Arista Upgraded To Buy On Google, Anthropic Data Center Orders

Rosenblatt Securities upgraded Arista Networks to a "buy" rating, citing stronger-than-expected 2026 revenue growth driven by major data center contracts. The upgrade follows significant orders from Google, positioning Arista as a key infrastructure provider for AI and cloud workloads. Anthropic, a leading AI startup, also contributed to demand, further boosting Arista’s data center networking business. Analysts project Arista will outperform consensus estimates, reflecting accelerating adoption of high-performance networking solutions. The move underscores growing investor confidence in Arista’s role supporting next-gen AI infrastructure and hyperscale data centers.