đš Cisco ($CSCO O) Gets a Fresh Bullish Call
Deutsche Bank has initiated coverage on Cisco with a Buy rating, calling the stock a âstructural hedgeâ in its coverage and saying the opportunity is too attractive to ignore.
đ Why the bullish view? âą revenue growth guided around 15% âą EPS growth expected around 17% âą Core business growth, excluding AI, estimated near 10% âą Valuation remains broadly in line with peers âą AI infrastructure demand continues to accelerate
đ„ Ciscoâs AI momentum is getting harder to ignore. The company reported around $NVDAB 9.3B in hyperscaler AI infrastructure orders for FY2026, with expectations for about $AAPL.US
7.5B of AI infrastructure revenue in FY2027.
Another interesting development: Deutsche Bank reportedly acquired around 17 million Cisco shares in Q2, worth roughly
đ The bigger question:
Can Cisco turn this AI-driven demand into sustained earnings growth over the next 2â3 years?
#Cisco #TechStocks #StockMarket #Investing #WallStreet
Deutsche Bank has initiated coverage on Cisco with a Buy rating, calling the stock a âstructural hedgeâ in its coverage and saying the opportunity is too attractive to ignore.
đ Why the bullish view? âą revenue growth guided around 15% âą EPS growth expected around 17% âą Core business growth, excluding AI, estimated near 10% âą Valuation remains broadly in line with peers âą AI infrastructure demand continues to accelerate
đ„ Ciscoâs AI momentum is getting harder to ignore. The company reported around $NVDAB 9.3B in hyperscaler AI infrastructure orders for FY2026, with expectations for about $AAPL.US
7.5B of AI infrastructure revenue in FY2027.
Another interesting development: Deutsche Bank reportedly acquired around 17 million Cisco shares in Q2, worth roughly
đ The bigger question:
Can Cisco turn this AI-driven demand into sustained earnings growth over the next 2â3 years?
#Cisco #TechStocks #StockMarket #Investing #WallStreet
