COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
-
Cisco 3FQ26: Growth accelerating with AI and campus refresh. Stock past a good entry point. Neutral, $122 TP.May 14, 2026 — Pierre Ferragu
-
CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 2026 — Pierre Ferragu
-
Arista 1Q26: Guide raised again, with demand outstripping supply. Buy, $175.May 6, 2026 — Pierre Ferragu and Antoine Chkaiban
-
2027 AI capex; Replatforming; WFE outlook; Memory supply tightening? Cloud growth, and more. Tech weekly wrap-upMay 4, 2026 — Pierre Ferragu
-
The Tech Infrastructure Quarterly Bible 4Q25March 31, 2026 — Pierre Ferragu
Events
-
Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
May
18 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Jun
30 -
Mar
31 -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
