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The Zacks Analyst Blog Highlights SpaceX, Arista Networks and The Boeing
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For Immediate Release
Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Space Exploration Technologies Corp. (SPCX - Free Report) , Arista Networks, Inc. (ANET - Free Report) and The Boeing Co. (BA - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for SpaceX, Arista Networks and Boeing
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp., Arista Networks, Inc. and The Boeing Co.. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
Shares of SpaceX have underperformed the Zacks Wireless National industry over the past month (-19.8% vs. -16%). The Zacks analyst maintains a Neutral view on the company. SpaceX reported relatively modest second-quarter 2026 results with the top and bottom line exceeding the respective Zacks Consensus Estimate.
Reusable launch scale and Starlink's expanding subscriber, enterprise and government base support a durable infrastructure advantage. Starship testing and V3 satellites could raise network capacity, while AI compute agreements and the pending Cursor acquisition broaden monetization.
The offset is investment intensity and execution. SpaceX is committing substantial capital to compute, satellites and launch infrastructure even as GAAP losses remain. The assets are difficult to replicate, but the risk-reward remains balanced until newer platforms convert investment into more consistent returns.
Arista Networks' shares have outperformed the Zacks Internet - Software industry over the year-to-date period (+48% vs. -5.6%). The company reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate. It is well positioned as cloud, AI and enterprise customers upgrade high-speed Ethernet networks.
Demand spans AI fabrics, core data centers, campus and routing, aided by a stronger supply chain and deeper software automation. New AI fabric platforms, including liquid-cooling options and scale-across capabilities, support next-generation AI clusters, while campus recognition shows traction beyond hyperscale cloud.
However, Arista faces intense competition in cloud networking, AI Ethernet and high-speed switching markets. The company derives a substantial portion of revenue from a limited number of large customers. Any slowdown in AI infrastructure demand or delays in customer adoption could impact its growth.
Shares of Boeing have gained +7.3% over the year-to-date period against the Zacks Aerospace - Defense industry's gain of +7.4%. The company's second-quarter loss was wider than expected. Boeing remains one of the largest U.S. commercial aircraft manufacturers. Steadily growing commercial air travel should boost Boeing's service business unit.
The outlook for Boeing's defense and space business segment also remains optimistic. The government's inclination toward strengthening the nation's defense and space system should act as a growth catalyst for Boeing.
However, execution risk, certification delays, labor shortage and a high debt load are concerns. Trade tensions between the United States and China may cause further delay or disruption of deliveries, hurting its operational performance. We have a Neutral rating on the shares.
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.
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The Zacks Analyst Blog Highlights SpaceX, Arista Networks and The Boeing
For Immediate Release
Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Space Exploration Technologies Corp. (SPCX - Free Report) , Arista Networks, Inc. (ANET - Free Report) and The Boeing Co. (BA - Free Report) .
Here are highlights from Friday’s Analyst Blog:
Top Stock Reports for SpaceX, Arista Networks and Boeing
The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Space Exploration Technologies Corp., Arista Networks, Inc. and The Boeing Co.. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.
You can see all of today's research reports here >>>
Ahead of Wall Street
The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.
You can read today's AWS here >>> Jobs Numbers -23K for July, -103K in Previous Revisions
Today's Featured Research Reports
Shares of SpaceX have underperformed the Zacks Wireless National industry over the past month (-19.8% vs. -16%). The Zacks analyst maintains a Neutral view on the company. SpaceX reported relatively modest second-quarter 2026 results with the top and bottom line exceeding the respective Zacks Consensus Estimate.
Reusable launch scale and Starlink's expanding subscriber, enterprise and government base support a durable infrastructure advantage. Starship testing and V3 satellites could raise network capacity, while AI compute agreements and the pending Cursor acquisition broaden monetization.
The offset is investment intensity and execution. SpaceX is committing substantial capital to compute, satellites and launch infrastructure even as GAAP losses remain. The assets are difficult to replicate, but the risk-reward remains balanced until newer platforms convert investment into more consistent returns.
(You can read the full research report on SpaceX here >>>)
Arista Networks' shares have outperformed the Zacks Internet - Software industry over the year-to-date period (+48% vs. -5.6%). The company reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate. It is well positioned as cloud, AI and enterprise customers upgrade high-speed Ethernet networks.
Demand spans AI fabrics, core data centers, campus and routing, aided by a stronger supply chain and deeper software automation. New AI fabric platforms, including liquid-cooling options and scale-across capabilities, support next-generation AI clusters, while campus recognition shows traction beyond hyperscale cloud.
However, Arista faces intense competition in cloud networking, AI Ethernet and high-speed switching markets. The company derives a substantial portion of revenue from a limited number of large customers. Any slowdown in AI infrastructure demand or delays in customer adoption could impact its growth.
(You can read the full research report on Arista Networks here >>>)
Shares of Boeing have gained +7.3% over the year-to-date period against the Zacks Aerospace - Defense industry's gain of +7.4%. The company's second-quarter loss was wider than expected. Boeing remains one of the largest U.S. commercial aircraft manufacturers. Steadily growing commercial air travel should boost Boeing's service business unit.
The outlook for Boeing's defense and space business segment also remains optimistic. The government's inclination toward strengthening the nation's defense and space system should act as a growth catalyst for Boeing.
However, execution risk, certification delays, labor shortage and a high debt load are concerns. Trade tensions between the United States and China may cause further delay or disruption of deliveries, hurting its operational performance. We have a Neutral rating on the shares.
(You can read the full research report on Boeing here >>>)
Why Haven't You Looked at Zacks' Top Stocks?
Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.
Today you can access their live picks without cost or obligation.
See Stocks Free >>
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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.