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Zacks News
Cisco's AI-Push Aids Networking Revenue: Is There More Upside Ahead?
by Aniruddha Ganguly
CSCO's AI push lifts Q1 FY26 networking revenue 15% to $7.77B, with hyperscaler AI orders surging and a $3B FY26 target in sight.
SMCI's Rack-Scale AI Strategy: Is it the Next Growth Engine?
by Zacks Equity Research
Super Micro Computer is scaling rack-scale AI to 6,000 racks a month, betting rising demand offsets near-term margin pressure from custom platform upgrades.
Can AI Data Center Partnership With Fortinet Lift Arista's Shares?
by Zacks Equity Research
ANET teams up with Fortinet to deliver a secure, high-speed AI data center solution, boosting scalable, zero-trust AI infrastructure.
Hewlett Packard Enterprise (HPE) International Revenue in Focus: Trends and Expectations
by Zacks Equity Research
Explore Hewlett Packard Enterprise's (HPE) international revenue trends and how these numbers impact Wall Street's forecasts and what's ahead for the stock.
AI GPU Platforms Drive 75% of SMCI's Revenues: More Upside Ahead?
by Subham Roy
Super Micro Computer's AI GPU platforms drive more than 75% of Q1 FY26 revenues as new NVIDIA Blackwell liquid-cooled systems ramp for volume shipments.
Will ANET's Growing Prowess in AI Networking Continue to Drive Growth?
by Zacks Equity Research
Arista's AI networking push, from 800G shifts to broad ecosystem partnerships, gains momentum with rising demand and reaffirmed AI revenue targets.
Cisco Trades Near 52-Week High: Buy, Sell or Hold the Stock in 2026?
by Aniruddha Ganguly
CSCO rides a 33.8% surge with booming AI demand, but high valuation and macro risks may limit upside in 2026.
SMCI Declines 9% in a Year: Should You Hold or Fold the Stock?
by Subham Roy
Super Micro Computer's shares slide as expansion strains margins and cash flow, even as AI server demand and new platforms fuel long-term growth ambitions.
Arista Scales Up Campus Wireless With VESPA Tech: Stock to Aid?
by Zacks Equity Research
ANET unveils VESPA to boost campus Wi-Fi with seamless roaming, massive scale support, and upgraded AI-driven AVA for smarter network operations.
Are You a Value Investor? This 1 Stock Could Be the Perfect Pick
by Zacks Equity Research
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.