Arista Networks: Markets Are Wrong For 2 Key Reasons [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
Company Research
Source: Seeking Alpha
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. Reiterate Buy rating for ANET, with 25% upside potential as revenue multiples expand and growth estimates rise amid AI-driven demand. Okssi68/iStock via Getty Images Investment Thesis Among all the love AI networking and connectivity companies have gotten so far this year, even as AI bubble fears gripped markets, Arista Networks ( ANET ) is a name that has missed out on This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of ANET, CLS 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 from Seeking Alpha). I have no business relat
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ANET
News
- Arista Networks Inc (ANET): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Arista Networks (NYSE:ANET) had its "buy" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Arista Networks Inc (ANET) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Arista Networks' (ANET) AI Penetration Sustains Analyst Optimism [Yahoo! Finance]Yahoo! Finance
- Arista Networks (NYSE:ANET) stock performs better than its underlying earnings growth over last five years [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 12/3/25 - Form 4
- 11/28/25 - Form 4
- 11/28/25 - Form 4
- ANET's page on the SEC website