Bull of the Day: Arista Networks, Inc. (ANET)

Arista Networks, Inc. ANETis a high-tech picks-and-shovels AI stock that more than doubled its revenue and earnings between 2022 and 2025. The AI infrastructure company, which works directly with AI hyperscalers Microsoft and Meta and other big tech firms, is projected to follow up its impressive artificial intelligence-boosted expansion with 35%+ revenue and earnings growth in 2026 and another ~25% next year. Arista's earnings outlook surged again after it reported another strong beat and raise quarter in early August. Its upbeat EPS revisions earn ANET a Zacks Rank #1 (Strong Buy) and extend an impressive streak of improving earnings estimates as it successfully rides the AI data center boom and other technology trends.