Arista Networks Inc (ANET)

$163.24 +6.84 (4.37%)
Market Cap 205.55B
Revenue (ttm) 9.01B
Net Income (ttm) 3.51B
EPS (ttm) N/A
PE Ratio 54.31
Forward PE 47.87
Profit Margin 38.99%
Debt to Equity Ratio 0.00
Volume 6,052,400
Avg Vol 9,736,521
Day's Range N/A - N/A
Shares Out 1.26B
Stochastic %K 56%
Beta 1.61
Analysts Strong Sell
Price Target $187.14

Company Profile

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 networki...

Industry: Computer Hardware
Sector: Technology
Phone: 408 547 5500
Fax: 408 538 8920
Address:
5453 Great America Parkway, Santa Clara, United States
adambrennann
adambrennann Jun. 15 at 1:27 AM
$AAOI selling to hyperscale datacenters. Interesting watch. $CSCO $ANET $CIEN $EXTR
0 · Reply
Willjohnson_97
Willjohnson_97 Jun. 14 at 11:14 PM
$ANET This mother fucker is ready to blow We’ve had 6 month range between November & April trading sideways This is going to pop over $200 very soon
0 · Reply
Dvb3445
Dvb3445 Jun. 14 at 10:23 PM
$ANET Deal with Iran =$190+
0 · Reply
MorganHoratio
MorganHoratio Jun. 14 at 9:34 PM
TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 16. $MRVL | Marvell -- 35% 17. $CLS | Celestica -- 28% 18. $AMD | Advanced Micro Devices -- 30% 19. $ANET | Arista Networks -- 20% 20. $VRT | Vertiv -- 20% This cohort represents the anchors of the list—the precise pocket where institutional smart money loves to deploy long-term capital for defensive alpha. While a 20%-35% growth rate seems modest compared to early-stage hyper-growth peers, the compounding absolute dollar value at this multi-billion dollar scale is immense. ANET just delivered an earnings beat driven by massive demand for AI networking and 800G fabrics. Meanwhile, liquid cooling titan VRT solidifies its thermal moat via the recent ThermoKey acquisition. This proves that the AI buildup has matured into a strict play on bandwidth connectivity and heavy cooling infrastructure. The current macro pullback is flushing out near-term froth and pushing these high-conviction anchors back down to strong Fibonacci technical support zones
0 · Reply
Dvb3445
Dvb3445 Jun. 14 at 10:53 AM
$ANET $190+ https://www.fool.com/investing/2026/06/12/why-arista-networks-stock-flew-more-than-4-higher/
0 · Reply
tradehunter38
tradehunter38 Jun. 14 at 8:16 AM
$ANET $RXT nice buy 👌
0 · Reply
Dvb3445
Dvb3445 Jun. 13 at 11:09 AM
$ANET Is it Monday yet $180+
0 · Reply
RobSteals
RobSteals Jun. 12 at 6:48 PM
$ANET this will have an all time high run within 3 months. That's if market stability stays.
0 · Reply
AfroJoe
AfroJoe Jun. 12 at 4:15 PM
$ANET $PLTR you got time
1 · Reply
Chromaticity
Chromaticity Jun. 12 at 4:11 PM
$PLTR what a dumb decision i made. 😱 $ANET
0 · Reply
Latest News on ANET
Arista Networks price target raised to $190 from $180 at Morgan Stanley

