---
title: "研究警报：CFRA 维持对思科系统公司股票的持有评级"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286459468.md"
description: "CFRA 对思科系统公司维持持有评级，将 12 个月目标价上调至 125 美元，基于强劲的 2027 财年每股收益（EPS）预期。2026 财年的每股收益预期上调至 4.28 美元，2027 财年上调至 4.71 美元。网络产品订单增长超过 50%，受益于包括人工智能基础设施在内的多个行业的增长，超大规模云服务商的订单增长显著。思科在第三季度获得了五个新的设计胜利，扩展了其人工智能产品线"
datetime: "2026-05-14T19:40:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286459468.md)
  - [en](https://longbridge.com/en/news/286459468.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286459468.md)
---

# 研究警报：CFRA 维持对思科系统公司股票的持有评级

03:40 PM EDT, 05/14/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target price by $40 to $125, based on 26.5x our FY 27 (Jul.) EPS estimate, a premium to its one-year forward average P/E of 18.0x, reflecting recent strong results. We increase our FY 26 EPS estimate by $0.16 to $4.28 and FY 27's by $0.28 to $4.71. Networking product orders accelerated, with more than 50% growth, due to considerable gains in areas such as service provider routing, compute, data center switching, campus switching, wireless, enterprise routing, and industrial IoT products. The AI infrastructure business showed substantial order growth, particularly from hyperscalers, with YTD totals already exceeding previous expectations and a revised outlook for further increases. CSCO secured five new design wins with hyperscalers in the third quarter, including wins for both optics and systems, marking expansion in its AI infrastructure offerings.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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