Cisco

CSCO

Market cap $468B

For Cisco, a nearly $500 billion company with over 80,000 employees, adopting AI is complicated. Its chief customer experience officer says the process is like "surgery without the drugs.

CSCO is tying Security to the AI infrastructure cycle, using Splunk-driven observability and new AI-agent defenses to fuel medium-term growth.

Cybersecurity demand is rising with AI and cloud growth as FFIV, CSCO, DDOG and PLTR expand security and observability offerings.

Does Cisco Systems (CSCO) have what it takes to be a top stock pick for momentum investors? Let's find out.

Cisco Systems (NASDAQ: CSCO | CSCO Price Prediction) is the AI networking name dominating every screen this month, with shares up 54.9% year to date on the back of a raised $9.0 billion FY26 AI infrastructure order target.

SEATTLE--(BUSINESS WIRE)-- #AI--Qumulo and Cisco enable enterprises to extend file workloads into the cloud, avoiding lead times, disruptive migration or application refactoring.

Both Cisco Systems (CSCO) and NVIDIA (NVDA) delivered robust earnings releases this cycle, posting record results thanks to favorable trends stemming from the AI buildout.

The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off.

Cybersecurity companies embedding AI into their security platforms are positioned for long-term growth amid intensifying cyberattacks.

CSCO rides on AI networking demand as hyperscaler orders surge and campus upgrades accelerate, boosting revenue growth and AI outlook.