Arista Networks: AI Is Not Enough Anymore, Execution Matters [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
Q3 delivered 27.5% YOY revenue growth and high margins, but Q4 guidance for lower margins sparked investor concerns about potential structural pressures. I maintain a bullish stance with a $187 price target (+35%), assuming disciplined execution and stable EPS growth through 2027, without requiring further multiple expansion. Key risks include customer concentration, potential competitive threats from NVIDIA, and sensitivity to capex cycles, but execution and guidance clarity should drive re-rating potential. Sundry Photography/iStock Editorial via Getty Images Thesis On January 22nd, Arista Networks ( ANET ), jumped up almost 15% on opening, before closing out the day at approximately 8%. While the jump was large, it wasn't a coincidence, as it occurred right after This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ANET either through stock ownership, options, or other derivatives. I wrote this article myself, and it
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ANET
News
- Arista Networks Emerges As Key AI Data Center Ethernet Partner [Yahoo! Finance]Yahoo! Finance
- Arista Networks: The AI Networking Growth Engine [Seeking Alpha]Seeking Alpha
- 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 (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