Cisco Drops 10% Post Q4 Earnings: Buy, Sell or Hold the Stock? Aniruddha Ganguly Aug 19, 2026 CSCO's Q4 revenues surge 18%, and AI demand stays strong, but margin pressure, soft recurring growth and a premium valuation support a hold.
Arista Benefits From AI Networking Surge: Will Momentum Persist? Zacks Equity Research Aug 19, 2026 ANET is riding surging AI networking demand as Etherlink customers top 100 and diverse AI architectures expand its opportunity.
Can MOFN Tailwinds Drive Ciena's Service Provider Revenues? Vaishali Doshi Aug 19, 2026 CIEN's service provider revenues are gaining from MOFN demand, led by India, as AI traffic drives renewed optical network investment worldwide.
Lumentum Stock Is Overvalued at 11.4X P/S: Should You Still Buy It? Aniruddha Ganguly Aug 18, 2026 LITE's 11.4X P/S signals a premium valuation, but AI-driven optics growth, rising margins and stronger FY27 estimates may support the case.
Will Ciena's Rising Backlog Improve Revenue Visibility Into 2027? Zacks Equity Research Aug 14, 2026 CIEN enters 2027 with a $7.7B backlog, strong orders and new products supporting revenue outlook as AI fuels network demand.
CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity? Aritra Chatterjee Aug 13, 2026 CLS and ANET are expanding their AI infrastructure roles as demand grows across networking, computing and data centers.
Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues Zacks Equity Research Aug 13, 2026 CSCO's fiscal Q4 earnings and revenues rise y/y as networking demand surges, fueled by AI infrastructure, data center switching and campus growth.
Pre-Markets in Green on Soft PPI, Falling Oil Prices and Bond Yields Zacks Equity Research Aug 13, 2026 Pre-Markets in Green on Soft PPI, Falling Oil Prices and Bond Yields
Cisco Q4 Earnings Call Centers on AI Networking Supercycle Zacks Equity Research Aug 13, 2026 Cisco targets $7.5 billion in fiscal 2027 AI infrastructure revenues as hyperscaler demand fuels a broader networking refresh despite margin pressure.
