Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported upbeat fiscal first-quarter earnings.
思科系统公司（纳斯达克：CSCO）的股票在周四早盘交易中下跌，即便该公司公布了令人振奋的第一财季财报。
The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.
公司在一季度盈利季中发布了其业绩。以下是一些重要的分析师观点。
- Goldman Sachs analyst Michael Ng maintained a Neutral, while raising the price target higher from $51 to $56.
- Piper Sandler analyst James Fish reiterated a Neutral, while lifting the price target from $52 to $57.
- Morgan Stanley analyst Meta Marshall reaffirmed an Overweight rating, while raising the price target from $58 to $62.
- 高盛的分析师迈克尔·吴维持了中立评级，同时将目标股价从51美元上调至56美元。
- 派杰投资的分析师詹姆斯·菲什重申了中立评级，同时将目标股价从52美元上调至57美元。
- 摩根士丹利分析师梅塔·马歇尔重申了超重评级，并将目标股价从58美元上调至62美元。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Goldman Sachs: Cisco Systemsreported its fiscal first-quarter earnings at 91 cents per share, higher than consensus of 87 cents per share, with the beat being driven by better-than-expected gross margins and in-line revenue of $13.8 billion, Ng said in a note. Order growth ex-Splunk accelerated to 9% year-on-year, with 17% growth in Enterprise and 22% in Service Provider & Cloud, he added.
高盛：思科系统报告其第一财季每股收益为91美分，高于市场共识的87美分，超出预期的原因主要是由于毛利率好于预期以及符合预期的营业收入达138亿，吴在一份报告中表示。剔除splunk的订单增长加速至同比9%，企业增长17%，服务提供商和云业务增长22%，他补充道。
"Webscale, which is a subset within Service Provider & Cloud, was a bright spot with orders growing triple digits," including more than $300 million of AI orders, the analyst wrote. The AI momentum puts Cisco Systems "well on track" to exceed its fiscal 2025 target of $1 billion in AI orders, he further stated.
“Webscale，是服务提供商和云业务中的一个子集，是一个亮点，订单增长达到三位数，”分析师写道，包括超过30000万的人工智能订单，该分析师进一步指出，人工智能的势头使得思科系统“完全有望”超过其2025财年10亿美元的人工智能订单目标。
Piper Sandler: Cisco Systems posted total revenues of $13.84 billion, which represents a 6% year-on-year decline but came in higher than expectations by around 1%, Fish said. "The upside again came via Product, though primarily was due to ~ $20M higher Splunk contribution," he further wrote.
派杰投资：思科系统公布的总营业收入为138.4亿美元，较上年同期下降6%，但比预期高出约1%，菲什表示。"增长的原因再次来自于产品，主要是由于splunk贡献增加了约2000万美元，"他进一步写道。
Management raised their annual revenue guidance by $200 million at the midpoint, "given the demand environment, but more likely the upside of recurring Splunk revenue," the analyst stated. This led Cisco Systems to raise its earnings guidance to $3.60-$3.66 per share, he added.
管理层在中点上将年度营业收入指引上调了20000万美元，"考虑到需求环境，但更可能是因为repeat splunk营业收入的上升，"分析师表示。这导致思科系统将其每股收益指引上调至3.60到3.66美元，他补充道。
Morgan Stanley: Cisco Systems reported higher-than-expected quarterly results, largely due to Splunk's outperformance, Marshall said. "Upending on networking is improving coming out of inventory digestion," he added.
摩根士丹利：思科系统报告了高于预期的季度业绩，主要归因于splunk的超常表现，马歇尔表示。"网络领域的改善得益于库存消化的进展，"他补充道。
The company benefited from "meaningful traction" across three AI investments, the first being more than $300 million in AI orders, the analyst stated. Second was double digit growth in networking orders due to improving connectivity ahead of AI and the third was "in terms of data center modernization for enterprises ahead of AI investments," he further wrote.
该公司受益于三项人工智能投资的"重要进展"，第一项是超过30000万美元的人工智能订单，分析师表示。第二项是由于人工智能推动了联网订单的两位数增长，第三项是"在人工智能投资之前针对企业数据中心现代化方面，"他进一步写道。
Price Action: Shares of Cisco Systems had declined by 1.30% to $58.41 at the time of publication on Thursday.
价格动态：截至周四发布时，思科系统的股价下跌了1.30%，至58.41美元。
Read More:
阅读更多：
- Cisco Earnings On Deck As AI, Cybersecurity Drive Growth Potential
- 思科即将发布财报，人工智能和网络安全概念助力增长潜力
Image: Shutterstock
图片：shutterstock
