Entities / Company
Arista Networks.
American technology company
- Reports this week
- 9
- Active events
- 4
- Connections
- 139
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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Contravisory Investment Management Inc. increased its position in Arista Networks shares.Some support3 reports
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Bank of America and Truist Financial reaffirmed and boosted buy ratings and price objectives for Arista Networks.Some support1 report
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Western Financial Corp CA increased its stock position and Truist Financial issued a 'buy' rating on October 1, 2026.Some support1 report
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ABS Investment Management LLC purchased a new stake in Arista Networks shares.Some support1 report
Earlier this month
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Cisco and Arista Networks are competing in the high-growth AI infrastructure market, with market reversal risks being discussed by analysts and reflected in financial institutions like Goldman Sachs.Some support2 reports
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Trump's focus on oil and gas is reported to benefit various stocks, including Arista Networks.Some support21 reports6 developments inside
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Arista Networks and Anet are positioned as competitors in the AI market, with market trends affecting their revenue.Some support1 report
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Investments in companies supporting data center growth were reported on September 16, 2026.Some support1 report
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Goldman Sachs predicts a massive optical networking megatrend driven by AI infrastructure, with Arista Networks capitalizing on the boom.Some support1 report
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Harmonic Inc. and Arista Networks are technology companies being compared for investment.Some support1 report
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Cisco, Arista Networks, Dell, and Nvidia are involved in the AI infrastructure spending market as both rivals and partners.Some support3 reports
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Richard K. Davis was appointed to the boards of directors of several companies, including Mastercard, Wells Fargo, and others, which are recognized technology companies.Some support1 report
One to three months ago
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AI-enabled infrastructure supports computing, driven by increasing demand for AI infrastructure across key hardware providers.Well supported4 reports1 development inside
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Arista Networks and Vertiv are both benefiting from the increasing demand cycle for AI infrastructure.Some support1 report
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Jim Cramer backed Arista Networks shares due to market performance, while CEO Jayshree Ullal addressed current market challenges.Some support2 reports
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Arista Networks sells switches to large enterprise customers, while Amazon and Meta compete in the ad-tech market.Some support1 report
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AI build-out requires diverse infrastructure solutions, involving key players like Nvidia and Arista Networks.Some support3 reports1 development inside
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Arista Networks, IBM, and Nvidia are major players in the AI cloud market, with Arista supplying essential networking equipment for GPU deployments.Some support1 report
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Arista Networks, Super Micro Computer, and Dell Technologies are facing competitive pressures in the AI infrastructure market, with recent reports detailing their financial standing.Some support2 reports
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Dell Technologies and Arista Networks are both tied to the current AI capital spending boom.Some support2 reports
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Ciena, Cisco, and Arista Networks are operating in the same broader technology market, facing varying market tailwinds and headwinds.Some support4 reports
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On September 2, 2026, market valuations were assessed for three major tech companies: Cisco, Hewlett Packard Enterprise, and Arista Networks.Some support2 reports
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Arista Networks, Seagate Technology, Astera Labs, and BNP Paribas are identified as key players in the high-performance networking and specialized chip AI supply chain.Some support1 report2 developments inside
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Arista Networks is setting guidance based on component supply confidence while building Ethernet fabrics for AI clusters.Some support1 report
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An analyst upgrade was issued on July 23, 2025, citing good growth prospects, higher margins, and AI ecosystem expansion for several companies including AMD, Erste Group, and Johnson & Johnson.Well supported6 reports1 development inside
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Jim Cramer favored a company and noted an SEC filing regarding stake changes, linking both to the benefits of AI infrastructure spending.Some support1 report
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Arista Networks and Baylin Technologies are technology companies that are currently competing for investment.Some support1 report
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Arista Networks is gaining ground on Cisco in AI infrastructure, while Cisco continues collaborations with partners like NVIDIA and pursuing deals in the Middle East with humain.Some support3 reports5 developments inside
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Stock price performance for Arista Networks is currently driving options premiums in the financial market.Some support1 report
