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Apenas manchetes de alto sinal — eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
AI-driven orders, record revenue, and a sweeping restructuring put this networking giant’s next phase under scrutiny, today, May 14, 2026.
Six major Wall Street firms hiked their price targets on Cisco Systems (NASDAQ:CSCO) on May 14, following a blowout fiscal Q3 2026 report that sent shares surging roughly 19% after the close. The coordinated wave of revisions reflects a clear thesis shift: Cisco’s accelerating hyperscaler order book has decisively answered the long-running bear case that ... Six Firms Just Piled Into Cisco: Wall Street Rushes to Hike Price Targets After 20% Earnings Pop
CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.
MACOM Technology tops Q2 estimates as earnings jump 28% Y/Y and revenues climb 22.5%, backed by strong margins and upbeat Q3 outlook.
LOGI beats Q4 FY26 estimates as earnings jump 22% Y/Y and revenues rise 7%, driven by strength in gaming, video collaboration headsets and pointing devices.
Arista Networks (NYSE:ANET) reported fiscal first-quarter 2026 results for the period ended March 31, 2026, with management pointing to continued momentum in cloud, AI networking, and enterprise, while also flagging supply constraints and related cost pressures that could weigh on margins. Q1 reven
Moby summary of Arista Networks, Inc.'s Q1 2026 earnings call
Futures rose. President Trump "paused" his Hormuz opening effort. AI plays AMD, Astera Labs, Lumentum, Arista were earnings movers late.
With me on today's call are Jayshree Ullal, Arista Networks, Inc. Chairperson and Chief Executive Officer, and Chantelle Breithaupt, Arista's Chief Financial Officer. This afternoon, Arista Networks, Inc. issued a press release announcing its fiscal first quarter results for the period ending 03/31/2026. During the course of this conference call, Arista Networks, Inc. management will make forward-looking statements, including those relating to our financial outlook for the second quarter of the 2026 fiscal year, longer-term business model and financial outlooks for 2026 and beyond, our total addressable market and strategy by addressing these market opportunities, including AI, inventory management, lead times, and product innovation, which are subject to the risks and uncertainties that we discussed in detail in our documents filed with the SEC, specifically in our most recent Form 10-Q and Form 10-K, and which could cause actual results to differ materially from those anticipated by these statements.
Investing.com -- Arista Networks reported a 35% jump in first quarter revenue helped surging demand for AI networking equipment.
Arista stock fell amid first quarter earnings and revenue that topped estimates while guidance met expectations.
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.
TWLO beats Q1 2026 estimates with 20% revenue growth and strong earnings, while raising full-year guidance on improved growth and profitability outlook.
