Cisco's pivot to recurring software and security revenue, anchored by the Splunk acquisition, is reshaping the financial profile from cyclical hardware vendor to platform play. AI-driven data center networking refresh cycles favor Cisco's Silicon One portfolio, and hyperscaler Ethernet adoption opens incremental TAM. Margin durability and capital returns underpin the equity story. Execution on Splunk cross-sell remains the swing factor.
Thesis reviewed May 29, 2026
Cisco Systems Inc. is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States60NEUTRALView United States risk detail →💻Technology23WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| BABA | Alibaba Group Holding Ltd | 29 | +17% | ↓8% | EARLY |
| SAP | SAP SE | 29 | +8% | ↓8% | EARLY |
| ACN | Accenture plc | 29 | +7% | ↓8% | NEUTRAL |
| TCS | Tata Consultancy Services Ltd | 29 | +11% | ↓8% | EARLY |
| WIT | Wipro Ltd | 29 | +6% | ↓8% | NEUTRAL |
| GLOB | Globant SA | 29 | +12% | ↓8% | EARLY |
| SHOP | Shopify Inc. | 29 | +13% | ↓8% | EARLY |
Investors who hold CSCO may also have indirect exposure through these country funds.
Cisco wins major AI Ethernet networking design at Tier 1 hyperscaler
Splunk security ARR growth accelerates post-integration
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Maria Elvira SalazarFL | R | Buy | $1k–$15k | Mar 19, 26 | +34.2% |
| Julia LetlowLA | R | Buy | $1k–$15k | Feb 2, 26 | +55.7% |
| Gilbert CisnerosCA | D | Buy | $1k–$15k | Jan 9, 26 | +57.5% |
| Julia LetlowLA | R | Buy | $1k–$15k | Jun 17, 25 | +60.4% |
| Linda T. SanchezCA | Buy | $1k–$15k | Oct 28, 25 | +63.9% | |
| John Boozman | Sell | $1k–$15k | Jan 14, 25 | +99.2% | |
| Marco Rubio | Sell | $1k–$15k | Jan 7, 25 | +99.2% | |
| John JamesMI | R | Buy | $1k–$15k | Sep 4, 24 | +159.4% |
| John JamesMI | R | Buy | $1k–$15k | Nov 10, 23 | +148.9% |
| C. Scott FranklinFL | R | Buy | Unknown amount | Aug 20, 24 | +150.4% |
| C. Scott FranklinFL | R | Buy | $1k–$15k | Aug 1, 24 | +150.4% |
| Josh GottheimerNJ | D | Sell | $1k–$15k | Jun 21, 24 | +174.7% |