Arista Networks (ANET) Is Down 9.7% After AMD‑Meta AI Pact Expands Hyperscaler Buildouts – Has The Bull Case Changed?

2026-02-27 17:48:18

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Arista Networks (ANET) experienced a 9.7% drop following the announcement of an expanded AI infrastructure agreement between AMD and Meta Platforms. This pact highlights the growing demand for AI data center buildouts, which influences Arista’s Ethernet-based networking solutions. While the agreement boosts sentiment around AI infrastructure, the article emphasizes that Arista’s immediate performance still hinges on hyperscaler order timing and potential trade-related shocks, despite strong Q4 2025 earnings and Q1 2026 guidance.

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