: The acquisition of Splunk and newer AI-focused firms like Galileo and NeuralFabric is strengthening Cisco's observability and security platforms.

: Cisco reported $2.1 billion in AI networking orders from hyperscalers in Q2 FY2026 alone, a sharp acceleration from previous quarters.

: Up 61.2% , outperforming the broader tech sector.

: ~1.9%, with a recently increased quarterly payout of $0.42 per share.

: P/E ratio is roughly 31.8 , which some analysts consider a premium compared to historical averages. The Bull Case: Why to Buy