Arista Networks' Nvidia Problem And The Solution [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
Despite slowing sequential growth, Arista's robust margins and strong client base position it well for continued upside; as hyperscaler capex ramps up. Markets have already priced in competitive pressures, and I expect Arista to revise its AI revenue targets upward, supporting a higher valuation. I reiterate my buy rating on Arista Networks, and raise my year-end price target to $114 per share, seeing attractive risk/reward. panumas nikomkai/iStock via Getty Images Investment Thesis The AI landscape is an interesting place for investors to be in and continues to chug along despite being whipsawed by a host of off-and-on headwinds ranging from tariff threats, export restrictions, and competitive pressures. Particularly, competitive pressures are This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of CLS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opi
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ANET
News
- Arista Networks (NYSE:ANET) Could Become A Multi-Bagger [Yahoo! Finance]Yahoo! Finance
- Evercore Reiterates Outperform on Arista Networks (ANET), Removes Stock From Tactical List [Yahoo! Finance]Yahoo! Finance
- Arista Networks, Inc. (ANET) Arista Networks Inc Presents at Barclays 23rd Annual Global Technology Conference Transcript [Seeking Alpha]Seeking Alpha
- Arista Networks (ANET) Eyes AI, Data-Center Expansion as Rosenblatt Stays Neutral [Yahoo! Finance]Yahoo! Finance
- What Arista Networks (ANET)'s Expanded AI-Driven Campus and Industrial Networking Push Means For Shareholders [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 12/5/25 - Form 4
- 12/3/25 - Form 4
- 11/28/25 - Form 4
- ANET's page on the SEC website