Jefferies analyst George Notter maintains $Cisco (CSCO.US)$ with a buy rating, and maintains the target price at $66.
According to TipRanks data, the analyst has a success rate of 65.4% 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:
Q1 results surpassed expectations, primarily driven by the company's performance surpassing forecasts. The focus on U.S. Federal is noted as a significant point of interest, with sentiments of encouragement regarding the company's prospects following the quarterly results.
Cisco's Q1 revenue contraction of 5.6% surpassed expectations, which predicted a 6.1% fall. The company also outperformed on earnings per share. Projections for revenue in FY25 have been increased by approximately $200M, largely due to these positive results. Analysts anticipate potential growth acceleration in the latter half of the year, driven by robust order growth in Cloud/AI and Security sectors. Adjustments have been made to reflect these encouraging business trends.
Cisco's product orders have seen an increase, marking a significant uptick from the previous quarter, which indicates an inflection point in the company's business trajectory. Despite the timing of AI revenue recognition being somewhat uncertain, expectations are set for it to commence in the latter half of 2025. It is acknowledged that the current and projected gross margins, which are at a record level, might warrant a conservative approach in their evaluation.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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富瑞集团分析师George Notter维持$思科 (CSCO.US)$买入评级，维持目标价66美元。
根据TipRanks数据显示，该分析师近一年总胜率为65.4%，总平均回报率为12.9%。
此外，综合报道，$思科 (CSCO.US)$近期主要分析师观点如下：
Q1业绩超出预期，主要受到公司表现超过预测的推动。关注美国联邦被指为一个重要的关注点，对于公司在季度业绩后展望的鼓舞已经被注意到。
思科Q1营业收入收缩5.6%，超出了预期，预计下降6.1%。公司在每股收益方面也表现优异。预计 FY25 营业收入的预测已经提高了约$20000万，主要归功于这些积极的结果。分析师预测后半年有潜在增长加速，这是由 Cloud/AI 和安防行业的订单强劲增长所推动的。已经做出调整以反映这些令人鼓舞的业务趋势。
思科的产品订单数量有所增加，标志着与上个季度相比显着上升，这表明公司业务轨迹出现转折点。尽管人工智能营收确认时间有些不确定，但预计将在2025年下半年开始。现在和预计的毛利润处于创纪录水平，这也许需要以保守的态度进行评估。
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