Arista Networks, Inc. Stock News

Arista Networks (ANET) remains fundamentally strong, leveraging AI and data center momentum despite a recent post-earnings pullback from $160 to $131. 3Q25 delivered robust 27.5% revenue growth, strong margins, and a $40M beat, driven by high-performance switching and expanding AI network demand. ANET's upcoming R4 Series 800G platforms and HyperPort technology target core AI data center bottle...

Arista Networks remains a buy despite a recent ~20% pullback, as AI-driven demand continues to fuel robust multi-year growth prospects. ANET projects 27% revenue growth in 2025 and targets 20%+ growth in FY26, with AI data-center revenue expected to reach ~$2.75 billion. Arista's TAM estimate has expanded to $105 billion by 2029, with the current revenue run rate implying less than 10% market p...

Arista Networks, Inc. (ANET) Arista Networks Inc Presents at Barclays 23rd Annual Global Technology Conference Transcript

Investors are concerned about Nvidia (NVDA 0.64%) expanding its services and how it will compete against Arista Networks (ANET +1.78%).

SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks (NYSE: ANET), a leading provider of cloud and artificial intelligence (AI) networking solutions, today announced significant advancements for Cognitive Campus scale including the introduction of Arista Virtual Ethernet Segment with Proxy ARP (Arista VESPA) for WLAN mobility, enabling customers to deploy large-scale mobility domains. The comp...

Arista Networks, Inc. (ANET) Arista Networks Inc Presents at Raymond James TMT & Consumer Conference Transcript

Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

Arista Networks benefits greatly from AI-related demand for networking solutions, leading to the stock's recent price surge. If the networking equipment company can sustain 20% annualized growth over the next six years, the stock should keep rising.