Sharemaestro Newsreel

Coherent posts a blowout Q4 and aggressive guidance, yet shares take a 5% haircut

Investing.com -- Coherent Corp. (NYSE: COHR) just dropped a phenomenal fourth-quarter report, blowing past Wall Street's top- and bottom-line expectations and setting an aggressive bar for its fiscal 2027 outlook. Yet, despite the blowout numbers, shares slid 5% following the announcement—a stark reversal after …

Cisco Networking Sales Surge on AI Demand. Why the Stock Is Down.

Cisco Systems is the latest tech hardware company to report strong financial results driven by ongoing artificial-intelligence demand. On Wednesday, Cisco reported adjusted earnings of $1.22 a share on revenue of $17.3 billion for the fiscal fourth quarter ended on July 25. Cisco’s networking …

Cisco forecasts strong fiscal 2027 as AI boom fuels networking demand

Investing.com -- Cisco Systems forecast fiscal 2027 revenue and profit above Wall Street estimates on Wednesday, betting that surging demand for networking equipment and artificial intelligence infrastructure will sustain growth into the new year. Cisco Systems' upbeat outlook underscored the strength of an AI-driven …

Harmonic Posts Q2 Loss, Revenue Rises 54% As Company Raises FY26 Outlook

Harmonic Inc. (HLIT) reported a Q2 loss but saw its revenue increase by 54%, driven by strong performance in its Broadband business. The company also raised its full-year 2026 revenue outlook and provided positive guidance for the third quarter. Adjusted net income for Q2 …

Earnings Flash (HLIT) Harmonic Inc. Reports Q2 Revenue $133.5M, vs. FactSet Est of $120.9M

Harmonic Inc. (HLIT) announced its Q2 revenue of $133.5 million, surpassing FactSet's estimate of $120.9 million. The company also posted Q2 adjusted EPS of $0.21, beating the FactSet estimate of $0.17 per share. Harmonic Inc. expects its 2026 adjusted EPS to be in the …

Harmonic Inc. (HLIT) seeks brief extension for 10-Q after Video Business sale

Harmonic Inc. (HLIT) has filed a notification seeking a five-day extension to file its Quarterly Report on Form 10-Q for the fiscal quarter ended July 3, 2026. The delay is attributed to the recently completed sale of its Video Business, which requires additional time …

Cisco Earnings Beat. Fiscal 2027 Revenue Outlook Above Estimates.

Cisco stock rose amid fiscal Q4 earnings and revenue that topped estimates while the company's fiscal 2027 sales outlook came in above views. Continue Reading

Why is Cisco Systems stock sliding today?

Cisco Reports Higher Fourth-Quarter Profit as AI Orders Roll In

Cisco Systems reported a significant increase in its fiscal fourth-quarter profit, reaching $3.86 billion, up from $2.55 billion a year prior. This growth was primarily driven by continued multi-billion dollar orders from artificial-intelligence hyperscalers. The network-equipment company's earnings per share rose to 97 cents …

Harmonic: Q2 Earnings Snapshot

Harmonic Inc. (HLIT) reported a Q2 loss of $2.3 million, or 2 cents per share, though adjusted earnings of 24 cents per share surpassed Wall Street expectations of 17 cents. The video services provider also exceeded revenue forecasts, posting $133.5 million against an anticipated …

Cisco’s (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales

Cisco's (NASDAQ:CSCO) Q2 CY2026 Sales Beat Estimates, Guides for Strong Full-Year Sales Networking technology giant Cisco (NASDAQ:CSCO) reported Q2 CY2026 results exceeding the market's revenue expectations , with sales up 17.6% year on year to $17.25 billion. On top of that, next quarter's revenue …

Cisco Beats on Sales Outlook, Citing ‘Broad-Based’ Record Demand

(Bloomberg) -- Cisco Systems Inc. gave a sales projection for the current quarter that far exceeded Wall Street's expectations, a sign of success for the company's efforts to supply a larger share of the AI data center market with its networking gear. Most Read …

Lumentum’s 24.7% week restores a trend cushion, but participation is still only average

LITE closed at $890.20 after its strongest recent week, sitting 19.6% above its weekly Trend Line, while negative activity pressure and 0.9x volume keep the setup balanced rather than fully confirmed.

