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Cisco’s Bullish Trend Signals Breakout to $72
Current Price: $67.94 Direction: LONG Targets: - T1 = $71.00 - T2 = $72.50 Stop Levels: - S1 = $66.00 - S2 = $64.50 **Wisdom of Professional Traders:** This analysis is based on the collective insights of professional traders and seasoned market analysts, utilizing a broad spectrum of technical and fundamental factors to pinpoint high-probability opportunities in Cisco Systems (CSCO). The wisdom of crowds suggests that the consensus outlook here is biased toward bullish continuation, reflecting elevated buying interest in Cisco's recent post-earnings momentum and solid positioning as a leader in networking technology. **Key Insights:** Cisco remains a standout in the networking and IT sector with its continuous innovation in automation, security, and application monitoring driving significant demand for enterprise solutions. Its subscription-based model ensures strong recurring revenues for the foreseeable future, and the digital transformation trend has propelled robust double-digit growth in key ARR (Annual Recurring Revenue) metrics. The company's strong performance in its Webex collaboration platform, alongside its push into AI-driven networking and security solutions, underpins a bullish sentiment. With infrastructure spending continuing across industries, Cisco stands in a strong position to capitalize, driven by its targeted acquisitions, such as its recent focus on hybrid work solutions and AI-powered technology. **Recent Performance:** Over the past quarter, Cisco has demonstrated steady performance with a 6.4% gain in its stock price, outpacing the sector on optimism tied to increased demand for its enterprise software and hardware solutions. After a strong beat on its Q4 FY2025 earnings, which saw revenue growth climb to $15.8 billion, the company has shown resilience amidst broader macroeconomic headwinds. Additionally, Cisco has expanded its capital return program in 2025, increasing share buybacks and raising dividends—adding further appeal to long-term investors. **Expert Analysis:** Technicals suggest that Cisco is breaking into strong bullish momentum. The stock has successfully tested support near the $65 mark and is now trading above both its 50-day and 100-day moving averages, which act as key support levels. Furthermore, RSI levels show a modest upwards trajectory, indicating buyer interest without overbought conditions. Analysts have also highlighted that Cisco's robust free cash flow remains a supporting factor for its valuation, with a forward P/E ratio still favorable relative to its tech peers. With demand for networking products accelerating and AI-related initiatives gaining traction, experts remain optimistic that Cisco can deliver continued earnings beats in its upcoming reports for FY2025. Positive forward guidance from management has further reinforced this upward trajectory for the stock. **News Impact:** Recent announcements regarding Cisco’s partnership developments in AI and its acquisition of a high-growth cybersecurity company point toward a strategic expansion into higher-margin businesses. Industry analysts believe this will enable Cisco to diversify its revenue streams and compete more aggressively with peers such as Microsoft and Amazon in hybrid IT solutions. Positive investor sentiment around these announcements has fueled performance and could provide price-supporting momentum into the next quarter. **Trading Recommendation:** Based on a combination of technical indicators and strong business fundamentals, Cisco appears poised for further upside in the near to medium term. Traders should consider taking a LONG position, with a target price of $71 in the short term and an extended target of $72.50. Risk management is essential to navigating broader market volatility; therefore, stop levels should be placed at $66 and $64.50 to protect against potential downside. Cisco is well-positioned to benefit from growing enterprise IT spending trends, making this a compelling opportunity for both short-term momentum and long-term investors. Do you want to save hours every week? Register for the free weekly update in your language!
