Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Cisco Systems Analysts Raise Forecasts On 'Meaningful Traction' Across 3 AI Investments
Shares of Cisco Systems Inc (NASDAQ:CSCO) declined in early trading on Thursday, even after the company reported upbeat fiscal first-quarter earnings.
思科系統公司（納斯達克：CSCO）的股票在週四早盤交易中下跌，即便該公司公佈了令人振奮的第一財季業績。
The company reported its results amid an exciting earnings season. Here are some key analyst takeaways.
公司在一季度盈利季中發佈了其業績。以下是一些重要的分析師觀點。
- Goldman Sachs analyst Michael Ng maintained a Neutral, while raising the price target higher from $51 to $56.
- Piper Sandler analyst James Fish reiterated a Neutral, while lifting the price target from $52 to $57.
- Morgan Stanley analyst Meta Marshall reaffirmed an Overweight rating, while raising the price target from $58 to $62.
- 高盛的分析師邁克爾·吳維持了中立評級，同時將目標股價從51美元上調至56美元。
- 派傑投資的分析師詹姆斯·菲什重申了中立評級，同時將目標股價從52美元上調至57美元。
- 摩根士丹利分析師梅塔·馬歇爾重申了超重評級，並將目標股價從58美元上調至62美元。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Goldman Sachs: Cisco Systemsreported its fiscal first-quarter earnings at 91 cents per share, higher than consensus of 87 cents per share, with the beat being driven by better-than-expected gross margins and in-line revenue of $13.8 billion, Ng said in a note. Order growth ex-Splunk accelerated to 9% year-on-year, with 17% growth in Enterprise and 22% in Service Provider & Cloud, he added.
高盛：思科系統報告其第一財季每股收益爲91美分，高於市場共識的87美分，超出預期的原因主要是由於毛利率好於預期以及符合預期的營業收入達138億，吳在一份報告中表示。剔除splunk的訂單增長加速至同比9%，企業增長17%，服務提供商和雲業務增長22%，他補充道。
"Webscale, which is a subset within Service Provider & Cloud, was a bright spot with orders growing triple digits," including more than $300 million of AI orders, the analyst wrote. The AI momentum puts Cisco Systems "well on track" to exceed its fiscal 2025 target of $1 billion in AI orders, he further stated.
「Webscale，是服務提供商和雲業務中的一個子集，是一個亮點，訂單增長達到三位數，」分析師寫道，包括超過30000萬的人工智能訂單，該分析師進一步指出，人工智能的勢頭使得思科系統「完全有望」超過其2025財年10億美元的人工智能訂單目標。
Piper Sandler: Cisco Systems posted total revenues of $13.84 billion, which represents a 6% year-on-year decline but came in higher than expectations by around 1%, Fish said. "The upside again came via Product, though primarily was due to ~ $20M higher Splunk contribution," he further wrote.
派傑投資：思科系統公佈的總營業收入爲138.4億美元，較上年同期下降6%，但比預期高出約1%，菲什表示。"增長的原因再次來自於產品，主要是由於splunk貢獻增加了約2000萬美元，"他進一步寫道。
Management raised their annual revenue guidance by $200 million at the midpoint, "given the demand environment, but more likely the upside of recurring Splunk revenue," the analyst stated. This led Cisco Systems to raise its earnings guidance to $3.60-$3.66 per share, he added.
管理層在中點上將年度營業收入指引上調了20000萬美元，"考慮到需求環境，但更可能是因爲repeat splunk營業收入的上升，"分析師表示。這導致思科系統將其每股收益指引上調至3.60到3.66美元，他補充道。
Morgan Stanley: Cisco Systems reported higher-than-expected quarterly results, largely due to Splunk's outperformance, Marshall said. "Upending on networking is improving coming out of inventory digestion," he added.
摩根士丹利：思科系統報告了高於預期的季度業績，主要歸因於splunk的超常表現，馬歇爾表示。"網絡領域的改善得益於庫存消化的進展，"他補充道。
The company benefited from "meaningful traction" across three AI investments, the first being more than $300 million in AI orders, the analyst stated. Second was double digit growth in networking orders due to improving connectivity ahead of AI and the third was "in terms of data center modernization for enterprises ahead of AI investments," he further wrote.
該公司受益於三項人工智能投資的"重要進展"，第一項是超過30000萬美元的人工智能訂單，分析師表示。第二項是由於人工智能推動了聯網訂單的兩位數增長，第三項是"在人工智能投資之前針對企業數據中心現代化方面，"他進一步寫道。
Price Action: Shares of Cisco Systems had declined by 1.30% to $58.41 at the time of publication on Thursday.
價格動態：截至週四發佈時，思科系統的股價下跌了1.30%，至58.41美元。
Read More:
閱讀更多：
- Cisco Earnings On Deck As AI, Cybersecurity Drive Growth Potential
- 思科即將發佈業績，人工智能和網絡安全概念助力增長潛力
Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。
