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Arista Networks, Inc.

ANET · NYSE

Symbol: ANET
Type: Stock
Sector: Telecommunications
Industry: Computer Communications Equipment
Country: North America
Exchange: NYSE

Arista Networks is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. Its award-winning platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack.

Key Issues

Bullish view

Arista's first $3 billion quarter, 37.7% year-over-year revenue growth, and raised 2026 outlook indicate that AI-networking demand is translating into substantial current momentum.

Bearish view

The evidence confirms only the latest quarter and does not quantify the raised outlook or establish how long the current growth rate can persist.