《大行》高盛:思科(CSCO.US)業績預測未有驚喜略令人失望 上調未來3個財年每股盈測平均5%
高盛報告指,思科系統(CSCO.US)第四財季收入及每股盈利勝預期,但現財年每股盈利預測介乎4至4.06美元,對比市場預測4.02美元,以及收入指引590億至600億美元,中位數為按年增長5%,符合早前指引的4%至6%增長。該行相信投資者預期現財年收入指引有上升空間,以反映校園更換設備周期及人工智能貢獻,上述符合預期的展望略為令人失望。
該行上調對公司現財年起計三個財年每股盈利預測平均5%,基於產品部分需求持續強勁,以及銷售成本較低符合公司毛利率指引。
該行目前予思科系統目標價71美元,評級「中性」。
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