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CiscoCSCO

Data centers · NASDAQ · USA

$114.89
Down 2.1% todayClose

Up 53.1% this year and +1.0% since June 26, behind the AI sector at +7.5%. Cisco supplies 2 mapped companies.

Market cap
$453B
This year
+53.1%
1 year
+71.2%
P/E
34.1
P/S
7.2
P/B
9.0

Price vs the AI sector

since Jun 26CSCOAI sector, equal weight
Cisco (CSCO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CSCO: +1.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%−5%0%+5%+10%Jun 26AugSepOct 8CSCO +1.0%Sector +7.5% Cisco (CSCO) vs the AI sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. CSCO: +1.0% from Jun 26, 2026 to Oct 8, 2026. AI sector index: +7.5% from Jun 26, 2026 to Oct 8, 2026.−10%0%+10%Jun 26AugSepOct 8CSCO+1.0%Sector+7.5%

Supply chain

2 customers
SUPPLIERS →→ CUSTOMERSNone mappedMicrosoft (MSFT)MSFTMicrosoft−1.3%Amazon (AMZN)AMZNAmazon−2.3%CSCOCisco

Customers 2

Open the full chain →

About Cisco

Switches and routers at a scale no other network vendor matches, plus Silicon One chips of its own design and the security business built around Splunk. AI orders from hyperscalers are the newer line.

Theme exposure

NetworkingCybersecurity exposureData center networkingSilicon One chipsSecurity & observability

Products

  • Switches & routers
  • Silicon One chips
  • Security & observability (Splunk)

Competitors

Risks

  • Lower growth than pure AI players
  • Large, mature core business

Same segment: Data centers

Servers, networking, optics and data center capacity that tie AI infrastructure together. Segment 4 of 8 in the AI & digital infrastructure value chain.

Dell TechnologiesDELL−0.8%Arista NetworksANET−2.3%AmphenolAPH−2.5%EquinixEQIX−2.0%HPEHPE−1.5%Digital RealtyDLR−2.4%CoherentCOHR−9.6%CienaCIEN−4.6%

Compare CSCO

Side by side with the largest companies in the same segment.

CSCO vs DELLCSCO vs ANETCSCO vs APHCSCO vs EQIXCSCO vs HPECSCO vs DLR

See where Cisco sits in the full AI & digital infrastructure map: every segment from upstream suppliers to end markets, with daily metrics.

Open the AI value chain →