Cisco Up 35% in a Year: Is There More Room for the Stock to Rise?

Cisco Systems CSCO shares appreciated 34.6% in the trailing 12-month period, benefiting from an aggressive AI push and growing security dominance. Shares outperformed the broader Zacks Computer & Technology sector, as well as close peers Hewlett Packard Enterprise HPE and Arista Networks ANET. While the broader sector and shares of Arista Networks have appreciated 23% and 29.4%, respectively, shares of Hewlett Packard Enterprise dropped 1.3% over the same time frame. 

So, is there more room for Cisco stock to rise? Let’s find out.

Image Source: Zacks Investment Research

AI Infrastructure orders from webscale customers hit $2 billion in fiscal 2025, double the management’s original expectation. In the first quarter of fiscal 2026, product orders from service providers and cloud customers jumped 45% year over year, driven by high double-digit order growth in hyperscalers despite tough comparisons. AI infrastructure orders…