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AN

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$251.48B

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4.00M

Next Earnings

November 3rd

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2 Superior AI Infrastructure Stocks to Buy and Hold for 10 YearsThe article recommends Arista Networks and Vertiv Holdings as long-term AI infrastructure plays beyond chip stocks. Arista provides networking solutions and data switching for AI systems, while Vertiv supplies power and cooling equipment for data centers. Both companies are positioned to benefit from the structural growth of AI infrastructure over the next decade.The Motley Fool · Sep 20, 2026

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the DayZacks Equity Research designated Arista Networks (ANET) as the Bull of the Day due to its strong AI infrastructure growth with projected 35%+ revenue and earnings growth in 2026, while naming Yum! Brands (YUM) as the Bear of the Day amid downward earnings revisions and industry headwinds. The analysis also compares NVIDIA and Broadcom, favoring NVIDIA for its stronger AI ecosystem and profitability.Zacks Investment Research · Sep 16, 2026

Why the Market Dipped But Arista Networks (ANET) Gained TodayArista Networks closed at $192.35, up 2.42%, outperforming the S&P 500's 0.45% decline. The cloud networking company holds a Zacks Rank #1 (Strong Buy) rating with expected EPS growth of 41.33% and revenue growth of 43.57% for the upcoming quarter. However, the stock trades at a premium valuation with a Forward P/E of 46.48 compared to the industry average of 20.2.Zacks Investment Research · Sep 15, 2026

CIEN's New Venture Fund: Can it Turn AI Networking Into Growth Engine?Ciena Corporation launched Ciena Ventures, a $200 million corporate venture capital program focused on next-generation connectivity technologies including networking infrastructure, data centers, and optical interconnects. The company expects its addressable market to reach $50 billion by 2029 driven by AI-driven bandwidth demand, with fiscal 2027 revenue projected to grow at least 30% to $8.3-$8.4 billion. However, Ciena faces intense competition from Cisco and Arista Networks in the AI networking space.Zacks Investment Research · Sep 15, 2026

Arista's Cash Flow Momentum Builds: How Sustainable is it?Arista Networks reported strong cash flow performance in H1 2026, with operating cash flow reaching $2.78 billion and free cash flow surging 50% year-over-year. Revenue grew 37.7% to $3.04 billion with operating margins expanding to 49.9%. Deferred revenues increased to $6.9 billion, supporting future cash generation. The company benefits from sustained AI infrastructure spending and improved supply chain management, though management warns of potential volatility from inventory and deferred revenue fluctuations.Zacks Investment Research · Sep 14, 2026

Should You Invest in the First Trust Cloud Computing ETF (SKYY)?The First Trust Cloud Computing ETF (SKYY) is a passively managed fund with $3.29 billion in assets, tracking the ISE Cloud Computing Index. With a 0.6% expense ratio and 86.1% allocation to Information Technology, SKYY has gained 21.83% year-to-date and 17.1% over the past year. The fund carries a Zacks ETF Rank of 3 (Hold) and offers medium risk with a beta of 1.26, making it a sufficient option for cloud computing exposure alongside alternatives like WCLD and CLOU.Zacks Investment Research · Sep 14, 2026

Nike Is Being Deleted From the S&P 100. Is Its Seat in the Dow Jones Industrial Average in Jeopardy?Nike has been removed from the S&P 100 effective September 21 as part of quarterly rebalancing, marking a significant decline for the company. With stock prices at 12-year lows, declining revenue and earnings, and operating margins plummeting, Nike is now the lowest-ranked component in the Dow Jones Industrial Average, putting its membership in jeopardy. The article suggests investors should wait for concrete signs of a sustained turnaround before buying the stock.The Motley Fool · Sep 12, 2026

Here's Why Investors Must Hold ADP Stock in Their Portfolios NowADP stock has gained 26.4% over six months, outperforming the S&P 500. The company reported strong FY26 ES bookings of $2.2B with 92.1% retention and 60 bps margin expansion driven by AI investments. FY27 revenues are estimated to grow 6% to $23.3B with EPS growth of 10.3%. However, risks include flat employment growth limiting revenues, PEO margin weakness, and expected retention drag in FY27.Zacks Investment Research · Sep 8, 2026

Ciena Stock Down 14% in the Past Month: Time to Buy, Hold or Sell?Ciena Corporation's shares have declined 14.1% in the past month due to supply constraints limiting its ability to meet strong demand, despite benefiting from AI-driven demand for optical connectivity. The company raised fiscal 2026 revenue guidance to $6.42 billion (35% YoY growth) and projects at least 30% growth in fiscal 2027, with backlog expected to exceed $10 billion. However, near-term cash flow pressures and tariff risks remain concerns. Analysts recommend existing investors hold while new investors wait for a better entry point.Zacks Investment Research · Sep 8, 2026

Set a Fair Starting Line, as Favorites Can FalterThe Motley Fool illustrates the importance of equal portfolio weighting by comparing The Trade Desk, which fell from 40-fold returns to under 4-fold after Amazon undercut its pricing, with Arista Networks, which surpassed it with 40-fold returns. The article emphasizes giving every stock a fair starting position and then backing winners while retiring underperformers, rather than loading up on perceived favorites.The Motley Fool · Sep 7, 2026

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