CISCO SYSTEMS WKN: 878841 ISIN: US17275R1023 Kürzel: CSCO Forum: Aktien Thema: Hauptdiskussion
Citi hat heute auf "buy" hochgestuft 👌 Citi Upgrades $CSCO to Buy, Raises PT to $62 from $52 Analyst Comments: "We upgrade CSCO to Buy as we expect the company to benefit from an expanding Ethernet AI TAM and a narrowing valuation gap versus peers. While AI is currently a small piece of the business (~2% of revenues), we see the potential for a stronger contribution. With more AI coming, we are incrementally more constructive on the group and expect continued investor rotation out of semis/hardware into networking equipment to benefit group valuation." "We raise FY25/26 EPS estimates by 2%/5% and lift our TP to $62. Our updated 16x P/E multiple reflects a meaningful discount to peer average of ~25x due to core market share loss concerns, partially offset by a growing AI opportunity. With Jul-Q and FY24 the expected trough in sales, we see limited incremental downside and view Oct-Q results (11/13) as a potential catalyst."
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3 | MicroStrategy | +7,81 % | |
4 | Lilium Aktie | +268,39 % | |
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8 | Trading- und Aktien-Chat | ||
9 | Börsentheater | ||
10 | DAX Hauptdiskussion | +0,11 % | Alle Diskussionen |
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Thema | ||
---|---|---|---|
1 | ATOS Hauptdiskussion | -15,15 % | |
2 | Plug Power ohne Spam | -0,41 % | |
3 | Lilium Aktie | +268,39 % | |
4 | MicroStrategy | +7,81 % | |
5 | ROCK TECH LITHIUM Hauptdiskussion | +1,31 % | |
6 | FREYR Battery Inc Registered Shs Hauptdiskussion | +16,02 % | |
7 | INTEL Hauptdiskussion | +0,99 % | |
8 | Cleanspark Hauptdiskussion | +3,90 % | |
9 | DPCM Capital Hauptdiskussion | -2,58 % | |
10 | NIO INC.A S.ADR DL-,00025 Hauptdiskussion | +2,90 % | Alle Diskussionen |