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For far too long, Cisco Systems (NASDAQ:CSCO) traded as a forgotten technology company and has recently been breaking out to the upside. CSCO was once looked at as having the potential to become the first $1 trillion company, but
Cisco: No Longer A Forgotten Technology Company And Is Going Much Higher
Summary
- Cisco is breaking out after years of stagnation, driven by data center buildouts, AI tailwinds, and a diversified software/subscription revenue mix.
- Shares remain undervalued despite strong profitability, robust capital returns, and accelerating recurring revenue; the market is mispricing Cisco's growth and shareholder focus.
- Recent results highlight surging security/software growth, major AI infrastructure orders, and strategic partnerships, positioning Cisco as a leader in AI networking and security.
- I expect Cisco to continue rallying, potentially breaking all-time highs as hyperscaler CapEx rises and the company capitalizes on AI and network infrastructure trends.
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Analyst’s Disclosure:I/we have a beneficial long position in the shares of CSCO, PLTR, NVDA, KO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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