Stock Pulse
Cisco Systems (CSCO) reported strong Q2 2025 earnings, beating estimates and demonstrating robust revenue growth driven by AI infrastructure orders [1], [2]. The company increased its dividend for the 18th consecutive year and showed strong cash flow [1]. Cisco is expanding its partnership with Nvidia to simplify AI system deployment and broaden market reach [6], [8], while also pursuing sustainable practices through renewable energy agreements [4]. Despite positive growth forecasts and a "Buy" rating from Zacks [2], insider stock sales have been observed [11], [12], [13], [14], [15], and potential risks include the expiration of 2017 tax cuts [5] and competition from other AI-focused companies [1], [7], [9]. Cisco's CEO is advocating for the extension of these tax cuts [5].