Notícias

Arista Networks, Inc. (NYSE:ANET) is one of the high-growth wide-moat stocks to buy. On June 9, Arista introduced its 7060XE7 Series, a new portfolio of 1.6-terabit networking platforms designed for rack-scale AI infrastructure. The systems expand the company’s Etherlink architecture for both scale-out and scale-up AI networks, addressing the higher bandwidth, power density, and thermal […]

Arista Networks recently reported record demand for its AI-focused networking gear, raising its full-year revenue forecast to about US$11.50 billion while cautioning that supply chain constraints could limit how quickly it converts orders into sales. The company’s push into high-performance AI infrastructure, including new 1.6-terabit platforms and multi-year component commitments, highlights how rising AI data center investment is reshaping its growth profile and operational risks. We’ll...

The networking giant is showing independent strength, but understanding how it swings with the market is the key to owning it.

Arista Networks is poised to release its second-quarter results next month, and analysts project a double-digit earnings growth.

A UBS research note indicates that while skyrocketing investments in data center infrastructure are fueling strong order backlogs for major tech hardware suppliers, persistent component shortages could limit immediate revenue recognition.

By Karen Roman Optical and HFC networking provider Applied Optoelectronics, Inc. (Nasdaq: AAOI) said it started constructing two adjacent properties in Pearland, Texas, to add nearly 400,000 square feet of […]

Arista Networks, Vertiv, Astera Labs, Corning, and Constellation Energy address AI infrastructure bottlenecks like networking, cooling, and power, and each carries a consensus Buy or Moderate Buy rating.

This is a supply-constrained hyper-growth year for Arista Networks (ANET). The company provides high-speed data center switching, with cloud titans Microsoft and Meta as its long-standing anchor customers.

Management is signaling its strongest demand ever, yet the stock's reaction suggests investors are waiting for the other shoe to drop.

You might think you know this networking giant, but a new business in AI infrastructure is quietly forging its next era of growth.

Arista Networks (ANET) closed the most recent trading day at $181.15, moving 3.11% from the previous trading session.

Everyone in your feed is screenshotting Arista gains while a quieter AI trade has been compounding in the background, and the difference between the two says everything about how most investors actually lose money chasing the obvious winner.

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on at Pax8 Beyond 2026 in Salt Lake City with Oguo Atuanya, Corporate Vice President of Vendor Experience at Pax8, and Daniel Danielli, Vice President of Global Scale Partnerships at CrowdStrike Holdings, Inc. (Nasdaq: CRWD). The in-person interview was joined by Editor-in-Chief John Jannarone and […] The post The New Cyber Front Line: Pax8 Corporate VP Oguo Atuanya, CrowdStrike VP Daniel Danielli, Live from Pax8 Beyon

Arista Networks (ANET) demonstrates strong technical momentum, recently setting an all-time high. Shares are up more than 70% over the past year. ANET maintains a 100% “Buy” technical opinion from Barchart. Wall Street analysts overwhelmingly rate ANET a “Strong Buy,” although some note its high valuation is a drawback. Today’s...

ANET's AI networking portfolio and rising cloud demand fueled 35% revenue growth as new Etherlink platforms position the company for further expansion.

WDAY's lower valuation and rising earnings estimates give it an edge over ANET despite weaker price performance and slower projected sales growth.

Arista Networks (ANET) has become a focal point for investors after its 1.6Tbps 7060XE7 Ethernet switching platform gained traction with Meta, Microsoft, and Oracle, putting the company’s AI infrastructure ambitions under closer market scrutiny. See our latest analysis for Arista Networks. The stock’s recent news flow around AI switching has lined up with strong momentum, with a 1-month share price return of 23.19% and a 1-year total shareholder return of 72.20% pointing to rising...

Marsh & McLennan is ranked No. 101 overall and Fiserv No. 386 overall in the Best Companies for the Future ranking of companies in the S&P 500 stock index as of Dec. 31, which Bendable Labs prepared for the WSJ Leadership Institute. The ranking published in the June 8 Journal Report incorrectly placed Marsh & McLennan at No. 275 because of errors in calculating its scores for AI readiness, innovation and financial fitness. Fiserv was incorrectly placed at No. 364 because of errors in calculating its scores for AI readiness and resilience.

Beneath its strong run, the options market is pricing a year of extreme outcomes for Arista Networks, a two-sided risk you already carry in your portfolio.

The Standard & Poor's 500 index rose 1.2% this week, lifted by a fresh burst of AI enthusiasm amid g

CIEN is riding the AI-driven optical networking demand, record revenue and a growing backlog. See what's fueling its outlook despite supply constraints.

Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

More than simply catching the AI updraft, the networking gear maker built a backlog that has investors asking if this time is truly different.

Investors who think Arista stock will continue to rally and don't want to risk significant capital can use long call options.

The server maker is at the heart of the AI buildout and pivoting to more profitable solutions, but a legal cloud and large cash consumption create a sharp trade-off for investors.

The average brokerage recommendation (ABR) for Arista Networks (ANET) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

US equity markets were mostly pointing higher before the opening bell Thursday as traders weighed ri

Investors don't have to own just chip stocks to benefit from the AI boom.

As Nvidia heats up its AI battle versus Broadcom partner Arista Networks, shares of Arista stock take aim at a breakout.

The Morning Bull - US Market Morning Update Thursday, Jul, 9 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.8%, as investors react to a mix of higher borrowing costs and fresh inflation worries. The US 10 year Treasury yield is sitting near 4.58%, a 4 week high, which means mortgages, car loans and business borrowing could stay expensive. At the same time, one year US inflation expectations are at 3.7%, and a drop in US oil inventories is...