Core Insights - Arista Networks has experienced significant growth over the past decade, primarily due to its innovative software-based networking solutions that compete effectively with established players like Cisco Systems [2][4] - A $10,000 investment in Arista Networks made in mid-September 2015 would be worth approximately $356,280 today, reflecting an average annualized return of about 42% [4] - The rapid growth of artificial intelligence data centers has been a major driver of Arista's recent performance, although the explosive growth phase may be behind [5][6] Company Positioning - Arista Networks is well-positioned to benefit from the ongoing expansion of the artificial intelligence hardware market, which is expected to grow at an average annual rate of 18% through 2034 [7] - The company's customizable and reprogrammable networking equipment offers a cost-effective long-term solution for AI data center operators [9] Investment Considerations - While the next decade may not yield returns as high as the previous one, Arista Networks still presents significant growth opportunities [6][9] - Analysts have identified other stocks that may offer better investment prospects than Arista Networks at this time [8]

ab 15 May 2025 Global Research Cisco Systems Inc. AI order growth & solid core order trends boost F26 outlook FQ3 Summary Cisco reported a modest top and bottom-line beat in FQ3 as stronger Networking growth drove the revenue beat while margin and EPS benefited from a more favorable tariff environment than in the guide and a lower tax rate. The FQ4 guide was also modestly better than expected, but the highlight in the quarter was the over $600M of AI orders in FQ3 that drove total AI orders in F25 over the ...