Ciena stock jumps as AI data-center infrastructure trade stays hot, keeping focus on strong 2026 growth outlook
Ciena (CIEN) stock rose by 5.3% due to a broader rally in AI data-center and networking infrastructure companies, driven by demand for hyperscaler bandwidth. Investors are focusing on Ciena's strong growth narrative for 2026, including a higher revenue outlook of $5.7 billion to $6.1 billion, spurred by higher-speed optical deployments and a substantial backlog. The company is seen as a key beneficiary of AI-driven network expansion, despite recent insider sales, while institutional investors have shown mixed activity, and analysts predominantly rate the stock as "Buy."
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have risen 17.2% in the last six months, outperforming peers and the broader tech sector, primarily due to an aggressive AI expansion and an expanding networking portfolio. The company projects significant AI infrastructure revenues and growing orders for high-performance networking products, indicating strong future prospects. With positive guidance for Q3 and FY26, and a Zacks Rank #2 (Buy), Cisco's AI endeavors are expected to fuel further stock gains despite a premium valuation.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) shares have increased by 17.2% in the past six months, outperforming its sector and peers, driven by significant AI investments and an expanding networking portfolio. The company projects over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026 and expects strong growth in networking product orders. Cisco's partnerships, such as with NVIDIA, and its robust guidance for Q3 and fiscal 2026 suggest a positive outlook for future gains due to its aggressive AI push and expanding portfolio.
Memory crunch looms over hardware makers, but Apple receives bullish sentiment: Evercore
A persistent memory crunch and rising prices are impacting hardware stocks, but Apple (AAPL) is seen as a bright spot, according to Evercore ISI. Investors are expressing frustration with Arista Networks (ANET) despite its strong growth guidance, while concerns about rising memory costs persist across the IT hardware sector. Apple's positive sentiment is attributed to reduced bearish concerns and potential new catalysts like personalized Siri and future iPhone upgrades.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has climbed 17.2% in the past six months, outperforming its sector due to an aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenues from hyperscalers in fiscal 2026. Cisco's partnerships with companies like NVIDIA and its robust product pipeline position it for continued growth, justifying its premium valuation and leading to a Zacks Rank #2 (Buy) rating.
Cisco Stock Rises 17% in 6 Months: Will AI Endeavors Fuel More Gains?
Cisco Systems (CSCO) stock has surged 17.2% in the past six months, outperforming peers and the broader tech sector, largely due to its aggressive push into AI and an expanding networking portfolio. The company reported strong AI infrastructure orders and anticipates over $3 billion in AI infrastructure revenue from hyperscalers in fiscal 2026, alongside robust growth in its networking products. Cisco also provided optimistic guidance for Q3 and fiscal year 2026, driven by increasing demand for AI infrastructure and networking solutions, reinforcing its premium valuation.
Lam Research Appoints Ita Brennan and Mark Fields to Board of Directors
Lam Research Corp. (NASDAQ: LRCX) announced the appointment of Ita Brennan and Mark Fields to its board of directors, effective August 30, 2024. Ita Brennan brings extensive financial management experience in the technology industry, having served as CFO for several companies and currently sitting on other prominent boards. Mark Fields contributes decades of executive-level business acumen from diverse industries, including his tenure as President and CEO of Ford Motor Company, and currently serves on multiple boards.
Arista Networks’ Duda sells shares worth $4.5 million
Kenneth Duda, President and CTO of Arista Networks, sold $4.5 million worth of common stock on February 17, 2026, at prices between $141.1477 and $144.74. These sales were made directly, through a foundation, and a children's trust, following the exercise of options to acquire shares. The company recently reported strong Q4 2025 earnings, surpassing analyst expectations, and revised its fiscal 2026 revenue guidance upward, though analyst reports indicate the stock may be overvalued.
Morgan Stanley Raises Arista Networks (ANET) PT to $165 Following Q4 2025 Earnings Beat
Morgan Stanley raised its price target for Arista Networks (ANET) to $165 from $159, maintaining an Overweight rating following strong Q4 2025 earnings and increased AI and growth targets. This positive sentiment was echoed by Evercore ISI, which also raised its price target to $200 due to robust guidance and a 25% revenue growth target for 2026. Arista Networks develops data-driven networking solutions for AI, data centers, and other environments globally.
