.

Cisco also introduced Tokenomics capabilities for Splunk Agent Observability, allowing enterprises to monitor AI token spending and usage of coding agents such as Claude Code, Codex and Cursor in real time. The system can forecast future consumption and help companies connect AI spending with business outcomes.

Meanwhile, Splunk and AWS signed a multi-year agreement to jointly develop security solutions designed to counter increasingly sophisticated AI-driven cyberattacks. The collaboration combines Splunk’s security data and detection capabilities with AWS cloud infrastructure to support AI agents across threat detection, investigation and response.

The announcements strengthen Cisco’s push to position Splunk as a core platform for enterprise AI observability and cybersecurity as businesses accelerate adoption of agentic AI.

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The Investor 09-15-26

AMD, Cisco and HUMAIN Expand Saudi AI Infrastructure With Instinct GPUs

AMD (NASDAQ: AMD), Cisco (NASDAQ: CSCO) and Saudi Arabia’s HUMAIN announced Monday that their first AMD-powered AI infrastructure is now operational in the Kingdom, marking a major step in their plans to build large-scale sovereign AI capacity.

The production system uses AMD Instinct MI355X GPUs and EPYC CPUs alongside Cisco Silicon One networking and 800G optics. HUMAIN is already using the infrastructure to provide GPU-as-a-service for AI workloads ranging from model training to inference.

The companies also announced the next major phase of the project. Beginning in 2027, they plan to deploy up to 250 megawatts of additional AI infrastructure based on AMD Instinct MI400 Series GPUs, EPYC processors and ROCm software, combined with Cisco networking technology. Capacity is expected to begin coming online in the second half of 2027.

The expansion forms part of the previously announced AMD-Cisco-HUMAIN joint venture, which remains on track to deploy up to 1 gigawatt of AI infrastructure by 2030. The companies said strong customer demand is supporting the buildout.

The project is particularly significant for AMD as it expands the footprint of its Instinct accelerators in large-scale AI data centers, competing for a greater share of a market currently dominated by NVIDIA. For Cisco, the project provides another major opportunity for its high-speed networking technology as AI clusters become larger and more demanding.

The partnership also supports Saudi Arabia’s ambition to become a major global AI infrastructure hub, with locally operated computing capacity designed to give governments and enterprises greater control over their data, models and AI systems.

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The Investor 08-31-26

Cisco Expands Secure AI Factory With NVIDIA and Supermicro for Rack-Scale AI

Cisco (NASDAQ: CSCO) is expanding its Secure AI Factory with NVIDIA through a partnership with Supermicro, strengthening its position in the rapidly growing AI data center infrastructure market.

The expanded platform combines Cisco networking and security, NVIDIA accelerated computing, and Supermicro’s high-density liquid- and air-cooled servers. It will support large-scale AI workloads including trillion-parameter model training and high-throughput inference using next-generation NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 systems.

The architecture targets enterprises, neocloud providers and sovereign cloud operators, areas seeing strong investment as global AI computing capacity expands. Cisco said the solution will be NVIDIA Cloud Partner compliant, integrating Cisco Silicon One and NVIDIA Spectrum-X-based networking.

The partnership also moves Cisco beyond supplying networking equipment toward offering a broader AI infrastructure stack spanning compute, networking, security, cooling and management.

Cisco plans to begin offering Supermicro systems through its Secure AI Factory with NVIDIA in October 2026.

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The Investor 08-26-26

Cisco Expands AI Factory With NVIDIA and Supermicro for Rack-Scale AI Infrastructure

Cisco Systems (NASDAQ: CSCO) is expanding its Secure AI Factory with NVIDIA through a new partnership with Supermicro, adding high-density rack-scale computing to its AI infrastructure portfolio as demand from enterprises, neoclouds and sovereign cloud operators accelerates.

