Arista Networks, Inc. · NYSE (us_market)
Technology · Computer Hardware · United States
Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-04-22$177.73 RISE2026-05-11$136.43 PEAK2026-05-29$159.47 37d | -23.2% 19d | Missed | Missed | — | — | +16.9% 18d | Missed |
DROP2026-01-28$150.15 RISE2026-03-30$116.13 PEAK2026-04-22$177.73 84d | -22.7% 61d | Missed | Missed | — | — | +53.0% 23d | Missed |
DROP2025-10-29$162.03 RISE2025-11-21$117.43 PEAK2026-01-28$150.15 91d | -27.5% 23d | Missed | Missed | — | — | +27.9% 68d | Missed |
DROP2025-02-10$120.23 RISE2025-06-20$86.25 PEAK2025-09-11$153.04 213d | -28.3% 130d | Missed | Missed | — | — | +77.4% 83d | Missed |
DROP2025-01-22$129.82 RISE2025-04-04$64.37 PEAK2025-06-30$102.31 159d | -50.4% 72d | Missed | Missed | — | — | +58.9% 87d | Missed |
DROP2024-07-08$92.77 RISE2024-09-06$78.58 PEAK2024-11-07$107.75 122d | -15.3% 60d | Missed | Missed | — | — | +37.1% 62d | Missed |
DROP2024-07-08$92.77 RISE2024-07-30$77.86 PEAK2024-10-11$104.23 95d | -16.1% 22d | Missed | Missed | — | — | +33.9% 73d | Missed |
DROP2024-03-22$76.61 RISE2024-04-22$61.37 PEAK2024-07-08$92.77 108d | -19.9% 31d | Missed | Missed | — | — | +51.2% 77d | Missed |
DROP2023-03-23$42.35 RISE2023-05-03$33.18 PEAK2023-07-19$44.06 118d | -21.6% 41d | Missed | Missed | — | — | +32.8% 77d | Missed |
DROP2022-12-01$34.95 RISE2023-01-05$27.37 PEAK2023-03-23$42.35 112d | -21.7% 35d | Missed | Missed | — | — | +54.7% 77d | Missed |
DROP2022-08-18$33.19 RISE2022-10-14$25.09 PEAK2022-12-01$34.95 105d | -24.4% 57d | Missed | Missed | — | — | +39.3% 48d | Missed |
DROP2022-04-04$35.69 RISE2022-06-16$22.61 PEAK2022-08-18$33.19 136d | -36.7% 73d | Missed | Missed | — | — | +46.8% 63d | Missed |
DROP2021-12-27$36.71 RISE2022-03-07$28.61 PEAK2022-04-04$35.69 98d | -22.1% 70d | Missed | Missed | — | — | +24.7% 28d | Missed |
DROP2021-12-27$36.71 RISE2022-01-25$29.24 PEAK2022-04-04$35.69 98d | -20.4% 29d | Missed | Missed | — | — | +22.1% 69d | Missed |
DROP2021-02-12$20.21 RISE2021-03-08$16.74 PEAK2021-05-28$21.21 105d | -17.2% 24d | Missed | Missed | — | — | +26.7% 81d | Missed |
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In recent weeks, Arista Networks reported strong revenue growth, raised its full-year revenue outlook, and highlighted that more than 100 customers are deploying its AI-optimized Ethernet networking solutions. The company also indicated that AI-related revenues are expected to more than double in 2026, reflecting growing demand from cloud giants and enterprises building next-generation AI infrastructure. We’ll now examine how Arista’s upgraded full-year revenue outlook, underpinned by...
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ANET is riding the AI infrastructure boom as hyperscalers expand networks, boosting growth, outlook and demand for next-gen Ethernet.
Arista Networks Inc. (NYSE: ANET) has climbed 8.5% in just the last five trading days, which naturally gets momentum traders excited. A move like that in a high-growth tech stock tends to attract attention fast — especially in a market still obsessed with anything tied to AI infrastructure and cloud demand.
A number of stocks jumped in the afternoon session after Micron Technology surged on a UBS price target hike that signaled AI hardware demand is structurally undersupplied.
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The AI networking trade has produced one of the sharpest leadership shifts of the year, and it favors the name many investors had written off. Over the past month, Cisco Systems (NASDAQ:CSCO) stock has surged 32%, while Arista Networks (NYSE:ANET) stock has slumped 10% and Broadcom (NASDAQ:AVGO) stock has essentially drifted sideways. Today’s midday session ... Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
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Here is how Bandwidth (BAND) and Arista Networks (ANET) have performed compared to their sector so far this year.
Here is how Bandwidth (BAND) and Arista Networks (ANET) have performed compared to their sector so far this year.
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Arista Networks (ANET) passes the Caviar Cruise quality screen with 151% ROIC, zero debt, 20% revenue CAGR, and strong cash flow, making it a core long-term holding candidate despite premium valuation.
The AI boom is no longer just about chips. Arista Networks is emerging as one of the essential infrastructure winners powering the massive data flows behind every modern AI cluster.
The AI boom is no longer just about chips. Arista Networks is emerging as one of the essential infrastructure winners powering the massive data flows behind every modern AI cluster.