Morgan Stanley Raises Arista Networks (ANET) PT to $165 Following Q4 2025 Earnings Beat
Morgan Stanley has raised its price target for Arista Networks (ANET) to $165 from $159, maintaining an Overweight rating, after the company's strong Q4 2025 earnings beat. This decision was influenced by a significant increase in deferred revenue and steady gross margin guidance despite memory market challenges, along with raised AI and growth targets. Another analyst, Amit Daryanani of Evercore ISI, also increased his price target to $200 with an Outperform rating, citing robust guidance and an increased 2026 revenue growth target.
ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle
The ClearBridge Appreciation ESG Strategy initiated a new position in Arista Networks during the fourth quarter while divesting its stake in Oracle. The strategy also increased its holdings in companies like Salesforce and Microsoft, reflecting a focus on software-as-a-service growth and AI beneficiaries, respectively. Conversely, positions in Fiserv and Thermo Fisher Scientific were reduced.
Wall Street Analysts Think Cisco (CSCO) Is a Good Investment: Is It?
This article analyzes Cisco (CSCO) stock based on Wall Street analyst recommendations and the proprietary Zacks Rank system. While Cisco has an average brokerage recommendation (ABR) suggesting a "Buy," the article cautions that ABRs can be biased due to brokerage firms' vested interests. It highlights the Zacks Rank as a more reliable indicator, which currently rates Cisco as a Zacks Rank #2 (Buy) due to positive earnings estimate revisions, suggesting it could be a good investment.
Can Arista's High-Performance Network Software Fuel Its Future Growth?
Arista Networks (ANET) is enhancing its market position through its software-driven networking platform, which includes its Extensible Operating System (EOS) and CloudVision. These technologies offer scalability, automation, and visibility, critical for AI-ready networks. The company is poised to benefit from increased demand for automated networking as enterprises expand AI and multi-cloud deployments, despite competition from Cisco and Hewlett Packard Enterprise.
Analysts Are Bullish on These Technology Stocks: Arista Networks (ANET), Cadence Design (CDNS)
This article highlights bullish sentiments from financial analysts on three technology stocks: Arista Networks (ANET), Cadence Design (CDNS), and Teledyne Technologies (TDY). Analysts from Bank of America Securities, Citi, and TD Cowen have reiterated Buy ratings for these companies, setting price targets that suggest significant upside potential. The analyst consensus for Arista Networks and Cadence Design is Strong Buy, while Teledyne Technologies holds a Moderate Buy rating.
Arista Networks (ANET) Valuation Check After Earnings Beat And Higher AI Revenue Targets
Arista Networks (ANET) is gaining investor attention after reporting strong Q4 2025 earnings, an increased 2026 revenue outlook, and a higher AI networking revenue target. Despite recent market fluctuations, the company's share price shows positive momentum. While one valuation model suggests a 9.8% overvaluation, another, based on discounted cash flow, indicates an 8.5% undervaluation, prompting investors to consider both perspectives for long-term cash generation potential.
Arista Networks’ Disaster-Region Exposure Raises Operational and Financial Risk
Arista Networks (ANET) faces increased operational and financial risks due to its headquarters and key suppliers being located in disaster-prone regions like the San Francisco Bay Area, Japan, and Taiwan. Disruptions from natural disasters, pandemics, or infrastructure failures could impact manufacturing, logistics, and sales, potentially leading to missed financial targets. Despite these risks, Wall Street currently holds a Strong Buy consensus rating for ANET.
Enterprise Network Equipment Market Size | CAGR of 13.4%
The global Enterprise Network Equipment Market is projected to grow from USD 105.78 billion in 2025 to USD 371.99 billion by 2035, exhibiting a CAGR of 13.4%. North America currently dominates the market. The market growth is driven by the increasing data traffic, adoption of cloud computing, and the need for robust network infrastructure to support digital transformation and hybrid work models.
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
This article compares AST SpaceMobile (ASTS) and Arista Networks (ANET), two key players in the connectivity sector. While AST SpaceMobile is building a global cellular broadband network in space and has seen significant price performance, it faces high operating costs and competition, leading to a Zacks Rank of "Strong Sell." Arista Networks, on the other hand, offers a broad range of data center and campus Ethernet switches, boasts strong revenue growth, superior profitability, and holds a "Hold" rating, making it the better investment option according to the analysis.
