insidermonkey.com · 3d ago
bullishTom Lee Recommends Arista Networks (ANET) and JPMorgan (JPM), Analysts Weigh In
Tom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026.
Cooling & Data Center Infra · Data-center switching.
Arista's switches connect AI training clusters at the back-of-rack and spine layers. Meta and Microsoft are the largest named customers; the open-source EOS software is the differentiator.
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Market cap $130.0B
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insidermonkey.com · 3d ago
bullishTom Lee of Fundstrat added Arista Networks (NYSE: ANET) and JPMorgan (NYSE: JPM) to his core list of stock ideas for 2026.
finance.yahoo.com · 3d ago
bullishBrown Brothers Harriman, an investment management company, released its Q2 2026 investor letter for the “BBH Select Mid Cap ETF”. A copy of the letter can be downloaded here. In the quarter, the fund increased 9.7% on a total return basis compared to the Russell Midcap Index’s 13.8% return. Artificial intelligence is a key factor […]
seekingalpha.com · 3d ago
neutralArista Networks' Q2 2026 results showed $3.036B revenue, a 49.9% non-GAAP operating margin, and $1.02 non-GAAP EPS. See why ANET stock is a Strong Buy.
ANET · price · 3M