COMMUNICATION EQUIPMENT

Nov 13, 2026

Lake Street Capital has reduced its price target for Bk Technologies (BKTI) from $97 to $87, while maintaining a "buy" rating, indicating a potential upside of 40.75%. This revision follows the company's strong quarterly earnings, where it surpassed EPS and revenue estimates, but shares still dropped 7.6% to $61.81. Several institutional investors have also adjusted their holdings in the company.

Nov 13, 2026

The GraniteShares 2x Long DELL Daily ETF (DLLL) plummeted 16% as Dell Technologies (DELL) stock fell 8% amid an AI hardware selloff, despite Dell's impressive 174% year-to-date gain. The broader sector was impacted by turmoil around NVIDIA and a Justice Department probe into Super Micro Computer (SMCI) for smuggling allegations. While Dell boasts a record $95 billion AI backlog, its free cash flow declined, and component shortages pose future challenges, leading to amplified volatility in leveraged ETFs like DLLL.

Nov 13, 2026

Cisco's stock dropped 5% despite the company raising its fiscal 2027 AI infrastructure revenue outlook to $9 billion, as Q2 guidance below Q1 led Citi to suggest growth may have peaked. Several firms, including Citi, Barclays, and Wells Fargo, slashed Cisco's price targets, with Wells Fargo highlighting slowing product orders as a key investor concern. Meanwhile, Arista Networks saw a 2% decline, and Hewlett Packard Enterprise retreated 5%, while the broader market debated Cisco's position as an AI networking leader.

Nov 13, 2026

Microsoft shares experienced a 2.5% drop in premarket trading following a global Microsoft 365 outage that affected Outlook, Teams, and Copilot for over 12 hours. This disruption highlighted businesses' heavy reliance on Microsoft's software suite and raised questions about reliability, especially as Microsoft pushes for premium service upgrades like Copilot. Investors are now looking for Microsoft's incident review details and potential impacts on subscription growth and Copilot deployments.

Nov 13, 2026

Eurizon Capital SGR S.p.A. significantly increased its stake in Axon Enterprise, Inc. (NASDAQ:AXON) during the third quarter, purchasing 1,567,432 additional shares to hold a total of 1,593,304 shares valued at approximately $673.2 million. This move makes Axon Enterprise the fund's 10th largest holding. The increase in institutional ownership comes as Axon reported mixed quarterly results, missing analyst expectations for EPS and revenue, though revenue still grew by 27.8% year over year.

Nov 13, 2026

PT Telkom Indonesia (Persero) Tbk (Telkom) showcased seven digital innovations at the Konvensi Sains, Teknologi, dan Industri Indonesia (KSTI) 2026 in Surabaya, emphasizing the development of a Sovereign AI Innovation Ecosystem. These innovations, categorized into Build, Control, and Impact pillars, aim to strengthen national technological independence, foster collaboration with academia, and accelerate the commercialization of research. The initiative seeks to support Indonesia's economic independence and welfare through advanced connectivity, AI data centers, digital security, and solutions for industries and MSMEs.

Nov 13, 2026

Cisco Systems Inc. reported record first-quarter revenue of $18.52 billion, a 24% increase year-over-year, despite a slight decrease in headcount. CEO Chuck Robbins stated that every employee now has an AI agent, and the company is integrating Anthropic’s Claude Mythos model into its security products for adaptive AI red teaming. This strategy of leveraging AI and financial discipline has led to an expected increase in revenue per employee and a rise in operating margin.

Nov 13, 2026

Xos, Inc (NASDAQ: XOS) reported third-quarter earnings per share (EPS) of ($0.52), missing analyst estimates by $0.01. The company's revenue for the quarter was $5.55 million, significantly below the consensus estimate of $14.7 million. This financial performance indicates a challenging quarter for the electric vehicle manufacturer.

Nov 13, 2026

Microsoft Outlook experienced a significant global outage affecting tens of thousands of users, with the company attributing the disruption to "elevated load" on its infrastructure. The outage, which also impacted other Microsoft products like Teams and Copilot, affected users across 74 countries and territories, including the Americas, parts of Europe, Asia, and Africa. Microsoft worked aggressively to mitigate the impact, rerouting traffic and restarting servers to restore service.

Nov 13, 2026

Cisco Systems reported strong Q1 FY 2027 earnings, with adjusted EPS of $1.40 and revenue of $18.52 billion, both surpassing analyst estimates. The company raised its FY27 revenue and non-GAAP EPS guidance, driven significantly by a 43% increase in Networking revenue and an increased expectation for AI infrastructure revenue from hyperscalers to $9 billion. Cisco also announced a quarterly dividend of $0.42 per common share.

Nov 13, 2026

Cisco Systems Inc. surpassed Wall Street's first-quarter earnings and revenue estimates and raised its fiscal 2027 guidance, driven by strong demand for AI network infrastructure. The company forecasts its AI infrastructure revenue to more than double to $9 billion in fiscal 2027. Despite a slight dip in gross margins, analysts remain confident due to increased forecasts and robust financial performance.

Nov 12, 2026

Cisco (CSCO-Q) has increased its annual revenue forecast, citing strong demand for its AI networking equipment and cybersecurity tools. The company expects fiscal 2027 AI infrastructure revenue from hyperscalers to reach US$9-billion, up from its previous projection of US$7.5-billion. Cisco also reported first-quarter revenue of US$18.5-billion, surpassing analysts' average estimates.

Nov 12, 2026

AmpliTech Group (Nasdaq: AMPG, AMPGZ) announced its unaudited financial results for the third quarter ended September 30, 2026, reporting an 8.0% year-over-year revenue increase to $6.58 million and a 41.1% nine-month gross profit growth. The company achieved a sequential gross margin expansion to 34.2% and surpassed $52 million in backlog in October, while also securing approved supplier status with a major global telecommunications equipment manufacturer. Despite withdrawing its previous $50 million revenue target due to supply-chain constraints and deployment delays, AmpliTech now expects full-year 2026 revenue of at least $28 million and remains focused on converting its record backlog into recognized revenue for sustainable growth.

Nov 12, 2026

Cisco Systems (NASDAQ: CSCO) exceeded first-quarter fiscal 2027 revenue and earnings estimates, reporting $18.52 billion in revenue and adjusted earnings of $1.40 per share. The company also raised its fiscal year 2027 revenue and earnings guidance, citing the early stages of a multi-year networking "supercycle." Cisco's strong performance, with a 24% year-over-year revenue increase, propelled its shares higher in after-hours trading.

Nov 12, 2026

Applied Materials (AMAT) reported its Q4 fiscal 2026 earnings, beating revenue and EPS estimates with significant year-over-year growth, driven by strength in DRAM and foundry segments. Despite the strong performance and a bullish calendar 2026 Semiconductor Systems growth forecast of over 40%, the stock initially fell, indicating investor focus on the 2027 outlook and concerns over the semiconductor equipment spending cycle. Key factors for future performance include 2027 capital spending, potential impacts from China export restrictions, and clean-room availability.

