ANET is a preferred holding due to its role in AI networking infrastructure and strong recent financial growth (Q2 revenue +37.7%).
Bullish
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Schwab NetworkPublished Aug 31 · 2 passages
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there are other stocks I really like such as Arista Networks. They're sort of the networking central nervous system of AI explosive sales and earnings growth. They just reported Q2 revenue of 3.04 billion.
That was up 37.7% and as networking meets more and more demand with AI needing faster and faster communication, ANET's right at the center of it.
Yeah, it certainly has been an outperformer. It's not too far off from its highs of $214. It was around $195 at the last close, but over this year year-to-date up 50%. So, Arista Net certainly has had a run and you could expect it to continue to run.
What this channel has said about $ANET
Schwab Network has only this one call on this stock.
2026-08-31BullishThis one
there are other stocks I really like such as Arista Networks. They're sort of the networking central nervous system of AI explosive sales and earnings growth. They just reported Q2 revenue of 3.04 billion. That was up 37.7% and as networking meets more and more demand with AI needing faster and faster communication, ANET's right at the center of it.