CSCO34 news sentiment

#139Tone

finance.yahoo.comDirect company coverageStored article

Cisco Falls 7% Despite Strong AI Outlook

This article first appeared on GuruFocus. Cisco Systems Inc. (CSCO, Financials), the networking equipment maker, fell about 7% in premarket trading even after its latest results and outlook came in ahead of Wall Street expectations. The disconnect appears to be margins. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO fairly valued? Test your thesis with our free DCF calculator. Morgan Stanley said Cisco is seeing broad strength across enterprise and hyperscaler AI demand, but a heavier hardware mix could pressure gross margins by roughly 200 basis points in fiscal 2027. At t

AIEarningsNetworkingPrice TargetPrice TargetProfitability

Published

13 Aug 2026 18:52

News subject

Earnings

Why this score

Negative financial language

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.8% · 0.0d old

Duplicates

1 consolidated

#258Tone

nasdaq.comDirect company coverage

Stocks See Support from Favorable PPI Report

The S&P 500 Index ($SPX) (SPY) is up +0.57%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +1.22%. September E-mini S&P futures (ESU26) are up +0.58%, and September E-mini Nasdaq futures (NQU26) are up +1.22%. Stocks are seeing support as today’s favorable PPI report caused a -7 bp decline in the 10-year T-note yield and a drop in expectations for a Fed rate hike to 35% from 40% on Wednesday. Stocks are also seeing support from today’s drop of more than -1% in crude oil prices, amid a lack of reports of fresh US or Iranian attacks in

CpiEarningsEarnings GrowthEarnings ReportEarnings ResultsGuidance

Published

13 Aug 2026 18:06

News subject

Earnings

Why this score

Operating growth

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.3% · 0.0d old

Duplicates

1 consolidated

#352Tone

finance.yahoo.comDirect company coverage

Stock Market Today: Nasdaq 100 Leads Upside; Sellers Yank Coach Bag Firm Lower (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

EarningsInflation

Published

13 Aug 2026 17:56

News subject

Earnings

Why this score

Negative market reaction

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.3% · 0.1d old

Duplicates

1 consolidated

#445Tone

finance.yahoo.comDirect company coverageStored article

Cisco Stock Tumbles 8.8% as AI Hardware Squeezes Margins

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO), the networking and cybersecurity giant, tumbled roughly 8.8% in Thursday's regular session even after putting up record quarterly numbers and forecasting a stronger-than-expected year ahead. That tells you exactly where Wall Street's attention is: not the revenue beat, but the price Cisco is paying to chase the AI infrastructure boom. The company is selling a lot more networking gear. The problem is that those extra sales are arriving with thinner margins. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO f

AIEarningsNetworkingPrice Target

Published

13 Aug 2026 17:39

News subject

Earnings

Why this score

Negative financial language

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.6% · 0.1d old

Duplicates

1 consolidated

#569Tone

finance.yahoo.comDirect company coverage

Update: Equity Markets Mostly Higher Intraday Following Wholesale Inflation Report

Stocks_Chart market equity trading wall street -Shutterstock (Updates with latest market prices and developments.)US benchmark equity indexes were mostly higher intraday following another benign inflation report.The Nasdaq Composite was up 0.8% at 26,796.98 after midday Thursday, while the S&P 500 rose 0.6% to 7,795.4. The Dow Jones Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

Published

13 Aug 2026 17:34

News subject

Analyst action

Why this score

Positive financial language

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 0.1d old

Duplicates

1 consolidated

#665Tone

finance.yahoo.comDirect company coverage

Sector Update: Tech Stocks Gain Thursday Afternoon

Tech stocks were higher Thursday afternoon, with the State Street Technology Select Sector SPDR ETF PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

13 Aug 2026 17:32

News subject

Analyst action

Why this score

Positive financial language

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.3% · 0.1d old

Duplicates

1 consolidated

#757Tone

finance.yahoo.comDirect company coverageStored article

CLS vs. ANET: Which AI Stock Offers the Better Growth Opportunity?

