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Posted by
Two Blokes Jul 6 -
Filed in
Stock
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5 views
Arista Networks remains a dominant Ethernet switch leader, but conservative AI revenue guidance has caused it to lag peers like Nvidia and Celestica. Despite slowing sequential growth, Arista's robust margins and strong client base position it well for continued upside; as hyperscaler capex ramps up. Markets have already priced in competitive pressures, and I expect Arista to revise its AI revenue targets upward, supporting a higher valuation.