Nov 12, 2026

Cisco has been awarded the 2026 Microsoft Partner of the Year for Business Transformation – Marketplace, recognizing its leadership in innovation and customer reach through the Microsoft Marketplace. The company achieved an 862% year-over-year growth in Marketplace billed sales by prioritizing it as a key engine for customer acquisition and Azure consumption. Cisco's strategy, which includes integrating Splunk products and enabling partner-led sales, highlights its commitment to a scalable and impactful ecosystem.

Nov 12, 2026

Hewlett Packard Enterprise (HPE) stock has recently seen a significant drop, falling 27.0% in the month to November 11, 2026, despite being up 114.2% over twelve months. The company's stock has historically fallen more than the S&P 500 during market shocks but has always recovered, with a median recovery time of 4.2 months. HPE has grown significantly since 2024, with increased sales and profit, but is currently facing supply constraints for components like memory chips and higher commodity costs.

Nov 12, 2026

Cisco Systems reported a record revenue of $18.5 billion for Q1 fiscal 2027, a 24% increase fueled by surging demand for AI networking equipment. The company also raised its full-year fiscal 2027 revenue forecast to between $74.8 billion and $75.8 billion and secured $9 billion in AI infrastructure orders for the year, more than double the previous year's figure. These results reflect significant spending by hyperscalers and enterprises on networking infrastructure for AI.

Nov 12, 2026

This Zacks Analyst Blog recommends Cisco Systems Inc. (CSCO) and Cloudflare Inc. (NET) as strong buys in the cybersecurity sector, anticipating solid price upside for the remainder of 2026. Both companies are benefiting from increasing demand for integrated security and AI-driven solutions, showing strong financial estimates and significant potential for growth according to brokerage price targets.

Nov 12, 2026

Super Micro Computer's stock fell 7% due to NVIDIA CEO Jensen Huang's resignation, overshadowing a positive revenue outlook and Gartner's forecast of AI server spending nearly doubling to $957 billion by 2027. The company's heavy reliance on NVIDIA GPUs made it particularly vulnerable to the leadership shock, while Dell Technologies and Hewlett Packard Enterprise experienced smaller declines. Gartner also issued a warning that over $3 trillion of AI infrastructure could face impairment by 2030 if investments outpace returns.

Nov 12, 2026

SHABTAI ADLERSBERG, President and CEO of AudioCodes (NASDAQ: AUDC), recently purchased 17,000 shares of the company's stock for $143,408, signaling strong confidence. AudioCodes, a provider of voice communications solutions, is showing revenue growth and strong gross margins, although it faces challenges in EPS and debt management. This insider purchase, detailed in an SEC Form 4 filing, is often seen as a positive indicator for a company's stock.

Nov 12, 2026

Ondas Holdings reported record third-quarter revenue of $167.5 million, a 16x increase year-over-year, and raised its full-year 2026 target to at least $550 million, with a 2027 target of $1.1 billion. The company highlighted strategic initiatives like Regna AI for defense, acquisitions to strengthen U.S. defense and critical infrastructure capabilities, and significant backlog growth to $835 million. Ondas is focused on scaling production for key growth drivers like the Ultra ISR platform and the Ion Strike counter-UAS system, aiming for adjusted EBITDA profitability by Q3 2027.

Nov 12, 2026

AudioCodes CEO Shabtai Adlersberg recently acquired 10,000 shares of the company's stock for $83,800, increasing his direct ownership to nearly 4.98 million shares. This purchase is part of a series of acquisitions by Adlersberg, demonstrating insider confidence. The company reported quarterly EPS of $0.16 and revenue of $64.14 million, both meeting or exceeding analyst expectations, while analysts maintain an average "Hold" rating for the stock.

Nov 12, 2026

QXO Inc. has announced the appointment of Dev Ahuja as its new Chief Financial Officer, effective January 2027. Ahuja previously served as CFO of Novelis and Novartis businesses, succeeding Ihsan Essaid, who has been promoted to vice chairman to oversee acquisitions and capital-raising. Ahuja's compensation includes an annual salary of $900,000 and a target bonus of 115% of his base salary, plus additional equity awards.

Nov 12, 2026

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently acquired between $1,001 and $15,000 worth of Cisco Systems (NASDAQ:CSCO) stock on October 20th. This purchase was part of several trades disclosed on November 10th, which also included acquisitions of BridgeBio Pharma and MACOM Technology Solutions, and sales of Illumina, Revvity, PTC, Micron Solutions, and Ciena. The article also provides a financial overview of Cisco Systems, including its recent stock performance, earnings, analyst ratings, and insider trading activity.

Nov 12, 2026

Elauwit Connection, Inc. (NASDAQ: ELWT) received the AI Trailblazer Award at Lightyear's 2026 Luminaries of Telecom Awards, recognizing its work in using AI to streamline network operations. The company was honored alongside The Trade Desk for implementing AI to connect and optimize workflows across various systems, improving efficiency in circuit procurement, carrier management, and network monitoring for multifamily, student housing, and senior living communities. This award highlights Elauwit's commitment to innovation in managed network services.

Nov 12, 2026

Zacks Research has downgraded Ubiquiti (NYSE:UI) from a "strong-buy" to a "hold" rating, aligning with the overall analyst consensus and an average price target of $758.50. Despite mixed analyst views, with some firms like Barclays raising price targets while maintaining "underweight" ratings and others like BWS Financial reiterating "buy" ratings, Ubiquiti recently surpassed quarterly earnings and revenue expectations. The company reported EPS of $5.32 against an expected $4.25 and revenue of $1.03 billion compared to an expected $977.45 million.

Nov 12, 2026

Ritholtz Wealth Management significantly increased its stake in Axon Enterprise, Inc. during the third quarter, purchasing an additional 218,264 shares, representing a 10,951.5% jump. Despite this institutional confidence, Axon's latest quarterly results missed analyst expectations for both EPS and revenue, and company insiders sold a substantial number of shares. Analysts maintain a "Moderate Buy" rating with an average price target of $612.18, though some have adjusted their targets downward due to the recent earnings miss and cautious guidance.

Nov 12, 2026

Digi International (DGII) saw its stock drop 18% in early Thursday trading following its fiscal fourth-quarter report. The IoT connectivity provider's stock was down $12.07 to $54.89 in the first hour of trading after reporting results on November 11.

Nov 12, 2026

Jim Cramer recommended buying SharkNinja (NYSE: SN), despite the stock having doubled this year and trading near its 52-week high. The company reported strong third-quarter results with 21% revenue growth, beat analyst estimates, and raised full-year guidance, driven by growth across all product categories. However, a significant portion of its gross margin expansion was due to tariff refund claims, and without them, the margin would have declined.