2026-06-12T10:50:11.000Z - 2 days ago

Arista Networks price target raised to $190 from $180 at Morgan Stanley

Arista Networks management to meet virtually with KeyBanc

2026-06-09T20:16:46.000Z - 5 days ago

Arista Networks management to meet virtually with KeyBanc

Arista Networks announces Arista 7060XE7 Series

2026-06-09T13:26:19.000Z - 5 days ago

Arista Networks announces Arista 7060XE7 Series

Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabrics

Jun 9, 2026, 9:00 AM EDT - 5 days ago

Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabrics

Arista Networks price target raised to $200 from $185 at BofA

2026-06-08T10:57:26.000Z - 6 days ago

Arista Networks price target raised to $200 from $185 at BofA

Ignore the Noise: These 2 Undervalued Stocks Could Be Winners

Jun 3, 2026, 12:00 PM EDT - 11 days ago

Ignore the Noise: These 2 Undervalued Stocks Could Be Winners

SCHW

Arista Networks Transcript: Bank of America 2026 Global Technology Conference

Jun 3, 2026, 10:45 AM EDT - 11 days ago

Arista Networks Transcript: Bank of America 2026 Global Technology Conference

Arista Networks Transcript: 46th Annual William Blair Growth Stock Conference

Jun 2, 2026, 1:00 PM EDT - 12 days ago

Arista Networks Transcript: 46th Annual William Blair Growth Stock Conference

3 ‘Strong Buy’ Data Center Stocks, 5/29/26

2026-05-29T16:18:21.000Z - 16 days ago

3 ‘Strong Buy’ Data Center Stocks, 5/29/26

APLD EQIX

Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN

May 20, 2026, 12:30 PM EDT - 25 days ago

Arista Networks Positioned as a Leader in the 2026 Gartner® Magic Quadrant™ for Enterprise Wired and Wireless LAN

Arista Networks Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

May 19, 2026, 2:15 PM EDT - 26 days ago

Arista Networks Transcript: J.P. Morgan 54th Annual Global Technology, Media and Communications Conference

3 More Stocks to Buy After Earnings

May 19, 2026, 11:15 AM EDT - 26 days ago

3 More Stocks to Buy After Earnings

NOC SCHW

Institutional investors boosted holdings of AI infrastructure plays during first quarter

May 15, 2026, 1:17 PM EDT - 4 weeks ago

Institutional investors boosted holdings of AI infrastructure plays during first quarter

DLR META MSFT ORCL PLTR SHOP VRT

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

May 15, 2026, 11:30 AM EDT - 4 weeks ago

Analyst Upgrades ANET, Points to AI Demand, META & MSFT in Bull Case

META MSFT

Arista Networks upgraded to Outperform from Market Perform at Raymond James

2026-05-15T08:41:14.000Z - 4 weeks ago

Arista Networks upgraded to Outperform from Market Perform at Raymond James

Arista Networks Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

May 14, 2026, 11:45 AM EDT - 4 weeks ago

Arista Networks Transcript: 21st Annual Needham Technology, Media, & Consumer Conference

