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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1 | BIGG Digital Assets Hauptdiskussion | ±0,00 % | |
2 | [ ₿ ] KRYPTOWÄHRUNGEN | -0,73 % | |
3 | Infos rund um Traction Uranium | ±0,00 % | |
4 | CARNIVAL Hauptdiskussion | ±0,00 % | |
5 | MicroStrategy | +1,69 % | |
6 | MICROSTRATEGY Hauptdiskussion | +1,69 % | |
7 | Marathon Digital Holdings | -0,20 % | |
8 | Media and Games Invest | ±0,00 % | |
9 | Aktien und Saunaclub alla Luci | ||
10 | ISHARES GL.CLEAN ENERGY U.E.USD D Hauptdiskussion | -0,01 % | Alle Diskussionen |
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1 | BIGG Digital Assets Hauptdiskussion | ±0,00 % | |
2 | Infos rund um Traction Uranium | ±0,00 % | |
3 | CARNIVAL Hauptdiskussion | ±0,00 % | |
4 | MicroStrategy | +1,69 % | |
5 | MICROSTRATEGY Hauptdiskussion | +1,69 % | |
6 | Marathon Digital Holdings | -0,20 % | |
7 | Media and Games Invest | ±0,00 % | |
8 | Uniper SE Namen-Akt Hauptdiskussion | ±0,00 % | |
9 | BED BATH & BEYOND Hauptdiskussion | ±0,00 % | |
10 | Maxeon Solar Technologies Pte. Hauptdiskussion | ±0,00 % | Alle Diskussionen |