Will ANET's Deeper Focus on Cloud-Native Software Pay Off?
Arista Networks, Inc. ANET has made several additions to its multi-cloud and cloud-native software product family with CloudEOS Edge. It has introduced new cognitive Wi-Fi software that delivers intelligent application identification, automated troubleshooting and location services. This supports video conferencing applications like Google Hangouts, Microsoft Teams and Zoom.
The acquisition of Awake Security, a Network Detection and Response platform provider that combines AI with human expertise to autonomously hunt and respond to insider and external threats, has expanded its cognitive campus portfolio with new platforms. These include the 750 Series modular chassis and the 720 Series 96 port fixed switch. Arista has also announced unified edge innovations across wired and wireless networks for its Cognitive Campus Edge portfolio for Enterprise Workspaces and an enterprise-grade Software-as-a-Service offering for the flagship CloudVision platform.
Arista should benefit from its software-driven, data-centric approach that helps customers build their cloud architecture and enhance the cloud experience they offer their clients. The company holds a leadership position in 100-gigabit Ethernet switching for the high-speed datacenter segment. It is increasingly gaining market traction in 200- and 400-gig high-performance switching products and remains well-positioned for healthy growth in the data-driven cloud networking business with proactive platforms and predictive operations.
Other Tech Firms Focusing on Cloud Networking
Cisco Systems, Inc. CSCO is the largest player in the networking space. The company has a strong presence in the router and switch market. It has retained a leadership position in WLAN and Ethernet switching and is rapidly expanding its presence in the network security domain. Cisco provides Next-Generation Network Routers that transport data, voice and video information from one IP network to another. It is expanding its Agentic AI footprint with the introduction of Webex AI Agent, Cisco AI Assistant for Webex Contact Center, Workflow Automation in Cisco AI Assistant for Webex, AI Capabilities in Webex Control Hub and Webex Calling Customer Assist. Its strategy of integrating AI across security and collaboration platforms and developing agentic capabilities across the portfolio is a key catalyst for improving the customer experience.
Juniper Networks Inc. JNPR is taking significant steps to enhance the adoption of its AI-Native Networking Platform through the introduction of its Blueprint for AI-Native Acceleration. This comprehensive framework is designed to simplify and accelerate the deployment and utilization of AI-driven networking solutions, benefiting enterprises across various sectors. By leveraging Juniper's AI-Native Networking Platform, organizations can expect up to an 85% reduction in operational expenses and a 90% decrease in network trouble tickets. The platform's industry-leading AIOps technology is key to delivering these results, providing reliable, measurable and secure connections across all devices and applications. The Blueprint for AI-Native Acceleration further enhances these capabilities, enabling customers to achieve up to nine times faster deployments.
ANET's Price Performance, Valuation and Estimates
Arista has surged 10.7% over the past year compared with the industry 's growth of 34.3%
Image Source: Zacks Investment Research
From a valuation standpoint, Arista trades at a forward price-to-sales ratio of 13.47, above the industry.
The Zacks Consensus Estimate for Arista's earnings for 2025 has increased over the past 60 days.
Arista currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Research Chief Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
This company targets millennial and Gen Z audiences, generating nearly $1 billion in revenue last quarter alone. A recent pullback makes now an ideal time to jump aboard. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Nano-X Imaging which shot up +129.6% in little more than 9 months.
