๐จ Cisco ($CSCO O) Gets a Fresh Bullish Call
Deutsche Bank has initiated coverage on Cisco with a Buy rating, calling the stock a โstructural hedgeโ in its coverage and saying the opportunity is too attractive to ignore.
๐ Why the bullish view? โข revenue growth guided around 15% โข EPS growth expected around 17% โข Core business growth, excluding AI, estimated near 10% โข Valuation remains broadly in line with peers โข AI infrastructure demand continues to accelerate
๐ฅ Ciscoโs 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
๐ The bigger question:
Can Cisco turn this AI-driven demand into sustained earnings growth over the next 2โ3 years?
#Cisco #TechStocks #StockMarket #Investing #WallStreet
Deutsche Bank has initiated coverage on Cisco with a Buy rating, calling the stock a โstructural hedgeโ in its coverage and saying the opportunity is too attractive to ignore.
๐ Why the bullish view? โข revenue growth guided around 15% โข EPS growth expected around 17% โข Core business growth, excluding AI, estimated near 10% โข Valuation remains broadly in line with peers โข AI infrastructure demand continues to accelerate
๐ฅ Ciscoโs 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
๐ The bigger question:
Can Cisco turn this AI-driven demand into sustained earnings growth over the next 2โ3 years?
#Cisco #TechStocks #StockMarket #Investing #WallStreet
