Morgan Stanley Sees Cisco (CSCO) Benefiting From AI Infrastructure Demand [Yahoo! Finance]
Morgan Stanley (MS)
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Source: Yahoo! Finance
On December 17, Morgan Stanley lifted its price target on Cisco Systems, Inc. (NASDAQ:CSCO) to $91 from $82 and kept an Overweight rating on the stock. The firm said the AI trade widened beyond semiconductor stocks in 2025, giving a boost to infrastructure companies. Optical networking has been a clear beneficiary. The analyst expects that trend to carry into the first half of 2026. However, looking further out, the analyst noted that investors will “need to get more selective for full year returns given multiples.” Cisco Systems, Inc. (NASDAQ:CSCO)'s long-standing strength in networking is becoming more relevant in the age of artificial intelligence, especially as agentic AI gains traction. Products like Nexus HyperFabric bring together Cisco's networking capabilities with Nvidia's computing and AI software, allowing companies to build infrastructure tailored for AI workloads. Cisco is also pushing into security, describing its Hypershield platform as a fully distributed, AI-nativ
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