Arista Networks (ANET) came out with quarterly earnings of $0.82 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.65 per share a year ago.
Networking equipment provider Arista Networks forecast annual revenue above Wall Street estimates on Thursday, betting on steady demand for its electronic hardware amid the expanding presence of data centers, sending its shares up more than 17% in extended trading.
Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.
Arista Networks heads into Q4 earnings on Feb. 12 with steady estimates, new AI networking launches and a premium valuation, leaving investors weighing hold versus caution.
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
The latest trading day saw Arista Networks (ANET) settling at $138.37, representing a -2.38% change from its previous close.
The stock market is moving into February after a volatile start to 2026, but there are several companies that still offer investment opportunities.
Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.
Arista Networks (ANET) and CoreWeave (CRWV) stock have been on a tremendous rally again as investors rotate back into AI infrastructure plays.
Arista Networks (ANET) reached $146.73 at the closing of the latest trading day, reflecting a +2.09% change compared to its last close.
Arista Networks has raised its 2025 AI data center revenue target from $1.5B to $2.75B, reflecting robust demand for AI infrastructure. Its fourth-quarter revenue guidance fell short of analysts' estimates due to supply chain issues. While it trades at elevated P/S and P/E multiples, its 2026 PEG ratio of 1.44 suggests a more reasonable long-term valuation.
Arista Networks remains a key AI infrastructure play, with strong data center visibility and robust demand supporting its investment case. Q3 delivered 27.5% YOY revenue growth and high margins, but Q4 guidance for lower margins sparked investor concerns about potential structural pressures. I maintain a bullish stance with a $187 price target (+35%), assuming disciplined execution and stable EPS growth through 2027, without requiring further multiple expansion.