Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

The band the options market prices for the next ten months runs from just under the low this stock has set over the past year to a level far above today's price, and the volatility behind it is close to what the stock has actually been doing.

Arista Networks (ANET) is back in focus after reporting second quarter 2026 results on 4 August, highlighted by its first quarter above US$3b in revenue and updated guidance for the months ahead. See our latest analysis for Arista Networks. The strong second quarter has come alongside powerful momentum in Arista Networks’ stock, with the share price at US$191.52 after a 34.36% 90 day share price return and a very large 5 year total shareholder return of around 7x. This suggests investors are...

Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out.
EverQuote's Waniwani partnership expands its AI solutions for P&C insurers, targeting growing AI-driven insurance discovery, engagement and conversion.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Arista Networks (NYSE:ANET) posted its first $3 billion-plus quarter on August 4, and the market noticed immediately. Shares spiked as much as 12.8% the next day on August 5 before settling to a 4.7% gain by midday. Revenue reached $3.036 billion, up 37.7% from a year earlier and 12.1% above the first quarter, while non-GAAP […]
CIEN's AI-driven optical networking demand is fueling record revenue and a $7.7 billion backlog, but supply constraints and costs pose key risks.
SpaceX, Arista Networks and Boeing face contrasting catalysts, from AI and network demand to space, defense and execution risks.
Arista Networks has outperformed the broader market over the past year, and analysts remain highly bullish about the stock’s prospects.
Arista has posted eight straight quarters of revenue gains while Arm battled volatility and federal scrutiny.
Arista Networks stock has delivered a very large 5 year return, yet current valuation checks show a mixed picture with the intrinsic value estimate sitting close to the market price while market multiples lean more expensive. Arista Networks has returned roughly 7x over the past 5 years, which puts extra focus on whether today’s price still reflects a reasonable long term expectation. Heavy investor attention on Arista Networks as a key supplier to AI infrastructure can support higher growth...
SpaceX, Arista Networks and Boeing headline today's top stock reports, highlighting earnings, growth drivers and key risks shaping each outlook.
SpaceX, Arista Networks and Boeing headline today's top stock reports, highlighting earnings, growth drivers and key risks shaping each outlook.
Arista Networks (ANET) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Arista Networks unveils new AI networking platforms to expand Ethernet AI opportunities, but customer adoption and execution will determine how the rollout unfolds.
Arista Networks (NYSE: ANET) reported record Q2 revenue, reaching its first ever US$3b quarter, supported by rising AI infrastructure demand. The company raised its guidance alongside the results, pointing to continued traction across its networking portfolio. Arista launched new 1.6 Tbps AI fabric platforms aimed at high performance data center workloads. The company was recognized as a Leader in Gartner’s 2026 Magic Quadrant for Enterprise Wired and Wireless LAN, marking progress beyond...
Revenue rose 37.7% to $3.04 billion as gross margin fell to 63.4% from 65.6%
The company defied the popular narrative of an AI-related spending slowdown.
ANET tops Q2 estimates as AI, cloud and enterprise networking demand fuel 37.7% revenue growth, with Q3 revenues projected at about $3.3 billion.
Arista lifts its 2026 revenue outlook to $12.6B for a third time as supply gains unlock shipments across AI, data center, campus and routing.
AI networking demand keeps accelerating. But how much of it is already in the stock's price?
Wall Street futures pointed moderately higher pre-bell Wednesday on media reports of possible 60-day
FEATURE Stock futures were rising on Wednesday, putting both the and the on track to notch record highs. SpaceX slumped 11% in premarket trading after the rockets, telecom, and AI company beat analysts’ second-quarter earnings target but reported higher capital expenditure than Wall Street was expecting.
