SpaceX, Arista Networks, and Boeing Among Zacks Investment Research's Top Stock Picks

Zacks Investment Research highlights three stocks in its recent analyst blog: Space Exploration Technologies Corp. (SPCX), Arista Networks, Inc. (ANET), and The Boeing Co. (BA).

SpaceX's shares have underperformed the Wireless National industry over the past month (-19.8% vs. -16%). Despite this, the company reported relatively modest second-quarter 2026 results with both top and bottom line exceeding the respective Zacks Consensus Estimate.

The Zacks analyst maintains a Neutral view on SpaceX due to investment intensity and execution risks, but notes that reusable launch scale and Starlink's expanding subscriber base support a durable infrastructure advantage.

Arista Networks' shares have outperformed the Internet - Software industry over the year-to-date period (+48% vs. -5.6%). The company reported strong second-quarter 2026 results with both adjusted earnings and revenues beating the Zacks Consensus Estimate.

The analyst notes that Arista is well-positioned as cloud, AI, and enterprise customers upgrade high-speed Ethernet networks, but faces intense competition in these markets.