高盛发表报告指，思科系统第四财季收入及每股盈利胜预期，但现财年每股盈利预测介乎4至4.06美元，对比市场预测4.02美元，以及收入指引590亿至600亿美元，中位数为按年增长5%，符合早前指引的4%至6%增长。该行相信投资者预期现财年收入指引有上升空间，以反映校园更换设备周期及人工智能贡献，上述符合预期的展望略为令人失望。该行上调对公司现财年起计三个财年每股盈利预测平均5%，基于产品部分需求持续强劲，以及销售成本较低符合公司毛利率指引。该行目前予思科系统目标价71美元，评级“中性”。
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