3 Catalysts To Drive Growth At Cisco: $28B Splunk Deal Offers 'Great Synergies,' Analyst Says
3 Catalysts To Drive Growth At Cisco: $28B Splunk Deal Offers 'Great Synergies,' Analyst Says
Cisco Systems Inc (NASDAQ:CSCO) is among the many beneficiaries of the artificial intelligence (AI) trend.
思科系统公司（纳斯达克股票代码：CSCO）是人工智能（AI）趋势的众多受益者之一。
The stock has underperformed the market over the last 12 months mainly due to weakness in Networking. However, the current estimates are "adequately low" and growth could accelerate from 2025 onwards, according to BofA Securities.
在过去的12个月中，该股的表现低于市场，这主要是由于网络疲软。但是，根据美银证券的数据，目前的估计 “足够低”，从2025年起，增长可能会加速。
The Cisco Systems Analyst: Tal Liani upgraded the rating for Cisco Systems from Neutral to Buy, while raising the price target from $55 to $60.
思科系统分析师：塔尔·利亚尼将思科系统的评级从中性上调至买入，同时将目标股价从55美元上调至60美元。
The Cisco Systems Thesis: The company's Networking weakness is likely to be offset by Splunk, Security, and AI, Liani said in the upgrade note.
思科系统的论点：利亚尼在升级说明中表示，该公司的网络弱点可能会被Splunk、安全和人工智能所抵消。
Check out other analyst stock ratings.
查看其他分析师股票评级。
The analyst termed these as the "three catalysts for growth acceleration" and elaborated on them:
分析师称其为 “加速增长的三种催化剂”，并对其进行了详细阐述：
- Splunk's acquisition offers "great growth synergies."
- Cisco confirmed on March 18 that it completed the $28-billion acquisition of Splunk.
- Security growth is likely to accelerate, driven by firewall stabilization and the latest product launches.
- Cisco Systems has recorded market share gains in the Ethernet-based AI buildouts of hyperscalers.
- "While the next two quarters may remain pressured, we believe this weakness is fully reflected in Street expectations and management guidance is adequately conservative," he added.
- Splunk的收购提供了 “巨大的增长协同效应”。
- 思科在3月18日证实，它完成了对Splunk的280亿美元收购。
- 在防火墙稳定和最新产品发布的推动下，安全增长可能会加速。
- 思科系统在基于以太网的超大规模企业人工智能建设中取得了市场份额的增长。
- 他补充说：“尽管未来两个季度可能仍面临压力，但我们认为这种疲软已充分反映在华尔街的预期中，管理层的指导也足够保守。”
CSCO Price Action: Shares of Cisco Systems had risen by 0.45% to $48.71 at the time of publication on Monday.
CSCO价格走势：思科系统的股价在周一发布时上涨了0.45％，至48.71美元。
Image: Shutterstock
图片：Shutterstock
译文内容由第三方软件翻译。