智通财经APP获悉，思科(CSCO.US)将于周三美股盘后公布2026财年第二季度业绩。华尔街分析师预测， 每股收益为1.02美元，同比增长8.5%。营收预计将达到151.2亿美元，较去年同期增长8.1%。 在互联网泡沫破裂后的多年停滞之后，思科的复苏得益于其成功的业务多元化，通过收购Webex、 AppDynamics和Splunk等公司，成功实现了从网络硬件到软件和服务领域的多元化发展。此外，过去一年 来，思科的股价表现优于大盘，持续受益于人工智能投资周期，其中最引人注目的是其获得了13亿美元的 人工智能基础设施订单。 投资者将关注管理层对公司人工智能基础设施业务发展势头及其积压订单的评论。截至10月底，公司剩余 履约义务(RPO)为429亿美元，同比增长7.2%。 上周，瑞银分析师David Vogt重申了对思科的"买入"评级，目标价为90美元。根据行业调查，这位分析师预 计，在核心企业市场改善的推动下，思科的营收将高于他此前预测的150.5亿美元。Vogt预计，产品订单量 将实现接近两位数的增长，而上一季度的增幅为13%。 尽管人工智能订单难以预测，但Vogt指出，思科的主要人工智能合作伙伴之一Met ...

Core Viewpoint - Cisco Systems, Inc. is experiencing significant growth and diversification, with strong earnings expectations and a bullish analyst outlook, driven by its expansion into software and services, particularly in AI infrastructure [1][5][6]. Financial Performance - Cisco is expected to report a fiscal second-quarter earnings per share (EPS) of $0.82, reflecting a 6.5% increase from $0.77 in the same quarter last year [2]. - For the fiscal year ending July 2026, analysts project an EPS of $3.30, up 7.5% from $3.07 in fiscal 2025, with further growth expected to $3.53 in fiscal 2027 [3]. Stock Performance - Cisco shares have increased by 25.4% over the past year, outperforming the S&P 500 Index's 18.6% gains but lagging behind the Technology Select Sector SPDR Fund's 27.1% gains [4]. - The stock recently reached a record closing price of $80.25, marking its first all-time high since the dot-com era peak in 2000 [5]. Analyst Sentiment - The consensus opinion on Cisco stock is moderately bullish, with a "Moderate Buy" rating from analysts. Out of 24 analysts, 13 recommend a "Strong Buy," one suggests a "Moderate Buy," and 10 give a "Hold" rating [6]. - The average analyst price target for Cisco is $85.90, indicating a potential upside of 15.4% from current levels [6].