StreetInsider.com News Articles

Form 144 Arista Networks, Inc. Filed by: Duda Kenneth

Tue, 20 Oct 2026 16:22:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Duda Kenneth

Tue, 20 Oct 2026 16:21:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Duda Kenneth

Tue, 20 Oct 2026 16:15:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Duda Kenneth

Tue, 20 Oct 2026 16:13:00 -0400

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Arista Networks (ANET) PT Lowered to $205 at TD Cowen

Mon, 19 Oct 2026 09:39:42 -0400

TD Cowen analyst Sean O'Loughlin lowered the price target on Arista Networks (NYSE: ANET) to $205.00 (from $250.00) while maintaining a Buy rating.

Form 4 Arista Networks, Inc. For: Oct 08 Filed by: Ullal Jayshree

Tue, 13 Oct 2026 19:10:00 -0400

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Form 4 Arista Networks, Inc. For: Oct 07 Filed by: Ullal Jayshree

Fri, 09 Oct 2026 19:14:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Ullal Jayshree

Fri, 09 Oct 2026 16:02:00 -0400

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Citi reiterates Buy rating on Arista Networks with $248 target

Fri, 09 Oct 2026 07:47:08 -0400

Citi analyst Atif Malik reiterated a Buy rating and a $248.00 price target on Arista Networks (NYSE: ANET).

The reaffirmation follows Arista's announcement of the Etherlink SU-144, described as an open Ethernet-based solution for scale-up networking. Malik noted that while an ESUN (Ethernet for Scale-Up Networks) standard has not yet been formally announced, Arista's product release states it "leverages" the ESUN initiative.

Malik pointed out that ESUN was announced one year ago at the OCP conference. According to research firm Dell'Oro, the Ethernet scale-up total addressable market is estimated at close to $10 billion in 2027.

Form 4 Arista Networks, Inc. For: Oct 06 Filed by: Breithaupt Chantelle Yvette

Thu, 08 Oct 2026 19:18:00 -0400

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Form 4 Arista Networks, Inc. For: Oct 06 Filed by: Ullal Jayshree

Thu, 08 Oct 2026 19:18:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Ullal Jayshree

Thu, 08 Oct 2026 16:09:00 -0400

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Arista Networks (ANET) PT Raised to $248 at Citi

Thu, 08 Oct 2026 05:28:21 -0400

Citi analyst Atif Malik raised the price target on Arista Networks (NYSE: ANET) to $248.00 (from $215.00) while maintaining a Buy rating.

Form 144 Arista Networks, Inc. Filed by: Ullal Jayshree

Wed, 07 Oct 2026 16:09:00 -0400

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Evercore ISI Reiterates Outperform Rating on Arista Networks (ANET)

Wed, 07 Oct 2026 12:36:48 -0400

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $250.00 price target on Arista Networks (NYSE: ANET).

The analyst comments "Earlier today, Arista announced their rack scale architectures for scale-up and scale-out AI fabrics. We view the announcement as further demonstrating ANET’s leadership in AI networking infrastructure and signals the extension of Ethernet into scale-up. Key highlights from the release: 1) Ethernet Extends to Scale-Up: Etherlink SU-144 supports up to 144 XPUs in a single-hop scale-up domain and can scale up to 1,024 XPUs through cross-rack topologies. The racks are liquid-cooled to address the extreme density, power and thermal demands

Arista Networks unveils rack-scale AI networking portfolio

Wed, 07 Oct 2026 09:00:48 -0400

Arista Networks (NYSE: ANET) announced a rack-scale open Ethernet portfolio for AI infrastructure, developed in partnership with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm. The portfolio targets both scale-up and scale-out AI networking deployments and is based on the Ethernet for Scale-up Networks (ESUN) initiative.

The scale-up offering, called Etherlink SU-144, supports up to 144 accelerators in a single-hop network and scales to 1,024 accelerators through cross-rack configurations. Arista is offering three physical form factors: an orthogonal chassis supporting 100–400kW liquid cooling; a cabled backplane with a modular rack structure; and a cross-rack system for multi-rack expansion.

The scale-out networking solution

Arista Networks unveils rack-scale AI networking portfolio

Wed, 07 Oct 2026 09:00:48 -0400

The scale-out networking solution

Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics

Wed, 07 Oct 2026 09:00:00 -0400

Engineered with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm to deliver extreme compute and networking density for AI

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks (NYSE: ANET), a leader in AI fabric networking, today announced its open Ethernet rack-scale portfolio to power high-density scale-up and scale-out AI infrastructure. Engineered in partnership with leading compute technology companies such as AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm, see quotes here, this effort leverages the Ethernet for Scale-up Networks (ESUN) initiative. With this set of platforms, Arista extends Ethernet

Arista Announces Rack-Scale Architectures for Scale-Up and Scale-Out AI Fabrics

Wed, 07 Oct 2026 09:00:00 -0400

Engineered with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft, and Qualcomm to deliver extreme compute and networking density for AI

Form 144 Arista Networks, Inc. Filed by: Breithaupt Chantelle Yvette

Tue, 06 Oct 2026 16:25:00 -0400

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Form 144 Arista Networks, Inc. Filed by: Ullal Jayshree

Tue, 06 Oct 2026 16:11:00 -0400

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Arista Networks to Announce Q3 2026 Financial Results on Tuesday, November 3, 2026

Tue, 06 Oct 2026 16:05:00 -0400

Announces participation in upcoming investor events

SANTA CLARA, Calif.--(BUSINESS WIRE)-- Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended September 30th, 2026, after U.S. markets close on Tuesday, November 3rd, 2026. The results will be included in a press release, along with accompanying financial information, and posted in the Investor Relations section of the Arista website at https://investors.arista.com.

Arista’s executive management team will host a conference call on November 3rd, beginning at 1:30 PM PT (4:30 PM ET) to discuss financial results and business highlights. Interested parties may access

Arista Networks to Announce Q3 2026 Financial Results on Tuesday, November 3, 2026

Tue, 06 Oct 2026 16:05:00 -0400

Announces participation in upcoming investor events

Form 4 Arista Networks, Inc. For: Oct 01 Filed by: TEMPLETON MARK B

Mon, 05 Oct 2026 19:35:00 -0400

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

Wed, 30 Sep 2026 15:00:00 -0400

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 accelerator volumes to double through 2028, with AI back-end switching growing even faster. It also expects Arista and Celestica to keep gaining market share.

Celestica (NYSE: CLS) is the firm's top pick, rated Outperform. Bernstein sees significant upside to consensus from its custom