From Zacks Investment Research: 2025-06-09 12:06:00

Cisco Systems (CSCO) is experiencing strong momentum in AI infrastructure, with orders surpassing $1 billion year to date. The company attributes this growth to its secure networking portfolio and trusted partner base. Cisco’s AI Defense platform aims to protect AI models and centralize risk governance, with partnerships with NVIDIA and ServiceNow. Hewlett-Packard Enterprise (HPE) and Arista Networks (ANET) are challenging Cisco in AI networking, with HPE seeing rapid growth in AI server sales and Arista Networks gaining demand from hyperscalers. Cisco’s stock has gained 11.6% YTD, but appears overvalued with a forward 12-month P/S ratio of 4.45.



Read more at Zacks Investment Research: Cisco Rides on AI: Can the Stock Stay Secure in the AI Threat Era? – June 9, 2025