Cisco Systems (CSCO) has experienced
strong multi-year share price gains, compelling various asset management companies, including
Howard Capital Management Inc., Evercore ISI, and Great Lakes Advisors LLC, to grow their respective positions in the company. There remains a bullish outlook for Cisco Systems due to continuous upgrades and a
positive revenue growth potential. However, there has been some unease among investors with several firms, like
Townsquare Capital LLC and Alpha Cubed Investments LLC, offloading a good number of shares. The company's
strong footing in AI appears to be reshaping the investor narrative around the stock, with notable partnerships and significant advancements in Wi-Fi 7 and AI infrastructure. Shares of Cisco Systems were notably purchased by
Straight Path Wealth Management and
New York State Common Retirement Fund, while
Red Cedar Investment Management LLC and
Scalar Gauge Management LLC both made new investments. Positive target revisions, analyst upgrades, and
promising growth in their hyperscale customer base have resulted in a surge in investor interest. However, Cisco's CEO warns of potential
“AI carnage” ahead, indicating that not all players in this space would emerge winners.
Cisco Systems CSCO News Analytics from Fri, 31 Oct 2025 07:00:00 GMT to Sat, 31 Jan 2026 17:38:49 GMT -
Rating 7
- Innovation 6
- Information 8
- Rumor 2
