Cisco Systems was upgraded from hold to buy following a 10% price decline and strong business acceleration. The company reported record fiscal year 2026 results, including 18% year-over-year revenue growth in Q4 and robust AI infrastructure orders. Its networking and security segments are driving a super cycle, supported by vertical integration and a $100 billion upgrade opportunity. Cisco's valuation is attractive at about 21 times FY27 earnings per share, with expectations of 15% revenue growth and 17% EPS growth in FY27, alongside ongoing dividend increases and aggressive share buybacks.
As of Sep 17, 2026 19:12 WIB, Cisco Systems (CSCO) shares trade at USD 109.18 on Pluang, up 1.34% for the day with a market cap of $424.77 billion. Despite recent upgrades and strong business momentum, Pluang order activity shows a balanced sentiment with 53% selling and 47% buying. The stock offers a dividend yield of 1.56%, reflecting ongoing shareholder returns amid its growth narrative.
Cisco and NVIDIA have expanded their partnership to enable Splunk AI on-premises for customers who need to keep sensitive data off the cloud. This new solution, Cisco AI POD for Splunk, combines Cisco infrastructure, NVIDIA accelerated computing, and...
The Schwab U.S. Dividend Equity ETF (SCHD) charges a low 0.06% fee, but a major portfolio reshuffle in March 2026 sold about 31% of its holdings, including two top-10 stocks like Cisco Systems, just before those stocks surged. This forced sale trigge...
