CSCO Cisco Systems, Inc.

Bullish analyst calls piled up all week on one optical networking name, and now the stock is surging while its closest peers barely budge. Here is what the sell-side sees that the market is only starting to price in.

Cisco just posted its fifth straight earnings beat while AI infrastructure orders piled up faster than Wall Street expected, yet the stock sits nearly 18% below its 52-week high. Something does not add up, and the answer could mean serious upside for patient investors.

In late September 2026, Bell Canada and Cisco announced a memorandum of understanding to build a sovereign AI infrastructure platform in Canada, combining Bell’s domestic data centres and networks with Cisco’s AI, security, observability, and Sovereign Critical Infrastructure technologies for customers with strict data residency and control needs. This move highlights how Cisco is trying to embed its AI-focused networking, security, and infrastructure stack into regulated markets where...

You probably think of Cisco Systems (CSCO) as an AI stock, a supplier of AI infrastructure to the hyperscalers. That business was only about 6% of Cisco's revenue in fiscal 2026. The rest includes networking and security products sold to enterprises and telcos. Cisco stock returned 61% over the past year. With AI that small a share of revenue, you are paying for growth across the whole company. How fast is Cisco's business outside AI set to grow.

A pullback just handed income investors a lower entry price than Cisco paid for its own shares, and the October record date is closing fast. Here is why this AI networking play keeps beating consumer staples for a dividend portfolio built around a rising quarterly check.

Arista Networks (ANET) stock costs 63.2 times earnings, against 21.9 for the S&P 500. You can be paid now to agree to buy the shares at a much lower price. So how much income can you earn this way, and would you be glad to own Arista at that price.

Target upgraded, Moderna downgraded: Wall Street's top analyst calls

Most investors write off the Nasdaq-100 as a dividend wasteland, but a handful of its chip and networking giants have been quietly raising their payouts every single year while competitors chase hype cycles.

The number Dell Technologies (DELL) holders should watch most closely is its AI server revenue. Dell expects $74 billion from these servers in fiscal 2027, three times the year before. The stock returned 320% in the last twelve months, against 17.7% for the S&P 500. News reports tie Dell's rally in 2026 to its rise as one of the top sellers of Nvidia-based servers. So what might Dell stock investors be overlooking.

Cisco Systems (CSCO) stock returned 62% over the past 12 months (as of Ssptember 28, 2026). After that run, you pay 31.8 times its past year's earnings, against 22.1 for the S&P 500. At that price, the stock appears to assume growth that has not happened yet, so further upside would need something beyond that. So what could still surprise Cisco Systems investors on the upside.

Arista Networks (ANET) stock trades at 58.3 times its last twelve months of adjusted earnings, which add back stock-based pay after tax. That is a high price for one year of profit, and it is why the stock looks expensive. The picture changes against the profit forecast for this year and next. Here is that same share price, set against the profit Arista is forecast to earn in fiscal 2026 and fiscal 2027.

Cisco's survey exposes an operations bottleneck, but reported demand is not booked platform revenue.

Steve Eisman says the artificial intelligence boom is "for real," pointing to surging growth at Cisco Systems Inc. (NASDAQ:CSCO), but warns a price war with cheaper Chinese and open-weight models could test how long it lasts. "The question is how...

Bell Canada (BCE) and Cisco (NASDAQ:CSCO) have signed a memorandum of understanding to collaborate on a sovereign artificial intelligence infrastructure offering for customers in Canada. The proposed offering will combine Bell’s Canadian data centre, network and operational capabilities with Cisco’s AI, security, observability, infrastructure monitoring and management technologies, including its Sovereign Critical Infrastructure portfolio.

Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.

Hypershield, AI Defense and Splunk extend enforcement across clouds, branches, factories and robots.

Nvidia (NVDA) launched an open software platform Monday to help artificial intelligence developers t

Cisco Systems' integrated security and observability push is gaining traction as adoption grows, strengthening its position against Datadog and CrowdStrike.

