Cisco Systems: The Silent Giant Of The AI Revolution [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
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Source: Seeking Alpha
CSCO's AI-related orders surged to $1.3B in a quarter, with management guiding for $4B in AI orders and $3B in related revenue for FY 2026. Splunk integration drives a shift toward recurring, higher-quality cloud revenues, despite a temporary dip in security segment topline. Valuation remains discounted at 17.9x forward P/E; I see a 20% upside as recurring revenue and AI positioning drive multiple expansion. Sundry Photography/iStock Editorial via Getty Images Considering the ongoing fundamental transformation of the company, I give a buy rating to Cisco Systems, Inc. ( CSCO ). For now, I believe that the market is still pricing the company according to its status 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 receiving compensation for i
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CSCO
News
- Cisco Announces its Second Annual AI Summit Featuring the Builders of the AI Economy [Yahoo! Finance]Yahoo! Finance
- Cisco Announces its Second Annual AI Summit Featuring the Builders of the AI EconomyPR Newswire
- VC firm Superorganism raises over $25M to back biodiversity startups [Yahoo! Finance]Yahoo! Finance
- US Supreme Court to hear suit claiming Cisco helped China pursue Falun Gong [CNBC]CNBC
- Cisco (CSCO) Unlikely to Pursue Axonius Acquisition, Says TD Cowen Analyst [Yahoo! Finance]Yahoo! Finance
CSCO
Earnings
- 11/12/25 - Beat
CSCO
Sec Filings
- 1/16/26 - Form S-8
- 1/13/26 - Form 4
- 1/12/26 - Form 13F-HR
- CSCO's page on the SEC website