<div id="readability-page-1"><p>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:</p><p>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.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

思科

CSCL

CSCS

<p>CFRA 對思科系統公司維持持有評級，將 12 個月目標價上調至 125 美元，基於強勁的 2027 財年每股收益（EPS）預期。2026 財年的每股收益預期上調至 4.28 美元，2027 財年上調至 4.71 美元。網絡產品訂單增長超過 50%，受益於包括人工智能基礎設施在內的多個行業的增長，超大規模雲服務商的訂單增長顯著。思科在第三季度獲得了五個新的設計勝利，擴展了其人工智能產品線</p>

研究警報：CFRA 維持對思科系統公司股票的持有評級