Networking company Cisco Systems, In report its second quarter 2015 earnings on Wednesday August 12, after the market closes. There are several factors to consider ahead of earnings, as the impact of the new CEO Chuck Robbins, who recently took over from John Chambers, one of the CEOs of longer headlines. In addition, Cisco will likely include updates on cyber security, technology Invicta EOL (end of life), the sales of your business set-top box to Technicolor, and a vision of how to dominate the Internet of Everything (OIE) I was. Wall Street analysts have been weighing on the Cisco earnings ahead with different views and predictions. Here are the 10 analysts covering Cisco to see ahead of the earnings report:
1. Pierre Ferragut Bernstein Research, which currently has a buy rating on the company, involved in Cisco in May. Ferragu said: "The company is in a very good position to offer under new leadership" and "this company has no structural problems." It also considers the scale and breadth of Cisco to be "a powerful advantage platform."Pierre Ferragu Cisco has qualified four times since 2014, achieving a success rate of 75% recommended action and a + 23.7% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
2. Jess Lubert of Wells Fargo, which currently has a buy recommendation on the stock, also referred to the transition CEO. In May, he declared. "We believe that Mr. Robbins has the technology and sales expertise to successfully assume the CEO position, which must be able to leverage deep experience in executive leadership and engineering Perhaps Cisco most importantly, we believe that this transition is likely to happen at a time of strength for Cisco. Our recent industry checks have been positive."Jess Lubert Cisco has qualified 10 times since 2012, with a success rate of 90% and + 16.0% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
3. Amitabh Passi of UBS classification Cisco last July 28, reiterating a buy rating on the stock with a target price of $ 33, despite what he believes is a surprisingly low price for the sale of boxes set-up. In a recent report on Cisco, Passi considers safety the top priority for Cisco and believes that the objective of Cisco in the long run is to catch 20-30% of the market for security infrastructure $ 25 billion.Amitabh Passi Cisco has qualified 11 times since 2012, achieving a success rate of 100% recommend actions and an average 16.9% return on the recommendation CSCO when measured over a horizon of one year and no reference point.
4. Simon Leopold of Raymond James, which maintains an outperform rating on Cisco with a target price of $ 33 on May 11, emphasized the potential benefits of the acquisition by Cisco of the membrane in April. Leopold says that "with membrane and its partner ecosystem, IT managers benefit from greater flexibility and automation of a virtual infrastructure without increasing the complexity and cost overruns." Cisco Leopold considered to be a company in evolution, taking into account the gradual shift from Cisco "a central software world."Simon Leopold Cisco has qualified 22 times since 2009, achieving a success rate of 91% recommended action and a + 15% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
5. Ittai Kidron of Oppenheimer reiterated last a recommendation to buy Cisco, July 23 with a target price of $ 32. Kidron commented on the sale of business set-top box, and said, "Overall, we see the sale positively. topline (1.7 points of growth in the headwind FY15) and gross margin (1 point headwind) drag that has weighed on the results from the financial crisis is eliminated. More importantly, we believe that the sale illustrated the new administration of Cisco (first day of the new CEO at work) increased focus on its core segments, willingness to shed non-core businesses and further reduce costs in response to shareholder demands. We see scope for further cost reduction".Ittai Kidron Cisco has qualified 39 times since 2010, achieving a success rate of 76% recommended action and a 13.7% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
6. James Faucette of Morgan Stanley, which currently has a buy rating on Cisco with a target price of $ 30 from June 10 addressed the situation. Faucette said management's confidence in their product roadmaps, in addition to its ability to offer "products with strong response."
James Faucette Cisco has qualified seven times since 2014, achieving a success rate of 86% recommended 13.6% average return on the recommendation CSCO action and a + when measured over a horizon of one year and no reference point .
7. Simona Jankowski of Goldman Sachs reiterates buy recommendation on 10 June with a target price of $ 36 (the action is in the "conviction buy list" Goldman). After Cisco announced an expected 3.6% annual revenue growth, and profit growth of 5-7% annually, Jankowski wrote, "the event will ease concerns of investors around the CEO transition and outputs related business given the strong demonstration of Cisco bank, the close alignment between Mr. Chambers and Mr. Robbins, and comments that changes is now behind the company".Cisco Simona Jankowski has qualified 16 times since 2009, achieving a success rate of 69% recommended action and a + 13.4% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
8. Similarly, Brian White of Cantor Fitzgerald establishes a price target of $ 36 on June 10 when a buy recommendation on the shares reiterated. White said: "In the back of investor meeting Cisco Cisco Live, we were impressed with Chuck Robbins ... encouraged by Cisco progress in important areas of secular growth (eg, SDN, security, the cloud and software) and optimistic about the transformation of the company into a broader IT player. " White continued: "At the same time, Cisco reiterated its long-term financial goals and still relies on maintaining a robust margin profile ... Given consistent implementation of Cisco in recent quarters and concerns about software defined networks (SDN ) is beginning to wane, combined with an attractive valuation (ie, 9.3x our CY: 16 EPS estimate, ex cash) and a dividend yield of 3% on the stock, we believe investors continue to show interest in Cisco".Cisco Brian White has qualified 19 times since 2010, achieving a success rate of 67% recommended action and a + 11.3% average return on the recommendation CSCO when measured over a horizon of one year and no reference point.
9. Mark South RBC Capital maintained a buy rating with a target price of $ 33 on June 03 Sue noted the challenges facing Cisco: "There are lots of things to deal with," Sue said. "This move to the cloud is impacting Cisco. Companies used to buy Cisco are moving to the cloud. They need to consolidate leadership in the cloud." On the positive side, Sue said that "everything points to a greater opportunity to connect devices. Cisco must seize this opportunity because many competitors are addressing this market".Mark Sue Cisco has qualified 16 times since 2010, achieving a success rate of 77% the recommended action and a + 10.5% average return on the recommendation when measured over a horizon of one year and no reference point.
10. Brent Braceli Pacific Crest upgraded to a buy recommendation on May 11, setting a target price of $ 36. In June Pacific Crest praised Cisco's existing strategy, as evidenced by growth of 8-10% for four consecutive quarters. Bracelin wrote: "[It's] clear [that] Cisco plans to flatten the organization and advance at a faster pace internally with the aim of accelerating share gains in security, cloud and software [Although] security. in particular it stood out as an area where Cisco has the highest ambitions. "Brent Bracelin Cisco has qualified 12 times since 2010, achieving a success rate of 80% recommended action and a 8.8% average return on the recommendation of Cisco when measured over a horizon of one year and no reference point .
