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Stocks•20 April 2026•

1 min read

Evercore Adds Arista Networks and IBM to Tactical Outperform List Ahead of Earnings

Mark Zuckerberg and Aart de Geus with Meta and Synopsys logos, AI chips, silicon wafers, and data center equipment.

Key Facts

1Evercore ISI added Arista Networks and IBM to its 'tactical outperform' list ahead of their earnings reports.

2Analysts expect Arista Networks to beat estimates driven by strong AI demand and enterprise momentum.

3IBM is expected to deliver moderate upside against revenue and EPS estimates.

Evercore ISI has added Arista Networks (ANET) and IBM to its 'tactical outperform' list ahead of their upcoming quarterly earnings reports. Analyst Amit Daryanani anticipates both companies will deliver 'beat-and-raise' results, exceeding current market expectations. For Arista Networks, the bullish outlook is driven by robust AI-related demand and significant momentum within the enterprise sector. Meanwhile, IBM is expected to provide moderate upside against consensus revenue and earnings per share (EPS) estimates. This tactical move highlights growing analyst confidence in technology infrastructure providers amid the ongoing AI investment cycle. Investors are closely watching these upcoming reports as key indicators for the broader cloud computing and enterprise tech markets.