Arista Networks: Supply Constraints Limit Upside (Rating Upgrade) [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
ANET remains well-positioned in the expanding data center switching market, with strong demand evidenced by purchase commitments and technological leadership. Growth is seemingly constrained by supply issues rather than demand, with management guidance indicating growth headwinds and margin pressure into 2026. The stock's forward P/E has normalized, reflecting a fair risk/reward profile amid ongoing supply chain complexities. JHVEPhoto/iStock Editorial via Getty Images Back in September, I provided an update for Arista Networks Inc. ( ANET ). In that article, I reiterated my sell rating and expressed my view that a reality check could be coming as the 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 (other than
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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