Arista Network Shares Slump Despite Upbeat Outlook Fueled by AI. Should Investors Buy the Stock on the Dip?

Let's take a close look at Arista's results and guidance to see if this is a good opportunity to buy the stock. While Arista turned in strong results, investors were anxious that white-box competitors could be taking share of its major customers. The company has long seen white-box competition, and it has always looked to differentiate itself through its software.