AI is helping accelerate revenue growth at Cisco (CSCO +1.32%).
B. Metzler seel. Sohn and Co. AG trimmed its position in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 14.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 809,027 shares of the network equipment provider's stock after
Bank of New York Mellon Corp purchased a new stake in Cisco Systems, Inc. (NASDAQ: CSCO) in the undefined quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 40,137,695 shares of the network equipment provider's stock, valued at approximately $4,714,574,000. Cisco Systems accounts for about 0.8% of
Addison Advisors LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ: CSCO) by 87.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,074 shares of the network equipment provider's stock after selling 14,812 shares during the quarter. Addison Advisors
CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
Alpine Woods Capital Investors LLC bought a new position in Cisco Systems, Inc. (NASDAQ: CSCO) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 51,966 shares of the network equipment provider's stock, valued at approximately $6,104,000. Cisco Systems accounts for 1.3% of Alpine
Auxano Advisors LLC purchased a new position in Cisco Systems, Inc. (NASDAQ: CSCO) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 14,837 shares of the network equipment provider's stock, valued at approximately $1,743,000. A number of other
Cisco Systems, Inc. delivered strong Q4 FY2026 results, with revenue up 18% sequentially and non-GAAP EPS up 23%, confirming its AI infrastructure momentum. CSCO reported $4B in Q4 AI infrastructure orders, totaling $9.3B for FY2026, and guided to $7.5B in AI infrastructure revenue for FY2027. Despite robust results and guidance, the stock sold off due to concerns over declining gross margins, which fell to 66.3% and are forecast at 65–66% for Q1 FY2027.
On CNBC's “Halftime Report Final Trades,” Stephen Weiss, chief investment officer and managing partner of Short Hills Capital Partners, picked Cisco Systems, Inc. (NASDAQ:CSCO).
Aegis Wealth Management LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ: CSCO) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 5,138 shares of the network equipment provider's stock, valued at approximately $604,000. A number of other