11:43 AM · Oct 13, 2025
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KhanhC.Hoang
Campaign Trading on CSCO
## Cisco’s AI Strategy: Foundations & Pillars ### 1. **Building AI Infrastructure & Data Center Networking** * **Secure AI Factory with NVIDIA** In March 2025, Cisco unveiled the **Secure AI Factory**, developed with NVIDIA. This architecture embeds security at every layer—from application to infrastructure—facilitating secure enterprise-scale AI workloads ( , ). * **AI‑Ready Data Centers** Cisco introduced AI PODs and the **Unified Nexus Dashboard** for centralized management, enabling efficient deployment of AI workloads. They also integrated NVIDIA Spectrum‑X Ethernet networking with Cisco’s own Silicon One technology ( ). * **AI Infrastructure Partnership (AIP)** In May 2025, Cisco joined forces with BlackRock, GIP, MGX, Microsoft, NVIDIA, and xAI through the **AI Infrastructure Partnership** to invest in scalable, secure AI infrastructure—particularly data centers ( ). * **Revenue Momentum** Cisco generated over **\$2 billion** in AI infrastructure orders in fiscal 2025—more than double internal expectations—with \$800 million booked in Q4 alone ( ). --- ### 2. **AI‑Powered Networks & Collaboration** * **AgenticOps** Cisco’s **AgenticOps** uses AI agents to streamline IT operations—breaking silos and enabling real-time, cross-domain automation ( ). * **AI Integration Across the Stack** The company emphasizes trusted infrastructure that supports AI workloads, secure deployment, and data visibility across networks, applications, and business systems ( ). * **AI in Webex and Operations** Cisco’s Webex augmented with AI features dates back years, enabling smarter collaboration and workplace insights ( ). * **Manufacturing & Industrial AI** Cisco offers AI-enhanced solutions for manufacturing—enabling predictive maintenance, real-time quality control, and safety improvements via intelligent robotics and analytics ( , ). * **Supply Chain AI** AI and machine learning systems have been incorporated into Cisco’s supply chain to enhance adaptability and anticipate disruptions ( ). --- ### 3. **AI‑Driven Security and Observability** * **Splunk Acquisition** In March 2024, Cisco closed its largest-ever deal—**\$28 billion S‑plunk acquisition**—to bolster AI capabilities in security, observability, and data analytics ( ). * **Foundation AI & AI Supply Chain Security** In April 2025, Cisco launched **Foundation AI**, a team within Cisco Security, formed after acquiring **Robust Intelligence**, focused on open-source AI models and securing the AI supply chain ( , ). * **Talos & Security Integration** Cisco leverages **Talos Intelligence** (from its broader security ecosystem) to underpin AI-powered threat detection and prevention services, including tools like ClamAV ( ). --- ### 4. **AI Agents and Platforms** * **Mistral AI Partnership** In February 2025, Cisco released its first AI Agent in collaboration with **Mistral AI**, focusing on transforming customer experiences via intelligent automation ( ). --- ### 5. **Global Strategy & Workforce Alignment** * **India’s Role in AI Engineering** Cisco is heavily investing in India—not just for manufacturing, but as a hub for AI and software engineering, including AI-powered security offerings like Hypershield and Secure Access ( , ). * **AI as an Enabler, Not a Replacement** CEO Chuck Robbins emphasizes that Cisco uses AI to augment—not replace—the workforce, aiming to drive productivity and innovation among existing engineers ( ). --- ## Summary: Cisco’s AI Ecosystem, by Layer | Layer | Key Highlights | | ------------------------------------ | --------------------------------------------------------------------------- | | **Infrastructure & Partnerships** | AI‑Ready Data Centers, AIP collaboration, Secure AI Factory, AI PODs | | **Networking & Operations** | AgenticOps, AI‑enhanced collaboration (Webex), industrial & supply chain AI | | **Security & Observability** | Splunk acquisition, Foundation AI, Talos integration | | **AI Agents & Enterprise Platforms** | Mistral AI partnership for AI Agents | | **Global Strategy & Human Capital** | India engineering focus, AI used to empower staff | --- ## Key Insights & Takeaways 1. **Strategic Acquisitions as Catalysts** Cisco’s AI progress has been accelerated through transformative acquisitions like **Robust Intelligence** and **Splunk**, enhancing both AI security and observability stacks. 2. **Building AI Infrastructure with Security at the Core** Their Secure AI Factory and partnership-driven efforts reflect the importance Cisco places on safe, scalable AI data centers. 3. **E2E AI Strategy** From chips (Silicon One) and network infrastructure to AI-powered operations and agent platforms, Cisco offers a comprehensive, enterprise-ready AI ecosystem. 4. **People-First Philosophy** Cisco consciously positions AI as a tool for empowering employees—not cutting headcount—supporting innovation and productivity. 