Is Arista Networks Winning AI Infra Race? [Forbes]
Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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Source: Forbes
... More Getty Images Arista Networks' stock, as of 1/15/2026, has generated positive returns over the past year, but how does its high valuation line up against competitors that are rapidly expanding in the AI and data center surge? With hyperscalers racing to expand data center capacity to support generative AI workloads, demand for high-speed, low-latency networking has become a critical bottleneck. Against this backdrop, Arista stands out as a pure-play beneficiary. A detailed analysis indicates that ANET features outstanding profitability with 42.9% operating and 47.9% FCF margins, as well as industry-leading revenue growth of 27.8%. Although its 48.9x PE implies a high valuation, ANET occupies a strong position as a pure-play in high-performance networking, fueled by hyperscale and cloud demand. ANET's operating margin of 42.9%, the highest among competitors, highlights its premium AI/cloud solutions and software recurring revenue with high margins. ANET's revenue gro
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ANET
News
- Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026Business Wire
- This is What Analysts Think About Arista Networks (ANET) [Yahoo! Finance]Yahoo! Finance
- ClearBridge Large Cap Growth Strategy Q4: Adds Arista Networks, exits Starbucks, shifts restaurant exposure to Chipotle [Seeking Alpha]Seeking Alpha
- Is It Time To Reassess Arista Networks (ANET) After Recent Share Price Pullback [Yahoo! Finance]Yahoo! Finance
- Piper Sandler and Morgan Stanley Stay Positive on Arista Networks (ANET) [Yahoo! Finance]Yahoo! Finance
ANET
Earnings
- 11/4/25 - Beat
ANET
Sec Filings
- 1/6/26 - Form 4
- 1/2/26 - Form 144
- 12/19/25 - Form 4
- ANET's page on the SEC website