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Institutional investors were eager buyers of stocks in companies whose fate hinges on the rollout and adoption of artificial intelligence during the first quarter of 2026, ‌according to a Reuters overview of filings by nearly 6,000 hedge funds, pension funds, college endowments and ‌other asset managers with the U.S. Securities and Exchange Commission. These quarterly 13-F filings, which provide insight into how some major investors reacted to emerging opportunities ​and new sources of risk or anxiety during the three-month period, show that more than 4,000 of them added to their existing holdings or initiated new positions in a group of nine companies that are big players in the AI infrastructure arena, including Oracle, Arista Networks and Vertiv.

Cisco Systems (NASDAQ:CSCO) just earned a strong endorsement from HSBC, which upgraded the networking giant to Buy from Hold and lifted its price target to $137 from $77. The trigger is straightforward: management’s AI infrastructure order book is accelerating, and Cisco now expects fiscal 2027 AI revenue of at least $6 billion. For prudent investors, ... HSBC Just Upgraded Cisco to Buy: $6 Billion AI Revenue Goal Resets the Growth Debate

Cisco upgraded, Doximity downgraded: Wall Street's top analyst calls

Investing.com -- Raymond James upgraded Arista Networks to Outperform with a price target of $164 per share in a note on Friday, citing improving growth prospects in 2027 and beyond as the networking company expands into new AI applications and gains market share in both the AI back-end and enterprise campus segments.

Pre-Market Stock Futures: Futures are trading sharply lower as we get set to end one of the most exciting weeks on Wall Street in 25 years. Positive meetings in China with President Trump, who brought his CEO contingent and Elon Musk, and President Xi, massive upside earnings and forward guidance from an OG tech and ... Here Are Friday’s Top Wall Street Analyst Research Calls: Arista Networks, BWX Technologies, Cisco Systems, Danaher, Doximity, Estee Lauder, Illumina, Texas Roadhouse, Workday, a

AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.

In early May 2026, Arista Networks reported first-quarter revenue of US$2,709 million and net income of US$1,022.9 million, while guiding second-quarter 2026 revenue to approximately US$2.8 billion amid ongoing supply chain constraints and margin pressure. At the same time, Arista highlighted accelerating AI-driven demand and new AI-focused networking products such as its XPO high-density optics and 7800 universal AI spine, reinforcing its role at the core of next-generation data center...

With an upside potential of 29.8%, Arista Networks, Inc. (NYSE:ANET) remains a bullish pick among analysts. The stock, therefore, earns its place on our list of the best agentic AI stocks to buy right now. Arista Networks, Inc. (NYSE:ANET) continues to draw investor attention amid strong underlying demand, which Founding CEO and Chairperson Jayshree Ullal […]

Cisco Systems (NASDAQ: CSCO) shares surged as much as 17% in post-market trading following the Q3 2026 release, though the rally was not merely a reaction to the headline numbers. While revenue hit $15.84 billion, surpassing the $15.56 billion consensus, and non-GAAP EPS of $1.06 cleared expectations, the real catalyst was a massive upward revision in the company's full-year outlook. By raising fiscal 2026 revenue guidance to a range of $62.8 billion to $63.0 billion, Cisco signaled that a speci

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

JBL's AI data center exposure, AI/ML process upgrades and lower valuation make it a stronger AI-driven tech stock compared with ANET.

HPE has exposure to both networking and servers, two persistent themes in the artificial-intelligence trade.

CIEN is riding AI-driven demand and cloud adoption as hyperscalers boost optical network spending and Ciena expands its market share.

Shares of Cisco Systems (NASDAQ:CSCO) are up roughly 17% in early Thursday trading, putting the stock near $119 after a close of $101.87 on May 13. The jump follows a fiscal third-quarter report that decisively reframed the AI networking competitive narrative. The move makes Cisco the clear single-day leader in networking infrastructure. By comparison, Hewlett ... Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?

(Bloomberg) -- Cisco Systems Inc. gained as much as 19% in late trading after the company delivered a better-than-anticipated sales forecast and announced plans to cut thousands of jobs, an attempt to focus on the fast-growing AI market.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in

Cisco Systems (NasdaqGS:CSCO) has joined a new multi source agreement to set open standards for expanded beam optical connectivity in AI data centers. The alliance includes Meta, AMD, Arista Networks, Oracle, and others focused on interoperable connector technology for AI infrastructure. The group aims to reduce deployment hurdles and improve reliability in rapidly scaling AI data center networks. Cisco Systems enters this standards effort with a recent share price of $99.29 and strong...

For years, Nokia stock was dismissed as a legacy hardware player trapped in a low-margin 5G cycle. But in early 2026, the narrative has fundamentally shifted. While the market remained fixated on software giants, Nokia quietly engineered a structural breakout into the $11 to $13 range, fueled by an "AI super-cycle" that is rapidly transforming the telecommunications sector.

Cisco Systems, Inc. (NASDAQ:CSCO) was among Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher. Cramer had a mixed view on the stock, as he commented: Now, Cisco reports this night, and I gotta tell you, its stock’s galloping like 1999. Cisco’s just […]

Arista Networks, Inc. (NYSE:ANET) is one of the best AI enabler stocks to buy now. Arista Networks, Inc. (NYSE:ANET) fits the AI-enabler theme because large AI clusters need more than accelerators. They also need high-speed, low-latency networks that can move data across thousands of GPUs without turning the data center into a very expensive traffic […]

Arista Networks (NYSE:ANET) has joined a new industry standards group focused on next generation expanded beam optical (EBO) connectivity for AI infrastructure. The company is participating in a multi source agreement (MSA) aimed at creating open, interoperable specifications for high performance optical interconnects. Arista Networks, best known for its data center networking platforms and software, is aligning with other technology companies to shape how AI data centers move data at very...

Arista Networks Inc. (NYSE: ANET) is currently priced for a future that leaves no room for error. While the company has undeniably outpaced legacy rivals, its current 47x trailing earnings multiple suggests the AI rally may have finally outrun its fundamental support. Historically, Arista has found its valuation comfort zone closer to 38x; today’s significant premium assumes several years of uninterrupted AI tailwinds while ignoring the cyclical gravity that eventually pulls on all hardware vend

Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

As Arista Networks has exceeded the SPX over the past year, Wall Street analysts remain bullish about the stock’s prospects.

CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.

Arista Networks Inc (NYSE:ANET) is one of the 12 AI Stocks Wall Street Is Watching Now. The key takeaway for Arista Networks recently is “continue to accumulate here.” Piper Sandler sees AI-driven demand for the stock and that too, despite having near-term concerns centered on growth and increased de-commitments. On May 6, analyst James Fish […]

CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.

Arista Networks Inc. (NYSE: ANET) is currently flashing a signal that often makes momentum investors pause: a 49x trailing earnings multiple, its highest in several years. Historically, Arista finds its comfort zone closer to 38x, leading many to wonder if the stock has finally reached a valuation peak. While industry veterans like Cisco Systems Inc (NASDAQ: CSCO) trade at much lower multiples, Arista has traditionally commanded a premium as the high-velocity challenger in the data center.