Why Arista Networks Stock Is A Buy Despite Rising Competition (NYSE:ANET)
· seekingalpha.com
Arista Networks remains a buy: record Q2 revenue (+37.7% YoY), raised 2026 growth outlook (40%), expanding margins despite mix. See more on ANET stock.
In early June, I reiterated my buy rating on Arista Networks, Inc. ( ANET ). While it was clear that supply constraints were limiting the company's near term gr...