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3 Intriguing Tech Stocks to Watch After Earnings: CRWV, CSCO, CYBR
CSCOCisco Systems(CSCO) ZACKS·2025-05-16 23:56

Group 1: CoreWeave (CRWV) - CoreWeave reported a net loss of 149.6millionor−149.6 million or -1.49 per share, but Q1 sales surged 420% year-over-year to 981.6million,indicatingstrongfutureearningspotential[2]−NvidiadisclosedamajorstakeinCoreWeave,owning24.18millionshares,andhassecureda981.6 million, indicating strong future earnings potential [2] - Nvidia disclosed a major stake in CoreWeave, owning 24.18 million shares, and has secured a 4.1 billion deal with OpenAI, with other notable customers including Microsoft and Meta Platforms [3] - CoreWeave's stock spiked over 35% this week and has increased over 100% since its IPO, reaching an all-time high of 84pershare[4]Group2:CiscoSystems(CSCO)−CiscoSystemsexceededbothtopandbottom−lineexpectationsforitsfiscalthirdquarter,withQ3salesrising1184 per share [4] Group 2: Cisco Systems (CSCO) - Cisco Systems exceeded both top and bottom-line expectations for its fiscal third quarter, with Q3 sales rising 11% to 14.15 billion compared to 12.7billionayearago[5][6]−Thecompany′sSecuritysegmentrevenueclimbed5412.7 billion a year ago [5][6] - The company's Security segment revenue climbed 54% to 2.01 billion, and it reported over 600millioninAIinfrastructureordersduringthequarter[6]−CiscohasannouncedcollaborationwiththeAIInfrastructurePartnership(AIP)toinvestinscalableAIdatacentersalongsideMicrosoft,BlackRock,andNvidia[7]Group3:CyberArkSoftware(CYBR)−CyberArkreportedQ1salesof600 million in AI infrastructure orders during the quarter [6] - Cisco has announced collaboration with the AI Infrastructure Partnership (AIP) to invest in scalable AI data centers alongside Microsoft, BlackRock, and Nvidia [7] Group 3: CyberArk Software (CYBR) - CyberArk reported Q1 sales of 317.6 million, a 43% increase year-over-year, exceeding estimates of 305.66million,withEPSrising30305.66 million, with EPS rising 30% to 0.98 from 0.75ashare[11]−Thecompanyhasintegratedartificialintelligenceintoitsidentitysecuritysolutions,enhancingthreatdetectionandresponsecapabilities[10]−CyberArk′sstockistradingover0.75 a share [11] - The company has integrated artificial intelligence into its identity security solutions, enhancing threat detection and response capabilities [10] - CyberArk's stock is trading over 350 a share and has increased 35% in 2025, with an impressive average earnings surprise of 44.33% over the last four quarterly reports [11][12] Group 4: Market Sentiment - The quarterly reports of CoreWeave, Cisco Systems, and CyberArk have generated positive investor sentiment, suggesting potential for further stock price increases as the market sentiment turns bullish and AI continues to drive growth [13]