Cisco Systems shares rose about 3.7% to $111.45 on Friday after Nvidia CEO Jensen Huang named cybersecurity as AI's next major opportunity and identified Cisco among Nvidia's partners. Huang, cited by Business Insider, said cybersecurity follows AI coding because digital defenses must stay active around the clock rather than wait for a prompt. Cisco is already benefiting from the AI infrastructure boom, booking $9.3 billion in fiscal 2026 AI orders, of which $4 billion came in its fourth quarter, while quarterly revenue climbed to $17.25 billion from $14.67 billion a year earlier. The stock's $111.45 price sits 49.98% above its $74.31 GF Value estimate, a sharp valuation warning. Cybersecurity could add attractive recurring software revenue on top of Cisco's expanding AI-hardware base, but Huang's endorsement is not a sales contract, and the next test is execution.
Cisco Systems IncHuang named Cisco among Nvidia's cybersecurity partners, and Cisco has booked $9.3B in fiscal 2026 AI orders with Q4 revenue up to $17.25B.
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