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Arista succeeds where Cisco came up short — to the benefit of its stock

February 13, 2026 at 02:53 AM
By MarketWatch
Arista succeeds where Cisco came up short — to the benefit of its stock

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Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.

Analysis & Context

Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI. Arista succeeds where Cisco came up short — to the benefit of its stock. Stay informed with the latest developments and expert analysis on this important story.

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Arista did a better job than networking rival Cisco when it came to calming margin fears and refocusing attention around AI.

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