News

AI's Q4 performance is likely to have benefited from enterprise, generative and agentic AI demand, but sales-execution issues may keep revenue growth under pressure.

Hewlett Packard tops Q2 estimates as networking demand surged, driving record backlog and a stronger fiscal 2026 outlook.

CIEN heads into Q2 earnings with Networking Platforms revenue expected to surge on Waveserver and RLS demand from hyperscalers and cloud builds.

Generac signed a deal to supply a major AI hyperscaler with backup generators. The stock is up about 100% in 2026.

Photronics' Q2 FY26 EPS and revenue miss estimates as IC revenues fall on delayed chip design releases; gross margin shrinks, and Q3 guidance remains cautious.

Ciena Corporation (NYSE:CIEN) was among the stocks Jim Cramer was focused on, as he discussed Mad Money’s latest game plan for the week. Cramer highlighted the stock’s performance during the episode, as he remarked: Thursday, we get results from Ciena. This has been, it’s a networking player. It’s come off a lot from its highs, […]

VIAV surges 430.7% in a year as AI data center demand, aerospace growth and Spirent assets boost revenue outlook and testing market reach.

GWRE reports Q3 FY26 on June 4. It guides $352M-$358M revenue as cloud insurance modernization and AI deals lift ARR and margins.

CIEN heads into Q2 results with a $1.5B revenue outlook, booming AI network demand and a record $7B backlog despite ongoing supply constraints.

Evaluate the expected performance of Ciena (CIEN) for the quarter ended April 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Earnings season is winding down, but we still have a couple of big name companies reporting. This week we have Broadcom, Crowdstrike, Palo Alto Networks, Medtronic and Ciena Corp all reporting.

June S&P 500 E-Mini futures (ESM26) are up +0.31%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.23% this morning as optimism surrounding artificial intelligence helped offset concerns about renewed U.S.-Iran tensions.

Ciena Corporation (NYSE:CIEN) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 26, 2026, BofA analyst Tal Liani raised the firm’s price target on Ciena Corporation (NYSE:CIEN) to $660 from $550 and maintained a Buy rating on the shares. Liani said Cisco’s (CSCO) recent fiscal Q3 results and commentary […]

The stock market opens June with a busy week of economic news, earnings reports and other events. Broadcom and Credo Technology report.

The stock market hit fresh highs on Iran deal hopes. Nvidia, Tesla lead five trillion-dollar titans near buy points.

MDB beats Q1 estimates as Atlas growth, customer expansion and stronger margins lift revenues and profitability.

Autodesk tops Q1 estimates as construction, manufacturing and AI-driven workflow demand fuel double-digit revenue growth.

GTLB heads into Q1 earnings with momentum in AI-driven DevSecOps, enterprise adoption and expanding SaaS offerings.

S beats Q1 earnings estimates with a 100% EPS surprise as ARR growth and a stronger FY2027 outlook drive momentum.

Broadcom stock is near highs ahead of earnings, along with other hot tech stocks like Credo Technology and fiber optic leader Ciena.

Dell Technologies' Q1 FY27 surge is fueled by $24.4B in AI orders, 88% revenue growth to $43.84B, and a raised FY27 outlook.

NTNX beats Q3 FY26 EPS and revenue estimates as ARR climbs 15%, contracts lengthen and FY26 guidance moves higher.

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

AI-driven tech gains are lifting markets in May as CIEN, LITE, TER, MCHP and TXN ride strong demand trends.

The updated analyst fair value estimate for Ciena has shifted from US$378.11 to US$452.12, signaling a reset in what some models suggest the stock could be worth. This change sits alongside research that highlights stronger expectations around optical networking demand tied to data center and AI infrastructure spending, while also reflecting debate over how much of that story is already in the price. As you read on, you will see how this evolving narrative is taking shape and what to watch...

American Superconductor (AMSC) delivered earnings and revenue surprises of +62.16% and +5.96%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Arista Networks Inc. (NYSE: ANET) has climbed 8.5% in just the last five trading days, which naturally gets momentum traders excited. A move like that in a high-growth tech stock tends to attract attention fast — especially in a market still obsessed with anything tied to AI infrastructure and cloud demand.

APPS tops Q4 estimates as revenues climb nearly 20% year over year and profitability improves sharply.

Box tops Q1 EPS and revenue estimates, boosts FY27 outlook and buybacks, yet shares slip as Suite and AI mix keeps rising.

Ooma (OOMA) delivered earnings and revenue surprises of +9.96% and +1.67%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?