Analysts favor this trio for 2026 as AI workloads push demand across chips, hyperscale cloud, and data-center connectivity.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2026 earnings report. PSTG provides data storage products built around flash ...

Data storage company NetApp Inc. delivered earnings and revenue that came in ahead of Wall Street’s forecasts and raised its guidance for the full year, citing strong demand from customers pursuing ...

Nvidia has been one of the top artificial intelligence (AI) stocks on the market over the past three years, with shares ...

Artificial intelligence (AI) may grab the headlines, but the quieter money in this cycle has been flowing into the infrastructure that keeps AI running. Models can only scale if data can be stored, ...

Pure Storage's Meta Platforms win validates its AI storage leadership and could unlock further hyperscaler contracts, driving long-term growth potential. AI adoption is fueling demand for ...

For fiscal year 2026, management anticipates revenue in the range of $3.6 billion to $3.63 billion, representing 14% year-over-year growth at the midpoint. This is a 300 basis point increase from ...

Hytinen reiterated full-year guidance, projecting Q4 revenue of approximately $1.8 billion, adjusted EBITDA of approximately $690 million, AFFO of approximately $415 million, and AFFO per share of ...

Pure Storage showed stable growth in its latest financial results, but net profit declined amid increased spending on AI and neocloud projects. The IT operator, which specializes in flash-based data ...

White Label Storage announced the launch of its new AI-powered revenue management tool, RevMan ai, designed to optimize revenue generation for every facility under its management. By utilizing AI with ...

Company sharpens focus on high-margin, recurring-revenue technology-enabled services while selectively pursuing AI-adjacent and GPU-oriented opportunities ...