Cisco Systems Inc. shares ntxiv ntau dua $ 10 nphom hauv kev lag luam peev rau hnub Thursday, tab sis Wall Street cov kws tshuaj ntsuam xyuas tseem tab tom sib cav seb cov lus cog tseg ntawm kev muag khoom muaj zog nyob rau lub hlis tom ntej yog cov khoom lag luam luv luv ntawm kev txhim kho lossis qhia tias kev thov tech yuav rov qab los.
Thaum tsawg kawg 13 tus kws tshuaj ntsuam tau ua kev zoo siab rau cov xov xwm hnub Thursday thaum sawv ntxov los ntawm kev nce lawv cov nqi hom phiaj ntawm cov khoom lag luam, tsis muaj kev hloov kho tshiab raws li kev sib cav sib ceg. Cisco qhov kev txiav txim tau poob qis los ntawm ntau dua 20% txawm tias kev muag khoom tau nce siab thiab tau kwv yees tias yuav nce siab ntxiv, uas tau qhia rau qee tus tias lub neej yav tom ntej tsuas yog cov khoom lag luam ntawm cov khoom siv-cov teeb meem uas ua rau Cisco xyoo tas los thiab tam sim no tau yooj yim - rau lub sijhawm ua.
Rau ntau ntxiv: Cisco tau ua nws los ntawm kev sib kis thoob qhov txhia chaw, thiab cov khoom lag luam tau tsav siab dua
"Peb cia siab tias cov macro tsis muaj zog thaum kawg cuam tshuam rau Cisco txoj kev loj hlob saum toj kawg nkaus," Barclays kws tshuaj ntsuam tau sau thaum tuav qhov ntsuas "qhov hnyav sib npaug" thiab nce lawv lub hom phiaj rau $ 52 los ntawm $ 46. "Thaum backlog tseem muaj txiaj ntsig tam sim no, peb pom qee qhov kev pheej hmoo thaum pom kev rov qab mus rau qib qub."
Kev txhawj xeeb txog kev thov yuav tshwm sim hauv Cisco lub xyoo tom ntej, thaum kev muag khoom loj hlob tuaj yeem qeeb qeeb, tshwj xeeb tshaj yog nyob rau hauv kev sib piv nrog kev loj hlob tuaj nyob rau sab nraum qab ntawm cov khoom lag luam tshem tawm.
"Hmoov tsis zoo, kev thim rov qab muaj zog hauv FY23 uas yuav tsum muaj kev loj hlob ntawm ~ 10% (qhia 9.0%-10.5%) tsim kom muaj kev sib tw nyuaj hauv FY24," UBS cov kws tshuaj ntsuam tau sau rau hauv daim ntawv hu ua "Tsis Muaj 'Tsev rau Godot' (backlog cuam tshuam ) los qhia txog cov nyiaj tau los thiab kev taw qhia" uas suav nrog tus nqi-lub hom phiaj nce mus txog $ 51 los ntawm $ 48. "Yog tias Cisco cov khoom lag luam rov qab yog 'ib txwm' hauv 1H: FY24, kev loj hlob hauv FY24 zoo li yuav qeeb mus rau 2-3% raws li backlog normalizes thaum kawg ntawm FY24."
Lwm tus tau pom ntau qhov kev nyeem ntawv zoo-los ntawm kev thov thev naus laus zis hauv 2023. Needham cov kws tshuaj ntsuam tau sau tias, "Cov lus nug tseem ceeb hauv qab no yog qhov xav tau tiag tiag."
"Cisco, nrog rau lub Ib Hlis-Lub Peb Hlis kawg, teb qhov no hauv qhov kev lees paub ntawm Lub Ib Hlis tau muaj zog tshaj qhov pib ntawm peb lub hlis twg thiab muaj zog dua li qhov xav tau," lawv tau sau, tuav qhov kev ntsuas "tuav".
Cov nyiaj tau los tag nrho: Cisco cov khoom lag luam nce tom qab cov nyiaj tau los thiab cov nyiaj tau los yeej, kev kwv yees txhua xyoo tau tsa
Hauv tsab ntawv sau npe "Boogie ntawm Network nrog Cisco Disco," Evercore ISI cov kws tshuaj ntsuam xyuas tau hais tias kev muag khoom tau ntev dua yog qhov kev txhawj xeeb, tab sis Cisco zoo li tuav qhov kev hloov pauv zoo.
