Arista Networks: AI Race Continues, The Stock Is A Portfolio Holding [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
ANET's high net margin and ROIC, as well as a debt-free balance sheet, underscore its financial strength and management effectiveness. Growth is moderating, with EPS CAGR expected at 24.3% through 2028, but stability and above-market expansion persist. Current valuation shows a 15% premium to fair value, reducing conviction from 'strong buy' to 'buy,' yet long-term upside remains. Erik Isakson/DigitalVision via Getty Images Investment Thesis It's been eight months since my last review of Arista Networks, Inc. ( ANET ). The stock price has risen 40%, significantly outperforming the S&P 500. During this time, the business has grown and developed: Net income TTM has increased 16% (since Q1 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 expresses my own opinions. I am not receiving compensation for it (other than fr
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ANET
News
- Arista Expands $105b AI Networking Opportunity And Raises 2026 Outlook [Yahoo! Finance]Yahoo! Finance
- Jim Cramer on Arista Networks: “You're Getting a Terrific Quarter for Free” [Yahoo! Finance]Yahoo! Finance
- Piper Sandler Retains Overweight Rating on Arista Networks (ANET) Amid Revenue Beat [Yahoo! Finance]Yahoo! Finance
- Why 1 Analyst Thinks Arista Networks Stock Can Still Gain Over 50% This Year [Yahoo! Finance]Yahoo! Finance
- Is Arista Networks' Stock Outperforming the S&P 500? [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 2/12/26 - Beat
ANET
Sec Filings
- 3/4/26 - Form 4
- 2/27/26 - Form 4
- 2/25/26 - Form 4
- ANET's page on the SEC website