Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Based on the average brokerage recommendation (ABR), Arista Networks (ANET) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?
Arista Networks, Inc. (NYSE:ANET) posted $3.04 billion in total sales for Q2 2026, which represents a 37.7% year-over-year increase and beat Wall Street consensus estimates by $210 million. Non-GAAP earnings per share came in at $1.02, topping expectations by $0.13. The top-line expansion pulled the stock out of a mid-summer consolidation phase as hyperscalers accelerated […]
NOK's shares have slumped 28.7%, but AI infrastructure growth and stronger networking demand could offer a path to recovery.
Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.
Datadog's Q2 beat, raised 2026 outlook, strong cash flow and AI momentum support growth, though the stock trades at a premium valuation.
The mean of analysts' price targets for Arista Networks (ANET) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.
Adobe trades at a 10.7x forward P/E while Arista commands 47.8x, but their risk profiles and growth trajectories tell very different stories.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
ANET pairs strong AI networking growth with record financial performance, but its premium valuation leaves little room for execution missteps.
ANET has surged on booming AI networking demand, record results and expanding enterprise reach as growth momentum continues to drive investor confidence.
Oil-price fears ended a five-day market rally, spotlighting MU, ANET, AVGO, IT and AME stocks with ROE above their industries and solid earnings growth.
NYT's Q2 earnings beat estimates as digital subscriptions, higher ARPU and rising digital ads fueled revenue growth.
Here is how Arista Networks (ANET) and Ciena (CIEN) have performed compared to their sector so far this year.
Improving supply may unlock another leg of growth
Yahoo Finance Markets and Data Editor Jared Blikre examines the comeback seen across the semiconductor landscape over the past five trading days, while also analyzing which companies are emerging as leaders in the renewed AI rally.
Arista's revenue grew 38% as hyperscalers expanded the high-speed networks connecting increasingly powerful AI infrastructure.
Arista stock jumped as Q2 earnings and revenue handily beat estimates amid strong demand for AI cloud computing networking gear.
Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.
Investing.com -- Arista Networks, Inc. (NYSE: ANET) reported second quarter results that exceeded analyst expectations and provided third quarter guidance well above consensus, sending shares up 13%.
CDW heads into Q2 2026 earnings with expectations for high single-digit EPS growth, AI-driven demand and a strong backlog amid ongoing supply chain uncertainty.
One company just doubled its revenue; the other boasts a 39% net margin and robust free cash flow.
GDDY tops Q2 earnings and revenue estimates as growth across both segments, rising ARPU, and accelerating Airo adoption support results and guidance.
RDDT tops Q2 earnings and revenue estimates as ad demand, pricing and user growth fuel monetization, with Q3 guidance pointing to continued momentum.
ENTG heads into second-quarter earnings with AI-driven semiconductor demand, improving wafer fab spending and expectations for another earnings beat.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
