Quick Read

• Cisco (CSCO) posted record Q3 FY26 revenue of $15.841B with networking revenue growth of 25% and total product orders surging 35% YoY, while AI infrastructure orders were raised to $9B guidance for the full year.

• Cisco’s rerating from dotcom survivor to AI infrastructure provider has driven a 51.59% YTD gain, but insider selling in February through April and a trailing P/E of 37 suggest much of the bull case is already priced in.

• The analyst who called NVIDIA in 2010 just named his top 10 stocks and Cisco Systems wasn’t one of them. Get them here FREE.

Few legacy tech names have staged a comeback like Cisco Systems (NASDAQ:CSCO). After spending more than two decades in the wilderness post dotcom, the…