What Was Cisco Telling You Before Its Stock Ran?

Cisco Systems (CSCO) stock returned 62% in the twelve months to September 24, 2026, against 16% for the S&P 500. A $10,000 holding at the start was worth about $16,220 at the end. The run was about AI data center orders from hyperscalers, the largest cloud companies. You could have read the run early only if two things held: Cisco was saying it, and its results were showing it.