Sectivia

CiscoCSCO

NASDAQ · USA · Segment 4 of 8 in the AI & digital infrastructure value chain: Data centers

The world's largest networking company — broad portfolio of switches, routers and security with a growing AI order book among hyperscalers.

Data centers: Servers, networking, optics and data center capacity that tie AI infrastructure together.

Key metrics

Market cap
$466B
Price
$120.33
Today
+1.7%
Return YTD
+53.6%
Return 1Y
+70.8%
P/E
39.0
P/S
7.7
P/B
9.5

Data as of 2026-07-10 · updates daily after U.S. close

Theme exposure

NetworkingCybersecurity exposureData center networkingSilicon One chipsSecurity & observability

In the value chain

Products & services

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

Competitors

Risks

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

Same segment: Data centers

Dell TechnologiesDELL Arista NetworksANET AmphenolAPH EquinixEQIX Astera LabsALAB CienaCIEN CoherentCOHR Digital RealtyDLR
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