Arista Networks: The AI Networking Growth Engine [Seeking Alpha]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
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Source: Seeking Alpha
Its fourth-quarter revenue guidance fell short of analysts' estimates due to supply chain issues. While it trades at elevated P/S and P/E multiples, its 2026 PEG ratio of 1.44 suggests a more reasonable long-term valuation. A significant growth driver is the company's aggressive move into scale-up AI networking. Sundry Photography/iStock Editorial via Getty Images My thesis for investing in Arista Networks (NYSE: ANET ) when I last wrote about the stock on May 02, 2025, was that the high demand for the company's expertise in building complex AI networking This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in
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ANET
News
- Arista Networks Emerges As Key AI Data Center Ethernet Partner [Yahoo! Finance]Yahoo! Finance
- Arista Networks (NYSE:ANET) jumps 11% this week, though earnings growth is still tracking behind five-year shareholder returns [Yahoo! Finance]Yahoo! Finance
- 3 Next-Gen AI Stocks to Buy for Major Profits in 2026 [Yahoo! Finance]Yahoo! Finance
- Arista Networks: AI Is Not Enough Anymore, Execution Matters [Seeking Alpha]Seeking Alpha
- Arista Networks (ANET) Is Up 6.0% After AI Data Center Upgrades Spotlight Hyperscaler Exposure [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 1/22/26 - Form 4
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- ANET's page on the SEC website