The expanded platform combines Cisco networking and security, NVIDIA AI infrastructure and Supermicro's liquid- and air-cooled server systems, creating an integrated architecture capable of supporting some of the industry's largest AI workloads.

Cisco Targets Massive AI Data Center Buildout

Cisco said the new architecture can support workloads ranging from trillion-parameter model training to high-throughput AI inference.

Supermicro's dense GPU systems will be integrated with Cisco's AI networking portfolio, including Silicon One-based front-end switches and NVIDIA Spectrum-X-based back-end switches. The infrastructure will support next-generation NVIDIA platforms including Vera Rubin NVL72 and HGX Rubin NVL8.

Cisco President and Chief Product Officer Jeetu Patel described the industry as being at the beginning of "one of the largest datacenter buildouts in history," highlighting the company's ambition to capture more spending associated with AI infrastructure.

Why the Expansion Matters for Cisco

The announcement broadens Cisco's exposure to AI beyond its traditional networking business. By combining compute, networking, security, cooling and management into a validated full-stack system, Cisco is positioning itself to capture a larger portion of customers' overall AI infrastructure budgets.

The architecture is also NVIDIA Cloud Partner compliant, targeting rapidly expanding neocloud and sovereign cloud markets where customers increasingly require high-performance AI infrastructure while maintaining greater control over their data.

Cisco's networking technology remains an important differentiator. The company said it is the only NVIDIA technology partner using its own networking switches and network operating system within an NVIDIA Cloud Partner-compliant solution.

The expansion strengthens Cisco's position in the AI data center ecosystem alongside NVIDIA and Supermicro and gives the company greater exposure to the massive capital investment being directed toward next-generation AI factories.

Cisco plans to begin offering the Supermicro compute systems as part of its Secure AI Factory with NVIDIA in October 2026.

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WS Investor 08-25-26

Cisco Stock Falls 4.7% Despite Record Earnings as Margin Outlook Weighs on AI-Fueled Growth

Cisco Systems (NASDAQ: CSCO) shares fell 4.7% in premarket trading Thursday despite reporting record fiscal fourth-quarter results, as investors appeared to focus on profitability expectations and whether rapid AI infrastructure growth can translate into sufficient earnings upside.

Cisco reported Q4 revenue of $17.3 billion, up 18% year over year, while non-GAAP EPS increased 23% to $1.22. Networking revenue jumped 28%, and total product orders surged 35%, highlighting strong demand across the business.

AI Infrastructure Demand Accelerates

AI was one of the strongest parts of the report. Cisco received $4 billion of AI infrastructure orders from hyperscalers during Q4, bringing fiscal 2026 orders to $9.3 billion. The company generated approximately $4 billion in AI infrastructure revenue during the year and expects that figure to climb to $7.5 billion in fiscal 2027.

Networking orders increased 40% in Q4, marking the eighth consecutive quarter of double-digit growth and supporting management's view that a networking "supercycle" is underway.

However, margins provided a potential reason for the negative share reaction. Non-GAAP gross margin declined to 66.3% from 68.4% a year earlier despite the substantial revenue growth. Cisco's Q1 FY2027 guidance calls for a non-GAAP gross margin of 65%-66%, indicating further pressure at the midpoint.

For fiscal 2027, Cisco expects revenue of $72.2 billion to $73.4 billion and non-GAAP EPS of $5.05 to $5.11.

The premarket decline suggests investors expected even stronger profitability and guidance after Cisco's recent AI-driven momentum. Still, rapidly expanding hyperscaler orders and the expected rise in AI infrastructure revenue leave Cisco increasingly positioned as a major networking beneficiary of global AI data center investment.

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Global Finance News 08-13-26

Cisco Surges 19% in Premarket on Record Revenue and Explosive AI Infrastructure Demand

May 13, 2026 | NASDAQ: CSCO

Cisco is set for one of its best single-day performances in years, jumping 19% in premarket after delivering a quarter that reframes the company's identity — from legacy networking giant to essential AI infrastructure backbone — and raises its AI-related revenue expectations by 80%.

