We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Uniquement les titres à fort signal — événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.
Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop
CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.
NYT tops Q1 2026 estimates as digital ads surge 31.6% and 310K net digital-only subs help lift revenues 12% to $712.2M.
MACOM Technology tops Q2 estimates as earnings jump 28% Y/Y and revenues climb 22.5%, backed by strong margins and upbeat Q3 outlook.
PAYC tops Q1 estimates as revenues climb 7.8% Y/Y, margins expand, and the company reaffirms its 2026 outlook.
LOGI beats Q4 FY26 estimates as earnings jump 22% Y/Y and revenues rise 7%, driven by strength in gaming, video collaboration headsets and pointing devices.
ANET posts Q1 surge as AI-driven demand lifts revenues 35% and beats estimates, with strong growth across cloud, enterprise and services.
Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven
Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.
Investing.com -- Arista Networks reported a 35% jump in first quarter revenue helped surging demand for AI networking equipment.
Arista Networks (ANET) delivered earnings and revenue surprises of +7.74% and +3.48%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?
Arista stock fell amid first quarter earnings and revenue that topped estimates while guidance met expectations.
It's something special to have a perfect earnings surprise track record for five years.
Stocks were back near their highest levels on record after Wall Street turned its attention away from Iran and back to earnings season. The Dow rose 305 points, or 0.6%. The S&P 500 was up 0.7%. The Nasdaq was up 0.
Taboola.com heads into Q1 earnings with Realize-driven growth, rising revenue expectations and strong momentum, but FX headwinds and higher costs cloud the outlook.
DASH Q1 performance is likely to have benefited from strong order growth and rising GOV, but mounting competition and costs may weigh on results.
SWKS will report fiscal Q2 results on May 5, with revenue guidance between $875M and 925M. Non-GAAP EPS expected to be $1.40 at the midpoint.
NVTS heads into Q1 earnings with a steep revenue decline expected, as AI-driven GaN and SiC demand competes with pressure from its mobile market exit.
FTNT heads into Q1 earnings with steady growth forecasts, strong SASE momentum and macro risks that can temper upside.
PAYC to report Q1 results on May 6, with EPS seen up 4.6% and revenues up 7% as AI tools like IWant collide with macro headwinds.
MSI reports Q1 May 7; StreamCaster MINI 5200 and AI Assist Suites could help drive revenue growth across both segments.
