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Cisco Beats Q1 On Strong AI Demand, Execution; Analysts Raise Price Targets
Thursday, November 13, 2025 - 12:42pm | 673Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) climbed in early trading on Wednesday, after it reported upbeat fiscal first-quarter results. Here are some key analyst takeaways: Rosenblatt Securities analyst Mike Genovese reaffirmed a Buy rating, while raising the price target from $87 to $100....
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Why Qualcomm May Be 'The Least Expensive' AI Stock As Datacenter Hopes Rise
Monday, November 10, 2025 - 12:35pm | 389Read More...Meetings with Qualcomm Inc's (NASDAQ:QCOM) CFO Akash Palkhiwala and people from the Investor Relations team indicated that the company's datacenter strategy is focused on solving challenges related to power and memory and that datacenter revenues from NPUs (neural processing units) and CPUs (...
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Apple Q4 Preview: iPhone 17 Fuels Earnings Optimism As Stock Hits All-Time Highs
Tuesday, October 28, 2025 - 4:26pm | 998Read More...Technology giant Apple Inc (NASDAQ:AAPL) will share initial demand and revenue figures for the iPhone 17 when the company reports fourth-quarter financial results Thursday after market close. Here are the earnings estimates, what experts are saying ahead of earnings and key items to watch. Earnings...
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HPE's Networking Weakness Overshadows AI Growth As 2026 Outlook Disappoints
Monday, October 27, 2025 - 10:30am | 437Read More...Tech companies are increasingly under pressure to balance growth expectations with realistic earnings forecasts as market conditions evolve. While Hewlett Packard Enterprise Co's (NYSE:HPE) TAM (total addressable market) outlook for the next three years highlights mid-teens underlying growth, the...
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HP's PC Boom Is Over — One Analyst Warns A Hangover Is Coming
Wednesday, October 22, 2025 - 12:46pm | 506Read More...HP Inc (NYSE:HPQ) faces a tougher outlook as the strong sales boost from the Windows 10 replacement cycle comes to an end, creating difficult growth comparisons for the year ahead. • HPQ stock is showing notable weakness. Get the market research here. A combination of slowing PC demand, a...
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Apple iPhone 17 Demand 'Tracking Modestly Ahead Of iPhone 16': Here's Which Model Is Winning
Monday, September 15, 2025 - 11:41am | 473Read More...An Apple Inc (NASDAQ:AAPL) analyst tracking iPhone 17 lead times shows the new smartphone is outperforming its predecessor. The Apple Analyst: JPMorgan analyst Samik Chatterjee maintained an Overweight rating on Apple with a $255 price target. Read Also: Apple Stock To Get Boost From ‘Awe...
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Apple Gets 'Home Run Ruling' In Google Antitrust Case: Analyst Says 'Monster Win' For Both Mag 7 Stocks
Wednesday, September 3, 2025 - 11:21am | 586Read More...Shares of both Alphabet Inc (NASDAQ:GOOG)(NASDAQ:GOOGL) and Apple (NASDAQ:AAPL) are trading higher on Wednesday after a ruling from a U.S. judge. Analysts react to the favorable ruling for Alphabet and share why it's a big win for Apple: Wedbush analyst Dan Ives maintained an Outperform rating on...
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Pure Storage Reports Q2: Stock Soars, Analysts Revise Forecasts
Thursday, August 28, 2025 - 12:56pm | 472Read More...Pure Storage Inc (NYSE:PSTG) shares rallied in early trading on Thursday, after the company reported upbeat fiscal second-quarter results. PSTG shares are testing new highs. Get the scoop here. Here are some analyst takeaways. JPMorgan analyst Samik Chatterjee reiterated an Overweight rating,...
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Cisco AI Orders Top $2 Billion, But 2026 Outlook Leaves Investors Wanting More
Thursday, August 14, 2025 - 11:27am | 406Read More...Shares of Cisco Systems Inc (NASDAQ:CSCO) came under some pressure in early trading on Thursday, after the company Wednesday reported upbeat fiscal fourth-quarter results. Here are some key analyst takeaways. JPMorgan analyst Samik Chatterjee reiterated an Overweight rating, while raising the...
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Qualcomm May Have Lost Apple, But It's Not Losing Steam: Analyst
Monday, July 28, 2025 - 11:43am | 352Read More...Qualcomm Inc (NASDAQ:QCOM) is likely to report upbeat revenue and earnings for the fiscal third quarter, with "upsides across the board," according to JPMorgan. The Qualcomm Analyst: Analyst Samik Chatterjee reiterated an Overweight rating, while raising the price target from $190 to $200. The...
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Penguin Solutions Posts Strong Earnings, But Advanced Computing Faces Setback
Wednesday, July 9, 2025 - 12:22pm | 552Read More...In a market still trying to find its footing after the turbulence of the past few years, shares of Penguin Solutions (NASDAQ:PENG) surged in early trading on Wednesday following the company's announcement of strong fiscal third-quarter earnings. The announcement came amid an exciting earnings...
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Arista Networks Names New COO, Experience At Fastly, Cisco Systems
Tuesday, June 17, 2025 - 11:52am | 302Read More...Arista Networks Inc (NYSE:ANET) Monday announced the appointment of Todd Nightingale as president and chief operating officer, effective on or about July 1, 2025, according to JPMorgan. The Arista Networks Analyst: Analyst Samik Chatterjee maintained an Overweight rating on the stock. The Arista...
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JPMorgan Bullish On Hewlett Packard Enterprise's Future, Cites 'Durable' Non-AI Segments, Capital Returns
Wednesday, June 4, 2025 - 12:55pm | 460Read More...JPMorgan analyst Samik Chatterjee modestly tweaked the revenue and margin outlook for Hewlett Packard Enterprise Co (NYSE:HPE) following second-quarter results reported on Tuesday. The company reported revenue of $7.63 billion, versus estimates of $8.17 billion and adjusted EPS of 38 cents, versus...
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Apple Q2 Earnings Preview: Analysts Remain Bullish But Warn Of 'Tariff Tornado' Hitting iPhone
Wednesday, April 30, 2025 - 4:21pm | 1062Read More...Tech giant Apple Inc (NASDAQ:AAPL) could show better-than-feared results for China and the iPhone when the company reports second-quarter financial results after the market close Thursday. Here are analyst earnings estimates, a look at what analysts are saying ahead of the report and key items to...
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Apple Q2 Will Be 'Better-Than-Feared': Analyst Says iPhone Company Has 'Proven Track Record'
Monday, April 28, 2025 - 12:41pm | 413Read More...An Apple Inc (NASDAQ:AAPL) analyst says results will be "better-than-feared" when the technology giant reports second-quarter financial results Thursday. The Apple Analyst: JPMorgan analyst Samik Chatterjee maintained an Overweight rating on Apple with a $245 price target. The Analyst Takeaways:...















