Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026 [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
I'm expecting Arista to report durable growth, especially in 2H26–FY27, as hyperscaler capex rises 76% for 2026. Network equipment deployments are expected to lag CPUs and GPUs. Short-term margin pressure from memory chip shortages is anticipated, but ANET's pricing power and $6.8B in purchase commitments provide some flexibility. ANET boasts a strong balance sheet with $10.74B in cash, no debt, and ongoing share repurchases, supporting reinvestment in growth opportunities. Just_Super/iStock via Getty Images Arista Networks, Inc. ( ANET ) guided a robust outlook for FY26 underpinned by a heightened capital investment cycle among cloud services providers. With capital investments across the major hyperscalers expected to increase by 76% in 2026, I believe Arista may realize durable growth 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 ar
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ANET
News
- Arista Networks Inc (ANET) Strengthens Position in AI Networking [Yahoo! Finance]Yahoo! Finance
- Arista Networks, Inc. Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- Rosenblatt Raises Price Target For Arista Networks (ANET) [Yahoo! Finance]Yahoo! Finance
- Arista Networks' Q4 Results Show Margin Strength Amid Cost Headwinds, Morgan Stanley Says [Yahoo! Finance]Yahoo! Finance
- Arista Networks (NYSE:ANET) had its "overweight" rating reaffirmed by analysts at Morgan Stanley.MarketBeat
ANET
Earnings
- 2/12/26 - Beat
ANET
Sec Filings
- 2/17/26 - Form 4
- 2/17/26 - Form 10-K
- 2/12/26 - Form 8-K
- ANET's page on the SEC website