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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Thema | ||
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| 1 | THALES Hauptdiskussion | +1,59 % | |
| 2 | Marathon Digital Holdings | -0,20 % | |
| 3 | StrategyB | -0,50 % | |
| 4 | ATOS Hauptdiskussion | +66,67 % | |
| 5 | NEL ohne Spam | +2,33 % | |
| 6 | CARNIVAL Hauptdiskussion | -5,66 % | |
| 7 | XIAOMI CORP. CL.B Hauptdiskussion | -1,82 % | |
| 8 | AIXTRON Hauptdiskussion | +9,50 % | |
| 9 | ASPENBIO Hauptdiskussion | -7,77 % | |
| 10 | Hensoldt | +5,26 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | THALES Hauptdiskussion | +1,59 % | |
| 2 | Marathon Digital Holdings | -0,20 % | |
| 3 | StrategyB | -0,50 % | |
| 4 | ATOS Hauptdiskussion | +66,67 % | |
| 5 | NEL ohne Spam | +2,33 % | |
| 6 | CARNIVAL Hauptdiskussion | -5,66 % | |
| 7 | XIAOMI CORP. CL.B Hauptdiskussion | -1,82 % | |
| 8 | AIXTRON Hauptdiskussion | +9,50 % | |
| 9 | ASPENBIO Hauptdiskussion | -7,77 % | |
| 10 | Hensoldt | +5,26 % | Alle Diskussionen |