Latest CSCO news

Virtus SGA U.S. Large Cap Growth Q2 2026 Portfolio Update

Seeking Alpha · Wed, 23 Sep 2026 12:30:00 -0400

The SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.0% (Net) in Q2 compared to the Russell 1000 Growth Index return of 16.7% and the S&P 500 Index return of 15.2%. Recent purchases include Equinix and Arista Networks. We liquidated our position in Intuit and Aon.

Zscaler vs. Cisco: Which Cybersecurity Stock Is the Better Buy?

Zacks Investment Research · Wed, 23 Sep 2026 10:41:29 -0400

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

While GPUs Get the Headlines, These 3 Stocks Build the Networks That Actually Move Data

24/7 Wall Street · Wed, 23 Sep 2026 10:00:12 -0400

AI training clusters stall the moment data cannot move fast enough between chips, which means the real bottleneck is not silicon but the fiber, switches, and optics surrounding it.

Cisco AI Research: AgenticOps Scaling Quickly in the Enterprise

PRNewsWire · Wed, 23 Sep 2026 09:00:00 -0400

New Cisco and Omdia research shows 95% of enterprises say their existing AIOps tools can't keep up, and more than half have already moved to AgenticOps News Summary The alert math no longer works. At current volumes, the average organization would need roughly 100 IT specialists to clear its daily network alert backlog by hand.

Old Dogs, New Tech: 3 Legacy Stocks Powering the AI Boom

MarketBeat · Wed, 23 Sep 2026 08:40:15 -0400

Investors seeking steady capital appreciation often overlook older technology sector names, assuming their prime growth years are over. Looking beneath the surface shows how foundational hardware suppliers adapt, and how established balance sheets can capture substantial value during infrastructure transitions.

Cisco stock sinks 5% after Piper Sandler cuts price target on growth concerns

CNBC · Tue, 22 Sep 2026 15:21:11 -0400

Piper Sandler cut its price target on Cisco to $125 from a prior $132. Analysts expressed concerns that growth is peaking in the industry.

Cisco Systems stock just slumped to a bear market: is it safe to buy the dip?

Invezz · Tue, 22 Sep 2026 14:43:51 -0400

Cisco Systems stock continued its recent downward trend, reaching its lowest level since May 13 as the recent rally stalled. It dropped to $105, down by 20% from its highest level this year, erasing billions of dollars in value as its market capitalization fell from $513 billion to $414 billion.

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