Mizuho Securities Reiterates a Buy Rating on Arista Networks (ANET)

Core Insights - Arista Networks, Inc. (NYSE:ANET) is currently considered one of the most profitable stocks on the NYSE, with Mizuho Securities reiterating a Buy rating and setting a price target of $175 [1]. Product Developments - On December 10, Arista Networks announced advancements for Cognitive Campus scale, introducing Arista Virtual Ethernet Segment with Proxy ARP (Arista VESPA) for WLAN mobility, which allows for the deployment of large-scale mobility domains supporting over 500,000 clients [2]. - The company also expanded its Arista AVA® (Autonomous Virtual Assist) agentic AI framework, enhancing operational simplicity and proactive intelligence in AIOps [3]. - Two new ruggedized platforms, 710HXP-28TXH and 710HXP-20TNH, were introduced, designed for demanding industrial or outdoor environments, featuring a 1RU 24-port switch with an IP30 rating and a 20-port Din Rail switch with an IP50 rating [3]. Availability and Offerings - All newly announced software capabilities and switch platforms are expected to be generally available by fiscal Q1 2026 [4]. - Arista Networks develops and sells cloud networking solutions, including EOS, Gigabit Ethernet switching, and routing platforms, along with various product categories such as Core, Cognitive Adjacencies, and Network Software and Services [4].