Explore how Cisco's (CSCO) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.
Cisco Systems NASDAQ: CSCO is a long-term play on AI that investors should heed. Its AI abilities aren't rooted in GPUs, CPUs, and the training of AI but in the long-term application.
Cisco Systems (CSCO) reported stronger-than-expected results for its first fiscal 2025 quarter. Revenue came in at $13.84 billion, surpassing the estimated $13.77 billion.
Despite the company's YoY revenue decline in fiscal Q1 2025, I remain extremely bullish on Cisco Systems, Inc. stock due to its strong value play and growth potential in AI and subscription services. Cisco is undervalued compared to peers, trading at 15.81 times this year's earnings, with a robust dividend and share repurchase program enhancing shareholder value. Cisco's sticky business model and diversified revenue streams, including a significant increase in annualized recurring revenue and remaining performance obligations, position it for future growth.
Melius Research analyst Ben Reitzes increases his price target on Cisco to $66 from $53.
Keith Snyder notes weakness in Cisco's (CSCO) public sector exposure but believes confidence from management shows the company has room to run to the upside. William Kerwin expects a "normalized demand environment" for the industry to favor Cisco in the long-term.
Famed investor Jim Cramer says insider confidence is reason enough to load up on Cisco Systems Inc (NASDAQ: CSCO) on the post-earnings weakness. Cisco stock is down 2% at writing after reporting its fourth straight quarter of revenue decline.
Cisco's first-quarter fiscal 2025 results reflect resilience amid networking sales challenges, with growth in AI, security and cloud partnerships.
Cisco Systems Inc (NASDAQ:CSCO, ETR:CIS) saw better-than-expected performance in the first quarter, according to analysts at Bank of England. Although the software conglomerate reported a revenue decline of 5.6%, this was a better outcome than the 6.1% drop anticipated by BoE.
Cisco stock is lower Thursday despite the tech giant's beat-and-raise quarter, but analysts aren't concerned. Here's what you need to know.
CNBC's Jim Cramers explains why he's keeping an eye on shares of Cisco.