Arista Networks: Strong Quarterly Earnings Keeps The Buy Thesis Intact (NYSE:ANET)
· seekingalpha.com
Arista Networks buy outlook: strong earnings beats and hyperscaler capex supercycle support growth through 2027 despite premium P/E. Click for more on ANET stock.
When I upgraded Arista (NASDAQ: ANET ) to a buy last August, I did so fully cognizant this was a high multiple stock that would have little choice but to contin...