Arista Upgraded To Buy On Google, Anthropic Data Center Orders

Arista Networks (ANET) will top consensus estimates for 2026 revenue growth, boosted by new data center orders from Alphabet's (GOOGL) Google, said a Rosenblatt Securities analyst on Tuesday. Arista stock climbed despite a broad sell-off on the Nasdaq composite. Rosenblatt analyst Mike Genovese upgraded Arista, a maker of cloud computing network gear, to buy from hold. Genovese upped his price...