<div id="readability-page-1"><div><ul> <li>SAFE recently announced a new integration with Cisco, combining Cisco AI Defense telemetry with SAFE's cyber risk platform to offer enterprises real-time, actionable insights for AI security governance.</li> <li>This partnership marks a significant advance in enabling organizations to manage AI-specific risks and accelerate secure AI adoption across distributed cloud environments.</li> <li>We'll explore how this move to integrate Cisco's AI Defense solution with SAFE's risk management platform could influence Cisco's broader AI-driven investment narrative.</li> </ul><p>The end of cancer? These 26 emerging AI stocks are developing tech that will allow early identification of life changing diseases like cancer and Alzheimer's.</p><h2>Cisco Systems Investment Narrative Recap</h2><p> To own Cisco Systems today, investors need to believe in the company's ability to grow through AI-centric products, subscription revenue, and robust shareholder returns, while effectively managing integration and competitive risks. The recent SAFE partnership with Cisco, uniting AI Defense telemetry with a leading cyber risk platform, directly supports Cisco’s AI growth catalyst but does not materially shift the short-term risks around major integration efforts or competitive market pressures. </p> <p> Among recent announcements, Cisco’s unveiling of AI-centric infrastructure innovations, with over US$1 billion in AI infrastructure orders, is most relevant, illustrating how the company is scaling its AI portfolio to address rising enterprise demand. This aligns closely with the SAFE integration, bolstering Cisco’s ambition to remain a leader in secure, AI-driven solutions while reinforcing recurring revenue streams as a vital growth driver. </p> <p> However, investors should also keep in mind the challenges Cisco faces in realizing complex synergies from recent acquisitions and integrations, as... </p> <p>Read the full narrative on Cisco Systems (it's free!)</p><p>Cisco Systems' outlook anticipates $64.8 billion in revenue and $13.4 billion in earnings by 2028. This implies a 5.2% annual revenue growth rate and an $3.6 billion increase in earnings from the current $9.8 billion.</p><p>Uncover how Cisco Systems' forecasts yield a $72.29 fair value, in line with its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/3b3c0db5-c103-4cfc-b168-1f86a3d8e4c3/chart/community-fair-value?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/3b3c0db5-c103-4cfc-b168-1f86a3d8e4c3/chart/community-fair-value"/><figcaption>CSCO Community Fair Values as at Aug 2025</figcaption></figure> <p> Simply Wall St Community members provided nine fair value estimates for Cisco Systems, ranging from US$61.52 to US$88.28 per share. With competitive pressures from white-box and ODM vendors influencing the company’s revenue and margins, reader viewpoints span a broad set of scenarios for Cisco’s future performance. </p><p>Explore 9 other fair value estimates on Cisco Systems - why the stock might be worth 14% less than the current price!</p><h2>Build Your Own Cisco Systems Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Cisco Systems research is our analysis highlighting 3 key rewards that could impact your investment decision.</li><li>Our free Cisco Systems research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Cisco Systems' overall financial health at a glance.</li></ul><h2>Want Some Alternatives?</h2><p>Our top stock finds are flying under the radar-for now. Get in early:</p><ul><li>Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 26 best rare earth metal stocks of the very few that mine this essential strategic resource.</li><li>This technology could replace computers: discover 26 stocks that are working to make quantum computing a reality.</li><li>AI is about to change healthcare. These 26 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

CSCO

<p>Cisco has partnered with SAFE to integrate its AI Defense telemetry with SAFE's cyber risk platform, enhancing AI security governance for enterprises. This collaboration supports Cisco's AI growth strategy, with over $1 billion in AI infrastructure orders recently announced. Cisco anticipates $64.8 billion in revenue and $13.4 billion in earnings by 2028, reflecting a 5.2% annual growth rate. However, challenges remain in achieving synergies from recent acquisitions. Community fair value estimates for Cisco range from $61.52 to $88.28 per share, indicating varied investor perspectives on its future performance.</p>

Is Cisco’s (CSCO) New SAFE Integration the Next Step Toward Defining Its AI Security Advantage?