Can Ciena Sustain Growth on Rising Optical and Data Demand?
Ciena Corporation is experiencing strong demand for its optical networking products, driven by AI-led network expansion and increased data traffic from cloud and service providers. The company achieved record revenues and orders in fiscal 2025 and anticipates significant growth in fiscal 2026, despite competitive pressures and rising input costs. Ciena is expanding its interconnects portfolio and securing major deals, positioning it well in the evolving data networking market.
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
This article compares AST SpaceMobile (ASTS) and Arista Networks (ANET), two key players in the communications-technology sector, to determine which is a better investment. AST SpaceMobile aims to provide global cellular broadband from space, while Arista Networks specializes in high-performance data center and cloud networking. Despite AST SpaceMobile's recent stock performance, Arista Networks is identified as the better buy due to its stronger profitability, stable growth, and superior Zacks Rank.
Arista shares fall as Meta–Nvidia deal revives networking competition concerns
Arista Networks shares dropped in premarket trading after Meta Platforms and Nvidia announced an expanded partnership for AI-optimized data centers, which includes Nvidia’s Spectrum-X Ethernet networking platform. This news, while not new to analysts, reignited concerns about competitive pressure for Arista in hyperscale data centers, given Nvidia's integrated networking strategy. Despite the market reaction, analysts from Wolfe Research and Morgan Stanley stated that the information was already known and incorporated into their assessments, with Arista still being Meta's sole supplier for certain data-center switching components.
Can Ciena Sustain Growth on Rising Optical and Data Demand?
Ciena Corporation is experiencing accelerating demand for its optical networking portfolio, driven by AI-led network expansion and increased data traffic from cloud and service provider customers, with optical revenues up 19% year-over-year in Q4 2025. The company foresees its total addressable market reaching $13 billion by 2028 and expects revenues between $5.7 billion and $6.1 billion for fiscal 2026, despite competitive pressures and rising costs. While Ciena faces challenges like intense competition from companies like Cisco and Arista, and increasing capital expenditure, its record backlog and growing hyperscaler engagements position it for continued growth.
Nvidia, Meta stocks rise after expanded AI infrastructure pact; AMD sinks
Nvidia and Meta Platforms have announced a multiyear strategic partnership to expand Meta's AI infrastructure using Nvidia technology, causing Nvidia and Meta stocks to rise. The collaboration involves Meta deploying millions of Nvidia Blackwell and Rubin GPUs, Nvidia CPUs, and Nvidia’s Spectrum-X Ethernet switches in its data centers. Conversely, Advanced Micro Devices (AMD) stock fell following the announcement, as the expanded partnership reduces AMD's opportunities in Meta’s AI infrastructure market share.
Arista Networks Stock Surges On Better-Than-Expected Q4 Earnings: Outlook Beats Estimates, Retail Sentiment Soars
Arista Networks (ANET) soared after reporting better-than-expected Q4 earnings and an optimistic outlook, driven by strong cloud and enterprise demand. The company's revenue and earnings per share surpassed analyst estimates, leading to a significant increase in its stock price and a surge in positive retail investor sentiment.
Arista Networks Stock Surges On Better-Than-Expected Q4 Earnings: Outlook Beats Estimates, Retail Sentiment Soars
Arista Networks (ANET) stock surged after reporting better-than-expected Q4 earnings and an optimistic outlook. The company's diluted EPS of $2.08 and revenue of $1.54 billion both surpassed analyst estimates. This positive financial performance has led to a significant increase in retail investor sentiment, as indicated by boosted discussions and bullishness on platforms like Stocktwits.
Is It Too Late To Consider Arista Networks (ANET) After AI Data Center Hype-Driven Rally?
Arista Networks (ANET) has seen a significant share price rally, prompting questions about its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is overvalued by approximately 20.8% at $135.12 per share, with an intrinsic value of $111.82. Additionally, its P/E ratio of 50.69x is higher than the industry average, further indicating it may be overvalued compared to its "Fair Ratio" of 39.60x. Investors might explore different valuation narratives, ranging from bullish views based on AI demand to more cautious assessments.
