BUZZ-Street View: Cisco poised for growth amid AI boom

Reuters

Feb 13, 2025

BUZZ-Street View: Cisco poised for growth amid AI boom

** Cisco Systems CSCO.O raised its annual revenue forecast on Wednesday, betting on higher demand for its cloud networking gear amid an artificial intelligence boom

** Shares of CSCO up 6.21% at $66.4 in premarket trading

AI-POWERED DATA CENTER HUB

** J.P. Morgan ("overweight," PT: $73) expects that the increasing use of AI by enterprises and the growth of large cloud service providers (hyperscalers) will significantly boost demand for Cisco's portfolio

** Piper Sandler ("neutral," PT: $72) says CSCO is in a good position due to data center upgrades and growth in AI with big cloud providers

** Morningstar (fair value: $54) expects integrating Splunk will improve CSCO's security growth over the next five years, making it more comparable to its competitors like Fortinet Inc FTNT.O and Palo Alto Networks Inc PANW.O

** Morgan Stanley ("overweight," PT: $68) sees CSCO's growth in orders related to large-scale web infrastructure (webscale) and improvements in networking capabilities within campus networks, not just in data centers

(Reporting by Akriti Shah in Bengaluru)

((akriti.shah@thomsonreuters.com))

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Morgan (\"overweight,\" PT: $73) expects that the increasing use of AI by enterprises and the growth of large cloud service providers (hyperscalers) will significantly boost demand for Cisco's portfolio</p><p>** Piper Sandler (\"neutral,\" PT: $72) says CSCO is in a good position due to data center upgrades and growth in AI with big cloud providers</p><p>** Morningstar (fair value: $54) expects integrating Splunk will improve CSCO's security growth over the next five years, making it more comparable to its competitors like Fortinet Inc <span>FTNT.O</span> and <a href=\"https://laohu8.com/S/PANW\">Palo Alto Networks</a> Inc <span>PANW.O</span></p><p>** <a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a> (\"overweight,\" PT: $68) sees CSCO's growth in orders related to large-scale web infrastructure (webscale) and improvements in networking capabilities within campus networks, not just in data centers</p><p> (Reporting by Akriti Shah in Bengaluru)</p><p> ((akriti.shah@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4527","symbol_name":"明星科技股","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250213:nL4N3P40T1:1","article_id":"2511025514","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2511025514","pubTimestamp":1739440806,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Cisco poised for growth amid AI boom** Cisco Systems CSCO.O raised its annual revenue forecast on Wednesday, betting on higher demand for its cloud networking gear amid an artificial intelligence boom** Shares of CSCO up 6.21% at $66.4 in premarket tradingAI-POWERED DATA CENTER HUB** J.P. Morgan  expects that the increasing use of AI by enterprises and the growth of large cloud service providers  will significantly boost demand for Cisco's portfolio** Piper Sandler  says CSCO is in a good position due to data center upgrades and growth in AI with big cloud providers** Morningstar  expects integrating Splunk will improve CSCO's security growth over the next five years, making it more comparable to its competitors like Fortinet Inc FTNT.O and Palo Alto Networks Inc PANW.O** Morgan Stanley  sees CSCO's growth in orders related to large-scale web infrastructure  and improvements in networking capabilities within campus networks, not just in data centers  ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4527":"明星科技股","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4020":"通信设备","LU2506951875.HKD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (HKDHDG) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4534":"瑞士信贷持仓","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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Morgan (\"overweight,\" PT: $73) expects that the increasing use of AI by enterprises and the growth of large cloud service providers (hyperscalers) will significantly boost demand for Cisco's portfolio** Piper Sandler (\"neutral,\" PT: $72) says CSCO is in a good position due to data center upgrades and growth in AI with big cloud providers** Morningstar (fair value: $54) expects integrating Splunk will improve CSCO's security growth over the next five years, making it more comparable to its competitors like Fortinet Inc FTNT.O and Palo Alto Networks Inc PANW.O** Morgan Stanley (\"overweight,\" PT: $68) sees CSCO's growth in orders related to large-scale web infrastructure (webscale) and improvements in networking capabilities within campus networks, not just in data centers (Reporting by Akriti Shah in Bengaluru) ((akriti.shah@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}