智通财经网·2025-08-15 13:37Group 1 - Cisco's latest earnings report showed a slight decline in stock price, but analysts remain optimistic about its growth, particularly in network business driven by AI infrastructure demand [1] - Bank of America analysts noted that Cisco's revenue growth of 7.6% exceeded market expectations of 7.3%, with earnings per share at $0.99, surpassing consensus by $0.01 [1] - Cisco's network business revenue grew by 12% year-over-year and 8% quarter-over-quarter, with AI infrastructure orders reaching $800 million for the quarter and $2.1 billion for the year [1] Group 2 - Analysts from KeyBanc maintained an "overweight" rating with a target price of $77, while also raising earnings forecasts [2] - Citigroup raised its target price from $71 to $80, maintaining a "buy" rating, citing positive AI business prospects [2] - The forecast for network AI orders is approximately $2.1 billion for fiscal year 2025, with AI-related revenue expected to reach $1 billion [2]