(CSCO) Cisco Systems, Inc. Expects Q1 Revenue Range $18B - $18.2B

|Cisco Systems, Inc. announced its expectation for Q1 revenue to fall within the range of $18 billion to $18.2 billion. This news follows the company's report of higher Q4 profit, supported by AI orders and networking, and an upbeat annual revenue forecast. The article …

Applied Optoelectronics (AAOI) CFO Murry sells 4,000 shares under 10b5-1 plan

Applied Optoelectronics (AAOI) CFO Stefan J. Murry sold 4,000 shares of common stock on August 10, 2026, for a total of $579,160, at a weighted average price of $144.79 per share. These transactions were conducted under a Rule 10b5-1 trading plan adopted on August …

AmpliTech Group Cuts Titan Asset Deal to $7M; Sets $2M Cash-and-Stock Payout on 5G ORAN Transfer

AmpliTech Group has amended its asset purchase agreement with Titan Crest, reducing the total purchase price for 5G ORAN radio technology from $8 million to $7 million. This change was made due to delays in delivering product documentation. The remaining $2 million will be …

Cisco forecasts annual revenue above estimates on sustained AI spending

Aug 12 (Reuters) - Cisco Systems forecast fiscal 2027 revenue above Wall ‌Street expectations on Wednesday, signaling ‌confidence that strong demand for its AI ​networking gear will continue to power growth. Shares of the San Jose, California-based company rose 3% in extended trading. ‌They …

Why Extreme Networks (EXTR) Is Down 26.1% After Renewed Profitability, Buybacks And New 2027 Guidance - And What's Next

In early August 2026, Extreme Networks reported fourth-quarter revenue of US$338.55 million and full-year revenue of US$1.28 billion, with both periods returning to profitability versus losses a year earlier, alongside new earnings and revenue guidance for fiscal 2027. The company also completed a US$80.13 …

Harmonic Announces Second Quarter 2026 Results

CISCO REPORTS FOURTH QUARTER AND FISCAL YEAR 2026 EARNINGS

SAN JOSE, Calif., Aug. 12, 2026 /PRNewswire/ --Cisco Logo News Summary: Record top and bottom-line performance with double-digit growth in Q4 and FY 2026, exceeding the high end of guidance ranges Exceptional FY 2026 operating margin results, demonstrating strong execution and operating efficiency Broad-based, …

Strong Earnings Power Tech Stocks Higher Ahead of Wholesale Inflation Report

A wave of tech earnings reports helped lift the S&P 500 back near its highest levels on record on Wednesday. The Nasdaq Composite rose 0.5%. Hot artificial intelligence stocks like Super Micro Computer and Lumentum helped power the Nasdaq higher after earnings. Continue Reading

GF Securities Revisits AI Stock Rebound

This article first appeared on GuruFocus. GF Securities is betting the pullback in artificial-intelligence stocks has largely run its course, adding Advanced Micro Devices (NASDAQ:AMD), Lumentum (NASDAQ:LITE), Foxconn and Semtech to its preferred list as valuations reset and hyperscalers show greater confidence in AI …

Ciena Corp Stock (CIEN) Moved Up by 12.38% on Aug 12: What Signal Does It Send?

Ciena Corp (CIEN) saw a significant stock price increase of 12.38% on August 12, driven by new network contracts, rising demand for AI infrastructure, and positive macroeconomic sentiment due to cooling inflation. Analysts have issued Buy ratings with an average price target of $588.59, …

Nokia Oyj Stock (NOK) Moved Up by 9.27% on Aug 12: Facts Behind the Movement

Nokia Oyj (NOK) stock surged by 9.27% due to its re-evaluation as a key AI data center infrastructure provider, supported by an expanding AI and cloud backlog. Major financial institutions like Bank of America and SEB Equities upgraded the stock and raised price targets, …

