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Globe and Mail
08-07-2025
- Business
- Globe and Mail
Arista Networks to Announce Q2 2025 Financial Results on Tuesday, August 5, 2025
Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended June 30, 2025, after U.S. markets close on Tuesday, August 5, 2025. The results will be included in a press release with accompanying financial information posted on the Investor Relations section of the Arista website at Arista's executive management team will host a conference call on August 5, beginning at 1:30 PM PT (4:30 PM ET) to discuss financial results and business highlights. Interested parties may access the call by dialing (888) 330-2502 in the United States or +1 (240) 789-2713 from international locations. The Conference ID is 5655862. Please dial-in ten minutes before the scheduled conference call time. In addition, a live webcast of the conference call will be accessible from the Investor Relations section of the Arista website at Shortly after the conference call concludes, a replay of the audio webcast will be available on Arista's Investor Relations website. Upcoming Investor Event Participation Arista announces it will participate in the following event(s) with the financial community: J.P. Morgan Hardware & Semis Access Forum Martin Hull, Vice President and General Manager, Cloud and AI Platforms Wednesday, August 13, 2025 Time: 2:00 PM - 2:45 PM ET on Arista Networks website at Deutsche Bank's 2025 Annual Technology Conference Mark Foss, Senior Vice President, Global Operations & Marketing Hardev Singh, General Manager, Products, Cloud Titans and AI Wednesday, August 27, 2025 Time: TBD on Arista Networks website at Citi's 2025 Global TMT Conference Chantelle Breithaupt, Chief Financial Officer Ashwin Kohli, Chief Customer Officer Thursday, September 4, 2025 Time: TBD on Arista Networks website at Goldman Sachs Communacopia + Technology Conference Todd Nightingale, President and Chief Operating Officer Martin Hull, Vice President and General Manager, Cloud and AI Platforms Wednesday, September 10, 2025 Time: 4:45 PM - 5:20 PM ET on Arista Networks website at A live audio webcast of these events will be accessible from the Investor Relations section of the Arista website at About Arista Networks Arista Networks is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments. Its award-winning platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. For more information, visit
Yahoo
25-06-2025
- Business
- Yahoo
Marvell Technology Stock Rallies After AI Event Sparks Investor Optimism
Shares of Marvell Technology (NASDAQ: MRVL) climbed nearly 8% on June 19, following the company's AI-focused investor event that highlighted its expanding role in the custom semiconductor market. The presentation marked a pivotal moment in Marvell's positioning within the rapidly evolving AI hardware landscape, and investors responded with strong buying interest. The event showcased Marvell's latest advances in custom AI accelerators, along with a bullish outlook on the market opportunity ahead. The company raised its estimate for the custom AI chip total addressable market (TAM) to $55 billion by 2028, up from a prior estimate of $43 billion. It also increased its data center semiconductor TAM to $94 billion, a jump from its earlier projection of $75 billion. Marvell also disclosed two new customer wins for its next-generation AI accelerators, adding to its existing portfolio of three major partners, likely hyperscale cloud providers, although names weren't disclosed. Copyright: ralwel / 123RF Stock Photo Several major analysts responded positively to the event. Bank of America raised its price target to $90, calling Marvell's pipeline 'stronger and more diverse than previously understood.' Deutsche Bank reaffirmed its bullish stance with an $85 target, while Citi and Morgan Stanley held steady at $96 and $73, respectively. The rally comes as a welcome reversal for Marvell, which had been under pressure for much of the year and remains roughly 30% below its 52-week high. The AI presentation appears to have restored confidence in the company's roadmap and its ability to compete with larger players like Nvidia and Broadcom in the fast-growing AI infrastructure space. Still, analysts note that sustained momentum will depend on execution, especially around revenue visibility, hyperscaler retention, and the ability to convert design wins into long-term production contracts. As AI continues to reshape the semiconductor landscape, Marvell's more aggressive push into custom chips could give it a critical edge—if it can deliver on what it's now promised. MRVL is one of the most crowded hedge fund stocks that are targeted by short sellers. While we acknowledge the potential of MRVL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
