From Nasdaq: 2025-06-12 11:39:00

Cisco Systems is expanding its AI portfolio with new solutions like the Unified Nexus Dashboard, Intelligent Packet Flow, configurable AI PODs, and 400G BiDi optics. Cisco’s collaboration with NVIDIA has strengthened its AI infrastructure presence, securing over $1 billion in orders ahead of schedule for fiscal 2025. These solutions are expected to drive further growth.

Cisco’s Unified Nexus Dashboard consolidates services across LAN, SAN, IPFM, and AI/ML fabrics into a single interface. The new Intelligent Packet Flow uses real-time telemetry for proactive issue detection. 400G BiDi optics will be available in the second half of 2025. Cisco’s aggressive AI push and security dominance drove significant growth in Q3 of fiscal 2025.

Cisco’s collaboration with NVIDIA to offer AI-ready data center solutions is a game changer. The Secure AI Factory with NVIDIA simplifies AI infrastructure deployment and security. Cisco’s security business is thriving, adding over 370 customers with solutions like Secure Access, Hypershield, and XDR. Positive guidance for fiscal 2025 shows strong revenue and earnings growth expectations.

Cisco stock is trading at a premium compared to industry peers, with a Value Score of D and a higher price/sales ratio. While the stock is currently above moving averages, challenging macroeconomic conditions and competition pose near-term challenges. Investors are advised to hold the stock and wait for a better entry point. Cisco shares are currently overvalued.

Investors looking for potential growth opportunities can explore 5 stocks set to double in 2024, handpicked by a Zacks expert. These under-the-radar stocks offer a chance to capitalize on future growth trends. For the latest recommendations from Zacks Investment Research, download the 7 Best Stocks for the Next 30 Days report. Cisco Systems, Inc. and other stock analysis reports are available for free download.



Read more at Nasdaq: Cisco Expands AI Portfolio for Data Centers: Why the Stock is a Hold