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《大行》美銀證券指思科(CSCO.US)業務穩步改善 上調目標價至85美元
阿思達克 08-18 11:53
美銀報告指,思科(CSCO.US)故事圍繞着產品組合革新、人工智能和數據增長推動的重大基建週期,以及執行力的持續改善。雖然財報和指引缺乏重大亮點,但略高於預期,收入按年升7.6%,略高於市場預期的7.3%,利潤率符合預期,每股盈利98美仙,較市場預期高1美仙。這些結果反映多方面的穩步改善,包括扣除聯邦政府部門後訂單增長10%,強勁的網絡趨勢以及安全業務增長的復甦。 該行對思科的業績預測進行微調,重申對思科「買入」評級,目標價從76美元上調至85美元,爲2026年企業價值對比自由現金流的20倍,此前爲18倍。
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