Arista Networks, Inc. Stock News

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...

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 sc...

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, a...

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acq...

Big Tech companies are expected to spend over $400 billion on AI infrastructure in 2025, with even higher spending planned for 2026. That spending extends beyond well chips to include networking equipment, data centers, cooling systems, and server integration.

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.

Supply chain challenges are keeping Arista Networks from growing at a faster pace. The company is witnessing healthy order inflow for its components and software solutions that speed up data transmission in data centers.

Palantir Technologies Inc (NASDAQ: PLTR) has pulled back in recent days amidst a broader sell-off in artificial intelligence (AI) names, driven by valuation concerns and macroeconomic uncertainty.