Creator sentiment
4 creators · 4 views · past 7 days
Updated October 20, 2026
The bull case
- +Arista's 7800 switches are part of Meta's networking aggregation, benefiting from AI infrastructure buildout.
- +Networking suppliers like Arista will benefit as AI clusters scale out.
- +Down 14% in 30 days despite being the essential networking backbone of data centers.
- +Revenue and operating income up nearly 40% over the past year, zero debt and $13B cash.
- +Trading at 27x forward P/E, still incredibly cheap given growth.
- +Arista provides networking hardware needed to connect increasingly massive AI data centers.
- +It's a big competitor to Broadcom, but the demand is one that both can win.
- +Critical networking layer for AI clusters, solving a major bottleneck.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
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Arista's 7800 switches are part of Meta's networking aggregation, benefiting from AI infrastructure buildout. · Networking suppliers like Arista will benefit as AI clusters scale out.
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Down 14% in 30 days despite being the essential networking backbone of data centers. · Revenue and operating income up nearly 40% over the past year, zero debt and $13B cash. · Trading at 27x forward P/E, still incredibly cheap given growth.
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Arista provides networking hardware needed to connect increasingly massive AI data centers. · It's a big competitor to Broadcom, but the demand is one that both can win.
