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Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026 [Seeking Alpha]
Arista Networks, Inc. (ANET)
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Source: Seeking Alpha
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations: investors.arista.com/home/default.aspx
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I'm expecting Arista to report durable growth, especially in 2H26–FY27, as hyperscaler capex rises 76% for 2026. Network equipment deployments are expected to lag CPUs
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