COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
-
Scaling Ethernet to millions of XPUs – Gen AI Big Idea Series – Hugh Holbrook, Arista VP AI & CloudNovember 22, 2025 — Antoine Chkaiban and Pierre Ferragu
-
Nvidia 3FQ26: beat & raise reassures; material further upside ahead. Buy, $307 TPNovember 20, 2025 — Pierre Ferragu and Antoine Chkaiban
-
AMD DC GPUs, Arista 2026 guide, Ride-Sharing & Delivery, Autos & Industrial. Tech Weekly Wrap-upNovember 10, 2025 — Pierre Ferragu
-
Arista 3Q25: 2026 growth guide prudently held; upside likely. Buy, $156 TP.November 5, 2025 — Antoine Chkaiban and Pierre Ferragu
-
2026 AI Infra. outlook forming: XPU spending catching up with capex, up 95% YoY!October 30, 2025 — Pierre Ferragu and Antoine Chkaiban
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
