By Simply Wall St
Publication Date: 2026-09-19 15:26:00
Cisco Systems (CSCO) has pushed deeper into AI and security with new Splunk features, an expanded NVIDIA partnership for on-premises AI, and a multi-year joint product effort with AWS focused on AI-driven cyber risks.
Recent AI and security headlines around Cisco Systems have arrived after a strong run, with the share price up 44.02% year to date and supported by a 63.87% 1-year total shareholder return. This comes even as the 90-day share price return declined 8.39%, hinting that enthusiasm has cooled in the short term while longer-term holders remain well in the green.
Look beyond Cisco Systems and ride the AI infrastructure and security wave with a hand picked set of 89 AI infrastructure stocks in similar high-intensity buildout phases.
Bulls point to Cisco Systems’ AI push, security breadth, and cash generation, while bears focus on slower recent growth and margins under pressure. Which side does the current valuation actually support?
Most Popular Narrative: 90% Undervalued
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