Equinix Rockets to $10 Billion Revenue Guidance as the "Inference Era" Takes Center Stage
Equinix, Inc. has announced a record $10 billion revenue outlook for 2026, marking a significant milestone for a data center REIT. This growth is attributed to the increasing demand for distributed networks supporting AI inference, driven by enterprises integrating real-time AI. The company's focus on "edge" deployments, advanced liquid cooling, and strategic positioning for interconnection has led to a surge in stock value and positive analyst outlook, highlighting a shift in the AI market from training to inference.
AMD partners with TCS on AI tech
AMD is partnering with Tata Consultancy Services (TCS) to deploy its AI data center technology in India, challenging Nvidia in the growing market. This collaboration will support up to 200 megawatts of AI infrastructure capacity, with AMD offering its Helios data center blueprint. The move is part of AMD's broader strategy to provide end-to-end AI infrastructure as companies and governments build local computing capabilities.
Arista CEO Jayshree Ullal blunt on memory chip constraints
Arista Networks CEO Jayshree Ullal has stated that the company is facing significant challenges due to memory chip supply constraints, leading to "horrendous" prices for these components. This situation, which has worsened considerably in 2026, will likely result in a "one-time increase" on selected memory-intensive SKUs for customers, as Arista can no longer absorb the escalating costs. Despite the pricing pressures, Arista increased its full-year growth guidance, expecting $11.25 billion in revenues.
5 Stocks In The Spotlight: Wall Street's Most Accurate Analysts Weigh In
US stocks closed mixed on Friday, with all major indices seeing weekly losses. Benzinga highlights stock picks from five of Wall Street's most accurate analysts, based on their accuracy ratings. The article details recent ratings and price targets for IPG Photonics (IPGP), Microchip Technology (MCHP), Tower Semiconductor (TSEM), Arista Networks (ANET), and Nova Ltd (NVMI), along with recent news for each company.
Rothschild & Co Redburn Adjusts Price Target on Arista Networks to $173.22 From $151.23, Maintains Buy Rating
Rothschild & Co Redburn has increased its price target for Arista Networks (ANET) to $173.22 from $151.23, while reaffirming a Buy rating on the stock. This adjustment reflects continued confidence in the networking company. Several other firms, including New Street Research, UBS, Needham, Morgan Stanley, KeyBanc, and Piper Sandler, have also recently raised their price targets for Arista Networks, all maintaining Buy or Overweight ratings.
Arista Networks, Inc. SEC 10-K Report
Arista Networks, Inc. has released its annual 10-K report, detailing robust financial performance in 2025 with $9,005.7 million in revenue and $3,511.4 million in net income, driven by strong demand and strategic initiatives. The report highlights the company's focus on cloud networking solutions, new product launches, and capital management, alongside a clear outline of challenges such as supply chain risks, customer concentration, and market dynamics. Arista aims to sustain growth through continued R&D investment and expansion in key markets.
AMD Targets Nvidia's Turf With Massive Tata Partnership
Advanced Micro Devices (AMD) is partnering with Tata Consultancy Services (TCS) to deploy its AI data center design in India, aiming to challenge Nvidia's dominance in the rapidly growing AI market. This collaboration focuses on AMD's Helios rack-scale architecture and TCS's HyperVault initiative, with plans to support up to 200 megawatts of AI infrastructure in India. The effort underscores AMD's strategy to offer a full stack for AI compute and leverage India's increasing AI competitiveness.
The AI Backbone: A Deep Dive into Arista Networks (ANET) After the Q4 Earnings Beat
Arista Networks (ANET) has emerged as a dominant architect in AI data center networking, demonstrated by its strong Q4 2025 earnings beat and elevated 2026 guidance. The company's focus on ultra-high-speed switching and an open Ethernet-based ecosystem positions it as a primary beneficiary of the growing AI infrastructure investment. Arista's historical success, strong financial performance, and continued innovation, particularly with its Etherlink portfolio, underscore its leadership in a competitive market despite risks like customer concentration and rival technologies.
