Bernstein·2026-09-29SectorInitiationOutperform$250US Networking & Communications Equipment US Networking: Scaling the bandwidth wall. Initiating with a positive viewUS networking & optical·OverweightCelestica·Top pick
Goldman Sachs·2026-09-28SectorBuyAMERICAS TECHNOLOGY: HARDWARE 3Q26E preview on ANET, CLS, FFIV & industry networking model update
Goldman Sachs·2026-09-14SectorBuy$225AMERICAS TECHNOLOGY: HARDWARE & NETWORKING Communacopia+Technology 2026 - Key Takeaways
Goldman Sachs·2026-09-08CompanyBuy$225Arista Networks Inc. (ANET.US): Communacopia + Technology 2026 — Key Takeaways
Goldman Sachs·2026-10-23SectorAmericas Technology: Hardware,Expert Network Series: Data Center & Networking Equipment October 2026 outlook with 650 Group
Morgan Stanley·2026-10-16SectorTelecom & Networking Equipment OCP 2026 Still Plenty of Hard Problems to Solve, But Problems Largely Known
Bernstein·2026-10-14SectorOutperform$250US Networking & Communications Equipment: US Networking: Numbers going up, multiples going down-Top questions and feedback on our initiation
J.P. Morgan·2026-10-13SectorHardware & Networking: OCP Insights: Day 1 Highlights Increasing Complexity in Scaling AI Infrastructure
Morgan Stanley·2026-10-12SectorTelecom & Networking Equipment 3Q26 CIO Survey Refresh and Security Support Spend