The headline numbers are exceptional. Record quarterly revenue of $15.8 billion grew 12% year-on-year, beating the high end of guidance. GAAP EPS of $0.85 surged 37%, and non-GAAP EPS of $1.06 grew 10%. GAAP operating income rose 24% to $4.0 billion. Net income jumped 35% to $3.4 billion. Every major geographic segment posted growth — Americas up 14%, EMEA up 9%, APJC up 9%.

The numbers driving the 19% premarket move, however, are the order metrics. Total product orders grew 35% year-on-year — and even excluding hyperscalers, orders were up 19%, demonstrating that demand is broad-based rather than concentrated in a handful of mega-customers. Networking product orders accelerated to more than 50% growth year-on-year. Data center switching orders grew more than 40%. Campus networking orders grew more than 25%, with the next-generation portfolio ramping faster than prior product cycles.

The AI infrastructure story is where the real revision happened. Cisco raised its expected fiscal 2026 AI infrastructure orders to $9 billion — nearly double the prior $5 billion expectation. And it raised expected FY26 AI-related revenue to $4 billion, up from $3 billion previously. Year to date, the company has already taken $5.3 billion in AI infrastructure orders. The message is unambiguous: hyperscalers and enterprises are buying Cisco's networking infrastructure to connect and secure AI workloads at a pace that is accelerating, not stabilizing.

The campus networking refresh cycle adds another layer to the growth story. This is the traditional enterprise replacement cycle — companies upgrading aging campus networks — and Cisco is seeing it ramp faster than historical product launches. Combined with the AI-driven data center and hyperscaler demand, Cisco is simultaneously riding two distinct capex waves.

Q4 guidance calls for revenue of $16.7 to $16.9 billion with non-GAAP EPS of $1.16 to $1.18, and full-year revenue guidance was set at $62.8 to $63.0 billion. At $16.7 to $16.9 billion, Q4 would represent another sequential record.

With $16.6 billion in cash, $9.6 billion remaining in buyback authorization, and $2.9 billion returned to shareholders in the quarter alone, the balance sheet is in excellent shape. In a market that has been hungry for concrete proof that AI infrastructure spending is translating into real revenue for networking names, Cisco just delivered the most convincing evidence yet.

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European Investor 05-14-26

Cisco unveiled a new Universal Quantum Switch, a research prototype designed to enable communication between different quantum computing systems and advance the development of quantum networks. The technology allows quantum information to be routed and translated across multiple encoding formats while preserving data integrity, addressing a key challenge in scaling quantum computing.

In early tests, the system demonstrated less than 4% degradation in quantum information fidelity and operated at room temperature using existing telecom infrastructure. Cisco said the innovation represents a major step toward building interconnected quantum systems capable of supporting real-world applications.

The company emphasized that quantum networking will be essential for scaling quantum computing, with the new switch forming part of its broader strategy to develop a full-stack quantum network ecosystem.

Source: PR Newswire

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Global Finance News 04-24-26

Cisco Systems, Inc. reported that industrial artificial intelligence is rapidly moving into real-world operations, though infrastructure and security gaps remain key challenges to scaling adoption.

According to Cisco’s latest global study, around two-thirds of industrial organizations are already deploying AI in live operational environments, with applications spanning automation, predictive maintenance, and logistics. However, many companies face limitations in network readiness, cybersecurity, and collaboration between IT and operational teams.

The report highlights that infrastructure and security are now critical factors determining whether AI can scale effectively in industries such as manufacturing, transportation, and energy.

Cisco said organizations that invest in strong networks, cybersecurity, and IT/OT integration are better positioned to expand AI deployments and capture operational benefits.
PRNewswire

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WS Investor 04-07-26

08-29-26WS Investor

08-14-26Global Finance News

08-12-26European Investor

06-20-26European Investor

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