Arista Networks stock price: ANET set for Tuesday trade after CEO flags “horrendous” memory costs
Arista Networks CEO Jayshree Ullal has described current memory component prices as "horrendous" and warned of worsening shortages, potentially leading to targeted price hikes. Despite these concerns, Arista Networks shares closed up 4.79% on Monday. Investors are now focused on how the company will maintain its gross margins amidst rising component costs, as the market reopens on Tuesday after Presidents Day.
NVIDIA Corporation $NVDA is Quilter Plc's 2nd Largest Position
Quilter Plc has reduced its stake in NVIDIA Corporation (NVDA) by 0.3% in Q3, but NVDA still represents its second-largest position, valued at $404.6 million. Despite recent insider selling, including significant sales by EVP Ajay Puri and CFO Colette Kress, Wall Street maintains a "Buy" consensus rating for NVDA with a target price of $264.20. The article notes both positive sentiments due to strong AI data-center demand and institutional buying, and negative sentiments concerning competitive risks, geopolitical concerns, and short-term profit-taking.
The Backbone of AI: A Deep Dive into Arista Networks (ANET) and the Ethernet Revolution
Arista Networks (ANET) is emerging as a critical infrastructure provider for AI, focusing on high-speed Ethernet networking for large-scale AI clusters, a shift from InfiniBand. The company reported a strong Q4 2025 earnings, with its stock surging over 10%, driven by its software-first approach and significant contracts with "Cloud Titans" like Microsoft and Meta. Arista's financial health, leadership, and innovative products like 800-Gigabit Ethernet and the upcoming 1.6-Terabit switching demonstrate its strong position in the AI revolution despite risks like customer concentration.
Arista Networks Inc (ANET) Strengthens Position in AI Networking
Arista Networks Inc. (ANET) reported strong fourth-quarter results, beating earnings and revenue expectations, and showcasing growth in AI networking and campus expansion. Following these results, both Needham and Piper Sandler raised their price targets for ANET, citing strong guidance, increased AI revenue forecasts, and rising demand from cloud and AI customers. The company's focus on securing chip and memory supply further positions it to benefit from growing AI investments.
Advanced Micro Devices, Inc. $AMD Shares Bought by Fifth Third Bancorp
Fifth Third Bancorp increased its stake in Advanced Micro Devices (AMD) by 3.8% in Q3, now holding 370,696 shares valued at almost $60 million. Institutional investors collectively own about 71.34% of the company, with other major funds like Vanguard Group and State Street Corp also increasing their positions. Despite strong Q3 earnings and positive analyst sentiment driven by market share gains and AI expansion, significant insider selling, including by CEO Lisa Su, has introduced near-term sentiment headwinds.
NVIDIA Corporation $NVDA Position Reduced by Barrett & Company Inc.
Barrett & Company Inc. reduced its stake in NVIDIA Corporation (NASDAQ:NVDA) by 4.7% in the third quarter, holding 73,503 shares valued at $13.71 million. Despite this, NVIDIA remains a significant part of the firm's portfolio. Other institutional investors showed mixed activity, with some increasing their positions and others, along with company insiders, engaging in selling.
Advanced Micro Devices, Inc. (NASDAQ:AMD) Given Average Recommendation of "Moderate Buy" by Brokerages
Forty brokerages have collectively given Advanced Micro Devices (NASDAQ:AMD) an average "Moderate Buy" rating, with an average one-year price target of $288.17. The company recently reported strong earnings, beating EPS expectations by $0.21 and showing a 34.1% year-over-year revenue increase to $10.27 billion. Despite positive sentiment from analysts and market share gains, significant insider selling, including by CEO Lisa Su and EVP Forrest Norrod, has led to some negative sentiment.
Arista Networks Earnings Call Signals AI-Powered Surge
Arista Networks' Q4 earnings call revealed record 2025 revenue of $9 billion, strong profitability, and significant AI growth momentum, with AI networking revenue targeted at $3.25 billion for 2026. Despite an upbeat outlook, management warned of challenges including memory shortages, supply chain costs, and working capital volatility. The company highlighted its strong cash generation, aggressive buybacks, and expanding international presence, while also addressing risks such as customer concentration and the timing of AI infrastructure deployments.
