Arista Networks (ANET) vs. CSCO and AVGO: Is AI Data Center Expansion Creating a Long-Term Networking Winner?

Is ANET a good stock to buy? We came across a bullish thesis on Arista Networks, Inc. on TradersPro's Substack. Since the thesis was published on August 29th, ANET shares have pulled back amid profit-taking and valuation concerns after a strong rally, creating a near-term pause while AI networking demand continues to support the longer-term growth case. In this article, we will summarize the bulls' thesis on ANET. Arista Networks, Inc.'s share was trading at $186.72 as of October 28th 2026. ANET's trailing and forward P/E were 55.91 and 33.82 respectively according to Yahoo Finance. This isn't the first time we see a networking equipment company pitched as a great investment. ANET shares gained 42.50% year to date.