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Arista Networks was outperformed by Vecima Networks across 11 key factors in a recent comparison.Some support1 report
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The convergence of AI, cloud infrastructure, and market shifts is seen as Booking Holdings benefits from generative AI while Waymo leads in autonomous driving, supported by major players like Microsoft and Arista Networks.Speculative1 report2 developments inside
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Both Armidale Regional Airport and Arista Networks are being evaluated in the AI infrastructure market.Some support1 report
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Barclays reiterated an overweight rating on Arista Networks stock, and the company's CEO sold shares of the company.Some support2 reports
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Arista Networks filed reports with the SEC on August 7, 2026, coinciding with the Czech National Bank increasing its stock holdings.Some support1 report
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CEO Jayshree Ullal commented on Arista Networks' successful strategy.Some support3 reports
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Arista Networks' switching platform gained traction with Meta, Microsoft, and Oracle.Some support2 reports1 development inside
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Arista Networks provides specialized networking platforms for a growing list of major tech clients including Meta, Microsoft, Oracle, Broadcom, and AMD.Well supported5 reports
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Benzinga reported Arista Networks' financial results, and Ryan Koontz maintained a Buy rating for the company.Some support1 report
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SpaceX announced plans to exclusively use AMD hardware, while Arista Networks jumped on revenue forecasts. Market hopes were boosted by peace breakthrough expectations, and Eli Lilly rose on its own revenue forecast.Some support2 reports
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Investors are comparing the financial performance and risk profiles of Arista Networks and NICE Ltd.Some support1 report
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Arista Networks leverages EOS and Broadcom chips, offering open-source flexibility to tech giants like Meta and Microsoft, while competing with Cisco.Some support2 reports1 development inside
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CoreWeave, Arista Networks, Nokia, Centrus Energy, Astera Labs, and ASIC are involved in markets related to AI infrastructure, high-performance networking, and nuclear energy applications.Some support1 report
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Microsoft is building data centers that are driving revenue for Arista Networks, amidst broader AI infrastructure spending forecasts from firms like McKinsey & Company and involving partners like OpenAI.Some support1 report2 developments inside
Gone quiet
No new reports in 90+ days-
Stock ratings and price targets for Arista Networks were updated by several financial firms.Some support2 reports
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A major shareholder of Arista Networks, involving CEO Charles Giancarlo, sold company stock and was required to disclose the transaction to the SEC.Some support8 reports
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The event details career milestones for tech executives, including Baiju Bhatt co-founding Robinhood, Jay Chaudhry founding CipherTrust, and Jayshree Ullal serving as CEO of Arista Networks.Some support1 report
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Market is shifting from closed systems to open ecosystems, involving Arista Networks and Nvidia.Some support1 report
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Arista Networks was discussed in the context of a community platform.Some support1 report
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TD Cowen reiterated its buy rating and Bank of America raised its price objective for Arista Networks stock.Some support2 reports
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An analyst raised the price target for Arista Networks, accompanied by a bullish investment bank note.Some support1 report
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The event details the career history of Jayshree Ullal, including her time at Cisco and AMD before becoming CEO of Arista Networks.Some support1 report
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Arista Networks acquired VeloCloud SD-WAN from Broadcom and appointed Todd Nightingale as President and COO.Speculative3 reports
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Cisco, Arista Networks, and Broadcom are noted as peers in the technology sector.Some support2 reports1 development inside
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Kenneth Duda is revealed to be a co-founder of the company Arista Networks.Speculative1 report
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Arista Networks provides cloud-native platforms to Meta and Microsoft.Well supported4 reports1 development inside
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Nvidia is entering the Ethernet market with Quantum-X switches.Speculative1 report
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AI market expansion is driving investment interest in SoundHound and Arista, while increasing demand for Micron's specialized hardware.Speculative1 report
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AMD offers an alternative to Nvidia for hyperscalers, benefiting from ongoing AI spending.Speculative1 report
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Insider Jayshree Ullal sold shares worth $12,017,580 of Arista Networks on July 1, 2025.Speculative1 report
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Arista Networks was noted to be in the industry and outperformed the S&P 500 composite on August 25, 2025.Some support5 reports
No events began in the chosen period. Widen it, or reset.
