Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026

Group 1 - Arista Networks, Inc. (ANET) has provided a strong outlook for FY26, driven by increased capital investments among cloud service providers [1] - Capital investments from major hyperscalers are projected to rise by 76% in 2026, indicating potential for sustained growth for Arista [1] Group 2 - The analysis is conducted by Monte Independent Investment Research, with Michael Del Monte as a buy-side equity analyst specializing in technology and other sectors [1]