Cisco earnings are out Wednesday. Here's what top analysts expect to see
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最新报道：Cisco Systems is set to report Q4 FY2025 earnings, with analysts projecting $0.98 EPS and $14.6B revenue (12.1% and 7.1% YoY growth respectively). The stock has surged 20% YTD, fueled by AI infrastructure demand and cybersecurity growth, including over $1B in AI orders. Barclays expects in-line results but notes challenging order comparisons, while Morgan Stanley anticipates conservative FY2026 guidance despite strong AI infrastructure spending. Citi highlights Cisco's AI networking potential but sees limited upside, and Evercore ISI downgraded the stock, citing gradual AI market maturation. Wells Fargo remains bullish, citing enterprise spending trends and Cisco's role in sovereign AI projects. Analysts are closely watching product order growth, AI revenue disclosure, and tariff impacts.
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