Better Buy: Arista Networks vs. Juniper Networks
Roles have seemingly reversed for Arista Networks (NYSE: ANET) and Juniper Networks (NYSE: JNPR). A year ago, Wall Street had the former on a pedestal, touting its strong double-digit growth pace for its high-end networking solutions, while the latter was seemingly anemic, still logging lower revenue and earnings. Now Juniper is basking in its recent upgrade that predicts rekindled growth, while Arista has been hounded by a downgrade, suggesting its best days are behind it.
This may be a case, however, in which playing the longer odds of joining the contrarian camp makes more sense. Arista Networks has more to gain thanks to now-lowered expectations, while Juniper Networks has more to lose.
Then there's the not-so-small argument that Arista is just the better company.
Source Fool.com
