Arista Networks, Inc. (ANET): The Next Trillion-Dollar Breakout? [Yahoo! Finance]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
Check Earnings Report
US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
Company Research
Source: Yahoo! Finance
Arista Networks, Inc. (NYSE:ANET) is turning heads on Wall Street as management revises AI targets upwards. The firm recently raised its 2026 AI revenue goal to $3.25 billion, up from the previous $2.75 billion. This target revision acts as proof that Arista is successfully capturing the Ethernet-for-AI shift. Analysts at Evercore ISI and Piper Sandler have argued that Arista is winning the war against InfiniBand in high-speed data center switching. Another catalyst for the shares is that the company is viewed as a pure-play proxy for the capital expenditures of the world's largest cloud providers. Microsoft and Meta Platforms collectively accounted for 42% of Arista's revenue in late 2025. Funds like Giverny Capital Asset Management have highlighted Arista in their Q4 2025 letters, noting that as these titans build out trillion-parameter AI models, Arista's EOS software is the only solution capable of managing the massive capacity bottlenecks and data flows required. READ ALSO: 12
Show less
Read more
Impact Snapshot
Event Time:
ANET
Last Price
Price Change
Price Change%
Volume Shares
Max Up
Max Down
%
Volume Ratio
Performance Comparison
Updated
|
Event Day
Stock performance from the time of news release until the following 4pm ET market close
|
Last price at news event
|
Since Event
Multi-day stock performance from the time of the news release
|
|---|---|---|
|
EVENT DAY
Stock performance from the time of news release until the following 4pm ET market close
|
LAST
PRICE AT NEWS EVENT |
SINCE EVENT
Multi-day stock performance from the time of the news release
|
| Last Price | ||
| VWAP | ||
|
High:
|
Max Up |
High:
|
|
Low:
|
Max Down |
Low:
|
|
%
|
Post news range |
%
|
|
|
Price change |
|
|
|
Price Change Percentage |
|
|
|
S&P 500 (SPX) |
|
|
%
|
Volume ratio |
%
|
| Volume | ||
| Ticks | ||
|
|
Avg transaction size |
|
Don't Miss Out On The Next BIG Stock Move
Event day
Event Day Chart will not be displayed beyond 90-day period of the event
Performance since event
Time And Velocity Analysis
Be the first to know
Opt in for alerts from News Quantifed
Sign Up Today
Opt-in for
ANET alerts
Learn More With NQ
Reading the Impact Report
Help Me Understand This Data
Help Me Understand This Data
How NQ Works
What is news-based trading?
And why is it so successful?
And why is it so successful?
Movers & Shakers
The biggest gainers and losers and WHY it moved
ANET alerts
High impacting Arista Networks, Inc. news events
Weekly update
A roundup of the hottest topics
ANET
News
- 5 big analyst AI moves: Palo Alto and Reddit get fresh Buy calls, AMD upgraded [Yahoo! Finance]Yahoo! Finance
- Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026? [Yahoo! Finance]Yahoo! Finance
- Is Arista Networks, Inc. (ANET) A Good Stock To Buy Now? [Yahoo! Finance]Yahoo! Finance
- See How Institutions Boost Arista Networks [Yahoo! Finance]Yahoo! Finance
- Arista Doubles AI Networking Target As Valuation And Momentum Diverge [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 2/12/26 - Beat
ANET
Sec Filings
- 4/24/26 - Form 4
- 4/23/26 - Form 4
- 4/22/26 - Form 4
- ANET's page on the SEC website