Form 4 Arista Networks, Inc. For: Sep 25 Filed by: Ullal Jayshree

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Go back to Form 4 Arista Networks, Inc. For: Sep 25 Filed by: Ullal Jayshree

Buy these networking, optical stocks for the AI era: Bernstein

September 30, 2026 3:00 PM EDT

Bernstein began coverage of the U.S. networking sector with a positive view this week, telling clients in a note that networking and optical companies are structural winners in the AI buildout.

"As performance improvement in bandwidth has lagged compute, networking is increasingly the bottleneck in AI use cases, supporting higher specs and pricing," analyst Daniel Zhu wrote.

Bernstein expects AI... More