Arista: Riding Enterprise Growth While AI Demand Matures [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
Valuation has caught up after a 30% rally; further upside depends on accelerated AI monetization or continued robust growth in H2 2025. Aggressive share repurchases and a strong cash position provide downside support, reflecting management confidence and enhancing shareholder value. I maintain a buy rating for long-term investors, but recommend trimming profits after the rally; new entries should be small, with better opportunities on dips. Shinyfamily Since my Buy recommendation on Arista Networks ( ANET , the stock has rallied over 30% and Q1 2025 earnings have been announced. A review is due on whether investors should book partial profits or if more upside is This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it
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ANET
News
- Arista Networks (NYSE:ANET) had its price target lowered by analysts at Morgan Stanley from $171.00 to $159.00. They now have an "overweight" rating on the stock.MarketBeat
- 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
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 12/19/25 - Form 4
- 12/17/25 - Form 144
- 12/17/25 - Form 144
- ANET's page on the SEC website