5. **Global Engineering Investment** Expanding engineering capability through India strengthens Cisco’s AI rollout and localization strategy. * (www.reuters.com) * (www.investors.com) * (timesofindia.indiatimes.com) : blogs.cisco.com "Celebrating Artificial Intelligence, Its History and Evolution" : newsroom.cisco.com "Cisco to Deliver Secure AI Infrastructure with NVIDIA" : investor.cisco.com "Cisco Powers AI-Ready Data Centers, From Hyperscale to ..." : newsroom.cisco.com "Cisco to Collaborate with AI Infrastructure Partnership ..." : www.reuters.com "Cisco projects upbeat quarterly revenue as AI fuels networking equipment demand" : www.cisco.com "Artificial Intelligence (AI) Solutions - Cisco" : blog.webex.com "Collaboration in the Age of AI: How Cisco is Pioneering ..." : www.cisco.com "How is AI Used in Manufacturing?" : digitaldefynd.com "5 Ways Cisco is Using AI - DigitalDefynd" : www.wsj.com "Cisco Closes $28 Billion Acquisition of Splunk, Betting Big on AI" : people.com "PEOPLE's 100 Companies That Care in 2025" : www.networkworld.com "Cisco strengthens AI networking story" : en.wikipedia.org "Cisco Talos" : newsroom.cisco.com "Cisco and Mistral AI Transform the Customer Experience ..." : www.investors.com "Cisco Stock: Three Reasons To Watch This Nvidia AI Partner And Dot-Com Darling" : timesofindia.indiatimes.com "No other market where I expect growth like India: Cisco CEO" : www.sfgate.com "Bay Area tech titan announces mass layoffs just after soaring revenue report"
3:14 PM · Aug 26, 2025
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CrowdWisdomTrading
Breaking: Cisco’s Current Breakout Momentum Signals Move to $70
Current Price: $66.2 Direction: LONG Targets: - T1 = $69.0 - T2 = $72.0 Stop Levels: - S1 = $64.5 - S2 = $62.8 **Wisdom of Professional Traders:** This analysis synthesizes insights from thousands of professional traders and market experts, leveraging collective intelligence to identify high-probability trade setups. The wisdom of crowds principle suggests that aggregated market perspectives from experienced professionals often outperform individual forecasts, reducing cognitive biases and highlighting consensus opportunities in Cisco. **Key Insights:** Cisco (CSCO) is showing strong bullish momentum as it approaches the final stretch of Q4 2023. Analysts have noted its robust technical foundation, driven by a well-established trendline that has sustained the stock's upward trajectory for the past three quarters. The company's dominance in networking hardware and its continuous push toward software-based solutions, including AI-ready infrastructure, are bolstering its medium- to long-term growth potential. Fundamentally, Cisco’s revenue streams are becoming more diversified, with increasing contributions from subscription-based services, which offer greater visibility and consistent cash flow. From a technical perspective, Cisco’s 50-day moving average and 200-day moving average are both trending upward, forming a “golden cross” pattern—a widely regarded bullish signal. Volume is also increasing, indicating strong institutional interest. With the Relative Strength Index (RSI) currently sitting at 65, the stock approaches overbought levels but still offers room for additional gains in its current trend. **Recent Performance:** Cisco has delivered a notable performance in recent weeks, rising from a September low of $61 to its current level of $66.2, representing a near 8% gain. This rally has been fueled by strong earnings that exceeded Wall Street expectations, driven by robust demand for networking equipment and software. Additionally, the market has responded favorably to Cisco’s forward guidance, which highlighted accelerated growth in its software division. **Expert Analysis:** Experts agree that Cisco’s successful pivot toward a more software-oriented business model is paying dividends, significantly reducing the cyclicality associated with its traditional hardware business. Furthermore, the company’s efforts to expand its portfolio of AI solutions and cloud infrastructure partnerships are expected to capture an increasing portion of enterprise IT budgets over the next decade. Technical analysts have noted that Cisco is breaking past critical resistance levels at $65, turning these into new support lines. As long as the stock holds above $64.5, the bullish outlook remains intact. **News Impact:** Recent news surrounding Cisco’s acquisition of cybersecurity company Splunk has created renewed optimism regarding the company's strategy to capture a greater slice of the cybersecurity market, which remains a high-growth area. This deal is perceived as a long-term positive, strengthening Cisco's position in the enterprise IT space and providing a hedge against potential slowdowns in its traditional hardware business. **Trading Recommendation:** Cisco presents a compelling LONG opportunity at its current price of $66.2. The stock has demonstrated strong upward momentum, supported by improving fundamentals, bullish technical indicators, and favorable news catalysts. Targeting $69.0 (T1) and $72.0 (T2) with a tight risk management approach (S1 at $64.5 and S2 at $62.8) offers an attractive risk-to-reward ratio. Investors should prioritize monitoring the $64.5 support level but maintain a bullish outlook as Cisco continues positioning itself as a key player in enterprise IT infrastructure, AI, and cybersecurity markets. Do you want to save hours every week?
10:30 AM · Aug 18, 2025
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