Arista Networks, Inc. Stock News

Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript

Arista's 400G/800G switches and other networking equipment are go-to options for hyperscalers and AI data center builders. Revenue rose 28% to $2.3 billion in Q3, and management's guidance is for 19% growth in Q4.

Arista is playing a crucial role in the transition of next-generation AI clusters. The company's hyperscaler wins are validating its technology and market strategy.

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.

Is it time to start buying tech stocks again?

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 w...

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 in...

Arista Networks' robust prospects arise from the growing hyperscaler demand for high speed networking, as two of its customers also guide higher 2026 data center capex. This is on top of neoclouds/hyperscalers increasingly adopting 800GbE Etherlink switches, as industry-wide shipments "more than tripling sequentially in Q2'25." ANET has already launched new networking offerings to capitalize on...