Cisco Tshuag Slumps. Nws ntsib kev sib tw los ntawm Arista thiab Juniper, kws tshuaj ntsuam hais

Ntawv loj

Shares ntawm

Cisco Systems

tau poob rau hnub Tuesday tom qab lub networking hardware thiab software loj heev Txo qis dua mus muag los ntawm Citi.

Tus kws tshuaj ntsuam Jim Suva txiav nws qhov kev ntaus nqi mus rau Muag los ntawm Nruab Nrab, hais hauv tsab ntawv tshawb fawb hais tias "tam sim no cov kev sib tw ntawm cov saw hlau muaj ntau lub taub hau rau Cisco (ticker:

CSCO

) tshaj rau cov tuam txhab cov phooj ywg. "

Hauv Suva txoj kev xav, Cisco cov neeg sib tw, xws li

Arista

(

ANET

) thiab

Juniper

(

JNPR

), tau ua haujlwm zoo dua ntawm kev muab cov khoom tsim nyog tshaj li Cisco, uas ua rau lub tuam txhab kev muag khoom thiab kev sib koom ua lag luam. Nyob rau tib daim ntawv tshawb fawb, Suva tau hloov kho nws qhov kev ntaus nqi rau Juniper rau nruab nrab ntawm Muag, thiab tuav Arista's Buy rating.

Txawm hais tias nws tsis hloov nws cov nyiaj tau los lossis cov nyiaj tau los kwv yees rau Cisco, nws txo nws lub hom phiaj rau $ 45 los ntawm $ 65.

"Peb hais ntxiv tias tsis muaj nyiaj txiag txaus los yog muaj teeb meem cuam tshuam nrog Cisco; peb tsuas yog ntseeg tias cov khoom lag luam yuav pauv qis dua vim kev ntsuas ntau yam compression nrog cov teeb meem khoom muag thiab sib faib poob, "nws sau.

Cov kws tshuaj ntsuam kev xav ntawm cov khoom lag luam tau txias nyob rau lub asthiv tsis ntev los no, tab sis ob peb tus kws tshuaj ntsuam tau hais txog Suva qhov kev poob qis. Ntawm 29 tus kws tshuaj ntsuam xyuas cov khoom lag luam, 45% ntsuas nws qhov Yuav thiab 52% ntsuas nws tuav, raws li FactSet. Tsuas yog ib qho, lossis 3.4%, ntsuas nws qhov Muag.

Cisco tau nqis 2.2% rau $ 51.75 hauv kev ua lag luam ua ntej hnub Tuesday. Cov Tshuag tau poob txog 16% xyoo no.

Sau rau Sabrina Escobar ntawm [email tiv thaiv]