Arista Networks: Markets Are Wrong For 2 Key Reasons
Arista Networks is overlooked despite strong AI and networking tailwinds, presenting a compelling buying opportunity. Key customers like Microsoft, Meta, and Oracle are ramping up capex, driving demand for ANET's switches and networking solutions. Markets are underestimating the impact of Ethernet adoption in data centers, which could significantly expand ANET's addressable market by 2027.
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
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 Stock To $200?
Arista Networks Inc. (NYSE: ANET) just hit a speed bump — but the story looks far from over. The stock slid nearly 9% in the last 24 hours after the company's latest quarterly results, as investors reacted to management's cautious commentary on near-term cloud spending.
Arista Networks: Remain Bullish Despite The Near-Term Setback
Arista Networks Inc. delivered strong Q3 '25 results with revenue guidance above consensus but shares fell due to margin compression concerns. Despite anticipated margin pressure from AI data center growth, ANET stock is rated Buy with a $195 price target, reflecting confidence in long-term growth. AI infrastructure demand from hyperscalers position ANET for continued top-line expansion; the combined backlog & RPO amongst the hyperscalers has reached $1.21T.
Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement
ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.
Arista Networks Inc (ANET) Q3 2025 Earnings Call Transcript
Arista Networks Inc ( ANET ) Q3 2025 Earnings Call November 4, 2025 4:30 PM EST Company Participants Rudolph Araujo - Head of Investor Advocacy Jayshree Ullal - CEO & Chairperson Kenneth Duda - Co-Founder, President, CTO & Director Tyson Lamoreaux - Senior Vice President of Cloud & AI Networking Chantelle Breithaupt - Senior VP & CFO Todd Nightingale - Chief Operating Officer Conference Call Participants Tal Liani - BofA Securities, Research Division Aaron Rakers - Wells Fargo Securities, LLC, Research Division Michael Ng - Goldman Sachs Group, Inc., Research Division Atif Malik - Citigroup Inc., Research Division Samik Chatterjee - JPMorgan Chase & Co, Research Division Amit Daryanani - Evercore ISI Institutional Equities, Research Division David Vogt - UBS Investment Bank, Research Division Benjamin Reitzes - Melius Research LLC Timothy Long - Barclays Bank PLC, Research Division Meta Marshall - Morgan Stanley, Research Division Karl Ackerman - BNP Paribas, Research Division Simon Leopold - Raymond James & Associates, Inc., Research Division James Fish - Piper Sandler & Co., Research Division Antoine Chkaiban - New Street Research LLP George Notter - Wolfe Research, LLC Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division John Jeffrey Hopson - Needham & Company, LLC, Research Division Benjamin Bollin - Cleveland Research Company LLC Presentation Operator Welcome to the Third Quarter 2025 Arista Networks Financial Results Earnings Conference Call.
Arista Networks (ANET) Q3 Earnings and Revenues Beat Estimates
Arista Networks (ANET) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.72 per share. This compares to earnings of $0.6 per share a year ago.
4 Internet Stocks Poised to Top Estimates This Earnings Season
Here, we pick four Internet stocks - LYFT, U, ANET and BILL - that are likely to pull off a beat this earnings season.
ANET Rides on Strong Operating Margin Expansion: Will it Persist?
ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.
Arista Stock Before Q3 Earnings Release: Smart Buy or Risky Move?
ANET heads into Q3 earnings with rising estimates, strong AI networking demand and new growth from its VeloCloud acquisition.