The rapid expansion of AI infrastructure has created a strong opportunity for the companies that supply computing and networking systems required to develop AI models. Arista Networks, Inc. ANET offers Ethernet switches, routing platforms and EOS software engineered for high bandwidth, low latency and traffic-management requirements of AI data centers. Celestica, Inc. CLS focuses on providing design, engineering, manufacturing and systems capabilities for AI infrastructure. Per a report from Precedence Research, the AI infrastructure market, which was valued at $72.2 billion in 2025, is projec

AI InfrastructureData CentersHyperscalersNetworkingTech

Published

13 Aug 2026 17:23

News subject

Macro sensitivity

Why this score

Positive financial language

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 0.1d old

Duplicates

1 consolidated

#871Tone

finance.yahoo.comDirect company coverageStored article

Forget Chips: This Analyst Says 4 “Old School” Themes Could Be the Real AI Industrialization Winners

Quick Read Martin Marietta posted record aggregates shipments and 7.5% revenue growth, yet sits down 12% year-to-date, while CRH is down 21% despite posting 18% revenue growth. Thompson used Cisco's 60% rally to argue the compute layer is fully priced in, while Ferguson's data center water and distribution exposure remains unpriced by markets. Thompson calls AI reindustrialization a $5 trillion, five-year spend that dwarfs the US interstates and rail systems combined, with power as the critical near-term bottleneck. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in st

AcquisitionAIInfrastructurePower BottleneckReindustrializationRevenue Growth

Published

13 Aug 2026 17:20

News subject

Deals and strategy

Why this score

Operating growth

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.9% · 0.1d old

Duplicates

1 consolidated

#948Tone

finance.yahoo.comDirect company coverageStored article

Cisco Gross Margin Seen Pressured Into Fiscal 2027 Amid Faster Hardware Mix, Morgan Stanley Says

Cisco Systems' (CSCO) gross margin is likely to face further pressure from faster hardware mix into PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

13 Aug 2026 17:08

News subject

Earnings

Why this score

Margin pressure

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 0.6% · 0.1d old

Duplicates

1 consolidated

#1060Tone

finance.yahoo.comDirect company coverage

Update: US Equity Indexes Mixed as Soft Wholesale Inflation Helps Lift Bets for Fed Policy Pause

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

13 Aug 2026 16:54

News subject

Analyst action

Why this score

Positive financial language

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.3% · 0.1d old

Duplicates

2 consolidated

#1190Tone

finance.yahoo.comDirect company coverageStored article

Cisco's Q4 Earnings Beat Estimates, Strong Networking Aids Revenues

Cisco Systems CSCO reported fourth-quarter fiscal 2026 non-GAAP earnings of $1.22 per share, up 23% year over year and beating the Zacks Consensus Estimate by 4.27%. Broad networking demand and operating leverage supported the year-over-year growth. Revenues increased 18% year over year to $17.252 billion, topping the consensus mark by 2.36%. Product revenues increased 24% year over year. Product orders increased 35% year over year (up 25% excluding hyperscalers), while annualized recurring revenue (ARR) reached $32.1 billion, up 3% year over year, highlighting broad demand. Cisco Systems, Inc

AI InfrastructureDividendsEarningsEarnings GrowthFourth QuarterNetworking

Published

13 Aug 2026 16:45

News subject

Earnings

Why this score

Beat expectations, Improving financial comparison, Operating growth

Company focus

Company discussed · 86%

How it is used

Direct company coverage

Weighted influence

Low · 1.9% · 0.1d old

Duplicates

1 consolidated

#1278Tone

finance.yahoo.comDirect company coverage

Why the Dow Is Dropping but the S&P 500 Is at a Record High

The Dow’s early gains have faded away, but the S&P 500 is up to its highest levels on record. The Dow Jones Industrial Average was down 90 points, or 0.2%, after rallying 200 points earlier in the morning. The S&P 500 was up 0.4% and on pace for a record close. Continue Reading

Published

13 Aug 2026 16:27

News subject

Market update

Why this score

Positive financial language

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 0.1d old

Duplicates

1 consolidated

#1363Tone

finance.yahoo.comDirect company coverage

Top Midday Stories: Accelerant to be Taken Private by Thoma Bravo in $4 Billion Deal; Cisco Shares Fall Despite Strong Earnings, Guidance

The S&P 500 and Nasdaq Composite were up in late-morning trading Thursday, while the Dow Jones Indus PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

