Signage with logo at the Silicon Valley headquarters of networking company Cisco, San Jose, California, August 17, 2017. (Photo via Smith Collection/Gado/Getty Images)GettyCisco Systems (CSCO) – a provider of networking, collaboration, IoT, and analytics products – experienced a 6-day winning streak, accruing cumulative gains of 7.6% over this timeframe. The company's market capitalization has increased by approximately $22 billion during the last 6 days, and is currently valued at $312 billion.The stock ha ...

Airbus is poised to start offering airlines and leasing firms a larger version of its A220 regional jet with a view to launching development later this year, industry sources said. ...

1 月 29 日消息，当地时间 1 月 28 日，据英国 BBC 报道，思科系统董事长兼 CEO 查克 · 罗宾斯警告，生成式 AI 热潮最终会出现赢家，但在赢家浮现之 前，过程中会有一片狼藉。 其中一个风险就是就业。罗宾斯承认，一些岗位会消失，另一些岗位会被改变，但劳动者只要学会使用 AI，就仍然可以继续发展。"与其担心 AI 抢走工 作，不如担心某个非常擅长用 AI 的人抢走工作。" 罗宾斯在接受 BBC 采访时说，AI 的影响将"比互联网更大"，不过目前的市场很可能存在泡沫，一些公司最终"撑不过去"。AI 不仅会改变部分工作岗位，甚 至会"消灭"一些岗位，尤其是在客户服务等领域，企业将需要"更少的人"。不过，他强调劳动者应该拥抱 AI，而不是恐惧 AI。 ▲ 图源思科官网 罗宾斯说："关于'这是不是泡沫'，讨论很多。答案可能是肯定的。但 2000 年互联网也有泡沫，再看看今天的世界是什么样的吧。最终赢家会出现，但过程 中会有一片狼藉。不过 AI 将比互联网更大。" 罗宾斯还说，资金会投向一些最终活不下去的公司，但真正成功的企业会留下来，应用场景也会逐步演化出来。 他将 AI 比作 iPhone，认为未来 ...

Cisco Stock: How To Find & Own America's Greatest Opportunities | Investor's Business DailyBREAKING: [Tech Futures Climb, Dow Lags As F5, Seagate Rally]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.--- Cisco Systems was one of the greatest-performing stocks of the 1990s, making its name as the leading supplier of computer networking gear. Among its products were routers, bridges, terminal servers and n ...

Core Viewpoint - The analysis suggests it may be an appropriate time to divest from Cisco Systems (CSCO) stock, maintaining a generally negative outlook with a potential price target of $54, reflecting a balanced mix of positive and negative factors regarding operational performance and financial health [2][3]. Company Overview - Cisco Systems has a market capitalization of $305 billion and provides Internet Protocol-based networking solutions, including switching, routing, wireless technology, data centers, collaboration tools, IoT solutions, and analytics software for the communications and IT sectors [6]. Financial Performance - Cisco's revenue has grown at an average annual rate of 3.7% over the past three years, with a recent increase of 8.9% from $53 billion to $58 billion in the last year [9]. - Quarterly revenues rose by 7.5% to $15 billion in the most recent quarter compared to $14 billion a year prior [9]. - The operating income for the last year was $13 billion, representing an operating margin of 22.5%, with a cash flow margin of 23.8%, generating approximately $14 billion in operating cash flow [10]. - Cisco produced nearly $10 billion in net income, indicating a net margin of around 17.9% [10]. Debt and Financial Stability - Cisco's debt stood at $28 billion at the end of the most recent quarter, with a debt-to-equity ratio of 9.2% [11]. - The company has $16 billion in cash (including cash equivalents) out of total assets of $121 billion, resulting in a cash-to-assets ratio of 13.0% [11]. - Financial stability appears very strong, although the company has underperformed compared to the S&P 500 during multiple economic downturns [8][12]. Market Position and Valuation - Cisco's core networking business remains resilient, supported by recurring software and services revenue, but growth has been uneven due to enterprise IT spending uncertainty and increased competition in cloud networking and AI infrastructure [3]. - The stock is considered unattractive due to its elevated valuation relative to its growth profile and peers, with limited upside and asymmetric downside risk if macro conditions weaken or AI-driven networking demand does not accelerate as expected [3][7].

Core Insights - Cisco Systems, Inc. (CSCO) is a leading technology company with a market cap of $304.3 billion, specializing in internet technologies including routers, switches, cybersecurity, cloud networking, and data center infrastructure [1] Performance Overview - Over the past 52 weeks, CSCO shares have increased by 32.2%, outperforming the S&P 500 Index, which gained 16% during the same period [2] - Year-to-date, CSCO's stock is up 1.4%, slightly trailing behind the S&P 500's 1.9% return [2] Sector Comparison - CSCO has also outperformed the First Trust NASDAQ Cybersecurity ETF (CIBR), which rose 10.7% over the past 52 weeks and 1.3% year-to-date [3] Analyst Ratings and Growth Expectations - On January 26, CSCO shares rose 3.2% following an upgrade from Evercore Inc. (EVR), which anticipates high single-digit revenue growth and low-teens EPS growth in the coming years, driven by strong demand in campus networking and potential AI-related revenues reaching $3 billion by fiscal 2026 [4] - For the current fiscal year ending in July, analysts project CSCO's EPS to grow by 7.5% year-over-year to $3.30, with a strong earnings surprise history [5] - The consensus rating among 24 analysts is a "Moderate Buy," with 14 "Strong Buy," one "Moderate Buy," and nine "Hold" ratings [5] Price Targets - The configuration of analyst ratings has become more bullish, with 13 analysts suggesting a "Strong Buy" rating [6] - Evercore Inc. upgraded CSCO to "Outperform" with a price target of $100, indicating a 28% upside potential from current levels, while the mean price target of $85.90 suggests a 9.9% premium from current prices [6]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1][2] - The investment group targets high-yield, dividend growth opportunities, offering portfolios with dividend yields up to 10% [2] - The group provides research on various investment vehicles including REITs, ETFs, closed-end funds, preferreds, and dividend champions [2] Group 2 - The article emphasizes the potential of sleeper stocks in the AI-adjacent space, highlighting companies like Cisco Systems, Inc. and Applied Materials, Inc. that may take time to gain traction [2]

Evercore ISI将思科的目标价从80美元上调至100美元，评级从"与大市同步"上调至"跑赢大市"。(格隆 汇) ...

Evercore将思科评级从"与大盘持平"上调至"跑赢大盘"，目标价亦从80美元上调至100美元。Evercore此 次上调评级的核心逻辑在于思科在人工智能(AI)领域的强劲增长势头以及企业网络设备更新换代带来的 周期性机遇。 ...