Arista Networks, Inc. (ANET) is enhancing its networking solutions with the acquisition of VeloCloud SD-WAN portfolio from Broadcom Inc. (AVGO). VeloCloud’s AI-driven products like VeloRAIN and VeloBrain complement Arista’s offerings, empowering enterprises with end-to-end cloud networking solutions and automation for improved performance. Arista also introduces CloudEOS Edge and cognitive Wi-Fi software for enhanced connectivity.
In the tech industry, Cisco Systems, Inc. (CSCO) leads in networking with its Next-Generation Network Routers and Agentic AI solutions like Webex AI Agent. Nokia Corporation (NOK) excels in cloud computing infrastructure, integrating networking, edge computing, and software automation for telcos and enterprises. NOK offers Open Radio Access Network (O-RAN) with 5G Cloud-RAN networks, focusing on software business expansion and enterprise adjacencies.
Arista (ANET) has shown strong price performance, with a 48.7% surge in the past year. Its forward price-to-sales ratio is 17.07, higher than the industry average. The Zacks Consensus Estimate for Arista’s earnings in 2025 has increased by 9.8% to $2.81 per share in the past 60 days. ANET currently holds a Zacks Rank #2 (Buy).
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Read more at Nasdaq: Can Arista Gain From an Integrated Cloud Networking Solution Focus?