13 Aug 2026 16:00

News subject

Earnings

Why this score

Operating growth, Negative market reaction

Company focus

Provider company match · 58%

How it is used

Direct company coverage

Weighted influence

Low · 0.5% · 0.1d old

Duplicates

1 consolidated

#1456Tone

finance.yahoo.comDirect company coverage

Stock Market Today: Dow's Gain Vanishes; Credo Technology Approaches New Entry (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

EarningsInflationTech

Published

13 Aug 2026 15:24

News subject

Earnings

Why this score

Negative market reaction

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.5% · 0.2d old

Duplicates

1 consolidated

#1581Tone

finance.yahoo.comDirect company coverage

Cisco Sees Strong Enterprise, AI Demand as Market-Share Momentum Builds, Morgan Stanley Says

Cisco Systems (CSCO) is benefiting from broad-based strength across its core enterprise business and hyperscaler AI infrastructure, with improved supply availability helping drive market-share gains and stronger growth, Morgan Stanley said Thursday in a report.Cisco's core Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

EarningsGrowthMarket ShareTech

Published

13 Aug 2026 15:05

News subject

Macro sensitivity

Why this score

Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.1% · 0.2d old

Duplicates

1 consolidated

#1674Tone

finance.yahoo.comDirect company coverage

1 Growth Stock Set to Flourish and 2 We Find Risky

1 Growth Stock Set to Flourish and 2 We Find Risky Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. The risks that can come from buying these assets are precisely why we started StockStory — to isolate the long-term winners from the losers so you can invest with confidence. Keeping that in mind, here is one growth stock expanding its competitive advantage and two that could be down big. Two Growth Stocks to Sell: Commvault (CVLT) One-Year Revenue Growth

Digital MarketplacesEarnings Per ShareFree Cash FlowGrowth StocksOnline LendingRevenue Growth

Published

13 Aug 2026 14:45

News subject

Earnings

Why this score

Improving financial comparison, Margin pressure, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.2% · 0.2d old

Duplicates

1 consolidated

#1787Tone

finance.yahoo.comDirect company coverage

Cisco raises AI outlook as infrastructure demand accelerates

Yahoo Finance Executive Editor Brian Sozzi welcomes Cisco (CSCO) CFO Mark Patterson to discuss the company's latest earnings, investor concerns, and Cisco's updated full-year AI outlook. Cisco is forecasting continued strength in AI infrastructure demand, with FY2027 AI infrastructure revenue expected to reach $7.5 billion. Video Transcript 00:00 Mark revenue, uh operating margin and EPS all came in above the high end of our guide for Q4. And uh when you look at orders, sort of forward-looking if you will, uh we saw double digit growth across all technologies, uh market uh customer markets for

AIEarningsGrowthNetworkingRevenue

Published

13 Aug 2026 14:40

News subject

Earnings

Why this score

Beat expectations, Guidance raised, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 2.2% · 0.2d old

Duplicates

1 consolidated

#1862Tone

finance.yahoo.comDirect company coverage

1 Growth Stock to Add to Your Roster and 2 We Turn Down

1 Growth Stock to Add to Your Roster and 2 We Turn Down Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our job at StockStory is to help you avoid short-term fads by pointing you toward high-quality businesses that can generate sustainable long-term growth. On that note, here is one growth stock with significant upside potential and two that could be down big. Two Growth Stocks to Sell: Sunrun (RUN) One-Year Revenue Growth: +63.2% Help

Growth StocksMachine VisionMarketing SoftwareRevenue GrowthSolar Energy

Published

13 Aug 2026 14:29

News subject

Earnings

Why this score

Operating growth, Positive valuation view

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.8% · 0.2d old

Duplicates

1 consolidated

#1952Tone

finance.yahoo.comDirect company coverage

Stock Market Today: Dow Lags Nasdaq's Gain; Cisco Falls 7% On Earnings (Live Coverage)

