hi-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Like
Comment
Favorite

赞我的今年账户翻十倍
2022-08-17

hi

思科即将公布Q4财报，瑞信予“跑赢大盘”评级

智通财经APP获悉，瑞士信贷分析师 Sami Badri予思科“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。他指出，思科股价今年迄今已下跌了27%。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。截至发稿，思科盘前跌0.28%，报46.64美元。

思科即将公布Q4财报，瑞信予“跑赢大盘”评级

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Like

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9993748491,"tweetId":"9993748491","gmtCreate":1660741450516,"gmtModify":1676536389788,"author":{"id":3569581951650623,"authorId":3569581951650623,"authorIdStr":"3569581951650623","name":"赞我的今年账户翻十倍","avatar":"https://static.tigerbbs.com/d1d63378f07d4231f465c7cd27356410","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>hi</p></body></html>","htmlText":"<html><head></head><body><p>hi</p></body></html>","text":"hi","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9993748491","repostId":2260384344,"repostType":4,"repost":{"id":"2260384344","pubTimestamp":1660741050,"share":"https://www.laohu8.com/m/news/2260384344?lang=&edition=full","pubTime":"2022-08-17 20:57","market":"us","language":"zh","title":"思科即将公布Q4财报，瑞信予“跑赢大盘”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2260384344","media":"智通财经","summary":"智通财经APP获悉，瑞士信贷分析师 Sami Badri予思科“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。他指出，思科股价今年迄今已下跌了27%。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。截至发稿，思科盘前跌0.28%，报46.64美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>分析师 Sami Badri予<a href=\"https://laohu8.com/S/CSCO\">思科</a>(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。</p><p>他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场地位感到担忧，并担心其市场份额被Arista Networks(ANET.US)和<a href=\"https://laohu8.com/S/JNPR\">瞻博网络</a>(JNPR.US)的竞争对手抢占，这两家公司都上调了2022年的增长指引，而思科则没有。</p><p>投资者还担心，思科可能会放弃此前给出的指引，即到2025财年营收和利润的年增长率约为6%。该公司可能会进行大规模收购，以“加快营收向更独立的经常性来源转移”，甚至会下调毛利率预期，因为同行们都在这么做。</p><p>Badri表示，尽管该股价格低廉，但在最新季度报告出炉之前，投资者的情绪仍很低落。</p><p>Badri表示:“总的来说，我们认为，在毛利率略有提高的情况下，较低的营收增长预期是审慎的。”营收放缓的原因是供应链问题，以及俄罗斯和乌克兰业务的营收下降。</p><p>Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。这笔交易很可能会稀释公司股权。</p><p>尽管思科面临多个负面因素，但其股价低廉，自由现金流收益率为7%，而且毛利率和营业利润率基本保持不变。思科还解决了供应链问题和大型网络设备细分市场份额流失的问题，因此，Badri认为思科“有吸引力”。</p><p>截至发稿，思科盘前跌0.28%，报46.64美元。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>思科即将公布Q4财报，瑞信予“跑赢大盘”评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n思科即将公布Q4财报，瑞信予“跑赢大盘”评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 20:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/773198.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞士信贷分析师 Sami Badri予思科(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/773198.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fcf648d877622e2c1e436225928e02d1","relate_stocks":{"CSCO":"思科"},"source_url":"http://www.zhitongcaijing.com/content/detail/773198.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2260384344","content_text":"瑞士信贷分析师 Sami Badri予思科(CSCO.US)“跑赢大盘”评级，目标价为60美元。思科将于周三美股盘后公布2022财年第四季度业绩。Badri预计其营收为125.4亿美元，低于市场预期的127.8亿美元；预计每股收益为0.82美元，与市场预期持平。Badri还表示，从上个季度的业绩来看，思科的服务产品订单增幅可能会好于预期。他指出，思科股价今年迄今已下跌了27%。投资者对思科的市场地位感到担忧，并担心其市场份额被Arista Networks(ANET.US)和瞻博网络(JNPR.US)的竞争对手抢占，这两家公司都上调了2022年的增长指引，而思科则没有。投资者还担心，思科可能会放弃此前给出的指引，即到2025财年营收和利润的年增长率约为6%。该公司可能会进行大规模收购，以“加快营收向更独立的经常性来源转移”，甚至会下调毛利率预期，因为同行们都在这么做。Badri表示，尽管该股价格低廉，但在最新季度报告出炉之前，投资者的情绪仍很低落。Badri表示:“总的来说，我们认为，在毛利率略有提高的情况下，较低的营收增长预期是审慎的。”营收放缓的原因是供应链问题，以及俄罗斯和乌克兰业务的营收下降。Badri还表示，鉴于思科的软件业务非常依赖其硬件出货量，思科宣布一项“重大”收购的可能性“越来越大”。这笔交易很可能会稀释公司股权。尽管思科面临多个负面因素，但其股价低廉，自由现金流收益率为7%，而且毛利率和营业利润率基本保持不变。思科还解决了供应链问题和大型网络设备细分市场份额流失的问题，因此，Badri认为思科“有吸引力”。截至发稿，思科盘前跌0.28%，报46.64美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":133,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}