Jim Cramer Says “Lately, Though, Cisco’s Gotten Its Act Together”

Core Viewpoint - Cisco Systems, Inc. has shown significant improvement in its performance and market position after struggling for years to adapt to new technologies, particularly AI, and has recently started to attract new clients from competitors [1] Group 1: Company Performance - Cisco has experienced ups and downs, with a notable recovery in the second half of 2024, marking a turnaround in its stock performance [1] - The company has been delivering impressive financial results over the past few quarters, indicating a successful reinvention and adaptation to the modern market [1] - Cisco took approximately 25 years to regain its peak stock value from the dot-com era, highlighting the long journey of recovery and growth [1] Group 2: Market Dynamics - The stock had a strong performance in the first 11 months of the previous year but faced a significant decline in December, which was unexpected and correlated with a gap fill from a rally in November [1] - Cisco's late entry into the AI sector has been acknowledged, but the company is now effectively competing and gaining market share [1]