Arista Networks: AI Networking Party Just Starting (Rating Upgrade)

Ultima_Gaina When I initiated my bullish view on Arista Networks (NYSE:ANET) in January 2015, their stock price was only $16.32. Since I published the second piece in June 2023, their stock price has surged by another 94.8%. The company has been gradually appreciated by investors, as evidenced by their rising stock price. They completed the year with 33.8% revenue growth and 51% net income growth in FY23. I remain optimistic about their long-term growth potential in the data center ethernet switch marke ...