Nov 12, 2026

Marvell Technology's $115 billion all-stock acquisition of Lumentum Holdings positions optical interconnect at the forefront of the AI infrastructure race, a move closely watched by Nvidia, an investor in both companies. Sunnov Investment analysts view this as a significant test of investor willingness to fund the optical "plumbing" necessary for AI, highlighting the strategic importance of Lumentum's laser and optical transceiver capabilities in overcoming data transfer bottlenecks. The deal faces regulatory review and shareholder votes, with the success hinging on post-merger execution, cost savings, and talent retention.

Nov 12, 2026

Allspring Global Investments Holdings LLC significantly reduced its stake in Axon Enterprise by selling 87,570 shares, cutting its holdings by 50.3% in the third quarter. This divestment occurred despite Axon's 27.8% year-over-year revenue growth, as the company missed analyst expectations for earnings and revenue in its latest quarter. Institutional investors collectively own 79.08% of the stock, while company insiders also sold shares worth approximately $21.2 million, and analyst ratings remain a "Moderate Buy" with an average price target of $612.18.

Nov 12, 2026

Optical networking stocks like Applied Optoelectronics, Lumentum, and Coherent rallied significantly after CoreWeave reported strong Q3 2026 results and raised guidance, easing fears about funding AI infrastructure buildouts. Applied Optoelectronics surged 12%, Lumentum jumped 11%, and Coherent climbed 7%. The rebound also occurred amidst news of Microsoft lobbying against a proposed ban on Chinese optical transceivers, which could benefit U.S. manufacturers.

Nov 12, 2026

As U.S. stock futures showed mixed performance on Thursday morning, several companies are in focus for investors. Legence Corp. is expected to report quarterly earnings, while Tetra Tech Inc. exceeded fourth-quarter financial expectations. Cisco Systems Inc., Digi International Inc., and Applied Materials Inc. are also scheduled to release their latest quarterly results, with Digi International already reporting upbeat earnings.

Nov 11, 2026

This article discusses the rise of AI-powered red teaming tools like ARTEX and CyberStrikeAI, which attackers are using to automate offensive operations. Unit 42 has observed these tools in intrusion attempts globally, noting their effectiveness due to ease of deployment and reliance on large language models. The piece provides insights into how attackers utilize these tools and offers recommendations for defenders to mitigate the associated risks, emphasizing proactive AI adoption and behavioral detection.

Nov 11, 2026

Cisco Systems and Applied Materials are set to release earnings on Thursday, with investors closely watching to see if strong AI infrastructure demand can continue to fuel growth in the semiconductor and networking sectors. Several other companies, including Brookfield, Nebius Group, Ascendis Pharma, Hudbay Minerals, and Twist Bioscience, will also report earnings before the market opens, while Ecopetrol, Cerebras Systems, and QXO are scheduled for after the close. The reports will provide insights into the AI market's strength and broader industry trends.

Nov 11, 2026

Gilat Satellite Networks has lowered its 2026 annual outlook, reducing its growth forecast from 13% to 3% year-over-year, with new revenue guidance between $455 million and $475 million. This downgrade is attributed to delays in satellite launches, particularly for a large LEO constellation customer, and challenges in in-flight connectivity (IFC) deliveries. Despite commercial pressures, the company remains optimistic about its U.S. government business, especially with the expected acquisition of Comtech Satellite and Space Communication business.

Nov 11, 2026

Canaccord Genuity Group has reduced its price target for Lantronix (NASDAQ:LTRX) to $10.50 from $11.00, while maintaining a "buy" rating. Despite the lowered target, analysts still project a significant upside of 116.05% from the current share price. The company recently reported stronger-than-expected quarterly earnings and revenue, with CEO Saleel Awsare also increasing his stake in the firm.

Nov 11, 2026

Applied Optoelectronics (NASDAQ: AAOI) shares surged after CoreWeave (NASDAQ: CRWV) reported strong Q3 results, exceeding revenue forecasts and providing an optimistic outlook for AI data center spending. CoreWeave, an AI neocloud provider, announced sales of $3.66 billion, beating estimates, and projected significant capital spending and customer prepayments, signaling robust demand for fiber-optic connectivity components. This positive report directly benefits optical suppliers like Applied Optoelectronics, whose products are crucial for connecting servers within AI clusters.

Nov 11, 2026

Kaplan Fox & Kilsheimer LLP has filed a class action lawsuit against AST SpaceMobile, Inc. (NASDAQ: ASTS) on behalf of investors who purchased securities between March 4, 2025, and July 15, 2026. The lawsuit alleges that AST SpaceMobile overstated its competitive advantages and financial position in the satellite direct-to-cellular market. Investors who suffered losses are encouraged to contact the firm before the lead plaintiff deadline of November 13, 2026.

Nov 11, 2026

Digi International concluded fiscal 2026 with strong results, exceeding revenue consensus and growing earnings by 41.8% and revenue by 25.3%. However, the company missed the more optimistic "Earnings Whisper" number and provided fiscal 2027 guidance that signals a significant slowdown in growth compared to the previous year. This cautious outlook, coupled with rising component costs and a "transition year" acquisition, introduces new execution risks despite a credible demand story and impressive prior-year execution.

Nov 11, 2026

Cisco Systems Inc. (CSCO) is set to report its fiscal Q1 2027 earnings on Thursday, November 12, 2026, with consensus estimates at $1.32 EPS on $18.11 billion in revenue. Investors will be closely watching guidance, gross margins, and AI infrastructure orders, as past share price reactions have varied despite consistent EPS beats. The stock has seen significant analyst target raises but also a recent downgrade due to pull-forward risk and a valuation in line with the S&P 500.

Nov 11, 2026

Shares of Zebra Technologies Corp. Cl A (ZBRA) advanced 1.89% to $327.44, outperforming the S&P 500 Index and the Dow Jones Industrial Average on a favorable trading day. The stock closed 16.64% below its 52-week high of $392.78, which was reached on October 21st.

Nov 11, 2026

CoreWeave's improved AI economics and its commitment to financial discipline have boosted the artificial-intelligence trade, leading to a broad rally in the chip sector. Shares of key chip companies, including Micron, saw strong gains on Wednesday. This comes as CoreWeave, a significant but less-known player reliant on borrowed funds, had previously caused investor jitters due to concerns over a potential slowdown in AI development and interconnected financial relationships within the AI ecosystem.

Nov 11, 2026

Motorola Solutions Inc. (MSI) saw its stock advance by 1.49% to $535.22 on Wednesday, outperforming the broader market. The S&P 500 Index and Dow Jones Industrial Average also rose during the favorable trading session. The company's stock closed 2.38% below its 52-week high.

Nov 11, 2026

Dell Technologies and other AI server stocks like Super Micro Computer and Hewlett Packard Enterprise saw significant rebounds, with Dell surging 11%. This recovery follows a post-election sell-off and was buoyed by CoreWeave's strong earnings and raised guidance, which reignited investor confidence in the AI sector. Despite recent political and supply chain concerns, Dell's record $95 billion AI backlog indicates robust demand for its AI-optimized servers.