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
For years, investors treated artificial intelligence as a GPU story. Buy the chipmakers, ride the boom, and call it a day. But AI data centers have evolved into something much bigger — sprawling digital factories that need not only computing power, but also ultra-fast networking capable of moving oceans of data with almost no delay. ... Nvidia’s Hidden $60 Billion Business Is About to Overtake Broadcom
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ANET | -7.66% | +23.33% | +21.70% | +84.06% |
| XLK | +18.01% | +36.89% | +32.68% | +65.45% |
| Alpha (stock − sector) | -25.67% | -13.56% | -10.98% | +18.61% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| FidelityFMR | fundamental | 52.31M | $6.42B | 0.34% | Added+34.0% | 2026-03-31 |
| StateStreet | passive | 46.76M | $5.74B | 0.20% | Unchanged | 2026-03-31 |
| CapResearch | fundamental | 14.76M | $1.81B | 0.28% | Trimmed-3.5% | 2026-03-31 |
| Wellington | fundamental | 7.97M | $978.62M | 0.18% | Trimmed-2.4% | 2026-03-31 |
| Citadel | multi-strat | 6.55M | $803.66M | 1.03% | Trimmed-13.4% | 2026-03-31 |
| TwoSigma | quant | 3.76M | $461.44M | 0.37% | Added+130.5% | 2026-03-31 |
| Bridgewater | macro | 1.33M | $163.31M | 0.73% | Unchanged | 2026-03-31 |
| DEShaw | quant | 992.3K | $121.84M | 0.07% | Trimmed-21.9% | 2026-03-31 |
| RenTech | quant | 66.7K | $8.19M | 0.01% | Trimmed-91.4% | 2026-03-31 |
| TRowePrice | fundamental | 29.32M | $3.60M | 0.42% | Trimmed-21.1% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 1,185 | $160.01 | −$189.6K |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 36,494 | $159.30 | −$5.81M |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 47,035 | $158.49 | −$7.45M |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 11,535 | $157.34 | −$1.81M |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 34,960 | $156.49 | −$5.47M |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 55,818 | $155.35 | −$8.67M |
| 2026-05-28 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 32,973 | $154.50 | −$5.09M |
| 2026-05-28 | Breithaupt Chantelle Yvette | Senior Vice President, CFO | S Open-market sale | 2,448 | $157.00 | −$384.3K |
| 2026-05-28 | Ullal Jayshree | CEO and Chairperson | S Open-market sale | 100 | $157.30 | −$15.7K |
| 2026-05-28 | Ullal Jayshree | CEO and Chairperson | S Open-market sale | 2,175 | $156.22 | −$339.8K |
| 2026-05-28 | Ullal Jayshree | CEO and Chairperson | S Open-market sale | 3,794 | $155.48 | −$589.9K |
| 2026-05-28 | Ullal Jayshree | CEO and Chairperson | S Open-market sale | 7,740 | $154.47 | −$1.20M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 7,057 | $154.16 | −$1.09M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 51,221 | $153.38 | −$7.86M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 38,002 | $152.48 | −$5.79M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 24,105 | $151.55 | −$3.65M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 60,234 | $150.51 | −$9.07M |
| 2026-05-27 | BECHTOLSHEIM ANDREAS | 10% Owner | S Open-market sale | 24,381 | $149.68 | −$3.65M |
| 2026-05-26 | Duda Kenneth | President and CTO | J Other acquisition | 200,000 | — | +$0 |
| 2026-05-26 | Duda Kenneth | President and CTO | J Other acquisition | 100,000 | — | +$0 |
| 2026-05-26 | Battles Kelly Bodnar | Director | S Open-market sale | 168 | $147.93 | −$24.9K |
| 2026-05-26 | Battles Kelly Bodnar | Director | S Open-market sale | 54 | $146.14 | −$7.9K |
| 2026-05-26 | Battles Kelly Bodnar | Director | S Open-market sale | 170 | $145.50 | −$24.7K |
| 2026-05-26 | Battles Kelly Bodnar | Director | S Open-market sale | 28 | $144.23 | −$4.0K |
| 2026-05-26 | Battles Kelly Bodnar | Director | S Open-market sale | 2 | $140.49 | −$281 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-04upcoming | 0.88 | — | — |
| 2026-05-05 | 0.81 | 0.87 | +7.73% |
| 2026-02-12 | 0.76 | 0.82 | +8.17% |
| 2025-11-04 | 0.66 | 0.67 | +1.21% |
| 2025-08-05 | 0.65 | 0.73 | +12.38% |
| 2025-05-06 | 0.59 | 0.65 | +9.98% |
| 2025-02-18 | 0.57 | 0.65 | +13.96% |
| 2024-11-07 | 0.52 | 0.60 | +15.31% |
| 2024-07-30 | 0.48 | 0.53 | +8.37% |
| 2024-05-07 | 0.44 | 0.50 | +14.31% |
| 2024-02-12 | 0.43 | 0.52 | +21.60% |
| 2023-10-30 | 0.39 | 0.46 | +16.12% |
| 2023-07-31 | 0.36 | 0.40 | +9.89% |
| 2023-05-01 | 0.34 | 0.36 | +6.26% |
| 2023-02-13 | 0.30 | 0.35 | +16.19% |
| 2022-10-31 | 0.26 | 0.31 | +19.48% |