| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-01 | BUY | MEDIUM | Rob Black Show Rough Start To September |
Received a buy rating from Deutsche Bank in its AI networking infrastructure initiation. [audio] | +3.0% | — | — |
| 2026-08-05 | BUY | HIGH | Rob Black Show Markets Rally To Fresh Records On Earnings Strength |
Arista posted blowout record quarterly revenue supplying Ethernet switches and routers to hyperscalers, and price targets moved up substantially this morning. [audio] | +6.7% | -1.8% | — |
| 2026-06-23 | MENTIONED | LOW | Rob Black Show Global Chip Rout |
Arista is mentioned for heavy selling pressure. [audio] | +4.7% | +8.9% | +26.6% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Afternoon podcast 6-2-26 |
Listed as a beneficiary of Google's $80 billion AI spending, building network infrastructure inside modern data centers. [audio] | -13.2% | -8.7% | +11.6% |
| 2026-05-06 | SELL | MEDIUM | Rob Black Show Afternoon podcast 5-6-26 |
Noted as being down 17%, used as an example that not all stocks are performing well ('not all going to be nuts and honey'). [audio] | -4.3% | +4.9% | +29.5% |
| 2026-04-20 | WATCH | MEDIUM | Rob Black Show Stocks Sag After Iran Ceasefire Setback |
Evercore ISI added Arista Networks to its tactical outperform list ahead of earnings. [audio] | +3.4% | -15.8% | +1.1% |