思科：2026 财年第二季度回顾-网络业务超预期并上调指引，利润率展望不及预期

12 February 2026 | 5:11AM EST Equity Research Cisco Systems Inc. (CSCO) F2Q26 review: Beat and raise on networking; margin outlook misses CSCO 12m Price Target: $75.00 Price: $85.54 Downside: 12.3% CSCO's F2Q26 EPS of $1.04 beat (v. GSe/Visible Alpha Consensus Data $1.02/$1.02, guidance of $1.01-$1.03) driven by continued strength in Networking (revenue +21% yoy), with Security and Observability both missing. First, overall product orders grew 18% yoy, with Networking orders accelerating to over 20% yoy on ...