Cisco Systems, Inc. (NASDAQ:CSCO) announced Tuesday an expansion of its Secure AI Factory offering with Nvidia Corp. (NASDAQ:NVDA) through a new partnership with Super Micro Computer, Inc. (NASDAQ:SMCI).

The collaboration introduces end-to-end, rack-scale AI computing solutions that incorporate high-density server systems. By scaling the architecture from trillion-parameter model training to edge inference, Cisco aims to help enterprise, neocloud, and sovereign cloud clients simplify deployment, boost efficiency, and retain data control.

The NVIDIA Cloud Partner-compliant architecture combines Cisco AI networking with Supermicro compute hardware. Cisco expects to begin offering the integrated Supermicro solutions within its Secure AI Factory starting October 2026.

Read Also: Cisco, Nvidia, Amazon and Nokia: The Customer List Behind Fabrinet's AI Boom

CSCO Technical Outlook

At $112, Cisco is trading 3.3% below its 20-day SMA ($115.85) and 3.5% below its 50-day SMA ($116.00), which frames the recent pullback as a near-term cooling phase rather than a broken long-term trend. The stock is still 3.2% above its 100-day SMA ($108.56) and 20.3% above its 200-day SMA ($93.12), keeping the bigger-picture uptrend intact after a strong 12-month run of 64.18%.

The 20-day SMA sitting below the 50-day SMA is a bearish short-term crossover that often shows rallies are having trouble following through. By contrast, the 50-day SMA remains above the 200-day SMA, a classic bullish long-term alignment that tends to matter more for longer-horizon trend followers.

Momentum-wise, MACD is below its signal line and the histogram is negative, which points to fading upside pressure versus the prior upswing. In plain terms, when MACD is below the signal line, it often means buyers need a fresh push to reassert control rather than assuming the prior trend immediately resumes.

  • Key Resistance: $121.50 — a nearby ceiling that lines up with a prior pivot-style area above current price where rebounds can stall
  • Key Support: $111.50 — a tight, nearby floor just under current price that can act as a first "line in the sand" if sellers press

CSCO Earnings Preview And Analyst Price Targets

Looking further out, the next major catalyst for the stock arrives with the November 11, 2026 (estimated) earnings report.

  • EPS Estimate: $1.25 (Up from $1.00 YoY)
  • Revenue Estimate: $18.11 Billion (Up from $14.88 Billion YoY)
  • Valuation: P/E of 33.1x (Indicates premium valuation relative to peers)

Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price forecast of $134.31. Recent analyst moves include:

  • HSBC: Downgraded to Hold (Lowers Target to $120.00) (Aug. 14)
  • UBS: Buy (Raises Target to $138.00) (Aug. 13)
  • Truist Securities: Buy (Raises Target to $140.00) (Aug. 13)

How Cisco Ranks On Momentum, Quality, Value And Growth

Below is the Benzinga Edge scorecard for Cisco, highlighting its strengths and weaknesses compared to the broader market:

  • Momentum: Bullish (Score: 88.41) — The stock’s longer-run trend remains strong, even as near-term momentum has cooled.
  • Quality: Bullish (Score: 85.31) — The score suggests Cisco screens well on durability-style factors versus the broader market.
  • Value: Weak (Score: 16.23) — The market is pricing the shares at a premium, leaving less room for error if growth expectations slip.
  • Growth: Weak (Score: 10.79) — Growth scoring is lagging, which can matter if investors rotate toward faster-growing large-cap tech peers.

The Verdict: Cisco’s Benzinga Edge signal reveals a momentum-and-quality-led profile with a clear premium-valuation tradeoff. For longer-term bulls, the setup argues for respecting the uptrend, but using the $111.50 support area as a practical risk line if the pullback deepens.

CSCO ETF Exposure: Funds With The Biggest Weights

  • First Trust NASDAQ Cybersecurity ETF (NASDAQ:CIBR): 7.39% Weight
  • First Trust Dow Jones Internet Index Fund (NYSE:FDN): 8.14% Weight
  • Amplify Cybersecurity ETF (NYSE:HACK): 5.45% Weight

Significance: Because CSCO carries such a heavy weight in these funds, any significant inflows or outflows for these ETFs will likely force automatic buying or selling of the stock.

CSCO Stock Price Activity: Cisco Systems shares were trading at $112.01 during premarket trading on Tuesday, according to Benzinga Pro data.

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