What's reaching Arista Networks
Events traced to Arista Networks, step by step, newest first- New USFP ecosystem could challenge Arista Networks' market shareArista Networks may face increased competitive pressure from the new USFP ecosystem.Possible
- Competitor volatility may affect Arista Networks' market standingArista Networks may face market uncertainty due to competitor volatility in AI infrastructurePossible
Around Arista Networks this week
News at the entities that move Arista Networks most-
Anet StructuralAnet and Vertiv are both AI-focused data center infrastructure developers.Moves Arista Networks
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AMD OperationalTech stocks declined amid AI cost concerns, while the USD strengthened and traders focused on regional Fed activity.Moves Arista Networks
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SEC StructuralA company increased its holdings by 24.4% in Q1 and reported the transaction to the SEC.Moves Arista Networks
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Cisco OperationalHT reported on a major corporate lease deal in Mumbai, noting Cisco and Amazon operate in India's prime commercial district.Moves Arista Networks
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Microsoft StructuralAI demand is driving global nuclear procurement, with major tech companies committing to securing nuclear capacity.Moves Arista Networks
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Broadcom StructuralBroadcom and Applied Materials are semiconductor industry players both listed on the Nasdaq exchange.Moves Arista Networks
Connections
The 40 strongest of 139, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Anet Structural
The entities are identified as the same company via the ticker symbol ANET.
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Cisco Operational
Cisco and Arista Networks are direct competitors vying for market share and technological leadership in the high-growth AI and cloud networking infrastructure market.
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Jayshree Ullal Structural
Jayshree Ullal serves as the CEO of Arista Networks, influencing company strategy and engaging in insider stock transactions.
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EOS Structural
Arista Networks utilizes and develops EOS as its core operating system and foundational technology.
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AMD Operational
AMD and Arista Networks are deeply integrated partners and active rivals, supplying critical hardware and solutions for the AI data center market.
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Microsoft Structural
Arista provides critical networking platforms that enable Microsoft's data center and AI infrastructure scaling.
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Nvidia Operational
Nvidia and Arista Networks are active competitors and supply chain partners within the AI infrastructure market.
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Broadcom Structural
Arista relies on Broadcom's merchant silicon and structurally integrated the VeloCloud portfolio via acquisition.
Show all 40 connections
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SEC Structural
Arista Networks is subject to formal regulatory requirements by the SEC regarding shareholder transaction disclosures.
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Meta Structural
Arista provides critical cloud-native networking infrastructure and platforms necessary for Meta's large-scale AI and tech operations.
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Ciena Operational
Ciena and Arista Networks are direct competitors that both benefit from the growth in AI infrastructure demand and sector rotation.
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Oracle Structural
Arista provides specialized networking hardware and software solutions essential for Oracle's large-scale AI cluster infrastructure.
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Mark Templeton Structural
Mark Templeton serves as a director of Arista Networks.
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New York Stock Exchange Transactional
Arista Networks completed an Initial Public Offering on the New York Stock Exchange in 2014.
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chairperson Structural
The role of chairperson is a formal, necessary leadership structure within Arista Networks.
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Celestica Operational
Celestica and Arista Networks are direct competitors in the AI infrastructure market, with Celestica exerting competitive pressure on Arista.
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Hewlett Packard Enterprise Operational
The two companies are direct market rivals, competing aggressively in the enterprise AI and high-growth networking infrastructure markets.
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Morgan Stanley Mentioned together
Morgan Stanley provides financial analysis, including bullish notes and overweight ratings, regarding Arista Networks.
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VMware Operational
VMware and Arista Networks actively collaborated on the development of the VXLAN protocol.
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IBM Operational
Arista Networks and IBM are direct competitors in the enterprise and data-center networking market, particularly in AI cloud infrastructure.
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S&P Transactional
Arista Networks successfully joined the S&P 100 Index, marking a formal inclusionary event.
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Adobe Operational
Both companies are major competitors whose market success is tied to their pivotal role in the AI revolution.
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Michael Whatley Structural
The relationship is evidenced by investments in companies supporting data center growth.
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Barclays Operational
Barclays published an overweight rating on Arista Networks, indicating market focus and influence.
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Charles Giancarlo Transactional
A director of Arista Networks sold shares of the company stock.
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Astera Labs Operational
Both Astera Labs and Arista Networks are identified as competitors benefiting from the growth in high-performance computing and AI infrastructure.
