Evercore analyst Amit Daryanani maintains $Cisco (CSCO.US)$ with a buy rating, and adjusts the target price from $60 to $65.
According to TipRanks data, the analyst has a success rate of 60.1% and a total average return of 12.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Cisco (CSCO.US)$'s main analysts recently are as follows:
The first quarter results for Cisco surpassed expectations, primarily due to Splunk's performance exceeding forecasts. Analysts highlight the U.S. Federal sector as a significant point of interest, noting a sense of encouragement about the bullish stance following the quarter's outcomes.
Cisco's first-quarter revenue decline was marginally better than market expectations, with a less than anticipated 5.6% drop and an earnings per share that surpassed consensus. The company's revenue outlook for FY25 has been increased, largely reflecting this performance. Analysts note potential for an acceleration in growth during the latter half of the year, driven by robust order growth in Cloud/AI and Security segments. Adjustments have been made to models to account for these positive business dynamics.
Cisco's product orders have shown an increase, suggesting a positive inflection in the company's business. Despite the unpredictability of the timing surrounding AI revenue recognition, anticipations are set for it to commence in the latter half of 2025. Although the announcement on AI is regarded as favorable, the record gross margins reported and the projected margins for FY25 might warrant a conservative interpretation.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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Evercore分析師Amit Daryanani維持$思科 (CSCO.US)$買入評級，並將目標價從60美元上調至65美元。
根據TipRanks數據顯示，該分析師近一年總勝率為60.1%，總平均回報率為12.9%。
此外，綜合報道，$思科 (CSCO.US)$近期主要分析師觀點如下：
思科的第一季度業績超過預期，主要是由於 splunk 的表現超過預測。分析師們強調美國聯邦部門作爲一個重要的關注點，指出對本季度結果看好的看法令人鼓舞。
思科的第一季度營收下降幅度略好於市場預期，下降幅度低於預期的5.6％，每股收益超過共識。公司對 FY25 年的營收前景已提升，這在很大程度上反映了這一業績。分析師指出，Cloud/AI和安全領域訂單的強勁增長可能在年底後半段加速增長。模型已進行調整以反映這些積極的業務動態。
思科的產品訂單有所增加，顯示出公司業務的積極轉折。儘管圍繞人工智能收入確認的時間存在不確定性，但預期在2025年下半年開始。儘管人工智能方面的公告被視爲有利因素，但報告的毛利率和FY25年的預期毛利率可能需要謹慎解讀。
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