"Peb xav tias Cisco tsis tshua muaj kev txhawj xeeb txog macro ntsig txog softness vs. loj-cap tech cov phooj ywg raws li lawv pom cov secular xav tau los nqis peev hauv kev sib tham deb tshaj qhov.
macro kev txhawj xeeb (yuav tsum tau kos npe ntau dua, tab sis cov neeg siv khoom tau kos npe tawm), "lawv tau sau tseg, tuav qhov "ua tau zoo" kev ntsuas thiab nce lawv lub hom phiaj rau $ 60 los ntawm $ 58.
Tom qab ntawd muaj cov kws tshuaj ntsuam cais qhov sib txawv. Jefferies cov kws tshuaj ntsuam hauv paus tau hais tias qhov kev tawm tsam xyoo tas los thiab cov khoom lag luam rov qab tau tso tawm xyoo no tsis hloov Cisco tau ua, lossis nws yuav yog dab tsi.
"Raws li tus naj npawb ntawm cov lus nug Cisco tab tom ua haujlwm ntawm kev txiav txim kom muaj txiaj ntsig zoo, nws zoo li lwm tus kws tshuaj ntsuam thiab cov tub ua lag luam tseem nyob ruaj khov ntawm cov ntawv teev npe thiab cov kev ntsuas rov qab. Raws li peb xav txog Cisco, peb tseem ntseeg tias kev lag luam yog ib txwm muaj 2-4% tus neeg cog qoob loo txhua xyoo (nrog rau lub ntsiab lus ntawm qhov kev loj hlob los ntawm M&A) - ib yam li lawv tau dhau kaum xyoo dhau los, "lawv sau, thaum tuav ib qho "yuav ntsuas" thiab nce lawv cov nqi phiaj rau $ 56 los ntawm $ 54.
Morgan Stanley cov kws tshuaj ntsuam xyuas, hauv cov ntawv sau ib feem hu ua "Nws Muaj Ntau Tshaj Li Backlog," tau hais tias lawv "tau lees paub tias feem ntau ntawm cov nyiaj tau los ntawm cov nyiaj tau los tau nce los ntawm kev cia siab ntawm kev muab khoom zoo dua," tab sis tsom rau "cov tsav tsheb zoo uas yuav tsis txaus siab los ntawm cov txiaj ntsig. thiab outlook. " Lawv tau hais tias Cisco yuav nyob rau ntawm txoj kev loj hlob zoo txawm tias tsis muaj kev muag khoom rov qab; qhov backlog tseem xav tias yuav yog ob npaug ntawm cov qauv rau Cisco mus rau xyoo tom ntej; margin txhim kho los ntawm kev txhim kho cov khoom siv; thiab txuas ntxiv kev nce qib ntawm cov nyiaj tau los rov tshwm sim. Lawv rov hais dua qhov kev ntsuam xyuas "tsis nruab nrab" thiab tsa lawv lub hom phiaj rau $ 55 los ntawm $ 54.
Nyeem kuj: Cisco iav tau nkag mus rau hauv Russia yog 'kev poob siab' thiab 'kev ntxhov siab,' exec hais
Cov kws tshuaj ntsuam tseem sib npaug sib npaug ntawm Cisco tag nrho: 13 muaj qhov sib npaug ntawm "yuav" kev ntsuas ntawm cov khoom lag luam thiab 13 hu nws "tuav," raws li FactSet, thaum tsuas muaj ib qho "muag" kev ntaus nqi. Tus nqi phiaj rau hnub Thursday sawv ntxov yog $ 56.60, nce los ntawm $ 53.86 thaum kawg ntawm Lub Ib Hlis.
Cisco cov khoom lag luam nce rau hnub Thursday tau thawb nws dhau ntawm S&P 500 Performance index
SPX,
-1.38%
hais txog kev sib koom ua haujlwm rau 12 lub hlis dhau los. Cisco shares tam sim no poob 6% hauv 12 lub hlis dhau los thiab tau nce 7% hauv 2023, thaum S&P 500 tau poob 7.3% xyoo dhau los thiab nce 8% xyoo dhau los. Hnub Thursday qhov nce yog qhov muaj zog tshaj plaws ntawm 30 cov khoom hauv Dow Jones Industrial Average
DJIA,
-1.26%.
Cisco Tshuag ntxiv ntau dua $ 10 nphom hauv ib hnub, tab sis yog cov khoom siv lossis kev xav tau tsav kev ua tau zoo?
Cisco Systems Inc. shares ntxiv ntau dua $ 10 nphom hauv kev lag luam peev rau hnub Thursday, tab sis Wall Street cov kws tshuaj ntsuam xyuas tseem tab tom sib cav seb cov lus cog tseg ntawm kev muag khoom muaj zog nyob rau lub hlis tom ntej yog cov khoom lag luam luv luv ntawm kev txhim kho lossis qhia tias kev thov tech yuav rov qab los.
