ANET: FY26 targets 20% growth, led by AI and campus, with robust margin and supply chain positioning
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Management projects 20% growth for FY26, with strong targets in AI and campus segments. AI deployments with hyperscalers and NeoClouds, supply chain preparedness, and a margin-accretive campus strategy underpin the outlook. Portfolio breadth and best-of-breed positioning remain key advantages.
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