CISCO SYSTEMS WKN: 878841 ISIN: US17275R1023 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 | DAX Prognose / Germany 40 | -0,90 % | |
| 2 | DRONESHIELD LTD Hauptdiskussion | -2,00 % | |
| 3 | MICRON TECHNOLOGY Hauptdiskussion | +2,49 % | |
| 4 | AIXTRON Hauptdiskussion | -0,43 % | |
| 5 | VONOVIA Hauptdiskussion | +1,06 % | |
| 6 | DAX / Germany 40 Hauptdiskussion | -0,90 % | |
| 7 | HauptForum SK HYNIC | +6,22 % | |
| 8 | TESLA MOTORS Hauptdiskussion | +1,16 % | |
| 9 | Volvo Car | -27,06 % | |
| 10 | Investmentchancen | -0,08 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | DRONESHIELD LTD Hauptdiskussion | -2,00 % | |
| 2 | MICRON TECHNOLOGY Hauptdiskussion | +2,49 % | |
| 3 | AIXTRON Hauptdiskussion | -0,43 % | |
| 4 | VONOVIA Hauptdiskussion | +1,06 % | |
| 5 | HauptForum SK HYNIC | +6,22 % | |
| 6 | Volvo Car | -27,06 % | |
| 7 | TESLA MOTORS Hauptdiskussion | +1,16 % | |
| 8 | SIVERS IMA HLDG Hauptdiskussion | +0,26 % | |
| 9 | SpaceX-Haupt-Hauptforum | +2,09 % | |
| 10 | Investmentchancen | -0,08 % | Alle Diskussionen |