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Ciena Poised For Growth On Cloud Demand, But Analysts Warn About Margin Pressure, Tariff Costs
Friday, June 6, 2025 - 3:19pm | 783Wall Street analysts responded to Ciena Corp.’s (NYSE:CIEN) second-quarter financial results on Thursday. Ciena reported a quarterly revenue growth of 23.6% to $1.13 billion, beating the analyst consensus estimate of $1.09 billion. The American telecommunications networking...
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Ciena Posts Solid Q1 Beat, Raise; Guidance Could Be Missed Depending On 'Outcome Of Proposed Tariffs'
Wednesday, March 12, 2025 - 12:47pm | 546Ciena Corp (NYSE:CIEN) shares were climbing Wednesday after the company announced upbeat fiscal first-quarter results. The company reported its results amid an exciting earnings season. Here are some key analyst takeaways. Needham On Ciena Analyst Ryan Koontz maintained a Buy rating while reducing...
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Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance
Wednesday, February 19, 2025 - 2:01pm | 421Shares of Arista Networks Inc (NYSE:ANET) were trading lower on Wednesday, despite the company reporting upbeat fourth-quarter results. The results came in amid an exciting earnings season. Here are some key analyst takeaways. Piper Sandler On Arista Networks Analyst James Fish reiterated a Neutral...
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Ciena Sees 'Early Signs Of A Recovery,' 3 Analysts Dive Into Q2 Results
Friday, June 7, 2024 - 12:44pm | 504Shares of Ciena Corp (NYSE:CIEN) declined by 4.82% to $46.21 at last check on Friday, even after the company reported upbeat results for its fiscal second quarter. The slump comes as analysts provide key takeaways on the company’s latest earnings: B Riley analyst Dave Kang maintained a Buy...
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Zoom Contact Center, AI Are 'Key Highlights': 8 Analysts Dive Deeper Into Q1 Results
Tuesday, May 21, 2024 - 1:11pm | 881Shares of Zoom Video Communications Inc (NASDAQ:ZM) were down on last check Tuesday, after the company reported upbeat first-quarter revenues and earnings. The results came amid an exciting earnings season. Here are some key analyst takeaways. Stifel analyst Parker Lane maintained a Hold rating,...
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Zoom Faces Ongoing Macro Challenges: 6 Analysts Takeaways On Q4 Earnings
Tuesday, February 27, 2024 - 1:31pm | 755Zoom Video Communications Inc (NASDAQ: ZM) shares were climbing in early trading on Tuesday, after the company reported higher-than-expected sales and earnings for the fiscal fourth quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the release....
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Twilio Reports Upbeat Q4 Earnings, But Investors Pull Back: What 7 Wall Street Analysts Are Saying
Thursday, February 15, 2024 - 1:17pm | 864Twilio Inc (NYSE: TWLO) shares tanked in early trading on Thursday, even after the company reported upbeat results for its fourth quarter. The results, which included Twilio not releasing a full-year outlook, saying it would provide the forecast in March, were announced amid an...
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Is Zoom Poised To Re-Accelerate Growth? 6 Analysts With Different Takes On FQ3 Results, Prospects
Tuesday, November 21, 2023 - 12:08pm | 761Shares of Zoom Video Communications Inc (NASDAQ: ZM) continued to slide in early trading on Tuesday, despite the company reporting upbeat fiscal third-quarter results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Mizuho Securities...
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Zoom's Beat-And-Raise Quarter: Mixed Reactions From 5 Key Analysts
Tuesday, August 22, 2023 - 11:58am | 673Shares of Zoom Video Communications Inc (NASDAQ: ZM) were bouncing back after an initial drop in Tuesday's early trading. The company reported upbeat second-quarter results and lifted its guidance. The results came amid an exciting earnings season. Here are some key analyst takeaways from the...
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Twilio Beats Q2 Expectations But Analysts See Challenges Ahead: 'Macro Headwinds Remain'
Wednesday, August 9, 2023 - 11:25am | 582Shares of Twilio Inc (NYSE: TWLO) spiked in early trading on Wednesday, after the company reported a revenue beat for the second quarter. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Needham On Twilio Analyst Ryan Koontz...
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5 Analysts Size Up Microsoft Shares After Q4 Earnings: 'In The Early Innings Of A Massive Penetration Of AI And Cloud'
Wednesday, July 26, 2023 - 12:25pm | 809Shares of Microsoft Corp (NASDAQ: MSFT) are trading lower Wednesday after the company reported fourth-quarter financial results after market close Tuesday. Analysts break down the highlights of the quarter and what’s ahead for the technology giant. The Microsoft Analysts: BMO analyst...
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RingCentral's AI Strategy Promises Upside, Says Bullish Analyst In Stock Upgrade
Friday, May 26, 2023 - 11:28am | 296Shares of RingCentral Inc (NYSE: RNG) have been volatile since the company reported its first-quarter results earlier this month. The company seems to be gearing up to achieve operating margins of more than 20%, which should provide it ample free cash flows to pay down its sizable debt load,...
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Twilio 'Failed To Impress' And Faces A 'Long Turnaround' — 4 Analysts On Q1 Print
Wednesday, May 10, 2023 - 11:51am | 531Shares of Twilio Inc (NYSE: TWLO) tanked in early trading on Wednesday, despite the company reporting first-quarter results and issued weak guidance. The report came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Morgan Stanley analyst Meta...
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Zoom's Growth Stalls In 'More Challenging Macro Environment': What 5 Analysts Say Comes Next After Q4 Earnings
Tuesday, February 28, 2023 - 12:12pm | 648Technology company Zoom Video Communications (NASDAQ: ZM) reported fourth-quarter financial results that came in ahead of Street estimates Monday after the market close. The company also issued first-quarter and full year guidance. Here’s a look at what analysts are saying after the print....
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5 Twilio Analysts On Q4 Results: 'Recent Operational Focus Has Started To Bear Fruit'
Thursday, February 16, 2023 - 11:21am | 649Shares of Twilio Inc (NYSE: TWLO) spiked after the company delivered a revenue and earnings beat for its fourth quarter. KeyBanc Capital Markets on Twilio Analyst Thomas Blakey maintained an Overweight rating while raising the price target from $77 to $89. The company’s fourth-quarter beat...