Earnings To Watch: Cisco (CSCO) Reports Q2 Results Tomorrow

Cisco (CSCO) is set to report its Q2 earnings tomorrow, Wednesday, after market close. The networking technology giant exceeded revenue expectations last quarter, and analysts are projecting a 14.7% year-on-year revenue growth for the upcoming report. Sentiment in the IT services and tech sector …

CloudSEK Identifies More than 2,500 Organisations Potentially Impacted by AI Supply Chain Exposure Affecting 434,000 Software Pipelines

Global companies across the technology, finance, telecom, cybersecurity, manufacturing, and logistics sectors are among the organisations linked to the exposure JERSEY CITY, N.J., Aug. 12, 2026 /PRNewswire/ -- CloudSek, an AI-native predictive cyber-intelligence company, today announced that it has identified more than 2,500 organisations …

AST SpaceMobile, Inc. Class A Trade Ideas — NASDAQ:ASTS

This article compiles trade ideas for AST SpaceMobile, Inc. (NASDAQ: ASTS), highlighting its potential for significant growth due to its unique market position and crucial implications for national disasters. Two analysts suggest the stock could "shoot to the moon" or rebound strongly from long-term …

Hewlett Packard Enterprise Co Stock (HPE) Moved Up by 5.28% on Aug 12: Drivers Behind the Movement

Hewlett Packard Enterprise (HPE) stock increased by 5.28% on August 12, driven primarily by strong demand in the enterprise AI infrastructure sector and the strategic integration of Juniper Networks, which expanded its networking footprint and revenue streams. Bullish broker actions and robust fundamental performance, …

Which stocks could benefit from deregulation of commercial space launches?

INVESTORS SHOULD KNOW: A proposed FAA rule to waive environmental review requirements for commercial space launches is adding regulatory momentum to a sector already showing strong backlog growth and balance sheet expansion across key publicly traded names. BACKGROUND The FAA's late-July proposal would waive …

Update: Benign Inflation, Upbeat Earnings Reports Help Lift Equities Intraday

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were higher intraday as traders digested a benign consumer inflation report and the latest batch of corporate earnings.The Nasdaq Composite was up 0.6% at 26,609.2 after midday …

Why Viavi Solutions (VIAV) Stock Is Up Today

Viavi Solutions (VIAV) stock surged 11% after announcing Vertex 6.0, the industry's first channel emulator for 6G and Wi-Fi 7/8 testing, positioning the company at the forefront of wireless testing. This comes after recent investor interest due to a new stake by Jennison Associates …

Lumentum Posts Solid Q4, Set To Hit $1.25B Revenue Target 3 Months Early

Lumentum Holdings reported a strong fiscal fourth quarter, surpassing revenue and earnings estimates. The company is set to reach its $1.25 billion revenue target three months early and now aims for $2 billion in quarterly revenue by Q4 2027, driven by accelerating demand in …

Ubiquiti sued in US for allegedly supplying Russian war effort in Ukraine

Ubiquiti, a New York technology company, is being sued in the US for allegedly contributing to Russia's battlefield communications network, which is used in drone attacks against Ukrainian civilians. The plaintiffs include Ukrainian civilians who have been injured, displaced, or subjected to drone surveillance, …

SpaceX, Nebius, Palantir, Super Micro, Quantinuum, Wendy’s, and More Stocks That Explain Today’s Market

Nebius soars as the so-called neocloud reports better-than-expected second-quarter results, while fellow neocloud company CoreWeave posts a narrower quarterly loss, sending the stock up sharply. Continue Reading

Cisco Earnings Expected to Be Strong Thanks to Continued AI Demand

Cisco Systems is scheduled to report fiscal fourth-quarter earnings on Wednesday after the market closes. Continue Reading

Rocket Lab Price Prediction: Record Backlog, Bigger Ambitions. Here’s Our Price Target

Quick Read RKLB's backlog exploded 137% year over year to $2.4 billion, driving a BUY rating and a $121 price target implying 51% upside. ASTS commands a $21 billion market cap on just $32 million in quarterly revenue, making RKLB's steep 76x sales premium …