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Cisco Systems (CSCO) See Vast Potential in Securing AI Agents

Cisco Systems, Inc. (NASDAQ:CSCO) is among the best performing cybersecurity stocks in 2025. On March 30, Truist Securities initiated coverage on Cisco Systems Inc (NASDAQ:CSCO) stock with a Buy rating and a price target of $94. Among other factors, Truist cited strength in Cisco’s networking business for its bullish view on the stock.

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According to Truist, AI infrastructure investment is driving gains in Cisco’s Core Networking segment. The equity research firm also said Cisco is benefiting from campus product refresh. It sees mid-teens product growth in fiscal 2026 and 2027.

Additionally, Truist pointed out that Cisco has been able to maintain and grow its operating margin even through inflationary pressures. It attributes this achievement to the company’s scale as well as its shift to software and services business.

Nevertheless, Truist noted that Cisco’s security business has been soft. This business represents about 13% of the company’s sales. For fiscal 2026, Truist projects 1% growth in the security business.

On March 23, during the RSA Conference 2026 in San Francisco, Cisco unveiled a list of new security tools aimed at AI agents. These included bringing the Zero Trust Access technology to AI agents. With this, Cisco will provide AI agents with agent discovery capabilities as well as identity and access management.

The company also launched a tool for testing AI models and applications against potential attacks before they’re deployed. Additionally, the company introduced an open-source tool for securing agents that handle security processes and inventory management.

A Cisco survey found that 85% of enterprise customers were experimenting with AI agents. However, only 5% of them had moved these agents into production areas. By offering solutions to secure AI agentic workforce, Cisco hopes to unleash the potential of AI agents.

Cisco Systems Inc (NASDAQ:CSCO) is an American multinational technology company. It develops, manufactures, and sells a variety of hardware and software products. Its tech solutions are focused on areas like networking, cybersecurity, and AI. Cisco is a leading provider of data center switching solutions.

While we acknowledge the risk and potential of CSCO as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CSCO and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: Motley Fool’s 10 High-Growth Stock Picks and 8 Best Blue Chip AI Stocks to Buy Now.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

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  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

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Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

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