COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Bible 1Q26 - Hyperscale & Cloud: visibility improving; agentic AI drives CPU demand; supply constraints across the board.June 9, 2026 — Pierre Ferragu and Antoine Chkaiban
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Broadcom 2FQ26: Visibility on AI demand extending into 2028. Buy, $600 TP.June 4, 2026 — Pierre Ferragu
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Nvidia 1FQ27: another beat & raise; revenues gated by supply; debate shifting to 2028. Buy, $340 TP.May 21, 2026 — Pierre Ferragu and Antoine Chkaiban
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Cisco 3FQ26: Growth accelerating with AI and campus refresh. Stock past a good entry point. Neutral, $122 TP.May 14, 2026 — Pierre Ferragu
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CPU cage fight, memory shortage, WFE outlook, and more. Tech Weekly Wrap-upMay 11, 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
31 -
Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
