Rosenblatt Securities upgrades Arista Networks in April after the networking company secures major AI deals with Google and Anthropic.

Rosenblatt Securities upgraded Arista Networks (ANET) in April, citing increased confidence in the company's XPO strategy

Arista won new front-end networking contracts with major AI customers Google and Anthropic

Strong demand for scale-out Ethernet, switching, and routing products is reinforcing Arista's competitive position in cloud and AI data center networking

The upgrade reflects growing market recognition of Arista's ability to serve the expanding AI infrastructure needs of leading tech companies