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Guidance Cut Buries Cisco Stock

Cisco attributed global economic uncertainty to the forecast cut

Managing Editor
Feb 13, 2020 at 10:13 AM
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The worst Dow stock so far this morning is Cisco Systems, Inc. (NASDAQ:CSCO), down 5.4% to trade at $47.25. While the tech giant reported second quarter earnings and revenue that topped analyst forecasts, the company warned of a larger-than-expected third quarter revenue drop of 1.5% to 3.5%. Cisco attributed the surprise drop to global economic uncertainties that will slow tech investments.

Analysts have begun to weigh in. Three brokerages have cut their price targets, the lowest coming from Credit Suisse to $45 from $46. However, Instinet and Cowen both raised their price targets to $47 and $60, respectively. More broadly, analysts hold a bullish tilt toward the equity, with 14 out of 20 in coverage rating it a "buy" or better, coming into today. 

Just yesterday, Cisco stock had closed atop its 320-day moving average for the first time since late September. Now, the shares have given this trendline back, as well as their 12-month breakeven level. And if you're looking for additional explanation behind today's pullback, look no further than CSCO's 14-Day Relative Strength Index (RSI). It closed yesterday at 63, on the cusp of overbought territory -- indicating today's dip may have already been in the cards.

What's interesting to note is CSCO has been more volatile than expected during the past 12 months. This is based on its Schaeffer's Volatility Scorecard (SVS) of 87 (out of 100.)

 

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