New Street Research - Arista Networks Inc. (ANET) Arista 2Q24: 2024 outlook raised again, with growth across end-markets use cases. Buy, $395 TP.

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New Street Research

Pierre FerraguÊ

Arista 2Q24: 2024 outlook raised again, with growth across end-markets & use cases. Buy, $395 TP.

Arista reported 2Q24 yesterday.

31/07/2024 1 EN

Underlying

Arista Networks Inc.

Arista Networks is engaged in providing cloud networking solutions, which consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. The programmability of EOS enable the company to create a set of software applications that address the requirements of cloud networking, including workflow automation, network visibility and analytics, and enable the company to integrate with third-party applications for virtualization, management, automation, orchestration and network services. EOS supports cloud and virtualization solutions, including VMware NSX, Microsoft System Center, OpenStack and other cloud management frameworks.

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US0404131064 New York Stock Exchange United States

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Analysts

Pierre FerraguÊ

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Arista 2Q24: 2024 outlook raised again, with growth across end-markets & use cases. Buy, $395 TP.

Dell miss and guide down. Implications for our coverage.

Autos & Industrial semis, IT budgets, Smartphones, datacenter optics, and more. Tech Weekly Wrap-up

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Odido (T-Mobile NL) (Equal Weight) Q3 24: Positioned nicely for a possible IPO in 2025

EU Pharma 2025 Outlook - The Correction Was Due, Tread Carefully

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