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TipRanks names three stocks that analysts believe are set to perform well despite the recent market noise around AI disruption.
AMJ Financial Wealth Management increased its holdings in Arista Networks, Inc. (NYSE: ANET) by 46.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 83,789 shares of the technology company's stock after buying an additional 26,579 shares during the quarter.
Cisco Systems CSCO shares have returned 17.2% in the trailing six-month period, outperforming the broader Zacks Computer & Technology sector, as well as close peers, Hewlett Packard Enterprise HPE and Arista Networks ANET, driven by an aggressive AI push and expanding networking portfolio. While the broader sector has appreciated 11.7%, shares of Arista Networks climbed 3.9%.
Here is how Arista Networks (ANET) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.
ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.
Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.
Arista Networks is upgraded to Strong Buy with a $210 price target, driven by surging hyperscaler capital investment and robust AI networking demand. 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 and GPUs. Short-term margin pressure from memory chip shortages is anticipated, but ANET's pricing power and $6.8B in purchase commitments provide some flexibility.
Arista Networks (ANET) rallied after its earnings by showing strength Cisco (CSCO) did not the day before. Marley Kayden takes a look at the company tied to the AI infrastructure trade to see what's drawing investors to the stock.
ANET posts record Q4 net income and surging revenues, topping estimates as AI-driven demand and cloud strength fuel growth into 2026.
Investors have responded very differently to earnings reports from Arista Networks and Cisco Systems, two rivals in networking.
Arista Networks, Inc. (ANET) Q4 2025 Earnings Call Transcript