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings. Continue Reading

EarningsInflation

Published

13 Aug 2026 14:24

News subject

Earnings

Why this score

Negative market reaction

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.5% · 0.2d old

Duplicates

1 consolidated

#2085Tone

finance.yahoo.comDirect company coverage

Nvidia bulls may have a small problem on their hands

If there is any reason to proceed with caution ahead of Nvidia's (NVDA) earnings on Aug. 26, it's that the market is positioned for the company to post great results and for CEO Jensen Huang to sound super bullish on the earnings call. This could indeed create a sell-the-news moment, not unlike what has happened to Cisco (CSCO) stock on Thursday in response to strong quarterly numbers and a robust outlook. The stock had run up 65% in the past six months, with gains holding into the company's earnings on Wednesday evening. "We expect a solid quarter [for Nvidia] with meaningful upside to guidan

AIEarningsEarnings ReportGuidanceTech

Published

13 Aug 2026 14:23

News subject

Earnings

Why this score

Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.5% · 0.2d old

Duplicates

1 consolidated

#2147Tone

nasdaq.comDirect company coverage

Stocks Close Higher on Favorable CPI Report and Positive AI News

The S&P 500 Index ($SPX) (SPY) on Wednesday rose +0.26%, the Dow Jones Industrial Average ($DOWI) (DIA) fell -0.04%, and the Nasdaq 100 Index ($IUXX) (QQQ) rose +0.74%. September E-mini S&P futures (ESU26) rose +0.31%, and September E-mini Nasdaq futures (NQU26) rose +0.71%. Stocks closed higher on Wednesday due to strength in AI and chip stocks after CoreWeave and Super Micro reported better-than-expected earnings. Stocks also received a lift from Wednesday’s favorable CPI report, which supported T-note prices and reduced the odds of a rate hike at the next FOMC meeting to 40% from 51% on Tue

AIChip StocksCpiEarningsEarnings GrowthEarnings Results

Published

13 Aug 2026 14:22

News subject

Earnings

Why this score

Guidance cut, Deteriorating financial comparison, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.6% · 0.2d old

Duplicates

12 consolidated

#2276Tone

finance.yahoo.comDirect company coverage

Cisco Q4 Earnings Call Centers on AI Networking Supercycle

Cisco Systems, Inc. CSCO used its fiscal fourth-quarter 2026 call to frame AI as the catalyst for a broader networking refresh. Chairman and CEO Chuck Robbins pointed to demand across hyperscalers, enterprises and telecom customers, while management set fiscal 2027 AI infrastructure revenues at $7.5 billion. The call highlighted a trade-off. A heavier hardware mix and memory costs are pressuring gross margin, even as management expects strong operating leverage. CSCO Frames a Networking Supercycle CEO Robbins said total product orders rose 35% year over year in the fourth quarter and 25% exclu

AIEarningsEarnings EstimateFourth QuarterHyperscalersNetworking

Published

13 Aug 2026 14:00

News subject

Earnings

Why this score

Beat expectations, Improving financial comparison, Deteriorating financial comparison, Margin expansion

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1.8% · 0.2d old

Duplicates

1 consolidated

#2339Tone

finance.yahoo.comDirect company coverage

Stocks rise on broad sector strength: AlphaCheck

Good morning. Stocks opened in the green on Thursday after another inflation reading led traders to pare back bets of a Federal Reserve rate hike in September. Falling oil prices and strong earnings continued to stabilize markets. Here's a check of the markets in early trading, as of 9:40 a.m. ET, based on a heat map powered by Yahoo Finance AlphaSpace data. The major sectors saw broad-based strength, led by real estate (XLRE), communication services (XLC), and consumer staples (XLP). Semiconductor and computer hardware stocks helped lift the tech trade (XLK). The exception was the energy sect

EarningsInflationReal EstateSemiconductorsTech

Published

13 Aug 2026 13:55

News subject

Earnings

Why this score

Deteriorating financial comparison, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.7% · 0.2d old

Duplicates

1 consolidated

#2464Tone

finance.yahoo.comDirect company coverage

Cisco: Creating the Intelligent Workplace Experience: A Connected Workplace Blueprint

By Christian Bigsby NORTHAMPTON, MA / ACCESS Newswire / August 13, 2026 / Read on Cisco's Blog At Cisco, we don't just sell networking, security, and collaboration technologies, we live them. Our offices around the world serve as proving grounds where we deploy the solutions we bring to market, using them to create better employee experiences while addressing the same operational realities faced by real estate and facilities teams everywhere. What has made the biggest difference for us is the data generated from the connected technologies in our workplaces, giving us the ability to validate as

