Cisco Q2: Strong AI Infrastructure Order Growth
Portfolio Pulse from
Cisco reported strong AI infrastructure order growth, leading to a 9.4% revenue increase and 8% EPS growth. The company secured over $350 million in AI infrastructure orders and announced a $15 billion buyback authorization, supporting a 'Buy' rating with a $75 fair value.
February 16, 2025 | 5:30 am
News sentiment analysis
Sort by:
Ascending
POSITIVE IMPACT
Cisco's strong AI infrastructure order growth and robust product order growth have led to a 9.4% increase in revenue and an 8% rise in adjusted EPS. The company secured over $350 million in AI infrastructure orders and announced a $15 billion buyback authorization, supporting a 'Buy' rating with a $75 fair value.
The strong growth in AI infrastructure orders and overall product orders has positively impacted Cisco's revenue and EPS, justifying a 'Buy' rating. The significant share repurchase activities and new buyback authorization further enhance shareholder value, likely leading to a positive short-term impact on the stock price.
CONFIDENCE 95
IMPORTANCE 90
RELEVANCE 100