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 | OTL nach dem RS 1:20 | -0,93 % | |
| 2 | NVIDIA Hauptdiskussion | -1,35 % | |
| 3 | DAX Hauptdiskussion | +0,29 % | |
| 4 | RHEINMETALL Hauptdiskussion | +0,94 % | |
| 5 | Mercedes-Benz Group Hauptdiskussion | -0,12 % | |
| 6 | PlasCred Circular Innovations | +24,79 % | |
| 7 | Der Gold Club von Susiwong | -0,23 % | |
| 8 | IPO CSG | -2,24 % | |
| 9 | Aktuelles zu Almonty Industries | -10,23 % | |
| 10 | PAYPAL Hauptdiskussion | -1,02 % | Alle Diskussionen |
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Thema | ||
|---|---|---|---|
| 1 | NVIDIA Hauptdiskussion | -1,35 % | |
| 2 | OTL nach dem RS 1:20 | -0,93 % | |
| 3 | RHEINMETALL Hauptdiskussion | +0,94 % | |
| 4 | Mercedes-Benz Group Hauptdiskussion | -0,12 % | |
| 5 | PlasCred Circular Innovations | +24,79 % | |
| 6 | IPO CSG | -2,24 % | |
| 7 | PAYPAL Hauptdiskussion | -1,02 % | |
| 8 | Aktuelles zu Almonty Industries | -10,23 % | |
| 9 | DeFi Technologies: Eine Perle? | -0,10 % | |
| 10 | Tilray Brands Hauptforum | +1,51 % | Alle Diskussionen |