Tanto Arista como Cisco acaban de publicar resultados récord impulsados ​​por la IA, pero sus acciones se vendieron con fuerza. Una empresa ofrece un enfoque rico en márgenes mientras que la otra controla su propio silicio, y las victorias en el diseño de escala que las separan podrían definir las redes de centros de datos para la próxima década.

Robeco Institutional Asset Management B.V. redujo sus participaciones en Arista Networks, Inc. (NYSE:ANET - Free Report) en un 22,1% durante el tercer trimestre, según su información más reciente ante la Comisión de Bolsa y Valores. El fondo poseía 2.848.869 acciones de la tecnológica

Arista Networks sets November 3 results. Arista Networks stock costs EUR 165.10 on October 21, 2026

Nisa Investment Advisors LLC aumentó su participación en Arista Networks, Inc. (NYSE:ANET - Free Report) en un 3,4% en el tercer trimestre, según la compañía en su divulgación más reciente ante la Comisión de Bolsa y Valores. El inversor institucional poseía 212.471 acciones de la tecnológica

Blue Jean Financial LLC adquirió una nueva participación en Arista Networks, Inc. (NYSE:ANET - Free Report) en el tercer trimestre, según la compañía en su divulgación más reciente ante la Comisión de Bolsa y Valores (SEC). La firma adquirió 8.914 acciones de la tecnológica

Arista is a highly profitable networking supplier, while Axon is a fast-growing technology provider in public safety.

Prime Capital Investment Advisors LLC lowered its stake in shares of Arista Networks, Inc. (NYSE:ANET - Free Report) by 17.0% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 86,261 shares of the technology

TD Cowen dropped their price target on shares of Arista Networks from $250.00 to $205.00 and set a "buy" rating on the stock in a research report on Monday.

Sumitomo Mitsui DS Asset Management Company Ltd reduced its stake in Arista Networks, Inc. (NYSE:ANET - Free Report) by 5.2% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 248,212 shares of the tec

Ayrshire Capital Management LLC boosted its position in Arista Networks, Inc. (NYSE:ANET - Free Report) by 35.9% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 29,764 shares of the technology company

Arista Networks recently launched an open Ethernet rack-scale portfolio, including the Etherlink SU-144 architecture, to support high-density AI infrastructure with up to 144 accelerators per rack and liquid-cooled designs tailored for extreme power and thermal demands. The ESUN-based platforms and Netdi foundation aim to give cloud and AI operators an open, standards-focused alternative to proprietary interconnects, linking Arista’s hardware closely to neocloud cost-per-token priorities and...

Second-quarter revenue reached USD 3.04 billion on June 30, 2026. Arista Networks stock costs EUR 16

Arista Networks supplies client-to-cloud networking for AI, data centers, campus and routing environ

Arista Networks (NYSE:ANET) Stock Price Up 3.3% - Here

AI data center spending is splitting networking stocks into clear winners and laggards, and the gap between Ciena, Arista, and Cisco reveals which part of the network hyperscalers are actually racing to build.

Forget third-quarter earnings. I'm more interested in management guidance for the fourth quarter.