Arista Networks is seeing growth from the cloud and AI markets but facing squeezed gross margins due to reliance on big customers. Stock has rallied 50%, with high valuations. Revenue grew 19.5% in 2025. Cisco has higher margins and trades at a lower multiple. Arista expects 24.3% revenue growth with EPS up 13% in Q2 2025. Analysts project 18% revenue growth in 2026. Stock could rise 20% or drop 25%. Upside limited by valuations. Investors cautious about impact of declining margins on future growth. Cisco and Arista compared in terms of growth and profitability.

Read more at Yahoo Finance: Where Will Arista Networks Be in 1 Year?