Cisco: The Only Undervalued 'Full-Stack' AI Play [Seeking Alpha]
Cisco Systems, Inc. (CSCO)
Last cisco systems, inc. earnings: 2/12 04:05 pm
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US:NASDAQ Investor Relations:
investor.cisco.com/investor-relations/overview/default.aspx
Company Research
Source: Seeking Alpha
CSCO's AI infrastructure revenue exceeded $2B in 2025, with FY26 guidance targeting $3B recognized and $5B in orders, highlighting strong Nvidia-linked demand. CSCO's unified Silicon One architecture, 100-terabit G300 chip, and aggressive buybacks signal a competitive moat and management's confidence in undervaluation. Despite slower growth than sector peers, CSCO's improving ROIC, dividend growth, and discounted valuation offer compelling risk-reward for investors. Wirestock/iStock Editorial via Getty Images Introduction Cisco Systems, Inc. ( CSCO ) is a legacy company that most people ignore because it is not as progressive as some of the other AI plays. The last time I broke Cisco This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiv
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News
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CSCO
Earnings
- 2/11/26 - Beat
CSCO
Sec Filings
- 2/24/26 - Form 4
- 2/24/26 - Form 144
- 2/20/26 - Form 4
- CSCO's page on the SEC website