AVGO’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?
By Aniruddha Ganguly Publication Date: 2026-03-31 15:38:00 Broadcom’s AVGO gross margin has contracted sequentially in the trailing four quarters. In…
Tag: margin
AWS-Driven Reacceleration and AI-Led Margin Strength Underpin Buy Rating on Amazon
Analyst John Blackledge from TD Cowen maintained a Buy rating on Amazon and keeping the price target at $300.00. John…
Broadcom's Margin Fears Were Overblown: Here's What Actually Matters
By Deep Value Investing Publication Date: 2026-03-09 19:10:00 Broadcom Q1 beats margin guidance; AI visibility jumps to 2027 with a…
Nvidia’s 75% Margin Gives AI Rivals Something to Aim For
By Dave Lee Publication Date: 2026-02-26 10:00:00 Thanks to Nvidia Corp.’s practice of reporting earnings outside of the typical cycle…
Can HPE’s New AI-Native Network Push Redefine Its Full-Stack Strategy and Margin Profile (HPE)?
By Simply Wall St Publication Date: 2026-02-25 15:12:00 In early February 2026, Hewlett Packard Enterprise introduced new AI-native computing and…
Cisco Systems (CSCO) Is Down 8.6% After Raising Guidance Amid AI Surge And Margin Pressure – Has The Bull Case Changed?
By Simply Wall St Publication Date: 2026-02-19 06:29:00 In February 2026, Cisco Systems reported second-quarter revenue of US$15,349 million and…
Why Analysts See Broadcom (AVGO) Story Shifting On AI Hopes And Margin Concerns
By Simply Wall St Publication Date: 2026-02-18 17:10:00 Find winning stocks in any market cycle. Join 7 million investors using…
Broadcom: AI-Driven Growth Outlook Outweighs Margin and Competition Risks, Supporting Buy Rating
By TipRanks Auto-Generated Intelligence Newsdesk Publication Date: 2026-02-17 10:45:00 Analyst Atif Malik of Citi maintained a Buy rating on Broadcom,…
Synopsys Week In Review: China Headwinds, NVIDIA Partnership, and Margin Expansion
By Eric Bleeker Publication Date: 2026-02-14 17:06:00 © Pixels Hunter / Shutterstock.com Synopsys (NASDAQ:SNPS) is having a week worth watching. The…
PCOR Q4 Deep Dive: AI momentum, corporate profits and margin expansion dominate the quarter
By Petr Huřťák Publication Date: 2026-02-13 13:20:00 Construction management software provider Procore Technologies (NYSE:PCOR) beat Wall Street’s fourth-quarter fiscal 2025…