Cisco Systems, Inc. Stock on the Rise as Jim Cramer Predicts Big Revaluation

Renowned TV host Jim Cramer believes Cisco Systems could be in for a significant revaluation, similar to Oracle Corp. The prediction is based on Cisco's strong performance and strategic positioning in the AI and cybersecurity sectors. Despite acknowledging Cisco's potential, Cramer believes other AI stocks may offer greater returns with less downside risk. Oracle has recently announced a $3 billion investment in AI and cloud infrastructure expansion across Europe, underscoring the growing importance of AI in the tech industry.

Renowned TV host Jim Cramer has suggested that Cisco Systems, Inc. (NASDAQ:CSCO) could be in for a significant revaluation, akin to that of Oracle Corp. (NYSE:ORCL). The prediction is based on Cisco's strong performance and strategic positioning in the AI and cybersecurity sectors [2].

Cisco has seen a 15.63% increase in its share price this year, largely due to its impressive financial results, including a significant revenue and EPS beat in May [2]. Cramer has previously highlighted the company’s potential as the backbone of AI, and in his recent remarks, he emphasized the company’s role in connecting data centers to other systems [2].

Oracle's recent announcement of a $3 billion investment in AI and cloud infrastructure expansion across Europe also underscores the growing importance of AI in the tech industry [3]. This investment is part of Oracle's broader strategy to meet demand from enterprises, public sector users, and AI developers.

Despite acknowledging Cisco’s potential as an investment, Cramer believes that other AI stocks may offer greater returns with less downside risk. This news comes on the heels of a recent report that highlighted Cisco’s quiet success in the AI sector. The company’s stock has risen by approximately 10.89% in the last six months [2].

Investors should continue to monitor Cisco's performance closely, as the company's strong fundamentals and analyst support indicate a promising outlook for the future. Cisco's earnings report highlighted a 20% year-over-year (YoY) increase in product orders, with gains across all regions and customer segments. The company also secured over $600 million in AI infrastructure orders from webscale customers, exceeding its $1 billion target one quarter ahead of schedule [1].

Cisco Systems' stock has shown remarkable resilience, rising by 14% year-to-date (YTD) and gaining 18% in the last three months. The company's strong performance is driven by its diverse revenue streams, including networking hardware and software, services, and software-based solutions [1]. Analysts remain bullish on Cisco's prospects, expecting continued growth into 2026, fueled by AI-driven demand, product launches, and synergies with Splunk [1].

References:
[1] https://www.ainvest.com/news/cisco-systems-quietly-beating-ai-hype-strong-growth-drivers-2507/
[2] https://www.inkl.com/news/could-cisco-be-the-next-oracle-jim-cramer-says-ai-cybersecurity-make-csco-a-sleeper-stock-set-for-big-revaluation
[3] https://www.rcrwireless.com/20250716/ai-infrastructure/oracle-ai-europe