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Bank of America Transactional
Bank of America has repeatedly issued positive investment ratings and price objectives for Arista Networks.
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Citigroup Mentioned together
Citigroup analysts have provided positive investment ratings and price targets for Arista Networks shares.
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Marvell Technology Operational
Marvell Technology and Arista Networks compete directly in the data-center connectivity and AI infrastructure market.
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Jim Cramer Mentioned together
Jim Cramer provides investment commentary and recommendations regarding Arista Networks shares.
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Qualcomm Operational
Arista Networks and Qualcomm actively collaborate on developing integrated solutions.
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Vecima Networks Operational
Arista Networks and Vecima Networks are actively competing against each other in the technology market.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group set a price objective for Arista Networks shares.
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Reuters Mentioned together
Reuters monitors Arista Networks' market activity through required SEC filings.
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Truist Financial Mentioned together
Truist Financial provides investment ratings and target prices for Arista Networks.
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Ryan Koontz Operational
Analyst Ryan Koontz maintained a Buy rating for Arista Networks.
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Amundi Transactional
Amundi increased its investment position in Arista Networks stock.
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Dan Newhouse Transactional
Dan Newhouse purchased shares of Arista Networks.
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MarketBeat Mentioned together
MarketBeat provides consensus rating data for companies, including Arista Networks.
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CoreWeave Operational
CoreWeave and Arista Networks compete in the AI infrastructure and networking markets.
History
Events by the month they beganOctober 2026
4 events- Contravisory Investment Management Inc. increased its position in Arista Networks shares.
- Bank of America and Truist Financial reaffirmed and boosted buy ratings and price objectives for Arista Networks.
- Western Financial Corp CA increased its stock position and Truist Financial issued a 'buy' rating on October 1, 2026.
- ABS Investment Management LLC purchased a new stake in Arista Networks shares.
September 2026
14 events- Arista Networks and Anet are positioned as competitors in the AI market, with market trends affecting their revenue.
- Investments in companies supporting data center growth were reported on September 16, 2026.
- Goldman Sachs predicts a massive optical networking megatrend driven by AI infrastructure, with Arista Networks capitalizing on the boom.
- Harmonic Inc. and Arista Networks are technology companies being compared for investment.
- Cisco, Arista Networks, Dell, and Nvidia are involved in the AI infrastructure spending market as both rivals and partners.
- Richard K. Davis was appointed to the boards of directors of several companies, including Mastercard, Wells Fargo, and others, which are recognized technology companies.
- Arista Networks and Vertiv are both benefiting from the increasing demand cycle for AI infrastructure.
- Jim Cramer backed Arista Networks shares due to market performance, while CEO Jayshree Ullal addressed current market challenges.
- Arista Networks sells switches to large enterprise customers, while Amazon and Meta compete in the ad-tech market.
- Arista Networks, IBM, and Nvidia are major players in the AI cloud market, with Arista supplying essential networking equipment for GPU deployments.
- Arista Networks, Super Micro Computer, and Dell Technologies are facing competitive pressures in the AI infrastructure market, with recent reports detailing their financial standing.
- Dell Technologies and Arista Networks are both tied to the current AI capital spending boom.
- Ciena, Cisco, and Arista Networks are operating in the same broader technology market, facing varying market tailwinds and headwinds.
- On September 2, 2026, market valuations were assessed for three major tech companies: Cisco, Hewlett Packard Enterprise, and Arista Networks.
August 2026
15 events- Cisco and Arista Networks are competing in the high-growth AI infrastructure market, with market reversal risks being discussed by analysts and reflected in financial institutions like Goldman Sachs.
- Arista Networks is setting guidance based on component supply confidence while building Ethernet fabrics for AI clusters.
- Jim Cramer favored a company and noted an SEC filing regarding stake changes, linking both to the benefits of AI infrastructure spending.
- Arista Networks and Baylin Technologies are technology companies that are currently competing for investment.
- Stock price performance for Arista Networks is currently driving options premiums in the financial market.
- Arista Networks was outperformed by Vecima Networks across 11 key factors in a recent comparison.
- Both Armidale Regional Airport and Arista Networks are being evaluated in the AI infrastructure market.
