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Surging AI Data Center Capex Seen Lifting These Stocks
30.10.2025 19:08
Ballooning capital expenditures on data centers for artificial intelligence will benefit the entire tech stack of computer gear makers, analysts say.
How Recent Developments Are Shaping the Arista Networks Investment Story
30.10.2025 18:17
Arista Networks’ fair value estimate has been nudged higher from $159.70 to $159.80 as analysts digest the latest company updates and positive industry signals. This slight upward revision comes amid swiftly evolving trends in AI networking and robust demand for high-speed Ethernet solutions. As the outlook for Arista’s growth story continues to shift, it will be important to stay informed to navigate future changes in the stock’s narrative. Analyst Price Targets don't always capture the full...
Viavi Beats Q1 Earnings Estimates on Solid Top-Line Improvement
30.10.2025 14:33
VIAV posts strong Q1 results with revenue up 25.6%, driven by robust NSE and OSP segment growth, topping earnings and sales estimates.
CommScope Tops Q3 Earnings Estimates on Solid Top-Line Improvement
30.10.2025 14:27
COMM posts more than 50% revenue growth in Q3 2025, topping earnings estimates with solid demand across all segments.
Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know
27.10.2025 13:00
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Exploring High Growth Tech Stocks In The US Market
21.10.2025 11:38
As the U.S. stock market experiences a surge, with key indices like the Nasdaq and S&P 500 posting significant gains, investors are closely monitoring high-growth tech stocks that continue to capture attention amid economic uncertainties such as a prolonged government shutdown and fluctuating inflation data. In this dynamic environment, identifying promising tech stocks involves evaluating their potential for innovation and growth within sectors that are resilient to market volatility and...
Top Growth Companies With Insider Stakes In October 2025
21.10.2025 11:35
As of October 2025, the U.S. stock market has shown robust gains, with major indices such as the Nasdaq and S&P 500 closing higher amid a backdrop of ongoing government shutdowns and fluctuating commodity prices. In this environment, growth companies with substantial insider ownership can be particularly appealing to investors, as they often indicate strong management confidence and alignment with shareholder interests.
Artisan Mid Cap Fund Trimmed Arista Networks (ANET) Post Liberation Day Rally
16.10.2025 11:57
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global equity markets continued their strength in the third quarter, ending the period with double-digit year-to-date gains. In the quarter, the fund’s Investor Class fund ARTMX returned 8.80%, Advisor Class […]
Arista Networks: Strong Growth, Strong Margins, And Still Room To Run
16.10.2025 08:54
Arista Networks leads in AI-driven networking with strong growth, premium margins, and solid execution. Learn why ANET stock is a buy.
Is It Too Late to Consider Arista After 5.9% Weekly Surge?
11.10.2025 04:11
Thinking about what to do with Arista Networks stock? You’re definitely not alone. With growth like this, most investors are at least a little curious. In just the past week, shares climbed 5.9%. Zooming out, Arista is up a jaw-dropping 993.6% over five years, with strong gains of 47.8% in the past year and nearly 38% year-to-date. These numbers hint at a company that’s found serious momentum, but they also have plenty of people questioning whether the stock can keep up its pace, or if things...
Are AI Stocks in a Bubble?
08.10.2025 16:34
While stocks like Nvidia, Vertiv and Artista Networks have gone on incredible runs, they don't appear to be in bubble territory, though there are pockets of froth to be weary of
Jim Cramer on Arista Networks: “That Company is Doing So Well”
03.10.2025 10:03
Arista Networks Inc (NYSE:ANET) is one of the stocks Jim Cramer was recently focused on. During the lightning round, a caller asked about the stock, and Cramer replied, “Jayshree Ullal is unbelievable… I gotta get her back on the show. That company is doing so well. Great call.” Arista Networks Inc (NYSE:ANET) develops and sells […]
Arista Networks Sees Insider Stock Selling
02.10.2025 12:00
Looking at Arista Networks Inc's ( NYSE:ANET ) insider transactions over the last year, we can see that insiders were...
IDCC Stock Appears to Be a Solid Investment Option Now: Here's Why
29.09.2025 13:01
InterDigital's stock has soared 143.6% in a year, fueled by strong demand, solid cash flow and rising earnings estimates.
Arista Holds Key Chart Level After AI Stock Dips From All-Time High
26.09.2025 14:52
Arista Networks is holding support at its 21-day exponential moving average, and a rebound from that level could provide a follow-on entry. A positive reaction to earnings in August was followed by a sell-off during its analyst day in September. For the current quarter, Arista projected sales of $2.25 billion at the midpoint, slightly above views of $2.12 billion.
NVIDIA's Networking Revenues Double: Can It Keep the Momentum?
23.09.2025 13:20
NVDA's Networking revenues surge to $7.3B in Q2 as AI data center demand fuels record growth in Spectrum-X and InfiniBand solutions.
3 Stocks to Boost Your Portfolio as S&P 500 Rally Gathers Steam
23.09.2025 11:41
S&P 500's record highs, Fed rate cuts, and AI optimism put the spotlight on MSFT, ADI, and ANET as top picks for 2025.
Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
19.09.2025 14:40
Here is how Arista Networks (ANET) and Consensus Cloud Solutions, Inc. (CCSI) have performed compared to their sector so far this year.
Madison Mid Cap Fund Added Arista Networks (ANET) on a Dip
19.09.2025 14:24
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund (Class Y) returned 5.2% compared to the 8.5% increase for the Russell Midcap Index. In addition, please check the fund’s top five holdings to know […]
5 Stocks With Robust Sales Growth to Overcome Macro Challenges
19.09.2025 13:11
Arista, Voya, Universal Health, Methanex and Maximus show strong 2025 sales growth potential despite near-term challenges.