Cisco Systems Q3 Preview: Analysts Anticipate 'Stabilizing Core Business Trends'
Cisco Systems Q3 Preview: Analysts Anticipate 'Stabilizing Core Business Trends'
Cisco Systems Inc (NASDAQ:CSCO) last month announced the launch of Hypershield for increasing the security of data centers and clouds.
思科系統公司（納斯達克股票代碼：CSCO）上個月宣佈推出Hypershield，以提高數據中心和雲的安全性。
The company is scheduled to report its fiscal third-quarter results on Wednesday. Here are some key analyst previews.
該公司計劃於週三公佈其第三財季業績。以下是一些重要的分析師預覽。
Piper Sandler On Cisco Systems
派珀·桑德勒談思科系統
Analyst James Fish maintained a Neutral rating and price target of $51.
分析師詹姆斯·菲什維持中性評級和51美元的目標股價。
Cisco Systems' booking trends have returned to their longer-term average and checks suggest a beat of around 1% for the quarter, Fish said in a note. The company's Networking segment faces tough comps in the quarter, "offset slightly by easy Security and Collaboration compares," he added.
菲什在一份報告中說，思科系統的預訂趨勢已恢復到長期平均水平，支票顯示本季度約爲1％。他補充說，該公司的網絡部門在本季度面臨艱難的業績，“與安全性和協作相比略有抵消”。
This will be the first quarter to include a contribution from the Splunk acquisition, which "should help Security and Observability materially accelerate on a reported basis," the analyst wrote. The latest reduction in guidance has created "a more attractive setup given revenue reaccelerating from the Splunk deal," he added.
該分析師寫道，這將是包括收購Splunk捐款的第一季度，“在報告的基礎上，這將有助於安全和可觀測性大幅加速”。他補充說，最近的預期下調創造了 “鑑於Splunk交易的收入重新加速，市場佈局更具吸引力”。
Check out other analyst stock ratings.
查看其他分析師股票評級。
JPMorgan On Cisco Systems
摩根大通談思科系統
Analyst Samik Chatterjee reiterated a Neutral rating and price target of $53.
分析師薩米克·查特吉重申了中性評級和53美元的目標股價。
Revenue trends at Cisco Systems' Networking segment seem to be tracking in-line with "already lowered expectations" and could stabilize at the low end in the fiscal fourth quarter, Chatterjee said. This would limit the need for further downgrades to expectations, despite trends tracking below seasonal, he added.
查特吉說，思科系統公司網絡板塊的收入趨勢似乎與 “已經降低的預期” 一致，並可能在第四財季穩定在低端。他補充說，儘管趨勢低於季節性，但這將限制進一步下調評級的必要性，僅限於預期。
Order declines in "high-single-digit percentages or higher" on a year-on-year basis could dampen investor enthusiasm around a swift rebound, the analyst stated. Cisco Systems is unlikely to provide "some early visibility" into full-year 2025 expectations when it reports its quarterly earnings, he further wrote.
該分析師表示，訂單同比 “高個位數百分比或更高” 的下降可能會抑制投資者對快速反彈的熱情。他進一步寫道，思科系統公司在公佈季度收益時不太可能對2025年全年預期提供 “一定的早期可見性”。
CSCO Price Action: Shares of Cisco Systems were down 0.53% to $48.42 at the time of publication on Tuesday.
CSCO價格走勢：思科系統的股價在週二發佈時下跌0.53％，至48.42美元。
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照片：Shutterstock