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Zacks News
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
by Supriyo Bose
ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.
Should QCOM Stock Be Part of Your Portfolio Post Robust Q4 Earnings?
by Supriyo Bose
QCOM's Q4 earnings beat estimates as record automotive revenues and strong Snapdragon demand fuel growth, but China tensions and high R&D costs weigh.
NCR Voyix (VYX) Beats Q3 Earnings and Revenue Estimates
by Zacks Equity Research
NCR Voyix (VYX) delivered earnings and revenue surprises of +40.91% and +2.32%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?
Vertiv Soars 29% in Three Months: Should Investors Buy VRT Stock?
by Nilanshi Mukherjee
VRT benefits from strategic acquisitions, AI-driven solutions, and an expanding partnership with NVIDIA.
QCOM Stock Before Q4 Earnings Release: Smart Buy or Risky Move?
by Supriyo Bose
QCOM readies its Q4 earnings with steady estimates, new AI chip launches and 5G momentum, but faces fierce competition and market headwinds.
ANET Rides on Strong Operating Margin Expansion: Will it Persist?
by Aritra Chatterjee
ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.
Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?
by Supriyo Bose
ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.
HPE's ARR Grows 40% Organically: Is the Growth Thesis Strengthening?
by Subham Roy
Hewlett Packard Enterprise's surging ARR, fueled by private cloud AI and GreenLake growth, underscores a strengthening hybrid cloud strategy.
Microsoft Before Q1 Earnings: Should Investors Buy the Stock?
by Vasundhara Sawalka
MSFT's Q1 FY2026 results are expected to reflect strong Azure growth and AI momentum. Robust cloud demand, Copilot adoption support buy rating despite premium valuation.
SMCI Expands its Server Portfolio: Is it the New Growth Catalyst?
by Subham Roy
Super Micro Computer's new 6U 20-Node MicroBlade server with AMD tech boosts its AI, cloud, and HPC edge, driving robust growth and stronger market positioning.