Nov 11, 2026

SueWallSt has initiated an investigation into potential securities law violations by Gilat Satellite Networks Ltd. (NASDAQ: GILT) after the company significantly cut its 2026 revenue guidance. The reduction, lowering the outlook from $500-$520 million to $455-$475 million, was attributed to rescheduled in-flight-connectivity terminal deliveries, satellite development delays, and shifting Peru agreements. Shareholders who suffered losses are encouraged to contact SueWallSt for a confidential review of their potential claims.

Nov 11, 2026

Gregory Q Brown, Chairman and CEO of Motorola Solutions (NYSE: MSI), sold 70,780 shares of the company's stock for a total of $36,390,913, according to an SEC filing on November 10. The article details Motorola Solutions' business background, financial performance including revenue growth, gross margin, EPS, debt management, and valuation metrics. It also explains the importance of insider transactions in investment analysis.

Nov 11, 2026

James A Niewiara, SVP at Motorola Solutions, sold 2,266 shares of Motorola Solutions stock valued at $1,182,401 on November 10. The company shows strong financial performance with high gross margins and EPS, but a high debt-to-equity ratio and a P/S ratio that suggests potential overvaluation. Insider transactions can provide valuable insights for investors but should not be the sole basis for investment decisions.

Nov 11, 2026

Jason J Winkler, EVP and CFO at Motorola Solutions (NYSE: MSI), recently exercised stock options for 7,552 shares, valued at $2,973,373 based on current share prices. This insider transaction highlights a positive outlook on the company. Motorola Solutions, a leading provider of communications and analytics primarily for public safety, shows strong financial performance in gross margin and EPS, despite a high debt-to-equity ratio.

Nov 11, 2026

Rajan Naik, SVP at Motorola Solutions, exercised stock options for 8,033 shares of MSI stock on November 10, valued at over $3.38 million. The article details Motorola Solutions' business, its strong revenue growth, high gross margin, and superior EPS, while also noting a high debt-to-equity ratio and market valuation. It emphasizes the importance of understanding insider transactions for investors.

Nov 11, 2026

An investment of $1000 in Ubiquiti (NYSE: UI) stock 10 years ago would now be worth $12,674.43, demonstrating the power of compounded returns. Ubiquiti has outperformed the market with an average annual return of 28.59% over the past decade. The company currently holds a market capitalization of $41.49 billion.

Nov 11, 2026

ClearOne (CLRO) saw its short interest increase to 44.41% of the float as of October 30th, up 34.8% from October 15th, totaling 391,224 shares. This suggests it would take short sellers approximately 1.0 day to cover their positions at current trading volumes. Institutional investors showed mixed activity, with some significantly decreasing their holdings while others added shares.

Nov 11, 2026

Jefferies Financial Group has initiated coverage on Belden (NYSE:BDC) with a "hold" rating and a $114 price target, suggesting an 8.46% upside. This comes as Belden reported quarterly EPS of $2.26, matching estimates, and revenue of $965.95 million, exceeding forecasts with a 38.3% year-over-year increase. Despite the new "hold" rating, the overall analyst consensus for Belden remains a "Moderate Buy" with an average price target of $149.00.

Nov 11, 2026

Needham & Company LLC has cut its price target for Gilat Satellite Networks (NASDAQ:GILT) from $20.00 to $11.00 but maintained a "buy" rating. This adjustment follows Gilat beating quarterly EPS estimates but missing revenue forecasts and lowering its 2026 revenue outlook due to project delays. Despite the lowered guidance, the company reported increased adjusted EBITDA and defense revenue, with the Comtech acquisition still on track.

Nov 11, 2026

Bell Canada's planned $1.7 billion AI data centre in Saskatchewan is facing opposition from some local communities and the Standing Buffalo Dakota Nation, despite Bell touting its economic benefits and job creation. Bell CEO Mirko Bibic acknowledged the concerns but highlighted broader community support and partnerships with other First Nations. The company also reported strong growth in its AI-powered solutions revenue and discussed ongoing asset sales to support its tech pivot and data centre expansion, though its Northwestel deal faces potential changes.

Nov 11, 2026

Cisco is integrating AI agents like Claude and OpenAI's dots into Webex meetings, spaces, and calls, with a preview at WebexOne 2026 and beta availability expected in Q1 2027. These agents are designed to carry out multi-step tasks, compile reports, and manage customer interactions persistently, even after human participants leave. The introduction of these AI agents necessitates a re-evaluation of network capacity, permission boundaries, and IT governance, as agents can generate sustained traffic and access shared data for extended periods.

Nov 11, 2026

Digi International Inc. (NASDAQ: DGII) is expected to report higher earnings for its fourth quarter, with analysts forecasting 76 cents per share, an increase from 56 cents per share year-over-year, and revenue of $140.27 million. The company recently agreed to acquire Disruptive Technologies for $130 million. Several analysts have maintained positive ratings and raised price targets for DGII shares.

Nov 11, 2026

The U.S. Cybersecurity and Infrastructure Security Agency (CISA) has added a Cisco BroadWorks vulnerability, CVE-2026-20320, to its Known Exploited Vulnerabilities catalog, mandating federal civilian agencies to fix it by November 24. This XXE flaw in BroadWorks' Open Client Interface parser allows unauthenticated remote attackers to read sensitive files, and Cisco has fixed it in release RI.2026.07, noting no workarounds exist. Malbear Labs reported that a Chinese-speaking actor exploited this bug against a European telecom provider using a jailbroken DeepSeek AI model.

Nov 11, 2026

Ceragon Networks Ltd. (NASDAQ:CRNT) has received a "Moderate Buy" consensus recommendation from six research firms, with an average 12-month price target of $3.88. The company recently reported strong quarterly results, beating EPS and revenue estimates. Institutional investors have also been adjusting their holdings, and the stock's performance shows a 1-year low of $1.85 and a 1-year high of $3.29.

Nov 11, 2026

Keybank National Association OH significantly increased its stake in Axon Enterprise, Inc. by 68,460.5% in the third quarter, adding 697,613 shares to reach a total of 698,632 shares valued at approximately $295.2 million. This investment now represents 1.0% of Keybank's portfolio. Despite this increased institutional interest, Axon Enterprise recently missed analyst expectations for both EPS and revenue in its latest quarterly results, with shares opening at $302.54.

Nov 11, 2026

Viasat Inc. has been awarded a $450 million indefinite-delivery/indefinite-quantity (IDIQ) contract by the U.S. Space Force to support the Space Data Network Backbone (SDN-B) mission operations center. The contract includes an initial $115 million task order to develop and scale the center, which aims to provide resilient, high-capacity, low-latency connectivity for Space Force, Golden Dome for America, and Joint Force operations worldwide. Viasat will be responsible for systems engineering, network operations infrastructure, and life-cycle sustainment to integrate and manage multi-orbit connectivity services.

