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Arista Networks NYSE: ANET executives said the company is investing across its networking portfolio rather than making tradeoffs between AI and data-center switching, software, campus networking and r

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AI-driven networking companies have been waiting for a sign to either continue to pull back or reinvigorate a bull run, but Ciena Corp.'s NYSE: CIEN Q3 earnings report may invite more questions than a

NEW YORK, Sept. 4, 2026 /PRNewswire/ -- S&P Dow Jones Indices will make the following changes to the S&P 500, S&P 100, S&P MidCap 400, and S&P SmallCap 600 indices effective prior to the open of tradi

Tom Yeung here with your Sunday Digest . At the start of 2021, Nvidia Corp. ( NVDA ) was a $330 billion company.

I reiterate Arista Networks as a Strong Buy with a raised price target of $248, reflecting a higher earnings base and improved growth visibility. Q2 2026 results showed $3.036B revenue (+37.7% y/y), a

Arista Networks, Inc. (ANET) Presents at Rosenblatt's 6th Annual Technology Summit: The Age of AI (Part II) Transcript

Multi-year AI capex boom, growing ASIC market size, along with expanded Ethernet TAM across 1.6/3.2 Tbps and scale-up/out/across underpin ANET's robust growth prospects. This is aided by META/MSFT com

Arista Networks has surged to all-time highs, driven by 40% revenue and earnings growth amid robust AI data center demand. ANET's 'AI spine' products have become the gold standard for modern data cen

Arista Networks remains a buy as robust demand drives record Q2 revenues, up 37.7% YoY, and top-line outperformance vs. expectations. The company raised 2026 revenue growth guidance from 28% to 40% Yo

Arista Networks NYSE: ANET reported fiscal second-quarter revenue of just over $3 billion, up 37.7% from a year earlier and above its prior guidance of $2.8 billion, as demand from AI and enterprise c

Markets face a pivotal week as jobs data, Fed speakers and earnings from SpaceX, AMD and Palantir test sentiment and the AI outlook.

Arista Networks is well-positioned for Q2 earnings, with optimism driven by strong demand for its AI connectivity and Ethernet switching solutions. Recent management commentary and supply chain update

The semiconductor sector faces bifurcation: edge computing, EDA, and memory oligopolies favored over hyperscaler hardware and merchant silicon due to CapEx reflexivity and China TAM loss. Edge network

I reiterate Arista Networks as a Strong Buy with a $216 price target, implying 30% upside from current levels of $166. My key growth drivers are AI Fabrics, 800G switching, Campus expansion, software