CSCO "Wait and See Story" for A.I.
Portfolio Pulse from
Cisco is considered a 'wait and see' story for AI, with potential upside in its earnings if guidance favors AI. Daniel Kern suggests that while Cisco is not an exciting growth story, there is a good chance for some upside in its earnings after hours.

November 13, 2024 | 3:30 pm
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Cisco is not seen as an exciting growth story, but there is potential for upside in its earnings if AI guidance is favorable.
Daniel Kern's analysis suggests that while Cisco is not currently a high-growth company, its earnings could benefit from favorable AI guidance. This indicates a potential positive impact on the stock price if the earnings report aligns with these expectations.
CONFIDENCE 90
IMPORTANCE 70
RELEVANCE 100