Nov 11, 2026

Twenty Wall Street analysts have assigned Hewlett Packard Enterprise Company (NYSE:HPE) an average "Moderate Buy" rating, with an average 12-month price target of $65.44. The company recently reported strong quarterly results, beating EPS and revenue estimates, and secured a new GreenLake private-cloud customer, which could support its cloud-services growth. Despite some pressure from NVIDIA's decline impacting AI-server stocks, analysts remain positive on HPE's potential in AI infrastructure and networking.

Nov 11, 2026

Zacks.com highlights four undervalued stocks—Avnet, Omnicell, Hewlett Packard Enterprise, and Lifetime Brands—that could benefit from a Wall Street rally. The article emphasizes using the Price-to-Cash Flow (P/CF) ratio as a key valuation metric, advocating for companies with stable earnings, healthy cash flows, and attractive valuations. Each featured company is described with its Zacks Rank, average earnings surprise, and projected financial growth.

Nov 11, 2026

Levi & Korsinsky, LLP has announced an investigation into Gilat Satellite Networks Ltd. (NASDAQ: GILT) following a significant reduction in its fiscal 2026 revenue guidance. The company initially reiterated guidance of $500 million to $520 million in February and August 2026, but then cut it to $455 million to $475 million on November 10, 2026, causing GILT shares to decline. The investigation will determine if Gilat Satellite Networks made misleading statements to investors.

Nov 10, 2026

Airgain Inc. (AIRG) reported a third-quarter loss of $583,000, or 4 cents per share, though adjusted earnings reached 4 cents per share. The company, which develops antenna products, achieved revenue of $15.3 million for the period and projects revenue between $15.5 million and $17.5 million for the current quarter ending in December. Shares of Airgain closed at $4.14, showing a slight increase from $4.01 a year ago.

Nov 10, 2026

Airgain Inc. (NASDAQ: AIRG) reported strong Q3 2026 financial results, with a 12% sequential increase in sales driven by enterprise IoT demand and a 50% improvement in adjusted EBITDA. The company launched the Airgain RF Intelligence platform and secured multiple design wins in public safety and commercial fleet applications. Airgain provided Q4 2026 guidance, expecting sales between $15.5 million and $17.5 million and a positive adjusted EBITDA of $0.8 million, anticipating continued growth from enterprise and a consumer market recovery in 2027.

Nov 10, 2026

Clearfield reported fiscal 2026 net sales of $151.9 million and expects 30% year-over-year growth in fiscal 2027, driven by broadband recovery and expansion into the data center market. The company is strategically investing in manufacturing and sales to support this growth and improve gross margins, despite initial challenges from higher material costs. CEO Cheryl Beranek announced her planned retirement in March 2027, expressing confidence in the company's strong position for future leadership.

Nov 10, 2026

Motorola Solutions (NYSE:MSI) CFO Jason Winkler sold 9,609 shares of company stock for approximately $4.93 million on November 6th, reducing his direct stake by 45.91%. This transaction comes after Motorola Solutions exceeded quarterly earnings and revenue expectations. Analysts currently hold a consensus "Buy" rating for the stock, with an average price target of $545.70.

Nov 10, 2026

Motorola Solutions' CFO, Jason Winkler, sold 7,552 shares of company stock worth approximately $4.0 million on November 9th, reducing his stake by 40.02%. This transaction followed the company's strong quarterly earnings report, which exceeded analyst expectations with an EPS of $4.69 and revenue of $3.38 billion, representing a 12.2% year-over-year increase. Despite the insider sale, analysts maintain a "Buy" rating for MSI with an average price target of $545.70.

Nov 10, 2026

Cisco Systems (CSCO) is poised to release its Q1 fiscal 2027 results, with strong AI infrastructure demand, hyperscaler investments, and enterprise network modernization expected to drive revenue growth. The company anticipates revenues between $18 billion and $18.2 billion, with non-GAAP earnings per share projected at $1.32-$1.34. While facing competition and rising memory costs, Cisco's diversified portfolio and growing security business position it for continued long-term growth.

Nov 10, 2026

Cisco Systems (CSCO) is projected to release its Q1 fiscal 2027 earnings on November 12, with expected revenues between $18 billion and $18.2 billion and non-GAAP earnings of $1.32-$1.34 per share. The company's performance is anticipated to be driven by strong demand for AI infrastructure, growing hyperscaler investments, and enterprise network modernization, despite potential pressure from rising memory costs and competition. Cisco currently holds a Zacks Rank #2 (Buy) due to promising long-term prospects in its diversified portfolio and AI investments.

Nov 10, 2026

NASA has awarded contracts worth up to $1.07 billion to Viasat, SES, and Astranis to develop commercial Ka-band relay services. These services will support spacecraft currently using NASA's aging Tracking and Data Relay Satellite (TDRS) fleet, which the agency plans to gradually retire. The initiative, part of NASA’s NEXUS effort, aims to ensure continuity for existing missions without requiring hardware modifications.

Nov 10, 2026

ADTRAN chairman and CEO Tom Stanton purchased 150,000 shares of company stock for approximately $600,900 on November 6, increasing his direct holding by 12%. CFO Timothy Santo also bought 17,820 shares for about $74,200. These open-market purchases occurred after ADTRAN's third-quarter report, which showed slightly below-guidance revenue and an adjusted loss per share, but with positive guidance for the fourth quarter.

Nov 10, 2026

B. Riley Financial has increased its price target for Eton Pharmaceuticals (NASDAQ:ETON) to $81 from $70, maintaining a "buy" rating, which suggests a potential upside of over 20%. This adjustment follows strong quarterly earnings where Eton Pharmaceuticals surpassed analyst expectations with an EPS of $0.50 and revenue of $57.93 million. Other analysts have also reiterated "buy" ratings and raised price targets for the specialty pharmaceutical company.

Nov 10, 2026

AI server stocks, including Super Micro Computer, Dell Technologies, and Hewlett Packard Enterprise, experienced declines following a 6% drop in NVIDIA's stock. This downturn was triggered by reports of a board investigation into NVIDIA CEO Jensen Huang's alleged ties to a Chinese spy. The uncertainty at NVIDIA, a crucial chip supplier, along with higher-than-expected inflation data, created pressure across the AI hardware sector.

Nov 10, 2026

Gilat Satellite Networks stock fell Tuesday after the company reported mixed third-quarter results and cut its full-year revenue forecast for 2026. Despite beating earnings estimates, revenue missed Wall Street's expectations due to delayed deliveries, satellite launch setbacks, and slower agreements. The company is focusing on expanding its defense business and expects its planned Comtech acquisition to significantly boost defense revenue in 2027.

