Arista Networks is a publicly owned company headquartered in the US. Founded in 2004, it operates with approximately 3,430 employees and specializes in telecoms network infrastructure, having reported $9.0B in revenue as of 2025, and functions as a tier 2 media tech buyer. The company delivers software driven cloud networking solutions for large data center storage and computing environments.
On March 20, Evercore ISI reiterated an Outperform rating on Arista Networks, setting a price target of $200. This follows an earlier assessment on February 24 that identified Arista Networks as one of the best AI stocks. Also on March 20, Arista Networks was highlighted for its partnership with Broadcom in data center networking, where Arista integrates core components manufactured by Broadcom into complete systems, a model that has seen other data center operators engage Broadcom for similar custom chip projects. Earlier the same day, Arista Networks unveiled its XPO optics module, a 12.8 Tbps liquid-cooled design targeting AI-heavy data centers, which has attracted renewed attention from Wall Street analysts. Previously, on March 17, Old North State Trust LLC purchased a new position in shares of Arista Networks during the third quarter, according to its most recent filing with the Securities and Exchange Commission.
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Arista Networks offers products in the telecoms tech industry. Arista Networks's product portfolio comprises of telecoms network infrastructure.
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Arista Networks's revenues were $9.0B in 2025. All the revenue comes from iP switches and routers.
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Arista Networks's customers primarily consist of content rights, generative AI and entertainment Providers companies. Examples of Arista Networks's customers include FOX Sports Media Group, Meta AI and Entain.
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