http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Tue, 21 Jul 2026 09:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Press+Releases/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html <p> SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in networking for cloud and artificial intelligence (AI) fabrics, today announced the launch of its new <a target="_blank" rel="nofollow" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.arista.com%2Fen%2Fsolutions%2Fsd-wan%2Fsd-wan-security&amp;esheet=54573857&amp;newsitemid=20260721350619&amp;lan=en-US&amp;anchor=AI-driven+Edge+Threat+Management+%28ETM%29&amp;index=1&amp;md5=d8045dd4deb57b1c058810072fdacacf" shape="rect">AI-driven Edge Threat Management (ETM)</a> for VeloCloud SD-WAN, delivering integrated zero trust security for enterprise branch offices. Customers can leverage this integration to simplify the branch, collapsing multiple disparate boxes into a single unified secure SD-WAN edge platform. </p><p> Integrated ETM provides perimeter protection at the WAN edge as an ideal software upgrade option to VeloCloud SD-WAN, enabling customers to unify zero trust branch office security with SD-WAN connectivity http://www.streetinsider.com/Business+Wire/Arista+Networks+Introduces+AI-Driven+Zero+Trust+Branch/26793124.html Tue, 21 Jul 2026 09:00:00 -0400 A.03295503 ANET O.07128630 O.39496408 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Arista+Networks%2C+Inc.+++++For%3A+Jul+14++Filed+by%3A+BECHTOLSHEIM+ANDREAS/26780902.html si-local-file:///var/storage/secattach/20260716/26780902.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Arista+Networks%2C+Inc.+++++For%3A+Jul+14++Filed+by%3A+BECHTOLSHEIM+ANDREAS/26780902.html Thu, 16 Jul 2026 19:13:00 -0400 ANET O.07128630 http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Arista+Networks%2C+Inc.+++++For%3A+Jul+14++Filed+by%3A+BECHTOLSHEIM+ANDREAS/26780902.html si-local-file:///var/storage/secattach/20260716/26780902.html http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Arista+Networks%2C+Inc.+++++For%3A+Jul+14++Filed+by%3A+BECHTOLSHEIM+ANDREAS/26780902.html Thu, 16 Jul 2026 19:13:00 -0400 ANET O.07128630 http://www.streetinsider.com/Analyst+PT+Change/Arista+Networks+%28ANET%29+PT+Raised+to+%24200+at+Wells+Fargo/26776385.html Wells Fargo analyst Aaron Rakers raised the price target on Arista Networks (NYSE: ANET) to $200.00 (from $185.00) while maintaining a Overweight rating. http://www.streetinsider.com/Analyst+PT+Change/Arista+Networks+%28ANET%29+PT+Raised+to+%24200+at+Wells+Fargo/26776385.html Thu, 16 Jul 2026 06:57:32 -0400 ANET http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html <p>Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.</p><p>The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.</p><p>On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for http://www.streetinsider.com/General+News/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html Thu, 16 Jul 2026 06:06:36 -0400 AAPL ANET APH STX VRT WDC http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+Adds+Arista+Networks+%28ANET%29+to+TAP+Outperform+List/26775880.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $200.00 price target on Arista Networks (NYSE: ANET).</p><p>The analyst comments "ANET will report Q2:26 earnings on August 4th after market close, and we expect ANET to beat consensus expectation of revs/EPS of $2.85B/$0.88 with upside from a combination of better AI demand + sustained traction on the enterprise front (street is modelling 28% sales growth in June, we think print could be ~400-500bps higher). In addition, we expect ANET will guide revenues for Q3:26 higher than consensus (revs/EPS of $2.94B/$0.91) and raise their FY26 targets of ~$11.5B in revenue (~28% http://www.streetinsider.com/Analyst+Comments/Evercore+ISI+Adds+Arista+Networks+%28ANET%29+to+TAP+Outperform+List/26775880.html Thu, 16 Jul 2026 06:02:13 -0400 ANET http://www.streetinsider.com/Hot+Comments/Evercore+ISI+Adds+Arista+Networks+%28ANET%29+to+TAP+Outperform+List/26775880.html <p>Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $200.00 price target on Arista Networks (NYSE: ANET).</p><p>The analyst comments "ANET will report Q2:26 earnings on August 4th after market close, and we expect ANET to beat consensus expectation of revs/EPS of $2.85B/$0.88 with upside from a combination of better AI demand + sustained traction on the enterprise front (street is modelling 28% sales growth in June, we think print could be ~400-500bps higher). In addition, we expect ANET will guide revenues for Q3:26 higher than consensus (revs/EPS of $2.94B/$0.91) and raise their FY26 targets of ~$11.5B in revenue (~28% http://www.streetinsider.com/Hot+Comments/Evercore+ISI+Adds+Arista+Networks+%28ANET%29+to+TAP+Outperform+List/26775880.html Thu, 16 Jul 2026 06:02:13 -0400 ANET