Send me real-time posts from this site at my email
Zacks

Arista Expands Cognitive Platform to Improve User Experience

Arista Networks, Inc. ANET recently announced that it has expanded its cognitive campus portfolio with unified wired and wireless campus edge products. Based on open cloud networking principles used to build modern cloud datacenters, the company’s Cognitive Cloud Networking leverages Extensible Operating System (EOS) and CloudVision, extending the Universal Cloud Network architecture to the campus.

Enhancing EOS and CloudVision, Arista's Cognitive Cloud Networking platform brings operational efficiency and modern cloud principles to the enterprise campus. By leveraging the Microsoft Azure cloud platform and through technology partnerships with companies, including Forescout, Arista is extending its existing technology partner ecosystem. The company’s technology partnerships are addressing campus to cloud visibility and improved device posture through certification with the Forescout platform of the new 720XP Series switches.

Arista is a leader in 100-gigabit Ethernet switching share in port for the high-speed datacenter segment. The company has successfully integrated two M&A transactions — Mojo Networks for Cognitive Wi-Fi in the campus and Metamako for ultra-low latency networking — which remain additional tailwinds for business growth. The company aims to sustain profitable revenue growth and healthy cash generation in 2019 and beyond on the back of industry-leading product offerings.

Additionally, Arista continues to benefit from the expanding cloud networking market, owing to strong demand for scalable infrastructure. In addition to high capacity and easy availability, its cloud networking solutions promise predictable performance along with programmability that enables integration with third-party applications for network management, automation and orchestration. The company’s product portfolio facilitates the implementation of high-performance, highly scalable and appropriate solutions for every environment.

The company’s strategy of leveraging merchant silicon from multiple suppliers has expanded product portfolio and increased its ability to offer products at cheaper prices. This has also helped it to focus on developing software like EOS and CloudVision. While EOS is core to its cloud networking solutions for next-generation data centers and cloud networks, CloudVision is a network-wide approach for workload orchestration, workflow automation and real-time telemetry as a turnkey solution for cloud networking.

Moreover, Arista is poised to benefit from strong demand for its data center switches. Moreover, continued spending on IT infrastructure products (server, enterprise storage and Ethernet switches) for deployment in cloud environments is likely to benefit the company. Notably, its switches and routers support the high-end cloud networking market that requires fast throughput at low cost. The robust product portfolio is aiding the company to win customers on a regular basis, boosting its top line.

Arista has long-term EPS growth expectation of 19.1%. Driven by proper execution of operational strategies, the stock has returned 22% compared with the industry’s rise of 19.2% in the year-to-date period.



Arista currently has a Zacks Rank #3 (Hold). A few better-ranked stocks in the broader industry are Harris Corp. HRS, Motorola Solutions, Inc. MSI and Ubiquiti Networks, Inc. UBNT, each carrying a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Harris has long-term earnings growth expectation of 8%.

Motorola has long-term earnings growth expectation of 7.7%.

Ubiquiti has long-term earnings growth expectation of 19.8%.

More Stock News: This Is Bigger than the iPhone!

It could become the mother of all technological revolutions. Apple sold a mere 1 billion iPhones in 10 years but a new breakthrough is expected to generate more than 27 billion devices in just 3 years, creating a $1.7 trillion market.

Zacks has just released a Special Report that spotlights this fast-emerging phenomenon and 6 tickers for taking advantage of it. If you don't buy now, you may kick yourself in 2020.

Click here for the 6 trades >>


Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
 
Harris Corporation (HRS): Free Stock Analysis Report
 
Motorola Solutions, Inc. (MSI): Free Stock Analysis Report
 
Ubiquiti Networks, Inc. (UBNT): Free Stock Analysis Report
 
Arista Networks, Inc. (ANET): Free Stock Analysis Report
 
To read this article on Zacks.com click here.

Welcome!!! Is it your First time here?

What are you looking for? Select your points of interest to improve your first-time experience:

Apply & Continue