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.
思科系統公司（納斯達克股票代碼：CSCO）是人工智能（AI）趨勢的衆多受益者之一。
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.
在過去的12個月中，該股的表現低於市場，這主要是由於網絡疲軟。但是，根據美銀證券的數據，目前的估計 “足夠低”，從2025年起，增長可能會加速。
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.
思科系統分析師：塔爾·利亞尼將思科系統的評級從中性上調至買入，同時將目標股價從55美元上調至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.
思科系統的論點：利亞尼在升級說明中表示，該公司的網絡弱點可能會被Splunk、安全和人工智能所抵消。
Check out other analyst stock ratings.
查看其他分析師股票評級。
The analyst termed these as the "three catalysts for growth acceleration" and elaborated on them:
分析師稱其爲 “加速增長的三種催化劑”，並對其進行了詳細闡述：
- 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的收購提供了 “巨大的增長協同效應”。
- 思科在3月18日證實，它完成了對Splunk的280億美元收購。
- 在防火牆穩定和最新產品發佈的推動下，安全增長可能會加速。
- 思科系統在基於以太網的超大規模企業人工智能建設中取得了市場份額的增長。
- 他補充說：“儘管未來兩個季度可能仍面臨壓力，但我們認爲這種疲軟已充分反映在華爾街的預期中，管理層的指導也足夠保守。”
CSCO Price Action: Shares of Cisco Systems had risen by 0.45% to $48.71 at the time of publication on Monday.
CSCO價格走勢：思科系統的股價在週一發佈時上漲了0.45％，至48.71美元。
Image: Shutterstock
圖片：Shutterstock
譯文內容由第三人軟體翻譯。