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Dell Analysts Didn't Envision 'This Much Upside Potential' After Beat-And-Raise Q2
Friday, September 1, 2023 - 12:36pm | 521Shares of Dell Technologies Inc (NYSE: DELL) spiked in early trading on Friday, after the company reported its fiscal second-quarter (Q2) results. The results came amid an exciting earnings season. Here are some key analyst takeaways from the earnings release. Raymond James analyst Simon Leopold...
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These 3 Dell Analysts Offer Very Different Takes On Q3 Print: Elevated Risks Vs. Lower Input Costs
Tuesday, November 22, 2022 - 12:33pm | 407Dell Technologies Inc (NYSE: DELL) Monday reported upbeat earnings and sales for its third quarter. Morgan Stanley On Dell Analyst Erik Woodring maintained an Equal-Weight rating, with a price target of $45. “F3Q beat MSe as DELL worked down server backlog, but mgmt guided FY24 revs down >...
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5 Cisco Analysts On Earnings Beat: Results 'Good' But There's A Worrisome Trend
Thursday, November 17, 2022 - 11:31am | 557While Cisco Systems Inc (NASDAQ: CSCO) Wednesday reported a beat and raise quarter, it’s worth looking at its current and long-term debt. Morgan Stanley Analyst Meta Marshall maintained an Equal-Weight rating and price target of $48. “CSCO posted FQ1 upside as supply chain loosened,...
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This Analyst Believes Hewlett Packard Enterprise's Results Were 'Better Than Feared': What's Next?
Wednesday, August 31, 2022 - 12:17pm | 281Hewlett Packard Enterprise Co.’s (NYSE: HPE) quarterly results were broadly in-line with expectations, while earnings and cash flow forecasts were slightly lower, according to Raymond James. The Hewlett Packard Enterprise Analyst: Simon Leopold maintained an Outperform rating and a price...
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6 Analysts Offer Takes on Snowflake's 'Truly Impressive' Q2 Earnings, Revenue Beat
Thursday, August 25, 2022 - 1:28pm | 599Shares of Snowflake Inc. (NYSE: SNOW) soared in after-hours trading on Wednesday, after the Bozeman, Montana-based company reported its quarterly revenues ahead of expectations. Mizuho Securities Analyst Gregg Moskowitz reiterated a Buy rating, while raising the price target from $200 to $225....
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Cisco Systems Rallies Off Q4 Earnings: 4 Analysts Break Down The Print
Thursday, August 18, 2022 - 12:07pm | 431Cisco Systems Inc (NASDAQ: CSCO) reported quarterly earnings of 83 cents per share, beating the consensus estimate by 1 cent per share, on revenues of $13.1 billion, ahead of the Street expectations of $12.7 billion. Here's what the sell side has to say after the print. JMP Securities On...
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4 Arista Networks Analysts Weigh In On Sustainability Of Strong Growth Following Q4 Print
Tuesday, February 15, 2022 - 4:22pm | 710Arista Networks, Inc. (NYSE: ANET) shares are steadily advancing following the cloud networking company's strong quarterly results. The Arista Analysts: Needham analyst Alex Henderson maintained a Hold rating on Arista shares. Credit Suisse analyst Sami Badri reiterated an Outperform rating...
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Cisco Systems Stock Falls After Q1 Earnings: Analysts React To Revenue Miss, Lackluster Guidance
Thursday, November 18, 2021 - 1:49pm | 666Cisco Systems Inc (NASDAQ: CSCO) shares dropped 8% on Thursday after the company reported a sales miss and issued disappointing guidance. Cisco reported fiscal first-quarter adjusted EPS of 82 cents, slightly above the 80 cents analysts were expecting. However, first-quarter revenue of $12.9...
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6 Cisco Systems Analysts React To Investor Day Event: 'We Believe The Cautiousness Will Abate'
Thursday, September 16, 2021 - 4:02pm | 728Cisco Systems Inc (NYSE: CSCO) shares traded lower by 0.27% on Thursday (as of press time) after the company held its long-awaited investor day event on Wednesday. At the event, Cisco management said it expects its six core pillars strategy will help the company expand its total addressable market...
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4 F5 Networks Analysts Tackle Subscription Model, Growth Trajectory, Valuation
Tuesday, July 27, 2021 - 4:50pm | 660Shares of the networking products company F5 Networks, Inc. (NASDAQ: FFIV) gained 6.2% Tuesday after it reported forecast-beating earnings for the third quarter. The F5 Networks Analysts: Needham analyst Alex Henderson reiterated a Buy rating on F5 Networks shares and increased the...
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Why This Lumentum Analyst Is Bullish After Coherent M&A Deal Falls Apart
Friday, March 26, 2021 - 11:17am | 291Lumentum Holdings Inc (NASDAQ: LITE) made a good decision to shelve its plans to acquire Coherent Inc (NASDAQ: COHR), as the bidding war had taken the company to an elevated valuation, according to Raymond James. The Lumentum Holdings Analyst: Simon Leopold upgraded Lumentum Holdings from...
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Cisco Analysts On COVID-19 Recovery, Challenges, Valuation After Q2 Print
Wednesday, February 10, 2021 - 1:00pm | 957Cisco Systems, Inc. (NASDAQ: CSCO) reported second-quarter results late Wednesday that came in ahead of expectations. Here's what the Street has to say. The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target for Cisco shares....
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After Cisco's Q1 Report, Analysts Talk Easier Comps, Discounted Valuation, Spending Rebound
Friday, November 13, 2020 - 2:36pm | 1027Cisco Systems, Inc. (NASDAQ: CSCO) shares are trading solidly higher after the networking giant reported strongly quarterly results and issued an upbeat forecast for the running quarter. The Cisco Analysts: Morgan Stanley analyst Meta Marshall maintained an Overweight rating and $54 price target...
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Dell Analysts React To Q2 Earnings Beat: 'Ride The Wave Of Remote Work'
Friday, August 28, 2020 - 11:06am | 523Dell Technologies Inc (NYSE: DELL) shares were moving higher Friday after the computing company reported a second-quarter earnings beat. Dell reported quarterly EPS of $1.92 on revenue of $22.77 billion after the close Thursday. Both numbers beat consensus analyst expectations of $1.39 and $...
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Should You Buy The Dip In Cisco?
Thursday, February 13, 2020 - 4:55pm | 694Cisco Systems, Inc. (NASDAQ: CSCO) reported better-than-expected fiscal second-quarter results that were overshadowed by a weak outlook. As the stock trades lower, Wall Street analysts were quick to weigh in if investors should buy the dip or not. BofA: In-Line With 'Weak' Expectations...