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Posted by
Two Blokes Jul 11 -
Filed in
Stock
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5 views
Cisco is breaking out after years of stagnation, driven by data center buildouts, AI tailwinds, and a diversified software/subscription revenue mix. Shares remain undervalued despite strong profitability, robust capital returns, and accelerating recurring revenue; the market is mispricing Cisco's growth and shareholder focus. Recent results highlight surging security/software growth, major AI infrastructure orders, and strategic partnerships, positioning Cisco as a leader in AI networking and security.
