Os resultados trimestrais da Cisco Systems podem não renovar o minguante caso de amor de Wall Street pela fabricante de equipamentos de rede, mas, para investidores que buscam um relacionamento estável e previsível, a companhia não deve decepcionar.
"O quarto trimestre é tipicamente o mais forte da Cisco, mas deve apenas ficar estável na comparação anual", disse Tim Long, analista da BMO Capital Markets, em nota a clientes. "A Cisco tem operado muito melhor no final do período e está fazendo um sólido trabalho de gerenciar o que está sob seu controle."
Analistas, em média, esperam lucro por ação de 0,45 dólar e receita de 11,61 bilhões de dólares quando a Cisco divulgar seus resultados do quarto trimestre fiscal na quarta-feira.
A empresa, fundada em 1984, tem cumprido suas promessas desde que lançou um grande programa de reestruturação há pouco mais de um ano, incluindo cortes de empregos e economia de custos para tornar a empresa mais enxuta e eficiente.
A companhia sediada na Califórnia surpreendeu investidores há três meses, quando o presidente-executivo, John Chambers, alertou que as condições macroeconômicas na Europa poderiam afetar os gastos com tecnologia.
Alguns analistas disseram à época que os gastos com tecnologia podem voltar a crescer na segunda metade do ano, como aconteceu em 2011.
Quanto à previsão para o ano fiscal de 2013, a Cisco deve permanecer cautelosa sobre a Europa e gastos do governo federal, o que deve constar nas expectativas e no preço da ação, segundo analistas.
As ações da Cisco ganharam quase 26 por cento nos últimos 12 meses, mas apresentam desvalorização de 2,1 por cento este ano até agora, após fecharem a sexta-feira a 17,47 dólares.
The quarterly results from Cisco Systems can not renew the waning love affair of Wall Street by the manufacturer of networking equipment, but for investors seeking a stable and predictable, the company should not disappoint.
"The fourth quarter is typically the strongest of Cisco, but should only be stable on the year," said Tim Long, an analyst at BMO Capital Markets in a note to clients. "Cisco has worked much better at the end of the period and is doing a solid job of managing what is under your control."
Analysts on average expect earnings per share of $ 0.45 on revenue of 11.61 billion dollars when Cisco disseminate its results for the fourth fiscal quarter on Wednesday.
The company, founded in 1984, has fulfilled its promises since it launched a major restructuring program for just over a year, including job cuts and cost savings to make the company leaner and more efficient.
The California-based company surprised investors three months ago when chief executive John Chambers warned that the macroeconomic conditions in Europe could affect technology spending.
Some analysts said at the time that technology spending may grow again in the second half of the year, as happened in 2011.
As the forecast for fiscal 2013, Cisco must remain cautious about Europe and expenditures of the federal government, which shall appear on the expectations and the stock price, analysts said.
Cisco's shares have gained nearly 26 percent over the past 12 months, but have depreciated 2.1 percent so far this year, after the close Friday at $ 17.47.
"The fourth quarter is typically the strongest of Cisco, but should only be stable on the year," said Tim Long, an analyst at BMO Capital Markets in a note to clients. "Cisco has worked much better at the end of the period and is doing a solid job of managing what is under your control."
Analysts on average expect earnings per share of $ 0.45 on revenue of 11.61 billion dollars when Cisco disseminate its results for the fourth fiscal quarter on Wednesday.
The company, founded in 1984, has fulfilled its promises since it launched a major restructuring program for just over a year, including job cuts and cost savings to make the company leaner and more efficient.
The California-based company surprised investors three months ago when chief executive John Chambers warned that the macroeconomic conditions in Europe could affect technology spending.
Some analysts said at the time that technology spending may grow again in the second half of the year, as happened in 2011.
As the forecast for fiscal 2013, Cisco must remain cautious about Europe and expenditures of the federal government, which shall appear on the expectations and the stock price, analysts said.
Cisco's shares have gained nearly 26 percent over the past 12 months, but have depreciated 2.1 percent so far this year, after the close Friday at $ 17.47.
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