Aug 18, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Is Arista Networks ( ANET ) Outperforming Other Computer and Technology Stocks This Year?
Here is how Arista Networks (ANET) and United States Cellular (AD) have performed compared to their sector so far this year.
Aug 18, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
QUBT Q2 Earnings Match Estimates, Revenues Miss, Stock Down
Quantum Computing posts a wider loss, and revenues lag estimates. However, milestones in quantum tech, NASA contract and index inclusion mark growth steps.
Aug 15, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Zacks Industry Outlook Highlights Arista Networks, Reddit and Astera Labs
Internet software leaders Arista Networks, Reddit, and Astera Labs ride AI, SaaS, and cloud migration tailwinds, outpacing the S&P 500.
Aug 15, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
Applied Materials Q3 Earnings Beat Estimates, Revenues Rise Y/Y
AMAT's third-quarter fiscal 2025 earnings reflect higher sales, led by Semiconductor Systems and global revenue gains.
Aug 14, 2025 • Zacks Commentary
SOMEWHAT-BULLISH
3 Internet Software Stocks to Buy From a Prospering Industry
The Zacks Internet software industry participants like ANET, RDDT and ALAB are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Aug 14, 2025 • Zacks Commentary
NEUTRAL
Cisco's Q4 Earnings Beat Estimates, Revenues Rise Y/Y, Shares Down
Cisco posts strong fiscal Q4 results with strong AI infrastructure sales, boosted by NVIDIA partnership and solid networking growth.