COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Grasping the AI Infra buildout (III): Who will pay for cloud?March 4, 2026 — Pierre Ferragu and Antoine Chkaiban
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Grasping the AI Infra buildout (II): How is it financed?March 3, 2026 — Pierre Ferragu and Antoine Chkaiban
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Grasping the AI Infra buildout (I): Who builds what, for whom?March 2, 2026 — Pierre Ferragu and Antoine Chkaiban
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Nvidia 4FQ26: beat & raise driving further revisions; valuation attractive. Buy, $275 TP.February 26, 2026 — Pierre Ferragu
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Auto and industrial recovery, Semicap, Arista, Cisco, and more. Tech weekly wrap-upFebruary 17, 2026 — Pierre Ferragu
Events
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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
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Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
