Arista Networks Raises The Bar - Hyperscalers Unleash Capex (Q4 Review) (NYSE:ANET)
AristaArista(US:ANET) Seeking Alpha·2026-02-13 12:25

Arista Networks ( ANET ) reported Q4 earnings yesterday that showed just how well the maker of AI networking switches and routers is balancing its forward growth mandate despite rising costs of components like memory.Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas suc ...