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 | Enovix Corporation Hauptdiskussion | +14,91 % | |
| 2 | Security der nächsten Generation | -5,89 % | |
| 3 | Quantum Emotion, redefrei | -5,89 % | |
| 4 | Iris Energy | -0,51 % | |
| 5 | DAX Prognose / Germany 40 | -0,85 % | |
| 6 | Aktuelles zu Almonty Industries | +1,77 % | |
| 7 | Siemens Energy | -2,71 % | |
| 8 | Trading- und Aktien-Chat | ||
| 9 | ALTIMMUNE INC. DL-,0001 Hauptdiskussion | -2,12 % | |
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Thema | ||
|---|---|---|---|
| 1 | Enovix Corporation Hauptdiskussion | +14,91 % | |
| 2 | Security der nächsten Generation | -5,69 % | |
| 3 | Iris Energy | -0,06 % | |
| 4 | Quantum Emotion, redefrei | -5,69 % | |
| 5 | Aktuelles zu Almonty Industries | +1,77 % | |
| 6 | Siemens Energy | -3,29 % | |
| 7 | Gamestop, das Ende naht | -0,81 % | |
| 8 | ALTIMMUNE INC. DL-,0001 Hauptdiskussion | -2,12 % | |
| 9 | BLOOM ENERGY A Hauptdiskussion | -5,01 % | |
| 10 | SAP Hauptdiskussion | -0,42 % | Alle Diskussionen |