Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026 (NYSE:ANET)

Arista Networks, Inc. ( ANET ) guided a robust outlook for FY26 underpinned by a heightened capital investment cycle among cloud services providers. With capital investments across the major hyperscalers expected to increase by 76% in 2026, I believe Arista may realize durable growthMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with expertise in the technology, energy, industrials, and materials sectors. Prior to working in the investment management industry, Michael ...