Tiger Brokers

思科(CSCO)盘中延续涨势升14.39% 绩后市场普遍上调目标价

金吾财讯
May 14

金吾财讯 | 思科(CSCO)盘中持续强势，截至发稿，最新报116.56美元，涨幅14.39%，成交额40.66亿美元。消息面上，公司周四盘前发布新季度财报：Q3总营收达158亿美元，同比增长12%；GAAP每股收益为0.85美元，同比增长37%；非GAAP每股收益(EPS)为1.06美元，同比增长10%。公司将2026财年第四季度营收指引上调为167亿美元至169亿美元区间；2026财年全年营收指引上调为628美元至630亿美元区间，GAAP为3.16美元至3.21美元，非GAAP为4.27美元至4.29美元。订单方面，本财年至今，超大规模云服务商(Hyperscalers)贡献的AI基础设施订单总额已达53亿美元。思科随即将全年AI相关订单目标从之前的50亿美元大幅上调至90亿美元。产品订单总量同比增长35%，其中园区网络更新需求旺盛，数据中心交换机订单增长超过40%。基于向好业绩，市场普遍上调公司目标价。如eybanc 分析师布兰登·尼斯佩尔维持对思科的“增持”评级，并将目标价由87美元上调至125美元。高盛集团分析师Mike Ng维持思科持有评级，并将目标价从67美元上调至116美元。派杰投资分析师James Fish维持思科持有评级，并将目标价从86美元上调至132美元。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10