Feb. 9 at 3:18 PM
$ANET "Heads up alert! Upcoming earnings on Thursday, 2/12/2026 for
$ANET
Bullish (7.5)
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Arista Networks (ANET) has garnered significant attention recently, particularly as its positioning in the AI data center infrastructure market continues to attract bullish sentiment among analysts.
The company is recognized for its robust financial health, characterized by a debt-free balance sheet and substantial liquidity, which positions it favorably against peers facing tighter funding conditions.
The latest financial metrics reflect a trailing P/E ratio of approximately 56.33 and a forward P/E of 44.64, indicating a high valuation that some analysts justify based on anticipated earnings growth.
With an expected EPS growth of over 10% for the upcoming quarter, the consensus among analysts remains optimistic, with many pointing to a price target of
$164, suggesting a potential upside of around 33.5%.
Moreover, Arista's operating cash flow has shown impressive growth, reaching
$3.11 billion, driven by strong demand for AI networking solutions.
Comparatively, while industry peers are also performing well, Arista's focus on high-margin software and recurring revenues sets it apart in the competitive landscape of cloud networking.
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Regarding the upcoming earnings report scheduled for February 12, 2026, expectations are high.
Analysts anticipate that Arista will report earnings that exceed previous estimates, continuing a trend of strong performance seen in prior quarters.
Historical performance indicates that the company has consistently beaten earnings expectations, which contributes to the current bullish sentiment.
Consensus estimates suggest that the company will achieve significant revenue growth, further solidifying its market position.
The potential impact of this earnings report is substantial, as it could reinforce investor confidence and drive the stock price higher, especially in light of the current emphasis on AI infrastructure.
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Arista Networks operates within the technology sector, specifically in cloud networking and AI infrastructure.
This sector has shown resilience and growth potential, particularly as demand for cloud services and AI capabilities continues to rise.
The overall performance of the sector remains strong, with many companies reporting positive earnings and revenue growth, driven by increased investments in technology and digital transformation initiatives.
The favorable outlook for the tech sector, coupled with Arista's strategic positioning, suggests that the company is well-placed to capitalize on ongoing trends and maintain its competitive edge.
- Funds were net sellers of
$ANET during the previous reporting quarter.
- Funds with large holdings in
$ANET include:
- Canada Pension , MV:
$269MM. Fund Rank: 71%
- Alyeska Investments, MV:
$254MM. Fund Rank: 89%
- Adage Capital P, MV:
$131MM. Fund Rank: 84%
www.adagecapital.com
- Atika Capital Management LLC, MV:
$34MM. Fund Rank: 66%
www.atikacapital.com
- Alta Park Capital LP, MV:
$24MM. Fund Rank: 87%
www.altaparkcapital.com
- Last 10 days performance: -12%
- Last 30 days performance: -1%
- Last 90 days performance: -4%
Some of the latest news articles:
- Title: Paylocity Q2 Earnings Beat Estimates, Revenues Increase Y/Y
Publication Date: 2/6/2026 4:10:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/paylocity-q2-earnings-beat-estimates-161000561.html?.tsrc=rss
- Title: Lightspeed Commerce Q3 Earnings Beat Estimates, Revenues Rise Y/Y
Publication Date: 2/6/2026 4:07:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/lightspeed-commerce-q3-earnings-beat-160700852.html?.tsrc=rss
- Title: Arrow Electronics Q4 Earnings Beat Estimates, Revenues Rise Y/Y
Publication Date: 2/6/2026 4:05:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/arrow-electronics-q4-earnings-beat-160500815.html?.tsrc=rss
- Title: Fortinet Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
Publication Date: 2/6/2026 3:48:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/fortinet-q4-earnings-revenues-beat-154800913.html?.tsrc=rss
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