Cisco, Arista remain in line for excess returns among networking in 2026: Morgan Stanley
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Morgan Stanley expects networking and telecom equipment companies to outperform in 2026 due to AI infrastructure buildout. Cisco and Arista are highlighted for their attractive pricing and growth potential. Cisco's price target increased to $91, Arista's reduced to $159. Motorola Solutions upgraded to Overweight, price target reduced to $436. Corning, Ciena, Lumentum, and Coherent also expected to outperform. Price targets for these companies were increased.
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