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Arista Networks Launches Open Ethernet Rack-Scale Portfolio
Arista Networks announced its open Ethernet rack-scale portfolio to power high-density scale-up and scale-out AI infrastructure. Engineered in partnership with leading compute technology companies such as AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm, see quotes here, this effort leverages the Ethernet for Scale-up Networks initiative. With this set of platforms, Arista extends Ethernet into scale-up domains with liquid-cooled racks built for extreme density, power, and thermal demands, supporting up to 144 accelerators per rack and even more via cross-rack architecture. The result is an open, standards-based alternative to proprietary compute islands, enabling cloud titan operators to scale AI infrastructure with their preferred architecture.
Salesforce Shares Rise 12.8% After Earnings Boost
The AI capex trade continued to work on Wednesday as gains in the Tech sector were paced by strong performance in computer hardware, communication equipment, and electronic components groups. Names like Arista Networks, Seagate, Western Digital, Corning, and Lumentumsaw outsized gains for the second consecutive session, and even infrastructure software performed well - Palantirand Oraclewere up nearly 3% on the day. Healthcare underperformed as investors booked profits after the sector's relative strength over recent weeks to rotate into AI-exposed areas of the market.Sentiment was also coiled heading into multiple blockbuster earnings announcements in the tech sector after hours, and the reporting companies did not disappoint. Nvidia was slightly weaker after earnings, but the management's forecast of 70% revenue growth in FY28 brought in buyers. Salesforce - the purported posterchild of "enterprise software as a victim of AI adoption" theme - spiked 13% to February highs as the company blew away estimates, raised guidance, and deepened its partnership with Anthropic. Meanwhile, cybersecurity and identity software stocks reporting results - Crowdstrike and Okta - also traded much firmer.In the opening hour of the evening session, US index futures reflect the optimism of positive earnings barrage - S&P e-minis are up 0.6% and NASDAQ 100 contract is up 1.1%.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -Oktaup 20.3%Salesforceup 12.8%Lantronix (LTRX) up 12.2%Phibro Animal Health Corporation (PAHC) up 10.3%CrowdStrike Holdingsup 10.0%Veeva Systemsup 9.0%Nutanixup 8.1%Ooma, Inc.up 6.9%Agilent Technologiesup 4.6%NVIDIAup 4.2%Everpure, Inc.up 3.3%ALSO HIGHER -Tenable Holdingsup 7.8% after admission into S&P SmallCap 600 indexFunkoup 6.0% after insider buyDOWN AFTER EARNINGS -HP Inc.down 9.1%Urban Outfitters, Inc.down 3.6%Synopsysdown 1.0%ALSO LOWER -Wendy's Companydown 13.2% after Reuters report Trian is backing away from bid
Cisco Raises FY26 Orders Guidance to $9B
Ciscois scheduled to report results of its fiscal fourth quarter after the market closes on August 12 with a conference call scheduled for 4:30 pm ET. What to watch for:GUIDANCE:Along with its last report, Cisco guided for Q4 adjusted earnings per share of $1.16-$1.18 on revenue of $16.7B-$16.9B. At the time, analysts were expecting the company to report Q4 EPS of $1.07 on revenue of $15.82B, but those figures have since risen to $1.17 and $16.83B, respectively.Meanwhile, Cisco increased its adjusted EPS and revenue guidance for FY26 in its last report, and raised its FY26 expected orders from hyperscalers view to $9B from $5B.RESTRUCTURING:With its last quarterly report, Cisco also announced a restructuring plan in order to allow it to invest in key growth opportunities including silicon, optics, security and artificial intelligence. Cisco currently estimates that it will recognize pre-tax charges to its GAAP financial results of up to $1B consisting of severance and other one-time termination benefits, and other costs. These charges are primarily cash-based. Cisco said it expects to recognize approximately $450M of these charges in the fourth quarter of fiscal 2026 with the remaining amount expected to be recognized during fiscal 2027. The company added that such changes will result in the reduction of its overall workforce in Q4 by fewer than 4,000 jobs, representing less than 5% of its total employee base.KEYBANC:In late June, KeyBanc raised the firm's price target on Cisco to $130 from $125 and keeps an Overweight rating on the shares. The firm's chief investment officer survey for the first half of 2026 shows the gap "between the haves and the have-nots in the IT budget just got wider." AI and the AI-readiness spend jumped in priority by some of the largest proportions KeyBanc has seen since the technology emerged, the analyst told investors in a research note. The firm said it recommends investors stick with security, data, infrastructure and monitoring names.BOFA:Since the Q3 report, BofA has increased its price target on Cisco twice, first raising it to $135 from $114. At the time, the firm said Cisco's Q3 results and commentary around continued strong demand for Acacia keep the firm positive on the underlying demand environment for Optical Networking, the analyst tells investors.Meanwhile, BofA raised its price target on Cisco in early June to $150 from $135 and maintained a Buy rating on the shares. The firm raised price targets for Arista Networks, Cisco and Extreme Networksafter having hosted several networking sessions at its Global Technology Conference in San Francisco.MORGAN STANLEY:Also in June, Morgan Stanley raised the firm's price target on Cisco to $130 from $120 and keeps an Overweight rating on the shares. As inference and rising CPU intensity drive a front-end refresh, the firm tells investors that Cisco and Arista Networks remain its preferred ways to play what it views as "an underappreciated front-end networking refresh cycle."
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