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The London Company Q2 Letter: Cisco (CSCO) Benefits from Increased AI Infrastructure Orders, Stock Up 69.11% Over Past 52 Weeks
svmuu.com18/08/2026 08:29
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Investment management firm The London Company noted in its Q2 2026 investor letter that Cisco Systems, Inc.'s stock price appreciation was driven by accelerating AI infrastructure demand and momentum in campus network refresh cycles. Strong AI infrastructure orders and improving enterprise demand supported a positive shift in investor sentiment. As of August 17, Cisco's stock price was $112.90, representing a 69.11% increase over the past 52 weeks.
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