Nov 10, 2026

Zebra Technologies Corp. Cl A stock (ZBRA) fell 1.63% to $321.38 on Tuesday, underperforming the broader market as the S&P 500 and Dow Jones Industrial Average also declined. This drop ended a two-day winning streak for the stock.

Nov 10, 2026

Applied Optoelectronics (NASDAQ: AAOI) shares continue to face downward pressure after its Nov. 5 earnings report provided fourth-quarter revenue guidance below analyst estimates. This pressure is compounded by recent price target cuts from B. Riley Securities, Rosenblatt, and Needham, despite the latter two maintaining Buy ratings. The company's Q3 performance exceeded expectations, but the conservative Q4 outlook and bearish technical indicators are driving the stock's decline.

Nov 10, 2026

Brainsway (NASDAQ:BWAY) reported quarterly earnings of $0.05 per share, missing analyst estimates by $0.07, despite revenue of $18.15 million which exceeded expectations. The company saw strong year-over-year revenue growth of 34% and a 44% increase in system shipments, with its global installed base surpassing 2,000 systems. Brainsway's management anticipates full-year 2026 results at the upper end of guidance, driven by improved profitability and expanding reimbursement coverage for its Deep TMS protocols.

Nov 10, 2026

Allspring Global Investments Holdings LLC reduced its stake in Mondelez International by 9.5% in the third quarter, selling over 141,000 shares but still holding 1.35 million shares valued at approximately $78.2 million. Despite this reduction, analysts maintain a "Moderate Buy" consensus rating for MDLZ stock, with an average price target of $69.30. Mondelez recently reported strong Q3 earnings per share of $0.78, surpassing estimates, though revenue was slightly below forecasts at $9.97 billion.

Nov 10, 2026

Aviat Networks reported Q1 fiscal 2027 revenues of $102 million and adjusted EBITDA of $6 million, with record first-quarter bookings exceeding $150 million. The company is tackling component shortages and cost inflation by taking pricing actions, reducing low-margin customer business, and strategically lowering accounts payable to improve supply priority. Aviat introduced new products like a LEO satellite integration solution and a quad all-outdoor radio, while also adjusting full-year revenue guidance to $450-$475 million due to supply constraints, though profitability guidance remains unchanged.

Nov 10, 2026

Gilat Satellite Networks reported third-quarter 2026 revenue of $116.2 million, with net income rising to $8.7 million and adjusted EBITDA up 13% to $17.6 million. Despite a decline in diluted EPS, defense revenue saw a 53% year-over-year increase. The company forecasts full-year 2026 revenue between $455 million and $475 million, with adjusted EBITDA of $61 million–$63 million, taking into account program delays and shifted customer deliveries.

Nov 10, 2026

AmpliTech Group, Inc. (Nasdaq: AMPG) has been recognized as the Open RAN Champion for Innovation at The Fast Mode Awards 2026 in the Telecoms Solution Provider category. The award acknowledges AmpliTech's advancements in developing flexible, interoperable 5G radio access solutions for various network deployments, emphasizing RF performance and multi-vendor interoperability. The company plans to attend the official awards ceremony at The Fast Mode LiveX Kuala Lumpur in January 2027 to further strengthen its global industry visibility and engage with potential partners.

Nov 10, 2026

Vistance Networks (NASDAQ:VISN) has received an average "Hold" rating from five analysts, with a consensus 12-month price target of $15.00. The stock recently opened at $4.12, trading near its 12-month low, and has seen a significant drop in its special dividend from $5.00 to $1.50 per share. Additionally, a director recently sold a substantial portion of his stake in the company.

Nov 10, 2026

Gilat Satellite Networks Ltd. reported a net income of $8.7 million, or 11 cents per share, for its third quarter. Adjusted earnings were 18 cents per share, with the company posting revenues of $116.2 million. Gilat anticipates full-year revenue to be between $455 million and $475 million.

Nov 10, 2026

Lockheed Martin Investment Management Co. reduced its stake in Cisco Systems (NASDAQ:CSCO) by 31.5% in the third quarter, selling 39,410 shares and holding 85,800 shares valued at $9.235 million. Despite this, other hedge funds increased their positions, and analysts have issued a "Moderate Buy" consensus rating with an average target price of $127.87. Cisco recently reported strong Q3 earnings, beating estimates, and announced a quarterly dividend of $0.42.

Nov 10, 2026

Marvell Technology's proposed $115 billion acquisition of Lumentum Holdings is facing skepticism, with merger arbitrage specialists estimating only a 50% chance of closing. Both companies' stock prices have fallen significantly since the potential deal was reported. Concerns revolve around valuation, regulatory hurdles, and the sustainability of AI infrastructure spending, despite Marvell's history of successful acquisitions.

Nov 10, 2026

Gilat Satellite Networks reported mixed third-quarter 2026 results, with adjusted earnings exceeding analyst expectations but revenue falling short. Shares dropped significantly in premarket trading. The company also revised its full-year revenue guidance downwards, citing project timing and delivery schedules, though its adjusted EBITDA increased, and it expects its acquisition of Comtech to close by year-end.

Nov 10, 2026

This article examines analyst ratings for Trimble (TRMB), Cisco Systems (CSCO), and Advanced Micro Devices (AMD), highlighting varying sentiments from "Strong Buy" to "Hold." Barclays maintained a Buy rating for Trimble, while a Loop Capital Markets initiated coverage with a Buy rating. Cisco Systems received a Hold rating from Barclays, with Morgan Stanley also downgrading the stock to Hold, whereas Advanced Micro Devices was upgraded to Buy by Oppenheimer, with Goldman Sachs also maintaining a Buy rating.

Nov 10, 2026

Axon Enterprise (AXON) shares fell 18.2% after its fiscal Q3 2026 report and a cut to its full-year revenue growth forecast from 33% to 30%. This reduction is primarily due to the exclusion of three federal counter-drone deals totaling $130 million that management no longer expects to ship within the year. While overall growth slowed, Axon's software business accelerated, and the company also revised its free cash flow forecast downwards, although its adjusted EBITDA margin forecast saw a slight increase.

Nov 10, 2026

AEGON ASSET MANAGEMENT UK Plc reduced its stake in Cisco Systems by 5.5% in the third quarter, selling 42,009 shares and retaining 726,323 shares valued at $78.17 million. Other institutional investors also adjusted their positions in Cisco, while company insiders sold a total of 44,869 shares worth over $5 million in the last quarter. Cisco Systems reported strong earnings, beating analyst estimates, and announced a quarterly dividend, but analysts have mixed ratings and a recent Morgan Stanley downgrade to "Equal-weight" added to caution ahead of its November 12 earnings report.

Nov 10, 2026

Allspring Global Investments Holdings LLC reduced its stake in Motorola Solutions (MSI) by 9.6% during the third quarter, selling 21,494 shares. Despite this, Motorola Solutions reported strong quarterly earnings, beating analyst estimates with EPS of $4.69 and revenue of $3.38 billion, a 12.2% year-over-year increase. Analysts maintain a "Buy" consensus rating with an average price target of $545.70.

