Arista Networks and Cisco Systems both posted record AI-driven revenue growth, with Arista hitting $3.04 billion and Cisco nearly $9.8 billion in networking revenue. Arista benefits from focused AI fabric products and raised its 2026 outlook to $12.6 billion, while Cisco sees broad demand including $4 billion from hyperscalers and offers dividends and buybacks. Despite strong results, both stocks fell sharply due to concerns over margins, supply constraints, and valuation risks. Investors will watch Arista's margin targets and Cisco's upcoming AI revenue report for future direction.
Arista Networks shares rose 2.38% to USD 185.50, showing strong investor interest with 85% buy orders on Pluang. Cisco Systems also gained 0.34% to USD 107.07, supported by a 1.57% dividend yield and 90% buy orders. These figures reflect active trading as of Oct 21, 2026 18:12 WIB.
Supermicro's stock fell nearly 24.5% in one week amid a selloff in AI hardware stocks, despite the company reporting a record $60 billion in new orders and guiding fiscal 2027 revenue to $65-$72 billion. The stock trades at a low forward P/E of 7, su...
Networking stocks Ciena and Arista rose 4% amid a tech rebound driven by strong AI data center spending. Ciena reported a 37% revenue increase and raised its 2026 guidance, supported by growing demand from cloud providers despite supply constraints. ...
Arista Networks shares have fallen nearly 20% from their October highs due to broad negative sentiment in the AI sector, not company-specific problems. The company is expected to report strong Q3 revenue of $3.3 billion, a 44% year-over-year increase...
