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Wall Street keeps reaching for the dot-com playbook every time an AI stock surges, but Fox Business host Charles Payne thinks that reflex is costing investors something far more valuable than peace of mind.

Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.

Cisco Systems now carries a slightly higher assessed fair value, with the price target moving from US$127.05 to US$130.23. Recent Street research links this change to higher fair value estimates tied to AI infrastructure demand, networking order strength and management guidance on future AI related revenue, while still flagging pockets of risk. As you read on, you will see how this evolving analyst narrative around Cisco Systems can help you track what really matters for the stock story from...

Cisco Systems (CSCO) closed at $112.48 in the latest trading session, marking a -2.68% move from the prior day.

VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.

NXPI posts Q2 earnings and revenue beats as automotive, industrial and AI data center demand lift growth, with strong Q3 guidance adding momentum.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

Eliyan, a startup that aims to ease the bottlenecks in transferring data between AI chips in data centers, ‌said on Wednesday it had raised $145 million in venture funding at a $1 billion ‌valuation. Cisco Systems, Lumentum and an early investor in networking pioneer Mellanox before its sale to Nvidia backed the raising, ​according to Santa Clara, California-based Eliyan. The startup is developing technology aimed at the growing list of companies that are developing their own custom AI computing chips to compete with graphics processing units from Nvidia and Advanced Micro Devices.

Commvault tops Q1'27 earnings and revenue estimates as SaaS demand, subscription growth and stronger profitability drive results.

LOGI's Q1'27 profit surges on tariff refunds, premium-device demand and stronger mix, while a supplier shutdown clouds the near-term outlook.

Manhattan Associates tops Q2 estimates as cloud revenues jump 26%, boosting sales, profitability and 2026 guidance amid strong growth in performance obligations.

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

Cisco Systems leads networking stocks benefiting from AI infrastructure demand, despite industry headwinds from cautious IT spending and supply-chain uncertainty.

The networking giant's shares carry a premium, but a look two years into the future reveals a valuation that is far more ordinary.

In recent weeks, Intrado Life & Safety, Tech Mahindra, and SuccessKPI have each announced new integrations and partnerships with Cisco’s Webex and security platforms, while Cisco has also begun testing Aliro’s quantum networking software and joined Nvidia’s Open Secure AI Alliance to bolster open-source AI cybersecurity. Together, these moves underline Cisco’s push to embed AI, advanced security, and quantum-safe capabilities across its collaboration, networking, and contact center offerings...

Visa CEO Ryan McInerney says artificial intelligence is helping ‘shape the way work gets done.’ The payments giant reports earnings after the closing bell Tuesday.

F5 tops third-quarter estimates as strong systems demand, hybrid multicloud adoption and application security growth drive higher guidance.

Navitas Semiconductor beats Q2 revenue estimates as AI-driven high-power demand and a stronger third-quarter outlook reinforce its growth strategy.

APLD's fiscal Q4 revenues jump 407% on HPC growth and tenant fit-out services, even as a wider loss misses estimates. See what fueled the quarter.

AMKR tops Q2 earnings and revenue estimates as record Computing and Automotive results fuel growth across its advanced packaging portfolio.

The market should recover its poise within the next few days, says Fundstrat’s Tom Lee.

Amid macro headwinds and margin pressures, CSCO, EXTR and DGII ride on multiple tailwinds

GOOGL, CSCO and NET are benefiting from AI-driven cloud demand and enterprise digital transformation. See why investors are watching them before August.

The networking giant's shares carry a premium price tag, but a look at future earnings reveals a different story about what investors are actually paying for growth.

Do FIVN's profitable AI growth, stronger cash flow and lower valuation make it a better customer AI stock than SOUN?

Cisco was the indispensable infrastructure giant of its era, posting real revenue right up until its customers ran out of money and its stock collapsed 86%. Now credit markets are flashing a strikingly similar warning about Nvidia, and the reason has nothing to do with chips.

NVIDIA just committed to a spending package that dwarfs the budgets of most nations, and the market reacted by punishing the stock. Whether that reaction reflects legitimate bubble fears or a historic buying opportunity depends on one critical question investors are still fighting over.

FLEX eyes Q1 results after strong AI infrastructure momentum, strategic deals and a planned CPI spin-off. Can growth offset lifestyle weakness?

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.