Cisco Q3 Earnings Preview: Margin Focus As Shares Trade Near Highs
By Justin Purohit Publication Date: 2026-05-06 15:15:00 Cisco (CSCO) stock is up 25% since February despite a weak margin outlook.…
Tag: margin
Broadcom: AI Frenzy Masks Margin Pressure, Is the Rally Justified?
By TradingView Publication Date: 2026-04-21 08:13:00 Broadcom AVGO is sometimes likened to a contemporary version of IBM (IBM) of digital…
How Broadcom’s 93% Margin Software Machine Is Powering Its AI Bets | Trefis
By Trefis Team Publication Date: 2026-04-17 11:59:00 Imagine a business with such immense pricing power that it can raise rates…
Nebius: Did Meta And Microsoft Buy Compute At Near-Zero Margin? (Rating Downgrade)
By Bashar Issa Publication Date: 2026-04-16 17:55:00 Nebius’s explosive growth may mask weak contract economics, with low or negative margins…
NVIDIA’s Gross Margin Hovers Near 75%: Can NVDA Maintain This Level?
By Quartz Publication Date: 2026-04-01 07:40:00 NVIDIA Corporation NVDA is delivering unusually high profitability, with gross margins hovering around 75%.…
ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
By TradingView Publication Date: 2026-03-31 14:54:00 Arista Networks Inc. ANET reported non-GAAP operating income of $3.85 billion in 2025, up…
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…
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…