What's moving this stock lately
1 direct · 0 2nd-order · 0 thematicRanked by relevance and recency.
- #1Impact0.55%bullishDirectAMD, Cisco and HUMAIN Expand Saudi Arabia's AI Infrastructure as AMD Instinct Systems Go Live38d ago
As the networking supplier to the HUMAIN project, Cisco captures data-center networking orders in the Saudi AI buildout, reinforcing its AI-networking growth story.
Also named: AMD · NVDA · ANET
🎯 Market expectations
Estimate coverage High · 75/100Nasdaq analyst consensus · the pre-news baseline
- Jul 2026$1.08 vs $0.99+9.09%
- Apr 2026$0.90 vs $0.86+4.65%
- Jan 2026$0.88 vs $0.82+7.32%
- Oct 2025$0.81 vs $0.80+1.25%
The takeaway
Recent results have exceeded consensus by an average of +5.6%, which may have raised expectations for the next report.
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $63.3B · latest quarter up 12% YoY · profitable (FY net income $13.3B) · short activity below its recent average — bears covering.
FY revenue
$63.3B
2026-07
Latest Q YoY
+12%
Gross margin
64.5%
FY net income
$13.3B
Diluted EPS
$3.36
Short volume
24%
20d avg 32.1% · shorts covering
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-08-07passive (13G)STATE STREET CORP
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
46 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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