Did Cisco’s expanded role in open AI security standards just change Cisco Systems’ (CSCO) investment policy?

• In early April 2026, the Ultra Accelerator Link Consortium approved the new UALink specification, and Anthropic launched Project Glasswing with partners including Cisco Systems to extend the open AI accelerator standard and harden critical software against emerging cyber threats using advanced frontier models.
• These moves, along with Cisco’s latest AI security tools and industrial AI research, highlight how deeply the company is embedded in infrastructure, cybersecurity, and AI standards settings across both cloud and operational technology environments.
• Here, we explore how Cisco’s deeper role in cybersecurity with a focus on AI, particularly through Project Glasswing, could impact the existing investment narrative.

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Cisco Systems Investment Story Summary

To own Cisco today, you need to believe that you can continue to transform your core networking, security, and collaboration footprint into durable, revenue-producing software and services while managing competition and technology change. The latest UALink standard and Cisco’s role in Project Glasswing strengthen the company’s relevance in AI infrastructure and cybersecurity, but the short-term focus on integrating acquisitions and improving security or remediating key risks as cloud providers internalize more networking spend remains virtually unchanged.

Among recent headlines, Project Glasswing stands out as the one most directly related to Cisco’s AI security story, as it applies Anthropic’s Mythos Preview model to help discover and remediate software vulnerabilities across critical systems. This is consistent with Cisco’s new AI security tools and industrial AI research, and could support existing catalysts for improving security and software revenue over time, even if execution and competitive risks in that segment remain top of mind.

But with Cisco’s AI and cybersecurity profile expanding, investors should also note how dependent Cisco’s growth is on a relatively small number of large-scale AI infrastructure buyers…

Read the full story on Cisco Systems (it’s free!)

Cisco Systems plans to have $70.1 billion in revenue and $15.7 billion in profits by 2029. This would require annual sales growth of 5.9% and an increase in profits of about $4.6 billion from the current $11.1 billion.

Reveals how Cisco Systems’ forecasts generate a fair value of $89.04, 8% above the current price.

explore other perspectives

8 members of the Simply Wall St Community value Cisco between USD 69.92 and USD 89.04, reflecting a wide range of individual expectations. In contrast to Cisco’s larger role in AI-focused cybersecurity, this spread shows how differently people weigh the positives of AI catalysts against the risks of hyperscalers internalizing more networking, which could stifle long-term growth, so it’s worth comparing some of these perspectives before deciding how to view the stock.

Check out 8 other fair value estimates for Cisco Systems – Find out why the stock is 15% below its current price.

decide for yourself

Don’t agree with the existing narrative? Following the herd rarely yields exceptional investment returns. Follow your intuition.

• A great starting point for researching Cisco Systems is an analysis that reveals four key benefits that can influence your investment decision.
• Cisco Systems’ free research report provides comprehensive fundamental analysis compiled into a single visual (Snowflake), making it easy to assess Cisco Systems’ overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary using only unbiased methodologies, based on historical data and analyst forecasts, and articles are not intended to be financial advice. This is not a recommendation to buy or sell any stock, and does not take into account your objectives or financial situation. We aim to provide long-term, focused analysis based on fundamental data. Note that our analysis may not factor in the latest announcements or qualitative material from price-sensitive companies. Simply Wall St has no position in any stocks mentioned.

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