Nov 10, 2026

Allspring Global Investments Holdings LLC reduced its stake in Viavi Solutions Inc. (NASDAQ:VIAV) by 12.6% in the third quarter, selling 253,827 shares while retaining 1.76 million shares valued at approximately $79 million. Despite insider selling totaling nearly $7.9 million over the past 90 days, Viavi Solutions exceeded quarterly earnings and revenue expectations, reporting EPS of $0.47 on revenue of $469.3 million, a 56.9% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $57.83 for the company.

Nov 10, 2026

Aviat Networks (AVNW) reported first-quarter earnings of $0.12 per share, significantly missing the Zacks Consensus Estimate of $0.32 per share, and revenues of $101.97 million, which also fell short of expectations. The company's shares have underperformed the S&P 500 year-to-date, and its current Zacks Rank #3 (Hold) suggests it will perform in line with the market in the near future.

Nov 10, 2026

Ondas Holdings Inc. (NASDAQ:ONDS) has received a "Moderate Buy" consensus rating from thirteen brokerages, with an average twelve-month price target of $16.89. The company's shares opened at $5.97, and its most recent earnings report showed revenue of $83.77 million, exceeding estimates, though its loss per share was wider than expected. Recent insider transactions include sales by CFO Neil Laird and Director Richard Cohen, while several institutional investors have modified their holdings.

Nov 10, 2026

Lantronix Inc. reported an 8% year-over-year revenue increase to $32.4 million in Q1 2027, with non-GAAP net income rising 50% to $2.2 million, largely driven by a 37% surge in Embedded IoT Solutions revenue from unmanned systems. The company secured 29 customers for fiscal 2027 in this segment, which is projected to constitute 15-20% of total revenue. Despite a GAAP net loss of $463,000, non-GAAP gross margin expanded to 45.3%, benefiting from higher-margin recurring revenue from the Nero acquisition.

Nov 10, 2026

ADTRAN Holdings, Inc. CFO Timothy Santo recently acquired 17,820 shares of the company's stock for $74,131.20, increasing his direct ownership by nearly 30%. This insider transaction comes as ADTRAN reported quarterly earnings per share that beat consensus estimates, though revenue slightly missed expectations. Analysts currently hold a "Hold" consensus rating for ADTRAN with an average price target of $11.21.

Nov 9, 2026

Lantronix, Inc. (LTRX) reported stronger-than-expected Q1 earnings of $0.05 per share, surpassing the Zacks Consensus Estimate of $0.04. The company also exceeded revenue estimates, posting $32.37 million for the quarter. Despite outperforming expectations, Lantronix shares have fallen 11.9% year-to-date, contrasting with the S&P 500's gain.

Nov 9, 2026

Ciena (NYSE: CIEN) has significantly outperformed the market over the last decade, generating an average annual return of 28.13%. An initial investment of $1000 in CIEN stock ten years ago would now be valued at $12,002.00, highlighting the power of compounded returns. The company currently holds a market capitalization of $34.28 billion.

Nov 9, 2026

JPMorgan Chase & Co. analysts have cut their price target for Viasat (NASDAQ:VSAT) to $120.00 from $130.00, while maintaining an "overweight" rating, implying a potential upside of 60.26%. This adjustment comes despite Viasat reporting a narrower-than-expected quarterly EPS loss of ($0.32) against an anticipated ($0.42) loss, although revenue of $1.18 billion fell short of the $1.20 billion consensus. The stock saw a significant 17.1% increase on Monday, reaching $74.88, and holds a consensus "Moderate Buy" rating with an average price target of $98.56 from other analysts.

Nov 9, 2026

FTI Consulting, Inc. announced the appointment of Moe Kelley and Brian Bagenstose as Senior Managing Directors in its Telecom, Media & Technology practice. Based in Boston, Kelley and Bagenstose bring extensive experience in strategic and commercial challenges for telecom and digital infrastructure providers and their investors. Their expertise will enhance FTI Consulting's ability to support clients from commercial due diligence and investment decisions through growth strategy and value creation, particularly amid rising demand for broadband, data center growth, and AI-enabled services.

Nov 9, 2026

New research from Cisco Systems Inc. suggests that trust, not technological capability, is the primary barrier to scaling AI adoption in enterprises. The study, conducted in Australia, highlights that while AI technology is advanced, employee and customer trust, along with cultural readiness, lags behind. The report emphasizes the need for leadership to foster a culture of "calibrated trust," where employees understand when to rely on AI, when to verify its outputs, and when human intervention is critical.

Nov 9, 2026

The U.S. Space Force has awarded Viasat an indefinite-delivery/indefinite-quantity (IDIQ) contract with a ceiling of $450 million to build a Mission Operations Center for the Golden Dome missile defense initiative. This center will manage data traffic and coordinate various satellite constellations and ground systems, integrating the complex architecture of the space-based missile defense system. This award is a significant step towards achieving an initial Golden Dome capability by 2028, centralizing management to mitigate coordination challenges in a multi-stakeholder program.

Nov 9, 2026

Nokia Corp. ADR (NOK) saw a 6.79% increase on Monday, closing at $8.18. This rise outperformed the broader market, with both the NASDAQ Composite Index and the Dow Jones Industrial Average also recording significant gains. This marks the second consecutive day of gains for the ADR.

Nov 9, 2026

This article highlights "whale activity" in ten information technology stocks, identifying significant options trades made by large-money entities. It provides a table detailing put/call options, trade types, sentiment, expiration dates, strike prices, total trade prices, open interest, and volume for each stock. The article then offers detailed explanations for each transaction, including the number of contracts, total cost, and previous open interest.

Nov 9, 2026

Barclays has maintained an "Underweight" rating on Ubiquiti (UI) but raised its price target from $489 to $537. Despite the increased price target, the stock is considered 5.2% overvalued according to GuruFocus's GF Value, trading at $646.93 against an intrinsic value of $615.05. Ubiquiti boasts a strong GF Score of 95/100, reflecting excellent financial strength and growth, though its momentum rank is lower.

Nov 9, 2026

Motorola Solutions Inc. (MSI) stock rose 2.62% on Monday to $527.97, outperforming the broader market which also saw gains with the S&P 500 Index (SPX) up 2.35% and the Dow Jones Industrial Average (DJIA) up 2.15%. Despite its daily increase, the stock closed 3.71% below its 52-week high. The article highlights the stock's performance relative to its competitors and overall market trends.

Nov 9, 2026

Coherent (NYSE: COHR) saw its stock jump 13% after reporting 50% year-over-year revenue growth in Q1 2027, driven by demand for optical connectivity in AI data centers. Other optical stocks like Lumentum (NASDAQ: LITE) and Applied Optoelectronics (NASDAQ: AAOI) also rose, though AAOI lagged due to chip shortages and weak guidance. The sector is experiencing a rebound following a recent sell-off, with analysts split on Coherent's outlook due to cash burn concerns despite strong future bookings.

