By finviz.com
Publication Date: 2026-02-20 09:40:00
cisco systems CSCO stock has returned 17.2% over the past half year, outperforming the broader Zacks Computer & Technology sector as well as its close peers. Hewlett Packard Company HPE and Arista Networks ANET, powered by an aggressive AI push and an expanding network portfolio. While the broader sector appreciated 11.7%, Arista Networks shares rose 3.9%. Hewlett Packard shares have fallen 2% over the same period. Will AI efforts help sustain CSCO stock’s current rally? Let’s find out.
CSCO Stock Performance
Image source: Zacks Investment Research
AI push helps Cisco’s long-term prospects
In the second quarter of fiscal 2026, hyperscaler AI infrastructure orders reached $2.1 billion, and Cisco expects more than $3 billion in hyperscaler AI infrastructure revenue in fiscal 2026. The company shipped its millionth Silicon One chip in the reported quarter and plans to deploy the Silicon One architecture in high-performance…