- Barclays reiterated an overweight rating on Arista Networks stock, and the company's CEO sold shares of the company.
- Arista Networks filed reports with the SEC on August 7, 2026, coinciding with the Czech National Bank increasing its stock holdings.
- CEO Jayshree Ullal commented on Arista Networks' successful strategy.
- Arista Networks provides specialized networking platforms for a growing list of major tech clients including Meta, Microsoft, Oracle, Broadcom, and AMD.
- Benzinga reported Arista Networks' financial results, and Ryan Koontz maintained a Buy rating for the company.
- SpaceX announced plans to exclusively use AMD hardware, while Arista Networks jumped on revenue forecasts. Market hopes were boosted by peace breakthrough expectations, and Eli Lilly rose on its own revenue forecast.
- Investors are comparing the financial performance and risk profiles of Arista Networks and NICE Ltd.
- CoreWeave, Arista Networks, Nokia, Centrus Energy, Astera Labs, and ASIC are involved in markets related to AI infrastructure, high-performance networking, and nuclear energy applications.
Show 2 earlier months
July 2026
6 events- Arista Networks, Seagate Technology, Astera Labs, and BNP Paribas are identified as key players in the high-performance networking and specialized chip AI supply chain.
- Arista Networks' switching platform gained traction with Meta, Microsoft, and Oracle.
- Stock ratings and price targets for Arista Networks were updated by several financial firms.
- A major shareholder of Arista Networks, involving CEO Charles Giancarlo, sold company stock and was required to disclose the transaction to the SEC.
- The event details career milestones for tech executives, including Baiju Bhatt co-founding Robinhood, Jay Chaudhry founding CipherTrust, and Jayshree Ullal serving as CEO of Arista Networks.
- Market is shifting from closed systems to open ecosystems, involving Arista Networks and Nvidia.
June 2026
21 events- Trump's focus on oil and gas is reported to benefit various stocks, including Arista Networks.
- AI-enabled infrastructure supports computing, driven by increasing demand for AI infrastructure across key hardware providers.
- AI build-out requires diverse infrastructure solutions, involving key players like Nvidia and Arista Networks.
- An analyst upgrade was issued on July 23, 2025, citing good growth prospects, higher margins, and AI ecosystem expansion for several companies including AMD, Erste Group, and Johnson & Johnson.
- Arista Networks is gaining ground on Cisco in AI infrastructure, while Cisco continues collaborations with partners like NVIDIA and pursuing deals in the Middle East with humain.
- The convergence of AI, cloud infrastructure, and market shifts is seen as Booking Holdings benefits from generative AI while Waymo leads in autonomous driving, supported by major players like Microsoft and Arista Networks.
- Arista Networks leverages EOS and Broadcom chips, offering open-source flexibility to tech giants like Meta and Microsoft, while competing with Cisco.
- Microsoft is building data centers that are driving revenue for Arista Networks, amidst broader AI infrastructure spending forecasts from firms like McKinsey & Company and involving partners like OpenAI.
- Arista Networks was discussed in the context of a community platform.
- TD Cowen reiterated its buy rating and Bank of America raised its price objective for Arista Networks stock.
- An analyst raised the price target for Arista Networks, accompanied by a bullish investment bank note.
- The event details the career history of Jayshree Ullal, including her time at Cisco and AMD before becoming CEO of Arista Networks.
- Arista Networks acquired VeloCloud SD-WAN from Broadcom and appointed Todd Nightingale as President and COO.
- Cisco, Arista Networks, and Broadcom are noted as peers in the technology sector.
- Kenneth Duda is revealed to be a co-founder of the company Arista Networks.
- Arista Networks provides cloud-native platforms to Meta and Microsoft.
- Nvidia is entering the Ethernet market with Quantum-X switches.
- AI market expansion is driving investment interest in SoundHound and Arista, while increasing demand for Micron's specialized hardware.
- AMD offers an alternative to Nvidia for hyperscalers, benefiting from ongoing AI spending.
- Insider Jayshree Ullal sold shares worth $12,017,580 of Arista Networks on July 1, 2025.
- Arista Networks was noted to be in the industry and outperformed the S&P 500 composite on August 25, 2025.