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Zacks News
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.
Vertiv Gains From Strong Orders: Is the Growth Thesis Strengthening?
by Zacks Equity Research
VRT's strong AI-driven order growth and NVIDIA tie-ups fuel momentum, but mounting competition clouds its outlook.
Is SMCI Stock a Buy, Sell or Hold at a P/E Multiple of 23.39X?
by Subham Roy
Super Micro Computer's strong AI-driven growth meets rising competition and margin pressure, leaving the stock a Hold despite its discounted valuation.
HPE Gains From Server Refresh Cycle: Sign of More Growth?
by Zacks Equity Research
Hewlett Packard Enterprise's record Server revenues, powered by AI demand and the global server refresh cycle, point to continued growth momentum into 2026.
Dell vs. HPE: Which AI Infrastructure Stock Is the Better Buy Now?
by Nilanshi Mukherjee
DELL's AI server boom and expanding edge portfolio give it a strong lead over HPE in the fast-growing AI infrastructure market.
Should You Buy, Sell or Hold HPE Stock After a 14.3% Rise YTD?
by Subham Roy
Hewlett Packard's cloud and networking growth, plus its discounted valuation, makes it a stock to watch despite near-term IT spending headwinds.
QCOM Shares Down on China Trade Spat Fallout: Should Investors Fret?
by Supriyo Bose
Qualcomm shares tumble as China launches an antitrust probe amid escalating U.S.-China trade tensions and mounting margin pressures.
Dell Technologies Up 32% in a Month: Should Investors Buy the Stock?
by Nilanshi Mukherjee
DELL's growth potential is fueled by strong AI demand, product innovation, and expanding partnerships.
SMCI Deepens its AI-Centric Server Expertise: Will it Deliver Growth?
by Subham Roy
Super Micro Computer expands its AI-focused server lineup with new edge systems and integrated NVIDIA and AMD solutions to fuel rapid revenue growth.
Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?
by Supriyo Bose
Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.
VRT vs. HPE: Which Data Center Infrastructure Stock Is the Better Buy?
by Nilanshi Mukherjee
Vertiv's strong order growth, AI-driven acquisitions, and NVIDIA partnership position it ahead of Hewlett-Packard in the data center race.
HPE's AI Systems Revenues Hit $1.6B: Is it the Next Growth Catalyst?
by Zacks Equity Research
Hewlett Packard Enterprise's AI Systems revenues surge to a record $1.6B in Q3, fueled by rapid order growth and expanding NVIDIA collaboration.
Vertiv Surges 31% in One Month: Should You Buy the Stock Now?
by Nilanshi Mukherjee
VRT's momentum builds as its expanding portfolio and AI-driven solutions power strong growth prospects.
Hewlett Packard Enterprise (HPE) Up 5.7% Since Last Earnings Report: Can It Continue?
by Zacks Equity Research
Hewlett Packard Enterprise (HPE) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
HPE vs. SIMO: Which Stock Is the Better Value Option?
by Zacks Equity Research
HPE vs. SIMO: Which Stock Is the Better Value Option?
Will SMCI's Next-Generation Products Fuel Long-Term Growth?
by Subham Roy
Super Micro Computer's next-generation AI servers, liquid cooling systems, and global expansion fuel strong growth potential despite rising competition.
VRT Gains From Expanding Client Base: Will the Momentum Continue?
by Zacks Equity Research
Vertiv benefits from strong AI-driven demand with expanding partnerships, record orders and a growing backlog.
ANET Rides on Strength in Cloud Networking Market: Will it Sustain?
by Zacks Equity Research
Arista posts $2.2 billion in revenues on strong cloud networking demand, lifting guidance amid AI-driven traffic surge.