Cisco cov
+ 5.24%
CSCO,
Tshuag nce 5.2%, thawb lub tuam txhab kev lag luam cap rov qab siab dua $ 200 nphom thiab ze li ntawm $ 210 nphom nrog qhov sib ntxiv ntawm kwv yees li $ 10.43 billion los ntawm hnub Thursday qhov nce. Qhov kev txav mus los yog teb rau Cisco cov txiaj ntsig ntawm lub quarter thib ob, uas yeej qhov kev cia siab, nrog rau cov thawj coj 'kev txhawb nqa loj rau kev muag khoom rau tag nrho lub xyoo.
Thaum tsawg kawg 13 tus kws tshuaj ntsuam tau ua kev zoo siab rau cov xov xwm hnub Thursday thaum sawv ntxov los ntawm kev nce lawv cov nqi hom phiaj ntawm cov khoom lag luam, tsis muaj kev hloov kho tshiab raws li kev sib cav sib ceg. Cisco qhov kev txiav txim tau poob qis los ntawm ntau dua 20% txawm tias kev muag khoom tau nce siab thiab tau kwv yees tias yuav nce siab ntxiv, uas tau qhia rau qee tus tias lub neej yav tom ntej tsuas yog cov khoom lag luam ntawm cov khoom siv-cov teeb meem uas ua rau Cisco xyoo tas los thiab tam sim no tau yooj yim - rau lub sijhawm ua.
Rau ntau ntxiv: Cisco tau ua nws los ntawm kev sib kis thoob qhov txhia chaw, thiab cov khoom lag luam tau tsav siab dua
"Peb cia siab tias cov macro tsis muaj zog thaum kawg cuam tshuam rau Cisco txoj kev loj hlob saum toj kawg nkaus," Barclays kws tshuaj ntsuam tau sau thaum tuav qhov ntsuas "qhov hnyav sib npaug" thiab nce lawv lub hom phiaj rau $ 52 los ntawm $ 46. "Thaum backlog tseem muaj txiaj ntsig tam sim no, peb pom qee qhov kev pheej hmoo thaum pom kev rov qab mus rau qib qub."
Kev txhawj xeeb txog kev thov yuav tshwm sim hauv Cisco lub xyoo tom ntej, thaum kev muag khoom loj hlob tuaj yeem qeeb qeeb, tshwj xeeb tshaj yog nyob rau hauv kev sib piv nrog kev loj hlob tuaj nyob rau sab nraum qab ntawm cov khoom lag luam tshem tawm.
"Hmoov tsis zoo, kev thim rov qab muaj zog hauv FY23 uas yuav tsum muaj kev loj hlob ntawm ~ 10% (qhia 9.0%-10.5%) tsim kom muaj kev sib tw nyuaj hauv FY24," UBS cov kws tshuaj ntsuam tau sau rau hauv daim ntawv hu ua "Tsis Muaj 'Tsev rau Godot' (backlog cuam tshuam ) los qhia txog cov nyiaj tau los thiab kev taw qhia" uas suav nrog tus nqi-lub hom phiaj nce mus txog $ 51 los ntawm $ 48. "Yog tias Cisco cov khoom lag luam rov qab yog 'ib txwm' hauv 1H: FY24, kev loj hlob hauv FY24 zoo li yuav qeeb mus rau 2-3% raws li backlog normalizes thaum kawg ntawm FY24."
Lwm tus tau pom ntau qhov kev nyeem ntawv zoo-los ntawm kev thov thev naus laus zis hauv 2023. Needham cov kws tshuaj ntsuam tau sau tias, "Cov lus nug tseem ceeb hauv qab no yog qhov xav tau tiag tiag."
"Cisco, nrog rau lub Ib Hlis-Lub Peb Hlis kawg, teb qhov no hauv qhov kev lees paub ntawm Lub Ib Hlis tau muaj zog tshaj qhov pib ntawm peb lub hlis twg thiab muaj zog dua li qhov xav tau," lawv tau sau, tuav qhov kev ntsuas "tuav".
Cov nyiaj tau los tag nrho: Cisco cov khoom lag luam nce tom qab cov nyiaj tau los thiab cov nyiaj tau los yeej, kev kwv yees txhua xyoo tau tsa
Hauv tsab ntawv sau npe "Boogie ntawm Network nrog Cisco Disco," Evercore ISI cov kws tshuaj ntsuam xyuas tau hais tias kev muag khoom tau ntev dua yog qhov kev txhawj xeeb, tab sis Cisco zoo li tuav qhov kev hloov pauv zoo.
