Arista Networks Earns Continued Buy Rating from Evercore ISI
Evercore ISI reiterates a Buy rating on Arista Networks with a $175 price target, citing strong revenue growth, impressive margins, and long-term sector positioning.
Evercore ISI reiterates a Buy rating on Arista Networks with a $175 price target, citing strong revenue growth, impressive margins, and long-term sector positioning.
Analysts boost outlook for IonQ, Rigetti, and D-Wave as quantum computing demand grows, with major industry expansion expected by 2040.
Unity receives upgrades from BTIG and Piper Sandler, citing stronger ad performance, industry tailwinds, and underappreciated growth levers. Analysts raise price targets to $59–$60.
Oracle stock drops 11% after missing revenue targets despite massive AI investments. Cloud sales lag expectations while capital spending jumps to $50B, raising investor concerns about AI profitability timeline.
Adobe surpasses Q4 estimates with $6.19B revenue and projects FY2026 revenue up to $26.1B, driven by strong AI tool adoption and double-digit ARR growth targets.
Instacart accused of charging customers different prices for identical items through AI pricing experiments. Report finds price gaps up to 23%, potentially costing families $1,200 yearly.