Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include core, cognitive adjacencies, and cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.
Fundamentals
Mkt Cap
$273.36B
Volume
-
52W High
$217.41
52W Low
$114.52
PE Ratio
68.33
Avg. Volume
4.78M
EPS (Annual)
$2.75
P/B
18.47
Rev/Employee
$1,760,645.16
Earnings
Nov 03
54
Neutral Sentiment
How do you feel about ANET?
ivanhoff
$ANET is setting up for a potential breakout after a series of higher lows and range contractions.
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BullseyeGains
🎯 Bullseye Strong Sell Alert: $ANET $CIEN $CLS $ALAB $CRDO 🎯
Before we get flooded with hate messages: the last time we initiated a mass strong sell call was July 1st. We went 15 for 15, and it ended up being our most profitable month in 30 years of trading. Full details are in the pinned post on our profile.
Elon Musk, Sam Altman, and Dario Amodei have spent years publicly clashing, but this weekend they agreed on one message: slow the pace of AI development. OpenAI postponed its IPO over safety concerns yesterday, and we strongly feel Anthropic will follow suit. We think this is a black swan moment for the AI trade.
Sentiment sets the multiple, not next quarter's EPS. When the people building these models lead with risk instead of roadmap, the re-rate comes first and the numbers catch up later.
The tickers above are the connectivity backbone of the AI buildout, the switches, optics, and interconnects everything else depends on. If the pace of spend slows, these names will likely take a massive hit.
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Faisal1001
🚀 $ANET isn’t riding the AI wave — it’s building the highway AI runs on.
🔥 $META, $MSFT & $ORCL are already working with Arista on next-gen 1.6T AI networks.
💰 AI clusters are exploding in size → bandwidth demand is exploding → $ANET is right in the middle of it.
⚡ Power becomes scarcer, efficiency matters more — Arista’s new platforms cut interconnect power by ~60%.
AI needs GPUs. GPUs need $ANET. 🚀
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MKRReformed
$ANET one day, potentially sooner than you think, you’re going to look and see this stock is $350+ and wonder why you weren’t loading big whenever it’d dip
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Iwannagofast1
$ANET I did tell you this is a breakout and we are going to 250+ and then 300 and then 400
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BigAllergies
Sales at Arista Networks are up 33% from a year ago. #1 of 9 in its industry on the Quality Score, rated Exceptional at 22. $ANET
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TheStockTraderHub
$ANET looks like it's setting up for another leg up to all time highs retest once again, stock reclaimed it's golden fib level now looking to break over that trendline resistance for bigger breakout, $209 break and close on watch for $212/$214/$216+
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DiamondsDancing
$ANET congrats to the bulls here! I’m starting a position on the next pullback this chart is a beast.
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RobSteals
$ANET What is going to happen in the last 30mins? The push down or up. If it goes back above 200+ could be an ideal setup next week.
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Dvb3445
$ANET I am surprised we didn’t Hold $205, Monday we’re on the S&P 100 ….. meaning funds need to add ANET to there fund…….
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MUNEMAKER
$ANET Not too far off highs and holding up well. Real juice behind this one. Been popping my head in and out but this is now a true long for me.
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GameplanWallst
$ANET still holding the breakout level and is only down 2% despite the NASDAQ getting smoked. This is more confirmation that $250 could be in store soon.
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Yesboss
$ANET Networking bottleneck is so close than you can ever imagine, jump in when the stock is at an affordable price. Don’t wait until you see the $MU like spike before it’s too late.
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GameplanWallst
$ANET bull flag breakout has been stair stepping to upside but, gut feeling tells me volatile move is near.
MACD Bearishly converging but, price action shows no danger signals yet as everything I see is a very healthy uptrend.
Next leg up soon
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DonCorleone77
$ANET Arista Networks initiated with an Outperform at Bernstein
Bernstein initiated coverage of Arista Networks with an Outperform rating and $250 price target. The firm rolled out coverage of the U.S. networking group with a positive view. Networking and optical companies will be "structural winners" within AI infrastructure, the analyst tells investors in a research note. Bernstein believes there is more upside than downside to AI spend expectations, and sees the risk/rewards on exposed stocks as positive. While an overbuild is still possible, demand continues to exceed supply and the assumptions needed to underwrite continued investments do not appear aggressive compared to the pace of adoption, the firm contends.
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StockElementCorporation
$ANET - Call buyers stepping in . 210 would be first target
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Stockmull71
$ANET so much room to the upside I think this is the last time we say under 200 next time we crack 200 we I’ll be looking towrds 210
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forzafang
$ANET another clear AI winner. High Rev and EPS growth rate - best of breed
$14BYN cash, NO DEBT! And another $10BYN in non cancellable purchase commitments. A break above $200 here and it’s $250 EOY. 🚀
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dojidad
$ANET Looking good premarket. It has to confirm a trend over resistance for me, but it is setting up nicely, IMO
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MonsterMash420
$ANET This has already touched 188 twice over 7 days now, it’s either rip to the 200+ or start dipping to the next support level. The chart shows bull pennants so I’m going with rip.