Arista Stock To $300?

1. Arista's Q2 2025 revenue grew 30% year-over-year to $2.205 billion. 2. The company achieved a 40% net margin, outperforming major tech firms. 3. Management raised Q3 guidance to $2.25 billion, indicating ongoing momentum. 4. Arista's stock price could almost double, contingent on sustained growth. 5. Risks include potential deceleration in cloud spending and changing AI priorities.