Arista Networks Raises The Bar - Hyperscalers Unleash Capex (Q4 Review) [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
ANET raised its AI revenue target for the year by 18%, now guiding to $3.25B, reflecting a 100% jump in annual AI revenues, echoing accelerating AI demand. Despite rising memory costs, management reiterated its 2026 gross margin outlook, leveraging strategic purchase commitments to mitigate supply chain pressures. At ~40x CY26 earnings and 19-20% expected earnings growth, ANET remains attractively valued; I reiterate my bullish rating. Choreograph/iStock via Getty Images Investment Thesis Arista Networks ( ANET ) reported Q4 earnings yesterday that showed just how well the maker of AI networking switches and routers is balancing its forward growth mandate despite rising costs of components like memory. Despite 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 compensa
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ANET
News
- Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year? [Yahoo! Finance]Yahoo! Finance
- ClearBridge Appreciation ESG Strategy adds new stake in Arista Networks in Q4, exits Oracle [Seeking Alpha]Seeking Alpha
- Assessing Arista Networks (ANET) Valuation As Growth And AI Infrastructure Story Draw Focus [Yahoo! Finance]Yahoo! Finance
- Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026 [Seeking Alpha]Seeking Alpha
- Arista Networks Inc (ANET) Strengthens Position in AI Networking [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 2/12/26 - Beat
ANET
Sec Filings
- 2/19/26 - Form 4
- 2/17/26 - Form 4
- 2/17/26 - Form 10-K
- ANET's page on the SEC website