Following the sell-off seen in the previous session, stocks showed a strong move back to the upside during trading on Tuesday. The major averages all moved notably higher, with the tech-heavy Nasdaq leading the way.The major averages ended the day not far off their highs of the session. The Nasdaq jumped 236.41 points or 1.0 percent to 22,863.68, the Dow advanced 370.44 points or 0.8 percent to 49,174.50 and the S&P 500 climbed 52.32 points or 0.8 percent to 6,890.07.The strength on Wall Street may partly ...

Key Takeaways CSCO secured over $2B in AI infrastructure orders in fiscal 2025.Ciena holds a $5B backlog, supporting revenue visibility into fiscal 2026.CSCO expects fiscal 2026 revenue of $61.2B-$61.7B with margins above 65%.Ciena Corporation (CIEN) and Cisco Systems, Inc. (CSCO) are prominent players in the global networking industry, providing critical infrastructure that enables data transmission, cloud connectivity and enterprise communications. Their solutions support service providers, hyperscalers a ...

Arista Networks, Inc. (NYSE:ANET) is among the 10 Unstoppable AI Stocks to Invest In Now. Goldman Sachs Raises PT on Arista Networks, Inc. (ANET) Stock Arista Networks, Inc. (NYSE:ANET) is one of the Unstoppable AI Stocks to Invest In Now. On February 13, Goldman Sachs lifted the price target on the company’s stock to $188 from $165, while maintaining a “Buy” rating, as reported by The Fly. As per the analyst, Arista Networks, Inc. (NYSE:ANET) remains well-placed to see the benefits stemming from increas ...

Group 1: Datadog - Datadog is an artificial intelligence-powered observability and security platform, with a buy rating and a price target of $180 from Baird analyst William Power [3][6] - The company aims for an adjusted operating margin of over 25%, balancing future growth and near-term profitability [3] - Datadog has solid demand for its products and significant opportunities in AI, logs, developer tools, and security, with 8,500 security customers [4][5] - Security currently represents only 2% of total annual recurring revenue (ARR) from large customers, indicating a vast expansion opportunity [5] Group 2: Vertiv Holdings - Vertiv Holdings provides power and cooling solutions to data centers, reporting a 252% surge in organic orders for Q4 2025 [7][8] - Bank of America analyst Andrew Obin reiterated a buy rating and raised the price target to $277, expecting strong order momentum to continue in 2026 [7][8] - Obin projects 2026 orders to grow by 5% to $18.6 billion, which would add $5 billion to backlog, reflecting a 33% year-over-year increase [9] - Key trends from Vertiv's 10-K filing include strengthening services capabilities and strategic deals with Nvidia and Caterpillar [10] Group 3: Arista Networks - Arista Networks provides networking solutions for AI and data center environments, delivering strong Q4 results and guidance [12] - Following Nvidia's deal with Meta Platforms, Needham analyst Ryan Koontz reiterated a buy rating with a price target of $185, emphasizing minimal impact on Arista's supplier position [13][14] - Meta accounted for 16% of Arista's 2025 revenue, and Koontz views Arista as a dominant supplier for Meta's AI applications [14] - The announcement regarding Nvidia's networking sales to Meta does not reflect new developments in networking, according to Koontz [16]

