Evercore analyst Amit Daryanani maintains $Cisco (CSCO.US)$ with a buy rating, and adjusts the target price from $60 to $65.
According to TipRanks data, the analyst has a success rate of 60.1% and a total average return of 12.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Cisco (CSCO.US)$'s main analysts recently are as follows:
The first quarter results for Cisco surpassed expectations, primarily due to Splunk's performance exceeding forecasts. Analysts highlight the U.S. Federal sector as a significant point of interest, noting a sense of encouragement about the bullish stance following the quarter's outcomes.
Cisco's first-quarter revenue decline was marginally better than market expectations, with a less than anticipated 5.6% drop and an earnings per share that surpassed consensus. The company's revenue outlook for FY25 has been increased, largely reflecting this performance. Analysts note potential for an acceleration in growth during the latter half of the year, driven by robust order growth in Cloud/AI and Security segments. Adjustments have been made to models to account for these positive business dynamics.
Cisco's product orders have shown an increase, suggesting a positive inflection in the company's business. Despite the unpredictability of the timing surrounding AI revenue recognition, anticipations are set for it to commence in the latter half of 2025. Although the announcement on AI is regarded as favorable, the record gross margins reported and the projected margins for FY25 might warrant a conservative interpretation.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析师Amit Daryanani维持$思科 (CSCO.US)$买入评级，并将目标价从60美元上调至65美元。
根据TipRanks数据显示，该分析师近一年总胜率为60.1%，总平均回报率为12.9%。
此外，综合报道，$思科 (CSCO.US)$近期主要分析师观点如下：
思科的第一季度业绩超出预期，主要是由于splunk的表现超出预测。分析师们强调美国联邦板块作为一个重要关注点，指出在本季度业绩公布后，对看好立场感到鼓舞。
思科的第一季度营业收入下降幅度略好于市场预期，下降幅度低于预期的5.6%，每股收益超过共识。公司对FY25的营收展望已经提高，这在很大程度上反映了这种表现。分析师们注意到，在Cloud/AI和安防-半导体板块的订单快速增长的推动下，公司有望在年后半段加速增长。针对这些积极的业务动态，模型已经进行调整。
思科的产品订单有所增加，显示了公司业务的积极转变。尽管在关于人工智能营收确认时间的不确定性，但预期将于2025年后半年开始。尽管人工智能方面的公告被视为积极，但报告的毛利率和FY25的预测毛利率可能需要保守解读。
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