News

QRVO tops Q1 earnings and revenue estimates despite lower smartphone-related sales, as strong growth in High-Performance Analog and disciplined cost management lift margins.

LUMN heads into Q2 earnings with AI-driven PCF and NaaS momentum, while legacy declines and heavy debt remain key concerns.

ANET heads into Q2 earnings with strong AI networking momentum, rising estimates and a likely beat, though its premium valuation raises the stakes.

Figma, Inc. (FIG) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Beneath the surface of its recent run, the market is pricing a notably wide range of outcomes for the networking giant, a risk you carry whether you trade options or not.

The networking giant's shares carry a premium, but a look two years into the future reveals a valuation that is far more ordinary.

AMD trades at a steeper valuation despite slower profit margins, while Arista's high customer concentration adds risk to its premium profitability.

Arista Networks (ANET) is back in focus after fresh analyst optimism around its earnings outlook, driven by positive estimate revisions, a favorable Zacks Rank and an upcoming quarterly report expected in early August. See our latest analysis for Arista Networks. At a latest share price of US$170.76, Arista Networks has delivered a 30-day share price return of 8.35% and a year to date share price return of 27.81%. Its 1-year total shareholder return of 45.27% and very large 5-year total...

Arista Networks (ANET) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SANM tops fiscal Q3 earnings and revenue estimates as AI demand, cloud momentum and strong execution fuel growth and prompt higher full-year guidance.

Celestica tops Q2 estimates as booming cloud connectivity demand fuels record margins, prompting Celestica to lift its 2026 outlook and project faster growth in 2027.

GLW beats Q2 estimates as AI-driven optical demand and surging solar sales lifted revenues, margins and cash flow.

The networking giant's shares carry a premium price tag, but a look at future earnings reveals a different story about what investors are actually paying for growth.

Cisco has outrun the market for years, yet what decides its place in your portfolio is how much of that return is genuinely its own.

The average brokerage recommendation (ABR) for Arista Networks (ANET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

In the closing of the recent trading day, Arista Networks (ANET) stood at $173.99, denoting a -1.48% move from the preceding trading day.

Nokia is balancing telecom headwinds with fast-growing AI networking, cloud infrastructure and enterprise demand as investors weigh its long-term growth potential.

VZ beat Q2 earnings estimates on record margins, stronger subscriber growth and higher cash flow, prompting Verizon to raise its 2026 earnings outlook again.

ROST, ANET, AVGO, HST and AME pair strong cash flow with high ROE as oil-fueled volatility rattles markets.

INTC tops earnings and revenue estimates in second-quarter 2026 as Xeon server CPUs, AI PCs and Intel 18A output fuel 25% revenue growth.

AI-driven enterprise spending is creating growth opportunities for ANET, U, HUBS and IOT as companies expand intelligent software and cloud capabilities.

The networking giant is standing out in a weak market, but what it really offers your portfolio is a powerful, and volatile, dose of something new.

Arista Networks has delivered a very large 5 year return while current valuation checks send a mixed message, with the Discounted Cash Flow (DCF) intrinsic value estimate sitting close to the share price but traditional multiples pointing to a premium. Over 5 years, Arista Networks has returned about 7x an initial investment, which puts extra attention on whether today’s price still leaves room for attractive future returns. Recent launches such as the AI driven zero trust branch platform...

AI adoption is driving growth opportunities for ANET, U, HUBS, and IOT as each expands AI capabilities and enterprise offerings.

NOK's Q2 earnings beat profit estimates as AI & Cloud demand lift Network Infrastructure growth, even as revenues miss expectations.

T-Mobile tops Q2 earnings and revenue estimates as service revenue growth, higher postpaid ARPA and solid customer additions fueled stronger cash flow and outlook.

IBM's Q2 earnings met estimates, but delayed software deals and weaker mainframe sales drove a revenue miss and lower 2026 growth guidance.

The data center hardware specialist climbed to new heights to kick off the year. It's just getting started.

Arista Networks adds AI-driven ETM to VeloCloud SD-WAN, combining zero trust security and networking on one platform to simplify branch deployments.

Here, we pick four Internet stocks - XYZ, U, AMZN and ANET - that are likely to pull off a beat this earnings season.