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Barchart
Barchart
Aanchal Sugandh

This Buy-Rated Tech Stock Could Be an Underrated Tariff Winner, According to Analysts

ANET Arista Rosenblatt Arista Networks Inc

Rosenblatt Securities, a New York-based investment firm, has upgraded Arista Networks Inc.’s (ANET) stock from “Sell” to “Neutral,” citing its resilience and new market advantages. Arista’s projections for the second half of 2025 and into 2026 remain strong despite macroeconomic headwinds, giving investors reason to stay the course.

Rising tariffs have turned the tide, making White Box switching options from China and Asia less appealing. This shift benefits Arista directly. Rosenblatt analyst Mike Genovese noted the company’s strong lineup of switches compatible with Linear-drive Pluggable Optics transceivers, reinforcing its competitive edge.

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