Cisco’s $2B AI Windfall: New Tech, Stock Surge & What’s Next for CSCO
Cisco unveiled a 51.2 Tbps router and Silicon One P200 chip for AI data centers on Oct. 8, 2025, with Microsoft and Alibaba as initial buyers. Fiscal 2025 revenue reached $56.7 billion, up 5%, and AI-focused orders topped $2 billion. Shares trade near $69 with a 2.4% dividend yield. Wall Street rates the stock a “Moderate Buy,” with an average 12-month price target of $74–75.