Are Rising Earnings Estimates a Solid Reason to Bet on ANET 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
Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript
Is Trending Stock Arista Networks, Inc. (ANET) a Buy Now?
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.
ANET Gains From Solid Revenue Growth: Will the Uptrend Continue?
Arista Networks posts strong revenue growth fueled by AI networking leadership and rising demand for its Etherlink portfolio, boosting momentum.
As ANET Stock Drops, How Bad Can Things Get?
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.
JPMorgan Has 15 Ideas for 'Bargain Hunting' Tech Stock Investors
Is it time to start buying tech stocks again?
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
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.
Here's Why Arista Networks (ANET) is a Strong Growth Stock
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Arista Networks: More Of A 2026 Opportunity Due To The Lagging Effect
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: Supply Constraints Limit Upside (Rating Upgrade)
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) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
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.
Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers
Arista Networks (ANET) remains a Buy, with a $184 price target by mid-FY2027, suggesting 40% upside and strong AI-driven growth potential. ANET delivered its 21st consecutive double-beat quarter, posting 27% revenue growth and maintaining dominant market share in high-speed data center switching. Despite a premium 46x earnings multiple, ANET's rapid top and bottom-line growth, robust margins, and cash-rich balance sheet justify its valuation.
