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Unity Software leads a list of software firms positioned for earnings season as AI, cloud adoption and recurring revenue trends support growth expectations.
T beats Q2 earnings estimates as fiber and wireless growth lifted profitability, customer additions and cash flow despite a revenue miss.
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500’s 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock […]
If you hold Arista Networks (ANET) stock, you've been rewarded for betting on the AI boom. The shares have climbed 51% over the past year and trade near their 52-week high, a testament to the company's central role in building the networks that power artificial intelligence. But with a price-to-sales multiple of 21.9 sitting at a 10-year peak, the stock is priced for near-flawless execution. That's precisely why it's worth focusing on what could go wrong. The biggest risks for Arista aren't hypo
The consulting giant is quietly using its balance sheet to buy its way into entirely new, product-led markets that could redefine its growth story.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
You could be forgiven for glancing at Cisco (CSCO)’s financials in early 2025 and promptly falling asleep. As of its fiscal third-quarter report for FY 2025 (July fiscal ending), trailing-twelve-month revenue had grown 0.5%. It was a picture of a mature tech titan, not a rocket ship.
Arista Networks (NYSE:ANET) has introduced an AI-driven zero trust Edge Threat Management platform for VeloCloud SD-WAN. The new solution targets branch office security by unifying multiple security tools into a single SD-WAN edge platform. The launch reflects Arista Networks' push beyond data center and AI infrastructure into the branch security segment. Arista Networks enters this product launch with its stock trading at $169.35 and a very large 5 year return of about 7x. The shares are...
Unity Software, HubSpot, Arista Networks and Block gear up for Q2 earnings, with AI and cloud growth supporting potential beats.
Here is how Ciena (CIEN) and Arista Networks (ANET) have performed compared to their sector so far this year.
Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.
CALX tops Q2 2026 revenue and earnings estimates as broadband demand, appliance adoption and cloud services growth lift sales and profit.
Instead of returning cash to shareholders, Arista has halted stock buybacks. The company is making a massive bet on future growth, amassing inventory obligations at an unprecedented rate. Purchase commitments have swelled to $8.9 billion, a clear signal that management is preparing for a demand wave.
Nokia heads into Q2 earnings with AI networking advances, customer wins, and a broad 5G portfolio, but competition and telecom spending remain key watchpoints.
Arista Networks (ANET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
IBM's Q2 Consulting revenues may rise year over year as AI, cloud and cybersecurity offerings support demand for technology consulting and transformation services.
IBM's Q2 Software revenues may rise as watsonx.ai adoption, cloud services and AI partnerships support growth across key markets.
Everyone already owns NVIDIA, Microsoft, and Alphabet, but the real AI infrastructure buildout is quietly funneling billions into a different layer of the stack. Three under-the-radar names are converting that spending into hard revenue growth right now.
BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...
QBTS raises its system sales outlook after record bookings and surging demand, with bigger deals and recurring revenue expected to support growth.
Networking, storage and connectivity lead its 2027 outlook
CSCO's 52% YTD surge is backed by rising AI orders, networking growth, security momentum and stronger earnings visibility.
Arista Networks, Inc. (NYSE:ANET) is one of the high-growth wide-moat stocks to buy. On June 9, Arista introduced its 7060XE7 Series, a new portfolio of 1.6-terabit networking platforms designed for rack-scale AI infrastructure. The systems expand the company’s Etherlink architecture for both scale-out and scale-up AI networks, addressing the higher bandwidth, power density, and thermal […]
Arista Networks recently reported record demand for its AI-focused networking gear, raising its full-year revenue forecast to about US$11.50 billion while cautioning that supply chain constraints could limit how quickly it converts orders into sales. The company’s push into high-performance AI infrastructure, including new 1.6-terabit platforms and multi-year component commitments, highlights how rising AI data center investment is reshaping its growth profile and operational risks. We’ll...
Arista Networks is poised to release its second-quarter results next month, and analysts project a double-digit earnings growth.
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