Key Takeaways ANET stock jumped 12.5% in 3 months, outperforming peers amid strong cloud demand and solid execution. The firm leads in high-speed Ethernet switching and is expanding into 200/400-gig performance products. Arista 2.0 strategy and CloudVision stack drive growth with AI, SaaS focus and portfolio enhancements.Riding on a software-driven, data-centric approach that helps customers build their cloud architecture, Arista Networks, Inc. (ANET) has surged 12.5% over the past three months compared w ...

The Zacks Communication - Components industry appears mired in raw material price volatility due to elevated inventory levels amid a challenging macroeconomic environment, uncertain market conditions and geopolitical conflicts. Moreover, high capital expenditure for infrastructure upgrades for 5G deployment, inflated equipment costs, supply chain adversities albeit at diminishing pace and margin erosion have dented the industry’s profitability.Nevertheless, Harmonic Inc. (HLIT) , Ooma, Inc. (OOMA) and Audio ...