Why Arista is Interesting for a Buy and Hold Portfolio!
The combination of strong market position, continuous innovation, and the growing demand for AI infrastructure makes Arista an attractive investment with long-term growth potential.
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In early 2025, Arista Networks experienced a drastic decline in stock price of 50%. The main reasons were concerns over U.S. tariffs and competition from so-called "white box" providers, which are cheaper in-house developments by customers. However, with the partial rollback of U.S.-China tariffs and the announced double-digit investment increases from major clients like Microsoft and Meta, the stock recovered significantly. Arista was able to dispel concerns about "white box" competition, as the company exceeded profit expectations for 20 consecutive...
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