Added to YB: 2025-05-20
Pitch date: 2025-05-17
CSCO [bullish]
Cisco Systems, Inc.
+24.14%
current return
Author Info
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Company Info
Cisco Systems, Inc. designs, develops, and sells technologies that help to power, secure, and draw insights from the internet in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China.
Market Cap
$307.4B
Pitch Price
$62.67
Price Target
N/A
Dividend
2.11%
EV/EBITDA
19.49
P/E
30.04
EV/Sales
5.57
Sector
Communications Equipment
Category
growth
Cisco System - A Stock Analysis
CSCO: Networking giant transforming to software/recurring revenue model. Q3 FY25 rev +11% YoY to $14.1B, EPS +9% to $0.96. AI infrastructure orders exceeding targets ($600M in Q3). Splunk acquisition ($28B) bolsters security/observability. Trading at 15.6x forward P/E with 3% dividend yield. Key risks: fierce competition, macro sensitivity, execution challenges in transformation.
Read full article (23 min)