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Arista Networks (ANET) trades near $188, about where it stood before its August report raised its 2026 revenue outlook for the third time. The easy read is that the market has yet to price that forecast. It already did, once. The market paid for that forecast in August and has since handed most of that payment back, leaving you a claim on the next raise.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
Management put a stunning new number on its full-year earnings, and the market is buying the story. But the real question is whether this is a new era of growth or customers pulling forward tomorrow's demand into today.
AI infrastructure orders hit $4 billion in quarter, driving record fiscal year results.
Bank of America sees a stronger setup for Cisco after earnings, but one issue could determine whether the stock can deliver more upside.
Cisco’s latest quarter exceeded Wall Street’s revenue and adjusted profit expectations, but the market response was negative. Management attributed the strong sales to a surge in demand for AI-driven networking infrastructure, particularly from hyperscale cloud providers and enterprise customers, as well as robust product order momentum across geographies and segments. CEO Charles Robbins highlighted, “We delivered record revenue...with product revenue up 24% year-over-year,” citing broad-based
Dell Technologies stock could have more room to run—even after this year’s meteoric rise—as artificial intelligence hardware demand remains resilient. Wells Fargo analyst Aaron Rakers raised his price target on Dell to $545 from $505 on Friday, which implies a 10% increase from the stock’s last closing price of $494.51. Dell’s “server results and outlook present continued upside,” Rakers wrote in a research note.
Tech stocks look a touch lively in premarket trading.
Super Micro Computer stock continued its post-earnings rally Thursday while Cisco Systems —another hardware maker that has gotten an artificial-intelligence boost—fell hard. Super Micro stock surged 8% on Thursday to $40.63. Super Micro reported fiscal fourth-quarter financial results after the stock market closed Tuesday.
Two optics companies beat earnings estimates and watched their stocks crater while rivals selling into the exact same AI demand surge went flying in the opposite direction. The divergence comes down to something buried in the cash flow disclosures that most headlines missed.
Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
Cisco's fiscal 2026 closes with record $63.3 billion revenue, driven by AI infrastructure demand and a networking super cycle, with projections for continued strong growth in fiscal 2027.
Cisco Systems (NASDAQ:CSCO) reported record fourth-quarter and fiscal 2026 results, citing broad demand for networking, AI infrastructure, security and collaboration products. The company also issued fiscal 2027 guidance that calls for continued revenue and earnings growth as it pursues what Chief E
Networking technology giant Cisco (NASDAQ:CSCO) will be reporting earnings this Wednesday after market close. Here’s what to look for.
CoreWeave Inc (NASDAQ:CRWV) stock is trading higher Wednesday after the company beat Street estimates and shared a strong backlog. The stock is one of two highlighted by tech investor Dan Ives this week that could show the momentum trade in AI is still in its early innings. Dan Ives on AI Trade Dan Ives has moved on from being an analyst at Wedbush, but he’s just as bullish on the AI sector in his new role leading Yorkville Ives. With stock market indexes at record highs, Ives was recently asked
Cisco is set to post earnings after the closing bell Wednesday, with traders anticipating a move that could bring the stock back near its June highs.
Ahead of Cisco Systems, Inc‘s fourth-quarter earnings report on Wednesday, Aug. 12, investors may be eyeing potential gains from the company’s dividends. Currently, Cisco has an annual dividend yield of 1.38%, which is a quarterly dividend amount of 42 cents...
Cisco Faces a Major AI Test as Q4 Earnings Approach
Analysts have been raising price targets for Cisco Systems, set to report earnings this week. CSCO stock has been in a trading range. Shorting one-month out-of-the-money (OTM) puts and calls works.
This week is much more sedate on the earnings front after a busy few weeks, which could be a good or a bad thing depending on your approach. This week we have Cisco Systems, RocketLab, CoreWeave and Applied Materials as the main companies reporting.
Cisco is approaching Q4 earnings with solid AI momentum, rising networking demand, and expectations for another solid quarter.
Bank of America recommends purchasing select stocks, including Spotify, Ralph Lauren, RB Global, DoorDash, and Cisco Systems, ahead of their quarterly financial releases.
Wall Street keeps reaching for the dot-com playbook every time an AI stock surges, but Fox Business host Charles Payne thinks that reflex is costing investors something far more valuable than peace of mind.
VRNS tops Q2 earnings and revenue estimates as SaaS growth, AI security demand and a higher full-year outlook fuel confidence in its growth trajectory.
Cisco Systems is set to post its fourth-quarter results soon, and analysts predict a double-digit growth in the company’s bottom-line figure.
Cisco (CSCO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
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