By Simply Wall St
Publication Date: 2025-11-19 07:24:00
Cisco Systems (CSCO) caught Wall Street’s attention this week after reporting fiscal first-quarter results that topped expectations. Strong networking growth, especially from hyperscalers, pushed the company to raise full-year revenue guidance and highlight new opportunities driven by AI demand.
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Cisco’s recent earnings beat and upbeat guidance have fueled a wave of positive momentum, sending its share price up 15% over the last 90 days and 31% year-to-date. Investors have welcomed a standout 39% total shareholder return over the past year. A new 25-year high reflects growing confidence in Cisco’s transformation and long-term AI-driven growth plans.
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But after a historic rally and upbeat guidance, the key question is whether Cisco’s…