Latest news with #KeyBanc
Yahoo
21 hours ago
- Business
- Yahoo
KeyBanc Begins Coverage of Arista Networks (ANET) Stock, Gives Overweight
Arista Networks Inc (NYSE:ANET) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc analyst Brandon Nispel began coverage of the company's stock with an 'Overweight' rating and a price objective of $115, as reported by The Fly. The firm highlighted Arista Networks Inc (NYSE:ANET)'s leadership position in cloud and data center networking, demonstrating its industry-leading organic growth, which continues to compound over the past decade and is anticipated to continue. A technician in a server room managing a large-scale network of computers. Furthermore, the firm also expects Arista Networks Inc (NYSE:ANET) to perform well, with the industry shifting towards AI and hyperscalers continuing their spending patterns. Notably, the company's established relationships with cloud titans continue to show accelerating growth in 2025. The firm believes that Arista Networks Inc (NYSE:ANET) warrants a premium valuation, and any pullback should be considered as a buying opportunity. As the company enters 2025, AI, cloud, and enterprise customers have been driving network transformation. The company exceeded $2 billion in revenue for the first time in Q1 2025. Arista Networks Inc (NYSE:ANET) rolled out advanced capabilities to maximize AI cluster performance and efficiency. Renaissance Investment Management, an investment management company, released its Q1 2025 investor letter. Here is what the fund said: 'Arista Networks Inc (NYSE:ANET) dropped after reporting in-line forward guidance, leading to increasing questions around the sustainability of capital investments that have driven the company's growth. While we were disappointed with Arista's stock reaction, we remain encouraged by strong demand for the company's data center switching products, which remain essential to the secular growth of cloud computing.' While we acknowledge the potential of ANET to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ANET and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below. Sign in to access your portfolio
Yahoo
a day ago
- Business
- Yahoo
KeyBanc Begins Coverage of Super Micro Computer (SMCI) Stock
Super Micro Computer, Inc. (NASDAQ:SMCI) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc initiated coverage of the company's stock with a 'Sector Weight' rating. As per the firm's analyst, Super Micro Computer, Inc. (NASDAQ:SMCI) might have set the expectations too high for FY 2026, considering that the overall end market seems to be decelerating and getting more competitive. A team of technicians in a server room, testing and managing the newest server solutions. The firm highlighted concerns regarding the competitive nature of the server market, and tags it as one of the most competitive businesses in the broader IT Hardware space. It also expects that these competitive and structural factors can pressurize gross margins. Considering the lower growth, lower margins, and the company's lack of FCFs, KeyBanc took a more cautious view. Super Micro Computer, Inc. (NASDAQ:SMCI) announced that liquid-cooled and air-cooled GPU solutions would be available with new AMD Instinct MI350 series GPUs, optimized for unparalleled performance, maximum scalability, and efficiency. Notably, the Supermicro H14 generation of GPU optimized solutions featuring dual AMD EPYC™ 9005 CPUs along with the AMD Instinct MI350 series GPUs have been designed for companies that focus on maximum performance at scale, while, at the same time, reducing total cost of ownership for AI-driven data centers. Super Micro Computer, Inc. (NASDAQ:SMCI) is a total IT solution provider for AI, Cloud, Storage, and 5G/Edge. While we acknowledge the potential of SMCI to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than SMCI and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below. Fehler beim Abrufen der Daten Melden Sie sich an, um Ihr Portfolio aufzurufen. Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten Fehler beim Abrufen der Daten
Yahoo
a day ago
- Business
- Yahoo
KeyBanc Begins Coverage of Arista Networks (ANET) Stock, Gives Overweight
Arista Networks Inc (NYSE:ANET) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc analyst Brandon Nispel began coverage of the company's stock with an 'Overweight' rating and a price objective of $115, as reported by The Fly. The firm highlighted Arista Networks Inc (NYSE:ANET)'s leadership position in cloud and data center networking, demonstrating its industry-leading organic growth, which continues to compound over the past decade and is anticipated to continue. A technician in a server room managing a large-scale network of computers. Furthermore, the firm also expects Arista Networks Inc (NYSE:ANET) to perform well, with the industry shifting towards AI and hyperscalers continuing their spending patterns. Notably, the company's established relationships with cloud titans continue to show accelerating growth in 2025. The firm believes that Arista Networks Inc (NYSE:ANET) warrants a premium valuation, and any pullback should be considered as a buying opportunity. As the company enters 2025, AI, cloud, and enterprise customers have been driving network transformation. The company exceeded $2 billion in revenue for the first time in Q1 2025. Arista Networks Inc (NYSE:ANET) rolled out advanced capabilities to maximize AI cluster performance and efficiency. Renaissance Investment Management, an investment management company, released its Q1 2025 investor letter. Here is what the fund said: 'Arista Networks Inc (NYSE:ANET) dropped after reporting in-line forward guidance, leading to increasing questions around the sustainability of capital investments that have driven the company's growth. While we were disappointed with Arista's stock reaction, we remain encouraged by strong demand for the company's data center switching products, which remain essential to the secular growth of cloud computing.' While we acknowledge the potential of ANET to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than ANET and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below.
