COMPANY
Arista Networks
ANET:US
Primary coverage by Pierre Ferragu
Research
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Arista 4Q24: 2025 guide misses, but should be beaten again, eventually. Buy, $125 TP.February 19, 2025 — Pierre Ferragu
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Arista: pre-4Q24 model updateFebruary 18, 2025 — Pierre Ferragu
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Post-DeepSeek Disorder Syndrome (PDDS) – our recommended treatmentFebruary 10, 2025 — Pierre Ferragu
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The Tech Infrastructure Quarterly Bible 3Q24December 19, 2024 — Pierre Ferragu
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Bible 3Q24: Enterprise IT – Legacy recovery sustains; SaaS stabilizes; Cloud remains healthy, boosted by AIDecember 11, 2024 — Pierre Ferragu
Events
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Jul
10TechnologyJuly 10, 2024Hosted by Pierre FerraguWatch Replay -
Jan
26TechnologyJanuary 26, 2024 — VirtualHosted by Pierre Ferragu and Antoine ChkaibanWatch Replay -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jun
21TechnologyJune 21, 2022Hosted by Pierre FerraguWatch Replay -
May
18 -
Apr
19TechnologyApril 19, 2022Hosted by Pierre FerraguWatch Replay -
Jun
30 -
Mar
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Apr
17TechnologyApril 17, 2020Hosted by Pierre FerraguWatch Replay -
Nov
22
