Cisco appears to be entering ‘more durable growth phase,’ Morgan Stanley says (CSCO:NASDAQ)

Cisco appears to be entering ‘more durable growth phase,’ Morgan Stanley says (CSCO:NASDAQ)

By Chris Ciaccia
Publication Date: 2026-08-24 16:46:00

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Following several meetings with Cisco (CSCO) executives, Morgan Stanley believes the Chuck Robbins-led tech giant is entering a “more durable growth phase.”

Roughly 7% of the Catalyst 4K and 6K installed base has been refreshed so far, “leaving the cycle in very