Core Viewpoint - Arista Networks, Inc. has seen significant increases in institutional investments and positive analyst sentiment, indicating strong growth potential and market confidence in the company's future performance [2][3][4]. Institutional Holdings - AMJ Financial Wealth Management increased its holdings in Arista Networks by 46.5% in Q3, owning 83,789 shares valued at $12,209,000, making it the 8th largest holding in their portfolio [2]. - Other institutional investors have also increased their stakes significantly, with Bare Financial Services Inc increasing by 2,118.2%, Richardson Financial Services Inc by 141.3%, and SJS Investment Consulting Inc by 979.2% in Q3 [3]. - Currently, 82.47% of Arista Networks' stock is owned by institutional investors and hedge funds [3]. Analyst Ratings and Price Targets - Rosenblatt Securities raised its price target for Arista Networks from $140.00 to $165.00, maintaining a "neutral" rating [4]. - Piper Sandler set a new price target of $175.00, up from $159.00, while Wells Fargo increased its target from $175.00 to $185.00, both maintaining "overweight" ratings [4]. - Evercore set a target price of $200.00, and Goldman Sachs raised its target from $165.00 to $188.00, reaffirming a "buy" rating [4]. - The average rating for Arista Networks is "Moderate Buy" with an average price target of $175.44 [4]. Company Performance - Arista Networks reported earnings of $0.82 per share for the quarter ending February 12, exceeding analysts' expectations of $0.75 by $0.07 [7]. - The company achieved revenue of $2.49 billion, surpassing expectations of $2.38 billion, with a year-over-year revenue growth of 28.9% [7]. - The company has a market capitalization of $166.76 billion, a PE ratio of 48.09, and a price-to-earnings-growth ratio of 2.51 [6]. Insider Activity - CEO Jayshree Ullal sold 24,042 shares at an average price of $124.55, resulting in a 70.80% decrease in her ownership [8]. - Director Charles H. Giancarlo sold 8,000 shares at an average price of $140.43, leading to a 44.98% decrease in his ownership [8]. - In total, insiders sold 218,042 shares worth $28,561,131 in the last quarter, with insiders owning 3.39% of the company's stock [8]. Company Overview - Arista Networks designs and sells cloud networking solutions for large-scale data centers and enterprise environments, focusing on high-performance switching and routing platforms [9]. - The company's products emphasize programmability, automation, and telemetry to support modern, software-driven network architectures [10].

Gopal was speaking to Fortune weeks after the “SaaSpocalypse” wiped out $2 trillion in software-as-a-service valuations, with investors realizing, as Bank of America Research recently put it, that AI is a “ double-edged sword ” and not purely an upside play. It could very easily “cannibalize” many businesses, BofA said, such as software that AI is advanced enough to write itself.Actually, Gopal said, that’s just not the case. But when it comes to coders, even the senior software engineers, who are exposed t ...

​Hewlett Packard Enterprise Company (NYSE:HPE) is among the Best Affordable Stocks Under $40 to Buy. On February 17, Asiya Merchant from Citi lowered the price target on the stock from $28 to $26, while keeping a Buy rating. Earlier on January 13, Goldman Sachs upgraded Hewlett Packard Enterprise Company (NYSE:HPE) from Hold to Buy and raised the price target from $28 to $31. ​Asiya Merchant from Citi noted that the lowered price target reflects the firm’s adjustment of the broader hardware and storage s ...

Core Viewpoint - Arista Networks Inc. (NYSE:ANET) is identified as a strong growth stock with significant potential for the next 20 years, supported by recent earnings performance and analyst upgrades [1]. Group 1: Analyst Upgrades - Morgan Stanley analyst Meta Marshall raised the price target for Arista Networks to $165 from $159, maintaining an Overweight rating after a notable Q4 2025 earnings beat [1]. - Evercore ISI analyst Amit Daryanani increased the price target for Arista Networks to $200 from $175, citing a robust December quarter and strong guidance for the March quarter, along with a raised 2026 revenue growth target of 25% [3]. Group 2: Financial Performance - Arista Networks reported a $700 million increase in deferred revenue and maintained its gross margin guidance despite challenges in the memory market [2]. - The company has raised its AI and growth targets for the year, which are considered key drivers for the updated valuations by analysts [2]. Group 3: Company Overview - Arista Networks develops, markets, and sells data-driven, client-to-cloud networking solutions for various environments including AI, data centers, campuses, and routing across multiple regions including the Americas, Europe, the Middle East, Africa, and the Asia-Pacific [5].

