By Simply Wall St
Publication Date: 2026-09-28 03:20:00
Cisco Systems (CSCO) just put Splunk at the center of a fresh AI security push, rolling out Cisco AI POD for Splunk, new observability tools, and a multi-year security product partnership with AWS.
The near term has been choppy for Cisco Systems, with the share price down 2.9% over the past month and 9.4% over ninety days to about $106.70. However, the 40.3% year-to-date share price return and 62.0% one-year total shareholder return suggest momentum has been building as investors weigh these AI and security announcements against the company’s longer multi-year total shareholder returns of 114.8% over three years and 122.5% over five years.
Scan beyond Cisco Systems and its Splunk push by comparing it with a curated set of AI infrastructure peers in the 85 AI infrastructure stocks that are shaping how enterprises deploy and secure large-scale models.
Cisco Systems now trades at a clear discount to both analyst targets and some intrinsic estimates after a sharp AI driven run. Is…
