Arista Networks (ANET) reported earnings 30 days ago. What's next for the stock?
Earnings estimates for Arista are climbing on solid cloud demand and software strength, but margin pressure clouds the outlook.
Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript
Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.
Arista Networks posts strong revenue growth fueled by AI networking leadership and rising demand for its Etherlink portfolio, boosting momentum.
Arista Networks (ANET) shares have decreased by 23.1% over the course of 21 trading days. This recent decline is due to concerns over weaker-than-expected margin guidance for Q4 2025 and skepticism about the pace of AI-driven revenue growth.
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Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.
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Arista Networks has been volatile because of growth moderation and deferred revenues escalating. Understanding the lagging effect of the network part relative to AI chips helps to explain why the company has not been able to recognize revenues in its income statement. AI-related sales having doubled for 2025 provide new opportunities for the networking play, as OpenAI diversifies GPU sourcing with Broadcom and AMD.
Arista Networks is upgraded to a hold as the recent valuation correction aligns with its long-term growth prospects and near-term challenges. ANET remains well-positioned in the expanding data center switching market, with strong demand evidenced by purchase commitments and technological leadership. Growth is seemingly constrained by supply issues rather than demand, with management guidance indicating growth headwinds and margin pressure into 2026.
Arista Networks Inc ( ANET ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 1:15 PM EST Company Participants Chantelle Breithaupt - Senior VP & CFO Martin Hull Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Presentation Aaron Rakers Wells Fargo Securities, LLC, Research Division Well, why don't we go ahead and get started, try and keep us on schedule here. So extremely excited to host a 35-minute discussion with the Arista team.