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UBS upgrades Cisco, citing surging AI infrastructure demand
UBS sees shares of Cisco rallying 20% from their current levels.
14 words~1 min read
UBS sees shares of Cisco rallying 20% from their current levels.
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Another quarter of double-digit order growth proves Cisco is an underrated winner from the AI infrastructure buildout.

Cisco shares are up more than 20% year to date, largely driven by enthusiasm pouring into artificial intelligence infrastructure…

Shares have advanced about 11% so far in 2025.

In a note published Thursday, UBS highlighted three major pillars that will drive AI demand going forward.

Dell shares have more than doubled over the past year, but the AI-linked boom in demand that has boosted shares is largely priced…

The company also issued slightly better than expected guidance.