High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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.
ROST, TEL, AVGO, GLW and ANET emerge as potential winners as markets battle intense volatility.
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.
Earnings season revs up the next few days as investors will hear from big companies including Advanced Micro Devices, CoreWeave, Pfizer and McDonald's. Data on the U.S. jobs market will also be watched closely, culminating in April nonfarm payroll numbers Friday.
The Zacks Internet software industry participants like ANET, ADP and RDDT are benefiting from high demand for AI-infused software as the need for hybrid work, learning and diagnosis software, as well as cybersecurity applications, increases.
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.
Cisco Systems Inc (NASDAQ: CSCO) is currently flashing a signal that usually makes value investors flinch: a 33x trailing earnings multiple, its highest in three years. Historically, Cisco finds its comfort zone closer to 21x, leading many to wonder if the stock has finally hit a valuation ceiling. While high-growth peers like Arista Networks (NYSE: ANET) and Palo Alto Networks (NASDAQ: PANW) frequently command even loftier premiums. Cisco has traditionally been valued as a more mature, lower-mu
Arista Networks Inc. (NYSE:ANET) was among the stocks on Jim Cramer’s radar on Mad Money as he discussed the upcoming earnings. It was one of the stocks Cramer mentioned during the episode, as he commented: Oh, you know what? Let me give you two more… I would buy Arista Networks… Two companies that help the […]
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.
Nvidia stock is looking to consistently trade above $200. Earnings from fellow chip and AI companies could help.
Nvidia stock is looking to consistently trade above $200. Earnings from fellow chip and AI companies could help.
Arista Networks’ modeled fair value has shifted from US$176.46 to US$180.33. This provides an updated reference point for how analysts are framing the stock today. That adjustment is rooted in fresh Street research around AI data center exposure, hyperscaler demand and Arista’s Ethernet based switching role in large scale training and inference clusters. Read on to see how to track this evolving narrative and what it could mean for your own view on the company. Analyst Price Targets don't...
The stock market rebounded late last week after a short pause. The S&P 500 and Nasdaq are at highs while Apple and Broadcom are in buy zones.
These AI winners surged in April, but upcoming earnings will decide if their rally has more room to run.
SNAP heads into Q1 earnings with a solid revenue growth outlook, but user softness, cost pressures and regulatory hurdles cloud the near-term picture.
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.
