Cisco Systems, Inc.

• CSCO Stock Price 24h change: +0.46%. From 73.35 USD to 73.69 USD. The modest rebound followed a sharp 2.45% drop the previous day, as investors balanced broad tech sector volatility with Cisco's ongoing AI infrastructure and networking growth prospects.
• Technical indicators show the 50-day simple moving average at $76.72 and the 200-day at $71.65. The stock is currently in a short-term consolidation phase after retreating from its December highs, finding support near the $73 level while maintaining a long-term bullish posture above its 200-day average.
• Cisco recently extended its Nexus 9000 series support to include Intel Gaudi 3 AI accelerators, reinforcing its strategy to provide high-speed Ethernet fabric for diverse AI hardware ecosystems.
• The company fixed an actively exploited zero-day vulnerability (CVE-2026-20045) in its Unified Communications Manager and Webex products, addressing critical security concerns for its enterprise client base.
• Analysts from Morgan Stanley and KeyBanc maintain "Overweight" ratings with price targets ranging from $87 to $91, citing strong demand for AI-ready networking products despite short-term fluctuations in the security segment.
• BofA Securities downgraded networking peer Ciena to "Neutral" due to concerns over the pace of optical hardware spending, signaling a more selective environment for AI infrastructure investments.
• The global technology sector is facing a memory chip supply crunch as manufacturers divert production toward high-bandwidth memory for AI servers, causing price increases for enterprise hardware and consumer electronics.

• CSCO Stock Price 24h change: -2.45%. From 75.19 USD to 73.35 USD.
The price decline was driven by broader market volatility and news of significant insider selling, including a 36% stake reduction by executive Jeetendra Patel, which overshadowed a multi-year Wi-Fi 7 partnership with Georgetown University.
• From a technical perspective, CSCO is in a "Strong Sell" phase. Key indicators like the RSI (32.99) and MACD (-0.23) signal bearish momentum, while the stock is trading below its 50-day ($74.50) and 200-day ($76.72) moving averages, suggesting a continued short-term downtrend.
• Cisco announced a multi-year partnership with Georgetown University for one of the largest Wi-Fi 7 rollouts in education to support data-heavy campus research.
• The company finalized an AI infrastructure partnership with Sharon AI to support cloud and AI workloads for enterprise and government clients in the Asia-Pacific region.
• Cisco released a critical security patch for its Secure Email Gateway to address a zero-day vulnerability (HTTP request validation) that was being actively exploited in the wild.
• Global technology hardware markets are facing a major "memory crunch" as high-bandwidth memory (HBM) supplies are redirected to AI servers, driving up costs for networking and PC equipment.
• The White House moved forward with 25% tariffs on advanced AI chips and semiconductors, citing national security, which analysts expect will ripple through enterprise infrastructure and cloud service pricing.