Yahoo
a day ago
- Business
- Yahoo
KeyBanc Begins Coverage of Hewlett Packard Enterprise Company (HPE) Stock
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc analyst Brandon Nispel began coverage of the company's stock with a 'Sector Weight' rating, as reported by The Fly. The firm opines that Hewlett Packard Enterprise Company (NYSE:HPE) is strategically poorly positioned. Furthermore, the company has underperformed with respect to growth in Servers while margins continue to compress. KeyBanc ended by saying that Hewlett Packard Enterprise Company (NYSE:HPE)'s business appears to be an underperformer as compared to peers, which makes the stock fairly valued. A woman programmer in a modern office working with multiple computer servers. On June 28, Hewlett Packard Enterprise Company (NYSE:HPE) and Juniper Networks, Inc. announced that they have reached an agreement with the U.S. Department of Justice that, subject to court approval, resolves the lawsuit challenging the company's acquisition of Juniper, clearing the way for the transaction to close. The customers will have a modern network architecture alternative, which can support the demands of AI workloads. Notably, the combination of HPE Aruba Networking and Juniper Networks is expected to offer customers a comprehensive portfolio of secure, AI-native networking solutions and ramp up Hewlett Packard Enterprise Company (NYSE:HPE)'s ability to grow in the AI data center, service provider, and cloud segments. Hewlett Packard Enterprise Company (NYSE:HPE) provides the high-performance computing, cloud platforms, and software required to run and scale AI workloads. While we acknowledge the potential of HPE to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than HPE and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below.
Yahoo
a day ago
- Business
- Yahoo
KeyBanc Starts Coverage of Dell Technologies (DELL) Stock, Gives Sector Weight Rating
Dell Technologies Inc. (NYSE:DELL) is one of the Top 10 AI and Technology Stocks to Buy According to Analysts. On June 26, KeyBanc began coverage of the company's stock with a 'Sector Weight' rating, as reported by The Fly. As per the firm, Dell Technologies Inc. (NYSE:DELL) has executed well and there remains a strong revenue growth profile, operating efficiency, and ultimately a robust FCF/capital return profile. That being said, the firm opines that the revenue growth is being aided by lower margin AI Servers, where the firm expects gross margin pressure to continue. A team of IT experts discussing the latest network security trends over a laptop screen. Furthermore, the firm remains more skeptical of the magnitude of the PC refresh cycle, concluding that Dell Technologies Inc. (NYSE:DELL) is fairly valued at the current juncture. In Q1 2026, the company saw record servers and networking revenue of $6.3 billion, and it continues to experience healthy demand for its AI-optimized servers. Dell Technologies Inc. (NYSE:DELL) generated $12.1 billion in AI orders in Q1 2026 alone, exceeding the entirety of shipments in all of FY 2025 and leaving the company with a backlog to the tune of $14.4 billion. For FY 2026, the company expects revenue of between $101.0 billion – $105.0 billion, reflecting a rise of 8% YoY at the midpoint of $103.0 billion. Dell Technologies Inc. (NYSE:DELL) plays a critical role in offering the hardware infrastructure and solutions critical for AI workloads, data centers, enterprise IT systems, and cloud computing. While we acknowledge the potential of DELL to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than DELL and that has 100x upside potential, check out our report about this cheapest AI stock. READ NEXT: 13 Cheap AI Stocks to Buy According to Analysts and 11 Unstoppable Growth Stocks to Invest in Now Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds' investor letters by entering your email address below.