Free: See Our Top Stock And 4 Runners Up
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Cisco Systems, Inc. (CSCO): Free Stock Analysis Report
Juniper Networks, Inc. (JNPR): Free Stock Analysis Report
Arista Networks, Inc. (ANET): Free Stock Analysis Report
Hashtags
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Globe and Mail
23 minutes ago
- Globe and Mail
New Website Helps Find People Using Face Photos
Ohio, USA - A new website called Mamba Panel lets people upload a photo and find where that face appears online. The service searches through billions of photos from social media and dating apps to help users figure out if someone is real. The site offers different search options. The main tool looks through 1.8 billion face photos from across the internet. Users can upload a picture and see if that same face shows up on other websites or apps. There's also a faster option that searches 5 million photos for quick results. The website works even with blurry photos or pictures taken from weird angles. Most searches finish in under a minute and show links to where matches were found. Many people use Mamba Panel to check dating profiles and avoid fake accounts. The service helps catch scammers who steal photos or pretend to be someone else online. The company only uses photos that are already public on the internet. When it finds a match, it saves a small copy along with where it came from. The site doesn't collect names or personal information about people. Mamba Panel promises that searches stay private. They don't keep copies of uploaded photos or track what people search for. The system also tries to avoid showing photos of children. The website has a free demo that searches celebrity photos and paid versions that access larger databases with regular people's photos from social media. As online dating and social media grow, tools like Mamba Panel give people a way to verify who they're really talking to online. For more information, visit Media details Company: MambaPanel Email: Eli@ Website: Media Contact Company Name: MambaPanel Contact Person: Media Team Email: Send Email Country: United States Website:
Globe and Mail
23 minutes ago
- Globe and Mail
AI Strategy Course Integrates Real-World Case Studies into AI Curriculum for Hands-On Learning
AI Strategy Course, led by instructor Dan O'Donnell, has enhanced its curriculum by integrating real-world case studies to help professionals apply AI strategically in business. Learn how businesses can incorporate AI into business workflows and strategy to reduce costs, be more efficient and increase revenue. Automate business tasks and integrate AI into business processes building a stronger workforce through AI literacy and strategies for getting products and services to market faster. Artificial intelligence is revolutionizing every industry and the AI Strategy Course has taken a bold step to bridge the gap between theory and real-world application. Founded and instructed by AI strategist Dan O'Donnell, the course has unveiled a major curriculum enhancement by integrating real-world case studies, equipping students with hands-on learning experiences that mirror practical business challenges. This shift underscores the program's commitment to preparing professionals to implement AI solutions effectively and responsibly in diverse organizational settings. As demand continues to grow for AI-literate professionals who understand both the strategic and operational aspects of artificial intelligence, the AI Strategy Course has positioned itself at the forefront of this educational evolution. The newly integrated case studies draw directly from real business scenarios across sectors such as healthcare, finance, logistics, retail, and marketing. Each case is designed to illustrate how AI technologies such as machine learning, natural language processing, and predictive analytics can be applied to solve specific business problems and optimize processes. Dan O'Donnell, the course's lead instructor and an experienced AI consultant, emphasized the importance of translating abstract AI concepts into actionable business strategies. 'Theoretical knowledge only gets professionals so far. By embedding real-world case studies into the AI Strategy Course, we are enabling learners to think critically and apply AI tools in ways that drive actual business results,' said O'Donnell. 'The goal is to create leaders who can confidently advocate for, implement, and manage AI initiatives that align with their company's strategic goals.' The hands-on component allows students to engage in scenario-based problem solving, including crafting AI implementation plans, analyzing AI ROI, and making ethical decisions around data usage and model bias. These experiences are particularly beneficial for business leaders, analysts, and project managers who may not have a deep technical background but are responsible for overseeing digital transformation within their organizations. Each case study within the course is paired with structured exercises that challenge learners to assess context, identify opportunities for AI integration, and propose scalable, ethical solutions. This approach enhances the course's accessibility to a wider range of professionals, not just engineers or data scientists. The modular nature of the content also allows users to revisit and refine their understanding of AI as they progress through various scenarios. One recent case study explores how a global logistics company used computer vision and real-time tracking to streamline its supply chain, reducing delivery delays by 28% and improving warehouse efficiency. Another focuses on how a regional healthcare network leveraged predictive analytics to reduce patient no-show rates and optimize appointment scheduling. These examples help students connect the dots between AI capabilities and measurable business value. In addition to the course content, students benefit from ongoing access to a dedicated Facebook community, AI Course Facebook, where they can discuss case studies, share insights, and network with other professionals. The course's companion YouTube channel also hosts visual breakdowns of AI trends, tools, and strategies, helping learners stay current with the fast-paced advancements in the field. The case study update comes at a pivotal time as AI adoption surges globally. According to recent industry reports, nearly 70% of enterprises are either piloting or actively deploying AI, yet a lack of strategic knowledge remains one of the top barriers to successful implementation. The AI Strategy Course addresses this gap by equipping learners with the critical thinking and decision-making frameworks needed to lead AI projects with confidence. Feedback from students who have completed the updated course has been overwhelmingly positive. Many have cited the case studies as instrumental in helping them apply AI concepts in boardroom discussions and project planning sessions. One learner, a mid-level marketing manager at a Fortune 500 company, remarked, 'The case study approach made it real for me. I could see how AI is already transforming my industry and where the opportunities lie for my team.' Beyond providing foundational AI knowledge, the AI Strategy Course aims to foster a mindset of innovation and ethical leadership. O'Donnell's instruction emphasizes not only the power of AI but also the responsibility that comes with deploying it. Issues such as data privacy, fairness, and model transparency are woven into each case, prompting learners to think beyond utility and toward impact. The newly enriched curriculum marks a significant step forward in how online education can support professional development in emerging technologies. With the proliferation of generative AI tools and enterprise-level deployments, businesses are seeking talent that understands both the 'why' and the 'how' of AI. The AI Strategy Course's case-study-driven model ensures that learners graduate with practical insights and a strategic framework to lead effectively in the AI era. Professionals interested in exploring how AI can transform their organization—and their career trajectory, are encouraged to enroll via where additional information about the course structure, outcomes, and community support is available. With this curriculum evolution, the AI Strategy Course continues to raise the bar for what modern AI education should look like: actionable, ethical, and aligned with the real needs of today's professionals.