"Peb xav tias Cisco tsis tshua muaj kev txhawj xeeb txog macro ntsig txog softness vs. loj-cap tech cov phooj ywg raws li lawv pom cov secular xav tau los nqis peev hauv kev sib tham deb tshaj qhov.
macro kev txhawj xeeb (yuav tsum tau kos npe ntau dua, tab sis cov neeg siv khoom tau kos npe tawm), "lawv tau sau tseg, tuav qhov "ua tau zoo" kev ntsuas thiab nce lawv lub hom phiaj rau $ 60 los ntawm $ 58.
Tom qab ntawd muaj cov kws tshuaj ntsuam cais qhov sib txawv. Jefferies cov kws tshuaj ntsuam hauv paus tau hais tias qhov kev tawm tsam xyoo tas los thiab cov khoom lag luam rov qab tau tso tawm xyoo no tsis hloov Cisco tau ua, lossis nws yuav yog dab tsi.
"Raws li tus naj npawb ntawm cov lus nug Cisco tab tom ua haujlwm ntawm kev txiav txim kom muaj txiaj ntsig zoo, nws zoo li lwm tus kws tshuaj ntsuam thiab cov tub ua lag luam tseem nyob ruaj khov ntawm cov ntawv teev npe thiab cov kev ntsuas rov qab. Raws li peb xav txog Cisco, peb tseem ntseeg tias kev lag luam yog ib txwm muaj 2-4% tus neeg cog qoob loo txhua xyoo (nrog rau lub ntsiab lus ntawm qhov kev loj hlob los ntawm M&A) - ib yam li lawv tau dhau kaum xyoo dhau los, "lawv sau, thaum tuav ib qho "yuav ntsuas" thiab nce lawv cov nqi phiaj rau $ 56 los ntawm $ 54.
Morgan Stanley cov kws tshuaj ntsuam xyuas, hauv cov ntawv sau ib feem hu ua "Nws Muaj Ntau Tshaj Li Backlog," tau hais tias lawv "tau lees paub tias feem ntau ntawm cov nyiaj tau los ntawm cov nyiaj tau los tau nce los ntawm kev cia siab ntawm kev muab khoom zoo dua," tab sis tsom rau "cov tsav tsheb zoo uas yuav tsis txaus siab los ntawm cov txiaj ntsig. thiab outlook. " Lawv tau hais tias Cisco yuav nyob rau ntawm txoj kev loj hlob zoo txawm tias tsis muaj kev muag khoom rov qab; qhov backlog tseem xav tias yuav yog ob npaug ntawm cov qauv rau Cisco mus rau xyoo tom ntej; margin txhim kho los ntawm kev txhim kho cov khoom siv; thiab txuas ntxiv kev nce qib ntawm cov nyiaj tau los rov tshwm sim. Lawv rov hais dua qhov kev ntsuam xyuas "tsis nruab nrab" thiab tsa lawv lub hom phiaj rau $ 55 los ntawm $ 54.
Nyeem kuj: Cisco iav tau nkag mus rau hauv Russia yog 'kev poob siab' thiab 'kev ntxhov siab,' exec hais
Cov kws tshuaj ntsuam tseem sib npaug sib npaug ntawm Cisco tag nrho: 13 muaj qhov sib npaug ntawm "yuav" kev ntsuas ntawm cov khoom lag luam thiab 13 hu nws "tuav," raws li FactSet, thaum tsuas muaj ib qho "muag" kev ntaus nqi. Tus nqi phiaj rau hnub Thursday sawv ntxov yog $ 56.60, nce los ntawm $ 53.86 thaum kawg ntawm Lub Ib Hlis.
Cisco cov khoom lag luam nce rau hnub Thursday tau thawb nws dhau ntawm S&P 500 Performance index
-1.38%
-1.26% .
SPX,
hais txog kev sib koom ua haujlwm rau 12 lub hlis dhau los. Cisco shares tam sim no poob 6% hauv 12 lub hlis dhau los thiab tau nce 7% hauv 2023, thaum S&P 500 tau poob 7.3% xyoo dhau los thiab nce 8% xyoo dhau los. Hnub Thursday qhov nce yog qhov muaj zog tshaj plaws ntawm 30 cov khoom hauv Dow Jones Industrial Average
DJIA,
Source: https://www.marketwatch.com/story/cisco-stock-heads-for-best-day-since-2020-but-is-supply-or-demand-driving-strong-performance-48a1a59b?siteid=yhoof2&yptr=yahoo