How Arista’s Strong Q4 2025 Results and AI Cloud Guidance Will Impact Arista Networks (ANET) Investors
Arista Networks reported strong Q4 2025 results with significant revenue and net income, alongside optimistic Q1 2026 guidance, driven by high demand for its AI and cloud networking solutions. The company increased its 2026 revenue growth outlook to 25%, targeting $3.25 billion in AI networking revenue, which reinforces its growth narrative but also highlights a concentration risk with hyperscaler customers. Analysts are considering how this performance, particularly the AI acceleration, might impact the company's valuation and address concerns about in-house networking hardware development by major clients.
A Look At Extreme Networks (EXTR) Valuation After New AI Platform ONE Launch For K 12 Networking
Extreme Networks (EXTR) is being evaluated after launching its AI-powered Extreme Platform ONE for K-12 education, positioning it as undervalued by 39.3% with a narrative fair value near $23.83 compared to its current price of US$14.46. The company's future growth hinges on the successful adoption of its AI networking solutions and ability to secure public sector contracts, presenting both opportunity and risk for investors.
Arista Networks stock jumps on AI demand — but “horrendous” memory costs loom
Arista Networks stock rose 4.8% on Friday after the company provided an upbeat quarterly revenue outlook, driven by strong AI demand from cloud providers like Microsoft and Meta. Despite management flagging "horrendous" memory costs and ongoing shortages, Arista projected flat margins, partially by selectively raising prices. Analysts responded positively, with Evercore ISI raising its price target, while investors will monitor for potential impacts if hyperscalers reduce AI orders or memory shortages persist.
Shell Asset Management Co. Reduces Stock Position in Advanced Micro Devices, Inc. $AMD
Shell Asset Management Co. significantly reduced its stake in Advanced Micro Devices (AMD) by 65.5% in the third quarter, decreasing its holdings to 24,539 shares valued at $3.97 million. This reduction comes amidst accelerated insider selling, with CEO Lisa T. Su selling $26.8 million worth of shares and other insiders selling a total of $62.9 million in the last 90 days. Despite this, AMD reported stronger-than-expected quarterly results and maintains a "Moderate Buy" analyst rating with an average target price of $288.17, driven by strong CPU and data-center momentum.
Snider Financial Group Purchases Shares of 16,259 Arista Networks, Inc. $ANET
Snider Financial Group has acquired 16,259 shares of Arista Networks, Inc. (ANET), valued at approximately $2.37 million, marking a new position for the firm. This comes as institutional ownership in Arista Networks remains high at 82.47%. Despite strong Q4 results, increased AI revenue targets, and positive analyst revisions, the article notes potential caution points such as a rich valuation and recent insider selling.
How Arista’s Strong Q4 2025 Results and AI Cloud Guidance Will Impact Arista Networks (ANET) Investors
Arista Networks reported strong Q4 2025 results with significant revenue and net income, alongside optimistic Q1 2026 guidance, driven by high demand for its AI and cloud networking solutions. The company raised its 2026 revenue growth outlook to 25%, with AI networking revenue targeted at US$3.25 billion, reinforcing the AI and cloud build-out catalyst. However, investors are cautioned about the concentration risk due to dependence on a few hyperscaler customers.
Avanda Investment Management Pte. Ltd. Acquires New Position in Advanced Micro Devices, Inc. $AMD
Avanda Investment Management Pte. Ltd. has acquired a new stake of 4,500 shares in Advanced Micro Devices (AMD), valued at approximately $728,000, making it their 20th largest holding. This comes as institutional ownership in AMD stands at 71.34%, with the company reporting strong quarterly earnings and revenue that beat analyst expectations. Despite positive sentiment from market share gains and new GPU releases, significant insider selling by CEO Lisa Su and EVP Forrest Norrod, along with some institutional repositioning, has introduced negative sentiment, while analysts maintain a "Moderate Buy" rating with a consensus price target of $288.17.
Analysts Offer Insights on Technology Companies: Advanced Micro Devices (AMD), Arista Networks (ANET) and Twilio (TWLO)
Analysts from D.A. Davidson, Barclays, and KeyBanc have provided insights into several technology companies. Advanced Micro Devices (AMD) received a Hold rating and a price target of $220.00 from D.A. Davidson, while Arista Networks (ANET) was maintained with a Buy rating and a $184.00 price target by Barclays. Twilio (TWLO) also maintained a Buy rating from KeyBanc.
