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GEN heads into fiscal first-quarter earnings with AI-driven cyber safety demand supporting growth despite macroeconomic and consumer spending risks.
TTD enters Q2 earnings with CTV, retail media, international and AI momentum offset by macro pressure, rising costs and fierce competition.
LASR heads into second-quarter earnings with strong defense laser demand supporting growth despite near-term margin pressure from its business exit.
It is another big week on the earnings front with a lots of big name companies reporting. This week could make or break the market. This week we have SpaceX, Advanced Micro Devices, Palantir Technologies, Sandisk, Uber Technologies, McDonald’s, Caterpillar, Merck & Company, Disney, Shopify and Arista Networks all reporting in what shapes as a busy and pivotal week for stocks.
Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.
Cisco has quietly transformed from a slow-growth networking dinosaur into one of 2026's biggest mega-cap winners, but the real question is whether the catalyst behind this rally signals a durable shift or a setup ripe for disappointment.
PLTR's second-quarter revenues are expected to jump 80% as AI-driven demand lifts its government and commercial businesses.
Arista Networks recently reported a strong first quarter of fiscal 2026 and raised its full-year revenue guidance, while preparing to release its second-quarter results on August 4, supported by growing demand for AI-focused data center networking solutions and new platforms such as the 7060XE7 Series. Institutional buying interest and Arista’s expanding role as an AI infrastructure supplier suggest that investors are closely watching how its AI-centric products and partnerships translate...
Unusual Machines heads into Q2 results with surging revenue expectations as defense demand, new capacity and strategic investments shape the outlook.
FRSH heads into Q2 earnings with estimated revenue growth of 14.1%, backed by EX momentum and cost discipline as CX growth stays muted
SATL heads into Q2 earnings with revenue seen more than doubling as defense deals, recurring imagery sales and cash-flow risks shape the outlook.
BR heads into fiscal Q4 results with growth expected from recurring revenues, AI investment and digital demand.
Networking firm Arista Networks, Inc. (ANET) gains 3,330% since 2015’s first institutional outlier inflow.
KLIC heads into Q3 earnings with expected revenue growth as AI packaging demand, TCB adoption and automotive strength support results despite margin risks.
GlobalFoundries heads into Q2 results with expected revenue growth fueled by AI infrastructure and data centers, but can it offset weaker smartphone demand?
HUBS heads into Q2 2026 results with AI adoption, enterprise demand and pricing initiatives expected to drive revenue growth and strengthen recurring subscriptions.
Ichor Holdings heads into second-quarter earnings with strong AI-driven semiconductor demand and manufacturing expansion supporting growth.
It's not just chips. Wednesday's tech selloff is hitting many of the companies key to the physical artificial-intelligence build-out, from equipment makers to heating-and-cooling companies to specialty contractors.
LSCC heads into Q2 2026 earnings with expectations for higher revenues and EPS as demand for low-power FPGAs, AI servers and industrial markets supports growth.
BAND tops Q2 estimates as AI-driven communications demand, enterprise wins and higher guidance signal accelerating platform growth.
SNAP heads into Q2 earnings with ad growth and AI tools in focus as geopolitical, restructuring and hardware pressures test results.
MSI's Q2 revenues are expected to rise as mission-critical technology demand and new AI tools support both business segments.
LUMN heads into Q2 earnings with AI-driven PCF and NaaS momentum, while legacy declines and heavy debt remain key concerns.
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...