Nov 9, 2026

Lantronix Inc. announced its fiscal first-quarter 2027 financial results, reporting an over 8% year-over-year increase in net revenue to $32.4 million and a 50% increase in non-GAAP net income to $2.2 million, or $0.05 per share. The growth was significantly driven by a 37% year-over-year increase in Embedded IoT Solutions revenue, particularly from unmanned systems. The company reaffirmed its expectation for double-digit revenue growth in fiscal 2027.

Nov 9, 2026

SHABTAI ADLERSBERG, President and CEO of AudioCodes (NASDAQ: AUDC), recently purchased 15,939 shares of company stock for $126,139, as disclosed in an SEC Form 4 filing. This insider purchase comes as AudioCodes shares are trading at $8.12, up 3.44%. The article details AudioCodes' business, financial performance including revenue growth and gross margin, and valuation metrics, suggesting the insider transaction could be a positive signal for the stock.

Nov 9, 2026

Three AI chatbots — Anthropic’s Claude, Grok, and OpenAI’s ChatGPT — each selected a different stock to buy for the week of November 9th: Applied Materials Inc. (NASDAQ: AMAT), Constellation Energy Corp. (NASDAQ: CEG), and Take-Two Interactive Software Inc. (NASDAQ: TTWO), respectively. Claude focused on AMAT as a contrarian earnings play, Grok highlighted CEG's strong earnings and role in AI infrastructure, and ChatGPT looked to TTWO for upcoming earnings and the "Grand Theft Auto VI" launch. All three chatbots also listed Cisco Systems Inc. (NASDAQ: CSCO) and Applied Materials Inc. (NASDAQ: AMAT) as runners-up, emphasizing their relevance to AI infrastructure demand.

Nov 9, 2026

The University of Texas Texas A&M Investment Management Co. has acquired a new position of 53,656 shares in Hewlett Packard Enterprise (HPE), valued at approximately $3.44 million during the third quarter. This move comes as HPE reported strong quarterly earnings, surpassing analyst expectations with adjusted earnings of $1.11 per share and revenue of $12.21 billion, a 33.7% year-over-year increase. Analysts maintain a "Moderate Buy" consensus rating for HPE, with an average price target of $65.44, despite competition in AI servers from companies like Super Micro Computer.

Nov 9, 2026

Pictet Asset Management Holding SA significantly increased its stake in Ciena Corporation by 23.5% in the third quarter, bringing its total holdings to 512,203 shares valued at approximately $180.2 million. This comes as Ciena reported strong quarterly earnings, surpassing analyst estimates with $2.11 per share and $1.67 billion in revenue. Despite recent insider share sales and some analyst price target adjustments, the consensus rating for Ciena remains a "Moderate Buy" with an average price target of $485.93.

Nov 9, 2026

Pictet Asset Management Holding SA significantly increased its stake in Lumentum Holdings Inc. by 157.1% in the third quarter, acquiring an additional 112,076 shares. This purchase brought their total holdings to 183,399 shares, valued at $178.13 million. The article also details other institutional investor activity, insider transactions, analyst ratings, and Lumentum's recent financial performance and stock market position.

Nov 9, 2026

Pictet Asset Management Holding SA significantly increased its stake in Hewlett Packard Enterprise (HPE) by 111.1% in the third quarter, acquiring over 1 million additional shares. This brings their total holding to 2,073,498 shares valued at approximately $132.4 million. The article also highlights HPE's recent financial performance, analyst ratings, and competitive pressures in the AI server market.

Nov 9, 2026

Pictet Asset Management Holding SA reduced its stake in Motorola Solutions (NYSE:MSI) by 4.3% in the third quarter, selling 15,999 shares, though it still holds 358,121 shares valued at $159.7 million. The company reported strong third-quarter results, beating EPS and revenue estimates, with revenue up 12.2% year-over-year, and several analysts subsequently raised their price targets. Despite positive earnings, CEO Gregory Brown and SVP Kathryn A. Moore also sold significant shares.

Nov 9, 2026

Arrow Electronics is expanding its AI infrastructure business, investing in specialized engineering and assembly services, and strengthening partnerships with major technology suppliers. The company reported a 39% increase in third-quarter sales to $10.72 billion and outlined a strategy to capture more business from industrial automation, robotics, and data centers. This expansion beyond traditional distribution into value-added services is reflected in a significant increase in inventory and higher profit margins.

Nov 9, 2026

Palo Alto Networks is reportedly in talks to acquire Clutch Security, an AI agent security startup, for $500 million in cash plus milestone payments. This potential acquisition, which would value Clutch at approximately 50 times its annual recurring revenue, reflects the increasing demand for cybersecurity tools against AI-driven attacks. If successful, it would be Palo Alto Networks' seventh acquisition this year, signaling a major push into the AI cybersecurity space.

Nov 9, 2026

Tencent Cloud has been recognized as a Leader in Gartner's inaugural Magic Quadrant for Edge Distribution Platforms, specifically for its EdgeOne platform. The company's "Ability to Execute" and "Completeness of Vision" were highlighted, with EdgeOne's global distributed network, robust security, and advanced AI capabilities for hosting and inference at the edge being key factors in its leadership position. This recognition underscores Tencent Cloud's strong presence in critical industries like gaming and video, and its commitment to expanding AI integration within its edge services.

Nov 9, 2026

Hewlett Packard Enterprise (HPE) shares have dropped significantly, making its free cash flow yield attractive compared to the S&P 500 median. Despite revenue growth, the company operates on thin margins and faces challenges with uneven cash generation and a substantial debt load. Investors are watching HPE's fiscal 2026 free cash flow to see if it can sustain recent cash levels and manage its debt amidst expected margin pressures.

Nov 9, 2026

F5 is adapting its strategy to focus on AI, application security, and digital resilience as organizations increasingly adopt AI and prioritize security and data sovereignty. The company observes a trend of AI workloads returning on-premise due to cost and sovereignty concerns, leading to more board-level discussions about infrastructure. F5 highlights AI security and leveraging existing infrastructure as key growth areas, noting a rapid acceleration in AI adoption from pilot to production phases within the last year, which necessitates real-time security responses and a platform-based approach to AI security.

Nov 9, 2026

Zacks.com has released its list of companies likely to issue earnings surprises, including Applied Materials, Cisco Systems, Berkshire Hathaway, Nvidia, Micron, and Alphabet. The Q3 earnings season shows broad-based growth momentum, with overall S&P 500 earnings expected to increase by 28.4% on 14.4% higher revenues. While the Tech sector remains a significant contributor, 15 out of 16 Zacks sectors are projected to experience positive earnings growth.