Globe and Mail
23 minutes ago
- Globe and Mail
Energize Builders Celebrates Historic Federal Ruling Allowing Bitcoin Holdings for U.S. Mortgages
Los Angeles Construction Pioneer Who Accepted Crypto for Decade Says New FHFA Directive Validates Industry Innovation LOS ANGELES, CA - June 26, 2025 - Alik Konovalenko, founder and CEO of Energize Builders, today applauded the Federal Housing Finance Agency's (FHFA) groundbreaking directive ordering Fannie Mae and Freddie Mac to consider cryptocurrency holdings as assets in mortgage loan assessments. The ruling, announced Wednesday by FHFA Director William Pulte, represents a watershed moment for the construction and real estate industries. "This federal recognition of cryptocurrency as a legitimate asset for mortgage qualification is exactly what our industry has been working toward," said Konovalenko, whose Los Angeles-based construction company has been accepting Bitcoin and other cryptocurrencies for home renovations and new construction projects for over a decade. "We've seen firsthand how crypto holders have been shut out of traditional homeownership opportunities simply because lenders couldn't properly evaluate their digital wealth." Energize Builders, a family-owned boutique design and remodeling company serving Los Angeles, Orange, and Ventura counties, began accepting cryptocurrency payments in 2015, making it one of the first construction companies in Southern California to embrace digital assets. Over the past ten years, the company has completed more than 200 projects funded partially or entirely through cryptocurrency transactions, ranging from luxury home renovations to ground-up custom builds. Breaking Down Barriers to Homeownership The FHFA directive specifically instructs mortgage giants to develop proposals for considering cryptocurrency assets "without conversion of said cryptocurrency to U.S. dollars," addressing a major pain point for crypto investors who previously had to liquidate their holdings to qualify for traditional mortgages. "We've had clients with substantial Bitcoin portfolios who were forced to sell their digital assets at inopportune times just to show liquid capital for mortgage applications," Konovalenko explained. "This new policy preserves their investment strategies while enabling them to access homeownership – it's a win-win for financial innovation and housing accessibility." The directive aligns with President Trump's stated vision to make the United States "the crypto capital of the world" and requires that only cryptocurrencies "stored on U.S.-regulated centralized exchanges subject to all applicable laws" be considered in mortgage assessments. Industry Validation After Years of Innovation Konovalenko's early adoption of cryptocurrency payments positioned Energize Builders at the forefront of a financial revolution that is now receiving federal recognition. The company's crypto-accepting business model has attracted tech entrepreneurs, early Bitcoin adopters, and forward-thinking investors throughout the greater Los Angeles area. "Ten years ago, people thought we were crazy for accepting Bitcoin for construction projects," Konovalenko reflected. "Today, the federal government is recognizing what we've known all along – cryptocurrency represents real wealth and should be treated as such in major financial decisions like home purchases." The construction industry has been particularly impacted by housing affordability challenges, with high interest rates and strict lending criteria limiting access to homeownership. Industry experts suggest that including cryptocurrency holdings in mortgage assessments could expand the pool of qualified borrowers and stimulate housing market activity. Looking Forward As Fannie Mae and Freddie Mac develop their implementation proposals over the coming months, Konovalenko anticipates increased demand for crypto-friendly construction and renovation services. Energize Builders is already expanding its cryptocurrency payment infrastructure to accommodate additional digital assets and streamline the transaction process for clients. "This federal directive validates not just our business approach, but the broader principle that innovation should enhance opportunity, not restrict it," Konovalenko concluded. "We're excited to continue leading this evolution in how Americans finance their dream homes." About Energize Builders Founded by Alik Konovalenko, Energize Builders is a family-owned boutique design and construction company based in Los Angeles. For over 20 years, the company has specialized in residential remodeling, custom home construction, and innovative project financing solutions. Energize Builders serves clients throughout Los Angeles County, Orange County, and Ventura County, with a commitment to exceptional craftsmanship and forward-thinking business practices. For more information about Energize Builders and cryptocurrency payment options, visit Media Contact Company Name: Energize Builders Inc Contact Person: Alik Konovalenko Email: Send Email Phone: +1 310-963-1567 Address: 13910 Fiji Way Ste 270, Marina del Rey City: Los Angeles State: CA 90292 Country: United States Website:
