Arista Networks

Yahoo Finance • 8 days ago

All J.P. Morgan's top stock picks for 2026

[Countdown to 2026. Loading year from 2025 to 2026. New year start concept.] SmileStudioAP J.P. Morgan identifies specific traits that define their Best Ideas for 2026. These companies typically possess: * Strong Financial Health: Rob... Full story

Yahoo Finance • 8 days ago

3 Growth Companies With Insider Ownership Up To 17%

As the U.S. markets experience a slight downturn with major indexes closing lower for the third consecutive session, investors are increasingly focusing on companies that demonstrate resilience and potential for growth. In these uncertain... Full story

Yahoo Finance • 10 days ago

Why anchoring 2026 portfolios in Big Tech and cybersecurity is the way to go

The next phase of the AI trade is more about growth and survival than simply chasing the most coveted names. "I definitely wouldn't just bet on Nvidia," Adam Coons, chief investment officer at Winthrop Capital Management, told Yahoo Finan... Full story

Yahoo Finance • 10 days ago

Western Digital and Seagate Were 2025’s Surprise AI Winners. 7 Stocks That Could Shock in 2026.

Western Digital and Seagate Technology are set to finish the year as two of the top three stocks in the S&P 500. Continue Reading... Full story

Yahoo Finance • 13 days ago

Validea Detailed Fundamental Analysis - ANET

Below is Validea's guru fundamental report for ARISTA NETWORKS INC (ANET). Of the 22 guru strategies we follow, ANET rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentu... Full story

Yahoo Finance • 14 days ago

What Makes Arista Networks (ANET) a Good Investment?

TCW funds, an investment management company, released its “TCW Concentrated Large Cap Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equity markets continued their rally in the third quarter,... Full story

Yahoo Finance • 15 days ago

Arista Networks, Inc.'s (NYSE:ANET) Stock's On An Uptrend: Are Strong Financials Guiding The Market?

Most readers would already be aware that Arista Networks' (NYSE:ANET) stock increased significantly by 12% over the past month. Given that the market rewards strong financials in the long-term, we wonder if that is the case in this instanc... Full story

Yahoo Finance • 18 days ago

ARTY Is Probably The Single Best Way To Bet On AI Stocks Without Have To Pick Single Winners

24/7 Wall St. Quick Read ARTY returned 28.6% year-to-date through December 2025. That beats the S&P 500 by over 12 percentage points. Vertiv (data center infrastructure) is the largest holding at 5.95%. That exceeds NVIDIA at 4.3%. The f... Full story

Yahoo Finance • 20 days ago

JPMorgan Highlights 11 Tech Stocks for 2026

This article first appeared on GuruFocus. 2026 is just upon us and JPMorgan is starting to get more selective with its tech stock picks. The bank's stock market research team just pointed out 11 technology stocks it feels are positioned... Full story

Yahoo Finance • 22 days ago

Fortinet’s AI Data Center Partnerships Versus J.P. Morgan Downgrade Might Change The Case For Investing In Fortinet (FTNT)

In recent days, Fortinet has expanded its Secure AI Data Center offering through new collaborations with Arista Networks, Monolithic Power Systems, and NVIDIA, embedding its ASIC-accelerated and virtual firewall technology deeper into next... Full story

Yahoo Finance • 22 days ago

Zacks Investment Ideas feature highlights: First Solar, Arista Networks, Microsoft and Meta

For Immediate Release Chicago, IL – December 17, 2025 – Today, Zacks Investment Ideas feature highlights First Solar, Inc. FSLR, Arista Networks ANET, Microsoft MSFT and Meta META. 2 Top AI-Boosted Stocks to Buy in 2026 The bullish pill... Full story

Yahoo Finance • 23 days ago

Is It Too Late To Consider Arista Networks After Its Massive Multi Year Price Surge?

If you are wondering whether Arista Networks is still worth buying after its massive run over the last few years, you are not alone. This article is going to unpack what the current price really implies. Even after a huge 310.9% gain over... Full story

Yahoo Finance • 23 days ago

ANET Quantitative Stock Analysis

Below is Validea's guru fundamental report for ARISTA NETWORKS INC (ANET). Of the 22 guru strategies we follow, ANET rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentu... Full story

Yahoo Finance • 23 days ago

Data Center Switch Market Doubled in Three Years, Hits Record 3Q 2025, According to Dell'Oro Group

Accton, Celestica, and NVIDIA Captured Highest Share Gain REDWOOD CITY, Calif., Dec. 16, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunicat... Full story

Yahoo Finance • 29 days ago

Guardian Wealth Doubles Down on LKQ Stock With $1.8 Million Purchase, According to Recent SEC Filing

Key Points Acquired 77,245 additional shares in LKQ; position value rose by $1.83 million Post-trade stake: 159,199 shares, valued at $4.86 million LKQ now accounts for 2.87% of fund AUM, which places it outside the fund's top five holdin... Full story

Yahoo Finance • 29 days ago

Guardian Wealth Takes $5.1 Million Stake in Viper Energy, According to Recent SEC Filing

Key Points Initiated new stake of 133,874 shares, an estimated $5.12 million trade based on quarterly average pricing The new stake makes Viper Energy 3.02% of fund AUM, which places it outside the fund's top five holdings Guardian report... Full story

Yahoo Finance • 29 days ago

Effective Execution and Strong Results Lifted Arista Networks (ANET) in Q3

Brown Brothers Harriman, an investment management company, released its Q3 2025 investor letter for the BBH Select Series - Mid Cap Fund. A copy of the same can be downloaded here. In the quarter, the fund decreased by -0.9% on a total ret... Full story

Yahoo Finance • 30 days ago

Here’s Why Wall Street Has a Mixed Opinion on Arista Networks (ANET)

Arista Networks Inc. (NYSE:ANET) is one of the Good Stocks to Buy According to Analysts. on December 3, UBS reiterated a Buy rating on Arista Networks Inc (NYSE:ANET) with a $155 price target. However, earlier on November 24, Michael Genov... Full story

Yahoo Finance • last month

AI Back-End Networks Continue Their Shift to Ethernet, Now Accounting for Over Two-Thirds of 3Q 2025 Switch Sales in AI Clusters, According to Dell'Oro Group

Accton, Arista, and Cisco Gained the Most Share, While Celestica and NVIDIA Continue to Lead with Nearly 50 Percent Combined Share in the Ethernet Segment REDWOOD CITY, Calif., Dec. 5, 2025 /PRNewswire/ -- According to a recently publish... Full story

Yahoo Finance • last month

Prediction: This AI Infrastructure Stock Could Hit a $500 Billion Valuation by 2032

Key Points Arista Networks benefits greatly from AI-related demand for networking solutions, leading to the stock's recent price surge. If the networking equipment company can sustain 20% annualized growth over the next six years, the sto... Full story