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Zacks News
Is ANET Stock a Strong Buy Ahead of Q2 Earnings Release?
by Supriyo Bose
ANET eyes another earnings beat as demand for AI-optimized networking and enterprise upgrades fuels momentum.
HPE or SIMO: Which Is the Better Value Stock Right Now?
by Zacks Equity Research
HPE vs. SIMO: Which Stock Is the Better Value Option?
Should Investors Buy Microsoft Stock Ahead of Q4 Earnings Release?
by Vasundhara Sawalka
Microsoft's fiscal Q4 results promise strong performance with an estimated 13.88% revenue growth from AI investments and Azure's 34-35% expansion.
Should Value Investors Buy Hewlett Packard (HPE) Stock?
by Zacks Equity Research
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Hewlett Packard Enterprise (HPE) Crossed Above the 20-Day Moving Average: What That Means for Investors
by Zacks Equity Research
Should investors be excited or worried when a stock crosses above the 20-day simple moving average?
Super Micro Computer's HPC Solutions Propel Server Growth: What's Next?
by Subham Roy
SMCI's server and storage revenues skyrocket on soaring demand for HPC and AI workload.
Will Cisco's Focus on Web-Scale Clients Bring More AI Deals?
by Zacks Equity Research
CSCO's surging AI infrastructure orders, led by web-scale clients and strategic partnerships, highlight its drive to capture the booming AI market.
SMCI Surges 69.3% in 3 Months: Should You Buy, Sell or Hold the Stock?
by Subham Roy
Super Micro Computer stock skyrockets in 3 months, but rising costs, fierce competition, and margin pressure now raise red flags.
Will Broad Cloud Access Boost Momentum for Oracle's Hardware Business?
by Zacks Equity Research
ORCL expands Exadata reach via AWS, Azure and Google Cloud, aiming to lift hardware growth despite steep competition and valuation concerns.
DELL's Margins Under Pressure: Will ISG Strength Drive a Rebound Ahead?
by Zacks Equity Research
DELL's AI server momentum and ISG strength may offset margin pressure from fierce competition and pricing headwinds.
ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?
by Zacks Equity Research
Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.
Can VRT's Strong Global Ties Drive Further Upside for the Stock?
by Kashvi Chandgothia
Vertiv's AI-focused alliances drive growth across power, cooling and infrastructure in high-density deployments.
How to Boost Your Portfolio with Top Computer and Technology Stocks Set to Beat Earnings
by Zacks Equity Research
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Cisco's Margins Riding on Supply Chain: Will the Expansion Continue?
by Zacks Equity Research
CSCO's margin gains, fueled by supply chain agility and AI demand, raise the question: Can the growth streak hold?
Hewlett Packard Enterprise (HPE) Up 19.1% 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.
SMCI's Margins Contracting: Is it Still Built for Profitable Scale?
by Subham Roy
Super Micro Computer's revenues are climbing fast, but shrinking margins raise questions about its ability to scale profitably in server and liquid cooling.
SMCI Bets on DCBBS to Redefine Data Centers: Will it Deliver Growth?
by Zacks Equity Research
SMCI's new DCBBS aims to transform data centers with liquid-cooled, rack-scale AI systems.
SMCI Climbs 34.1% YTD: Should You Hold or Fold the Stock?
by Subham Roy
Super Micro Computer is experiencing traction in server and DLC, but mounting margin pressures and fierce AI-server competition raise red flags for investors.
SMCI's Server Demand Rising: Will Innovation Keep the Momentum?
by Subham Roy
Super Micro Computer sees soaring demand for its AI-focused server solutions, fueled by innovation and global expansion efforts.
VRT Boosts AI Infrastructure With NVIDIA Deal: A Sign of More Upside?
by Zacks Equity Research
Vertiv expands its footprint in the AI-ready infrastructure with the NVIDIA team-up.
Is DELL's AI Server Strategy the Key to ISG Revenue Acceleration?
by Zacks Equity Research
DELL's AI server momentum is powering ISG growth as demand for PowerEdge systems fuels infrastructure gains.
Cisco Rides on AI: Can the Stock Stay Secure in the AI Threat Era?
by Zacks Equity Research
CSCO beats its $1B AI order goal early with secure AI tools. But rivals HPE and ANET are stepping up their game in secure AI networking.
Don't Overlook Hewlett Packard Enterprise (HPE) International Revenue Trends While Assessing the Stock
by Zacks Equity Research
Examine Hewlett Packard Enterprise's (HPE) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.
Should First Trust Large Cap Value AlphaDEX ETF (FTA) Be on Your Investing Radar?
by Zacks Equity Research
Style Box ETF report for FTA
Will SMCI's AI and Liquid Cooling Push Drive Long-Term Growth?
by Zacks Equity Research
Super Micro Computer's AI and liquid cooling offerings experience robust traction with the rising demand for AI infrastructure.