[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  DonCorleone77 [@CorleoneDon77](/creator/twitter/CorleoneDon77) on x 5451 followers Created: 2025-07-14 18:37:47 UTC $CSCO Attached is page X of a 15-page Wells Fargo analyst report on CSCO issued yesterday entitled: "Wells-Hosted Tech Talk w/ EVP of Cisco Common Hardware Group, Martin Lund - A Positive Overview of Cisco Silicon One Strategy" Wells Fargo has a 'Overweight' rating on CSCO with a $XX price target. Wells Fargo's 'Call' regarding CSCO in the report includes the following: "On Friday (7/11) we hosted a Cisco Silicon One (S1) Tech Talk w/ EVP of Cisco Common Hardware Group, Martin Lund + VP, IR & Strategic Finance, Sami Badri. Positive overview; re-highlight our prior note / views on Cisco's S1 strategy + expansion. Initial Thoughts: Our Thought: While Broadcom's dominance as the leading merchant Ethernet switch silicon vendor certainly remains formidable, we continue to think the proliferation / execution of Cisco's Silicon One (S1) strategy is underappreciated. Mr. Lund highlighted that Cisco remains early in their overall S1 journey; consider full XXX% transition to S1 across broad portfolio / workloads over next 3-5 yrs (note: company recently introduces their first S1-based campus switches). Webscale 'Back-End' AI Momentum: Cisco reit. AI orders = back-end only Webscale AI product inclusion w/in reported orders are inclusive of Silicon One (switching + silicon) and Optics alongside deploys. Cisco expects orders-to-rev to tighten up w/ materializing / ramping rev thru 2HFY25. As a reminder, Cisco has announced wins at X of top-6 webscalers. Cisco new webscale-only back-end AI orders thru F3Q25 totaled ~$1.3B (vs initial +$1B FY25 target; XX / XX switch vs optics split in F3Q25). -- Target Price Valuation: $XXXXX from NC Our price target of $XX per share reflects a ~17x P/E multiple on our C2026 estimate (in-line with historical median). -- Risks to Our Price Target and Rating: - Downside risks include: Market share loses/competition, risks associated with product transitions, and supply chain constraints. Risks to the upside include greater-than-expected benefits from subscription renewals and multiple expansion from an increasingly software-driven narrative, as wel as web-scale share momentum." (Page X is not available here as X does not allow me to post pages from reports on this platform) XXX engagements  **Related Topics** [hardware](/topic/hardware) [$csco](/topic/$csco) [stocks technology](/topic/stocks-technology) [$wfc](/topic/$wfc) [stocks financial services](/topic/stocks-financial-services) [stocks banks](/topic/stocks-banks) [Post Link](https://x.com/CorleoneDon77/status/1944828688018690295)
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DonCorleone77 @CorleoneDon77 on x 5451 followers
Created: 2025-07-14 18:37:47 UTC
$CSCO
Attached is page X of a 15-page Wells Fargo analyst report on CSCO issued yesterday entitled:
"Wells-Hosted Tech Talk w/ EVP of Cisco Common Hardware Group, Martin Lund - A Positive Overview of Cisco Silicon One Strategy"
Wells Fargo has a 'Overweight' rating on CSCO with a $XX price target.
Wells Fargo's 'Call' regarding CSCO in the report includes the following:
"On Friday (7/11) we hosted a Cisco Silicon One (S1) Tech Talk w/ EVP of Cisco Common Hardware Group, Martin Lund + VP, IR & Strategic Finance, Sami Badri. Positive overview; re-highlight our prior note / views on Cisco's S1 strategy + expansion.
Initial Thoughts:
Our Thought:
While Broadcom's dominance as the leading merchant Ethernet switch silicon vendor certainly remains formidable, we continue to think the proliferation / execution of Cisco's Silicon One (S1) strategy is underappreciated. Mr. Lund highlighted that Cisco remains early in their overall S1 journey; consider full XXX% transition to S1 across broad portfolio / workloads over next 3-5 yrs (note: company recently introduces their first S1-based campus switches).
Webscale 'Back-End' AI Momentum:
Cisco reit. AI orders = back-end only Webscale AI product inclusion w/in reported orders are inclusive of Silicon One (switching + silicon) and Optics alongside deploys. Cisco expects orders-to-rev to tighten up w/ materializing / ramping rev thru 2HFY25. As a reminder, Cisco has announced wins at X of top-6 webscalers. Cisco new webscale-only back-end AI orders thru F3Q25 totaled ~$1.3B (vs initial +$1B FY25 target; XX / XX switch vs optics split in F3Q25).
-- Target Price Valuation: $XXXXX from NC
Our price target of $XX per share reflects a ~17x P/E multiple on our C2026 estimate (in-line with historical median).
-- Risks to Our Price Target and Rating:
- Downside risks include:
Market share loses/competition, risks associated with product transitions, and supply chain constraints. Risks to the upside include greater-than-expected benefits from subscription renewals and multiple expansion from an increasingly software-driven narrative, as wel as web-scale share momentum."
(Page X is not available here as X does not allow me to post pages from reports on this platform)
XXX engagements
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