AIEnergy EfficiencyReal EstateSustainabilityWorkplace Transformation

Published

13 Aug 2026 13:35

News subject

Market update

Why this score

Improving financial comparison

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.6% · 0.2d old

Duplicates

1 consolidated

#2568Tone

finance.yahoo.comDirect company coverage

Exchange-Traded Funds, Equity Futures Higher Pre-Bell Thursday Amid Producer Inflation Data Release

The broad market exchange-traded fund SPDR S&P 500 ETF Trust (SPY) was up 0.2%, and the actively tra PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

ETF

Published

13 Aug 2026 13:13

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.5% · 0.2d old

Duplicates

1 consolidated

#2660Tone

finance.yahoo.comDirect company coverage

Update: US Equity Futures Mostly Flat Pre-Bell as Traders Evaluate Further Inflation Data

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock movements.)US equity futures were mostly flat pre-bell Thursday as traders evaluated another key inflation report, after yesterday's July consumer inflation reading matched Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now

Published

13 Aug 2026 12:54

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.4% · 0.3d old

Duplicates

1 consolidated

#2763Tone

finance.yahoo.comDirect company coverage

Cisco Stock Fell 6% as Margins Slipped

This article first appeared on GuruFocus. Cisco (NASDAQ:CSCO) fell 6% premarket after reporting fiscal fourth-quarter revenue of $17.3 billion and non-GAAP earnings of $1.22 per share, both ahead of the analyst consensus of $16.84 billion and $1.17. Total product orders rose 35%, and AI infrastructure orders from hyperscalers reached $4 billion in the quarter, taking the fiscal 2026 total to $9.3 billion. Margins moved the other way. Non-GAAP total gross margin came in at 66.3% against 68.4% a year earlier, with product non-GAAP gross margin at 64.8% versus 67.5%. First-quarter guidance calls

AIEarningsGuidanceNet IncomeTech

Published

13 Aug 2026 12:50

News subject

Earnings

Why this score

Beat expectations, Improving financial comparison, Deteriorating financial comparison, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.8% · 0.3d old

Duplicates

1 consolidated

#2870Tone

finance.yahoo.comDirect company coverage

Cisco Stock Rises After Record $63 Billion Revenue Year

This article first appeared on GuruFocus. Cisco Systems (NASDAQ:CSCO) gained about 2% in early Thursday trading after the networking equipment maker reported record fiscal 2026 revenue of more than $63 billion, up 12% from a year earlier. For the fourth quarter, Cisco Systems generated $17.3 billion in revenue, an 18% year-over-year increase. Non-GAAP net income reached $4.9 billion, while adjusted earnings per share rose 23% to $1.22. Product revenue climbed 24% to $13.5 billion, while services revenue was $3.8 billion. Warning! GuruFocus has detected 9 Warning Signs with CSCO. Is CSCO fairly

AIEarningsEarnings Per ShareFourth QuarterGuidanceNet Income

Published

13 Aug 2026 12:29

News subject

Earnings

Why this score

Improving financial comparison, Margin pressure, Operating growth

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 1% · 0.3d old

Duplicates

1 consolidated

#2954Tone

finance.yahoo.comDirect company coverage

US Equity Futures Rise Slightly Pre-Bell as Traders Await Further Inflation Data

US equity futures were edging slightly higher pre-bell Thursday as traders awaited another key infla PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in

Published

13 Aug 2026 12:18

News subject

Analyst action

Why this score

Positive financial language

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.3% · 0.3d old

Duplicates

1 consolidated

#3028Tone

finance.yahoo.comDirect company coverage

Cerebras slumps as mixed quarterly results test AI growth narrative

Aug 13 (Reuters) - Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising ‌doubts about the ability of its AI chips to challenge Nvidia. Expectations ‌were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong ​run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it ‌increasingly derived revenue from cloud ⁠co

AICloud ComputingEarningsEarnings ReportPrice Target

Published

13 Aug 2026 12:16

News subject

Earnings

Why this score

Missed expectations, Margin pressure, Operating deterioration, Negative market reaction

Company focus

Target unclear · 0%

How it is used

Direct company coverage

Weighted influence

Low · 0.9% · 0.3d old

Duplicates

1 consolidated