$CSCO

Jim Cramer recommended buying Cisco (CSCO) after its strong Q4 2026 results and conservative FY 2027 guidance. Apple (AAPL) remains a good buy, he said, despite an upcoming CEO transition. Apple's event on Sept. 9 will introduce John Ternus as CEO. Vale (VALE) was downgraded by B of A Securities. ERock (EROC) reported better-than-expected Q2 results, but Cramer prefers CoreWeave (CRWV).

Morgan Stanley highlights Cisco's (CSCO) growth potential, citing its supply chain advantages, including custom chips and TSMC (TSM) partnerships, with chip volumes expected to increase tenfold by fiscal 2027. The firm also notes strong demand in Cisco's security business and an early-stage upgrade cycle. Analysts have a consensus 'Moderate Buy' rating, with a mean target price of $134.14, implying 21% upside.

Cisco Systems (CSCO) stock rose 68.5% from August 2025 to August 2026, driven by AI infrastructure orders. The company reported over $2 billion in AI orders for fiscal 2025, but only $1 billion was recognized as revenue. Fiscal 2026 saw AI orders reach $9.3 billion, with revenue up 12%. The stock's performance was part of a broader trend among tech companies.

Morgan Stanley highlights Cisco Systems' (CSCO) advantage in securing key components, citing its strong balance sheet, large purchase commitments, and direct relationship with TSMC. The stock is up 46% YTD, closing near $111. Morgan Stanley maintains an Overweight rating and $135 price target, citing Cisco's role in AI infrastructure and potential growth areas like scale-across technology and campus refresh cycles.

Cisco and NVIDIA expanded their Secure AI Factory with new rack-scale, high-density compute options, including NVIDIA's Vera Rubin NVL72 and HGX Rubin NVL8, supported by Supermicro. The partnership aims to provide secure, scalable AI infrastructure for enterprises, neoclouds, and sovereign clouds, with features like Cisco Hybrid Mesh Firewall and NVIDIA AI Enterprise software. Cisco claims this reduces risk, speeds up deployment, and simplifies operations for AI workloads.

JPMorgan's Stephen Parker notes market leadership expanding beyond the Magnificent Seven, with infrastructure providers like Quanta Services (PWR), GE Vernova (GEV), Eaton (ETN), and Cisco (CSCO) reporting strong AI-related growth. Quanta's Q2 EPS beat estimates by 40%, while Eaton's data-center backlog suggests 15 years of supply. Cisco expects $9.3B in AI infrastructure orders for FY2026. Walmart (WMT) also highlights AI-driven efficiency gains.

Cisco and Nvidia announced a partnership to advance AI infrastructure, combining Nvidia's Spectrum-X architecture with Cisco's networking and enterprise expertise. They aim to transition from GPU acquisition to AI production, focusing on metrics like tokens per second and continuous production. The collaboration targets rack-scale, liquid-cooled systems, with Cisco providing validated designs and services, and Nvidia offering accelerated computing. The partnership seeks to integrate AI factories

Cisco extended price protection and quote validity for its UCS servers to 14 days, up from 7, to better support partners and customers. The move follows competitors HPE and Dell offering 30-day validity. Cisco also partnered with Supermicro to offer its systems, addressing UCS server shipment delays. Partners noted Cisco's restrictive terms and delays, while Supermicro's revenue surged 129% in Q1 2026, per IDC.

Moderna (MRNA) rose 14.36% to $158.83 on cancer therapy progress with Merck. Cisco (CSCO) partnered with Super Micro (SMCI) for AI deployment. Robinhood (HOOD) gained 8.2%, while Albemarle (ALB) fell 5.89% after JPMorgan cut its EBITDA forecast to $2.88B.

Cisco (CSCO) and Supermicro are collaborating to expand the Secure AI Factory with Nvidia. Supermicro will provide liquid and air-cooled systems, while Cisco integrates networking and security. The alliance supports Nvidia's newer platforms, with systems expected in October. This partnership aims to capture corporate AI infrastructure spending.