A10 Networks Investor Day Summary Company Overview - A10 Networks (NYSE: ATEN) is a provider of secure, high-performance networking solutions for critical infrastructure needs, founded in 2004 and went public in 2014. [5][6] - The company reported full-year 2025 revenue of $290.6 million, adjusted EBITDA of 29.6%, and adjusted GAAP EPS of $0.90. [5][6] Strategic Goals and Performance - A10 aims to align with durable and secular catalysts, focusing on disciplined execution to drive consistent performance. [2] - The company set a "Rule of Forty" framework, targeting a combined growth plus EBITDA percentage of 40, achieving 40.6 in 2025. [7][10] - Revenue growth target was set at 10%-12%, with actual growth of 11% overall and 20% in product revenue. [10] - Security-led revenue reached 72% of total revenue, exceeding the goal of 65%. [10] - Non-GAAP adjusted EBITDA margin was achieved at 29.6%. [10] Industry Dynamics and AI Impact - The data center landscape is evolving with AI, changing traffic patterns, infrastructure requirements, and security considerations. [3][12] - AI workloads are driving exponential increases in east-west traffic, necessitating new infrastructure capabilities. [12][19] - The convergence of performance and security is critical as AI workloads scale, with security becoming inseparable from traffic delivery. [25][36] Infrastructure Challenges - Power consumption is a significant challenge, with AI servers consuming significantly more power than traditional servers, leading to a shift towards liquid-cooled data centers. [41][42] - Security challenges are increasing due to the complexity and scale of AI-driven architectures, requiring advanced monitoring and control mechanisms. [45][46] Customer Solutions and Offerings - A10's solutions are categorized into three core areas: legacy networking, next-generation networking, and security solutions, all unified by a shared architecture. [21][26] - The company is extending its capabilities with AI-driven solutions for predictive performance, traffic management, and security embedded in the data path. [24][25][31] Market Trends and Future Outlook - AI infrastructure is not solely driven by large hyperscalers; there is a growing trend towards sovereign AI and investments in various global markets, including Japan and the Middle East. [91][93] - The demand for low latency and high throughput is critical as AI workloads scale, with organizations actively investing to reduce latency. [34][35] - The attack surface is expanding with AI, necessitating robust security measures to protect against new threats. [35][36] Conclusion - A10 Networks is positioned to capitalize on the evolving data center landscape driven by AI, with a focus on delivering integrated solutions that meet the performance, security, and scalability demands of modern infrastructure. [19][20][28]

Core Insights - Arista Networks, Inc. (ANET) is enhancing its market position with a software-driven networking platform utilizing its Extensible Operating System (EOS) and CloudVision, which provide scalability, automation, and visibility for modern, AI-ready networks [1] Group 1: Product and Technology - Arista's EOS is a Linux-based network operating system featuring a modular architecture and shared state database, allowing for fault isolation, in-service software upgrades, and consistent operations across its switching portfolio [2] - The CloudVision platform serves as a centralized network management and automation tool, offering unified automation, telemetry, and lifecycle management across various environments, along with AI-driven insights through Autonomous Virtual Assist [3] - New features in the EOS Smart AI Suite, such as Cluster Load Balancing and NetDL Streamer, are designed to enhance low-latency performance and telemetry, positioning Arista to capitalize on the growing demand for smarter networking solutions [4][8] Group 2: Competitive Landscape - Arista faces competition from Cisco Systems, which is focusing on AI-powered networking software and expanding its cloud platform for unified network management [5] - Hewlett Packard Enterprise (HPE) is also enhancing its networking software through its Aruba platform, emphasizing cloud-based management and AI insights [6] Group 3: Financial Performance and Valuation - Arista's shares have increased by 35% over the past year, contrasting with a 17% decline in the industry [7] - The company trades at a forward price-to-sales ratio of 15.98, significantly higher than the industry average of 3.86 [10] - Earnings estimates for 2026 have risen by 0.61% to $3.32, while estimates for 2027 have increased by 0.76% to $3.96 [11]