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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.
Networking stocks are surging well beyond the broader tech sector, and no earnings report, contract award, or company announcement explains why Ciena, Arista, and Cisco are all moving together on the same Friday afternoon.
Cisco (CSCO) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Cisco Systems has more than doubled investors' money over the past five years, yet current valuation checks point to a stock that still screens as cheap relative to its estimated intrinsic value. Recent AI infrastructure announcements and security headlines add fresh context to a story that is increasingly about how much of Cisco's cash flow potential is already in the price. The stock has returned 116.9% over the past five years, which puts extra focus on whether recent gains already...
Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story from the broader AI networking boom.
Dell is scheduled to report second-quarter financial results after the stock market closes on Tuesday.
OKTA shares jump 28.63% after Q2 results beat estimates, as stronger bookings, enterprise demand and AI-agent security boosted its outlook.
The company’s stock soared more than 20% Thursday after it beat expectations in its fiscal second-quarter earnings.
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.
Cisco Systems (CSCO) is back in focus after management highlighted strong AI related orders, provided upbeat guidance for fiscal 2027 AI infrastructure revenue, and announced an expanded Secure AI Factory partnership with NVIDIA and Supermicro. See our latest analysis for Cisco Systems. Cisco Systems shares have eased in the short term, with the 1 month share price return down 3.45% and the 3 month share price return down 6.85%. However, the stock still shows strong momentum, highlighted by a...
Networking equipment provider Cisco Systems, Inc. (NASDAQ:CSCO)’s shares are up by more than 60% over the past year and by more than 40% year-to-date. With the AI buildout in full swing, the firm has benefited from the demand for its products from data centers. This was evident through Cisco Systems, Inc. (NASDAQ:CSCO)’s fiscal Q4 revenue […]
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.
CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
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
Cisco's post-earnings sell-off spotlights four ETFs offering exposure to its AI-driven growth while cushioning single-stock risks.
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 Systems Inc (NASDAQ:CSCO, XETRA:CIS) reported fiscal fourth-quarter revenue of $17.3 billion, up 18% year-over-year and above the $16.82 billion analyst estimate, as networking demand and artificial intelligence orders drove growth. Non-GAAP earnings per share came in at $1.22, up 23%...
Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
The networking company posted $17.25 billion in quarterly revenue and guided well above Wall Street expectations for the year ahead
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.
While the top- and bottom-line numbers for Cisco (CSCO) give a sense of how the business performed in the quarter ended July 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
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
Cisco (CSCO) delivered earnings and revenue surprises of +4.27% and +2.36%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?
AI stocks led the market Wednesday, fueled by Nebius, Lumentum, CoreWeave and Super Micro. Cisco and Coherent were earnings movers late.
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