2026 WLAN Growth Could Be Hampered by Memory Shortages
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 13 2026
0mins
Should l Buy CSCO?
Source: Yahoo Finance
- Market Share Competition: According to the Dell'Oro Group report, Cisco has surpassed Huawei in Indoor AP Wi-Fi 7 revenue share due to its aggressive pricing strategy, highlighting its competitive edge in the market.
- Adoption Speed: Cisco's Wi-Fi 7 adoption has outpaced any previous WLAN technology, yet the market still requires time for full acceptance, with expectations for continued revenue growth in 2026.
- Memory Shortage Risk: The AI build-out has caused a shortage in DDR4 memory, leading to anticipated price increases for WLAN equipment; if supply constraints worsen, lead times could extend, further impacting the market.
- Industry Spending Growth: In 2025, the financial and professional services sector remained the largest vertical market, with double-digit spending growth driven by large enterprises, indicating strong demand for WLAN technology.
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Analyst Views on CSCO
Wall Street analysts forecast CSCO stock price to rise
13 Analyst Rating
10 Buy
3 Hold
0 Sell
Strong Buy
Current: 77.930
Low
76.00
Averages
91.30
High
100.00
Current: 77.930
Low
76.00
Averages
91.30
High
100.00
About CSCO
Cisco Systems, Inc. designs and sells a range of technologies that power the Internet. The Company is integrating its product portfolios across networking, security, collaboration, applications and cloud. The Company's segments include the Americas; Europe, Middle East, and Africa (EMEA), and Asia Pacific, Japan, and China (APJC). Its Networking product category represents its core networking technologies of switching, routing, wireless, fifth generation (5G), silicon, optics solutions and compute products. Its Security product category consists of its cloud and application security, industrial security, network security, and user and device security offerings. Its Collaboration product category consists of its meetings, collaboration devices, calling, contact center and platform as a service (CPaaS) offering. Its Observability product category consists of its full stack observability offerings.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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