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Tag: margin

NVIDIA’s Gross Margin Hovers Near 75%: Can NVDA Maintain This Level?
Nvidia

NVIDIA’s Gross Margin Hovers Near 75%: Can NVDA Maintain This Level?

vm_adminApril 2, 2026

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?
HPE

ANET’s Margin Expansion Moderates: Can Growth Be Sustained?

vm_adminMarch 31, 2026

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?
Broadcom

AVGO’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?

vm_adminMarch 31, 2026

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
Amazon Web Services

AWS-Driven Reacceleration and AI-Led Margin Strength Underpin Buy Rating on Amazon

vm_adminMarch 23, 2026

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
Broadcom

Broadcom's Margin Fears Were Overblown: Here's What Actually Matters

vm_adminMarch 10, 2026

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
Nvidia

Nvidia’s 75% Margin Gives AI Rivals Something to Aim For

vm_adminFebruary 26, 2026

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)?
Intel

Can HPE’s New AI-Native Network Push Redefine Its Full-Stack Strategy and Margin Profile (HPE)?

vm_adminFebruary 25, 2026

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?
Cisco

Cisco Systems (CSCO) Is Down 8.6% After Raising Guidance Amid AI Surge And Margin Pressure – Has The Bull Case Changed?

vm_adminFebruary 19, 2026

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
Broadcom

Why Analysts See Broadcom (AVGO) Story Shifting On AI Hopes And Margin Concerns

vm_adminFebruary 19, 2026

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
Broadcom

Broadcom: AI-Driven Growth Outlook Outweighs Margin and Competition Risks, Supporting Buy Rating

vm_adminFebruary 17, 2026

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,…

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