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 […]

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

IBM has raised its dividend every year since 2016 without missing a beat, but the company writing those checks today barely resembles the one that started the streak. The question is whether the math still works when acquisitions, quantum bets, and mounting debt all compete for the same cash.

A fat dividend yield can signal generosity or a countdown clock, and retirees who chase the wrong one lose twice when the payout finally breaks. Four tests separate the durable payers from the traps before the cut arrives.

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.

In this episode of Market Hang, Turney Duff and his panel of experts weigh in on Oracle's (ORCL) recent data center hiccups, high mortgage rates, McDonald's (MCD) as a market play, and more.Today's panel includes Exhibit A co-founder Matt Cerminaro, Fundstrat economic strategist Hardika Singh, YouTuber and financial adviser Kevin Paffrath, and Yahoo Finance Executive Editor Brian Sozzi.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

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.

NVIDIA's forecast to double chip volume, near-unanimous analyst Buy ratings, and rising price targets underscore a bullish outlook, with OEMs like Dell and HPE also poised to benefit.

Arista Networks, Inc. (NYSE:ANET) and Cisco Systems, Inc. (NASDAQ:CSCO) are both benefiting as AI clusters turn networking into a larger part of the data-center bill. Arista is growing much faster, but investors are paying about 43.8 times forward earnings for that growth versus roughly 20.7 times for Cisco. That valuation gap makes the pair more […]

Arista Networks (ANET) ended fiscal Q2 2026 with about $9.7 billion of multi-year purchase commitments. These are promises to buy from its suppliers over several years. If demand for its switches slows, those promises remain. Will the company's sales keep pace with what it has promised its suppliers.

Dell Technologies' (DELL) management no longer leads its earnings calls with the topic it stressed two years ago. That topic has not disappeared. Management still talks about it. The business behind it still brought in $51.0 billion, about 45% of Dell's revenue, in fiscal 2026. So it matters to you. What did Dell's management use to lead with.

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.

Qualcomm and Cisco both raise their dividends every year and both are racing into AI infrastructure, but their capital allocation priorities point in completely different directions for a retiree who needs the income to be reliable.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

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

Cisco Systems (CSCO) trades near $106 a share, about 24.6 times the $4.33 of non-GAAP earnings per share it reported for fiscal 2026. That is the same basis Cisco uses for its guidance and analysts use for their forecasts. For a networking supplier with $63.33 billion of revenue behind it, that is rich. And it ignores the two years analysts have already forecast.

Analyst James Fish maintained a Neutral rating while trimming the target from $132, citing lower price-to-earnings multiple expectations

CSCO pairs cybersecurity growth, AI infrastructure momentum and strong cash generation with a lower P/S multiple than ZS.

Corning, Cisco Systems, and Texas Instruments are repositioning around AI infrastructure needs, showing earnings growth, steady margins, dividends, and Moderate Buy analyst ratings with notable upside targets.

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...

The Nasdaq hit a new high with memory giants Sandisk and Micron flashing buy signals. But financials are struggling.

Investors pay 64 times earnings for Arista Networks (ANET). The S&P 500 trades at 22.5 times. They pay more because they expect fast growth to last, and for that to make sense, two things must both hold. Arista must get enough parts to ship its orders, and buying those parts must not squeeze its margins. The way management talks about its supply chain has changed. So what did it use to say.

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.

Dell Technologies (DELL) stock has returned 341% over the past twelve months, the best record among the six companies in its peer group. Its revenue growth also ranks first. Its operating margin ranks only fourth, and that gap is what a buyer today has to judge. Behind the growth is demand for its servers that has outrun its own supply.

Stock Market Today: The Dow Jones index was firm on U.S.-Iran peace hopes Tuesday as oil prices and Treasury yields continue to fall.

Quantum computing stocks are struggling with a major industry conference on tap as investors eye roadmap to commercialization.