Arista Networks price target raised to $195 from $184 at Barclays

2026-05-07T12:13:59.000Z - 5 weeks ago

Arista Networks price target raised to $195 from $184 at Barclays

Arista Networks price target lowered to $176 from $186 at Citi

2026-05-07T09:20:46.000Z - 5 weeks ago

Arista Networks price target lowered to $176 from $186 at Citi

Arista Networks price target raised to $181 from $175 at Piper Sandler

2026-05-07T09:04:57.000Z - 5 weeks ago

Arista Networks price target raised to $181 from $175 at Piper Sandler

Arista Networks price target raised to $200 from $170 at TD Cowen

2026-05-07T06:41:52.000Z - 5 weeks ago

Arista Networks price target raised to $200 from $170 at TD Cowen

Arista Networks price target raised to $210 from $180 at Rosenblatt

2026-05-07T05:54:10.000Z - 5 weeks ago

Arista Networks price target raised to $210 from $180 at Rosenblatt

MSFT

Arista Networks price target raised to $175 from $161 at Truist

2026-05-07T04:51:33.000Z - 5 weeks ago

Arista Networks price target raised to $175 from $161 at Truist

Arista Networks price target raised to $187 from $177 at UBS

2026-05-07T04:06:37.000Z - 5 weeks ago

Arista Networks price target raised to $187 from $177 at UBS

UBER & DIS Surge, ANET Falls

May 6, 2026, 10:30 AM EDT - 5 weeks ago

UBER & DIS Surge, ANET Falls

DIS UBER

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

May 5, 2026, 6:29 PM EDT - 5 weeks ago

Jim Cramer: Here's the list of AI winners to buy for 2026 and beyond

AMAT AMZN ASML CAT CMI CSCO DELL

Arista Networks Earnings Call Transcript: Q1 2026

May 5, 2026, 4:30 PM EDT - 5 weeks ago

Arista Networks Earnings Call Transcript: Q1 2026

Arista Networks Earnings release: Q1 2026

May 5, 2026, 4:30 PM EDT - 5 weeks ago

Arista Networks Earnings release: Q1 2026

Arista Networks Slides: Q1 2026

May 5, 2026, 4:30 PM EDT - 5 weeks ago

Arista Networks Slides: Q1 2026

Arista Networks Quarterly report: Q1 2026

May 5, 2026, 4:30 PM EDT - 5 weeks ago

Arista Networks Quarterly report: Q1 2026

Arista Networks, Inc. Reports First Quarter 2026 Financial Results

May 5, 2026, 4:05 PM EDT - 5 weeks ago

Arista Networks, Inc. Reports First Quarter 2026 Financial Results

Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio

Apr 27, 2026, 6:45 PM EDT - 6 weeks ago

Cramer calls blistering rally in chip stocks 'worrisome.' How he's protecting his portfolio

AMD ARM MRVL POET

See How Institutions Boost Arista Networks

Apr 22, 2026, 7:35 AM EDT - 7 weeks ago

See How Institutions Boost Arista Networks

Arista Networks Proxy statement: Proxy filing

Apr 16, 2026, 8:00 AM EDT - 2 months ago

Arista Networks Proxy statement: Proxy filing

Arista Networks Proxy statement: Proxy filing

Apr 16, 2026, 8:00 AM EDT - 2 months ago

Arista Networks Proxy statement: Proxy filing

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

Apr 14, 2026, 9:55 AM EDT - 2 months ago

These 20 stocks in the now-cheap tech sector are positioned for the fastest growth through 2028

AMD APP AVGO CIEN CRWD DDOG FICO

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

Apr 8, 2026, 10:49 AM EDT - 2 months ago

These stocks in the S&P 500 are rising the most after Trump's cease-fire announcement

AMAT AVGO CCL CIEN COHR CRWD GLW

Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026

Apr 7, 2026, 4:05 PM EDT - 2 months ago

Arista Networks to Announce Q1 2026 Financial Results on Tuesday, May 5, 2026

Arista Networks Gets Upgraded. AI Hyperscalers Could Push the Stock to a Record.

Apr 7, 2026, 1:30 PM EDT - 2 months ago

Arista Networks Gets Upgraded. AI Hyperscalers Could Push the Stock to a Record.

Tuesday's Morning Movers: ANET & MS Upgrades, Homebuilder Downgrades

Apr 7, 2026, 11:01 AM EDT - 2 months ago

Tuesday's Morning Movers: ANET & MS Upgrades, Homebuilder Downgrades

MS

Arista Networks Transcript: Status update

Apr 2, 2026, 1:00 PM EDT - 2 months ago

Arista Networks Transcript: Status update

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

Apr 1, 2026, 3:50 PM EDT - 2 months ago

Graham: Brace for "V-Shape" Market Bottom, Likes COHR, LITE & ANET in AI Recovery

COHR LITE

Here are 12 top tech-themed stock picks from UBS analysts

Mar 31, 2026, 5:32 PM EDT - 2 months ago

Here are 12 top tech-themed stock picks from UBS analysts

ACN AMT AMZN ENTG FROG GBTG GLBE

Why Arista Might Be A Smarter Play Than Ciena Stock Right Now

Mar 16, 2026, 12:50 PM EDT - 3 months ago

Why Arista Might Be A Smarter Play Than Ciena Stock Right Now

Arista Announces XPO High Density Liquid Cooled Pluggable Optics

Mar 12, 2026, 3:05 AM EDT - 3 months ago

Arista Announces XPO High Density Liquid Cooled Pluggable Optics

Should You Buy ANET Stock At $135?

Mar 5, 2026, 1:15 PM EST - 3 months ago

Should You Buy ANET Stock At $135?

Arista Networks Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Mar 3, 2026, 2:30 PM EST - 3 months ago

Arista Networks Transcript: Morgan Stanley Technology, Media & Telecom Conference 2026

Why Arista Networks Might Be The Better AI Play Than Ciena

Feb 26, 2026, 11:25 AM EST - 3 months ago

Why Arista Networks Might Be The Better AI Play Than Ciena

Arista Networks Transcript: Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum

Feb 25, 2026, 4:00 PM EST - 3 months ago

Arista Networks Transcript: Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum

Top Wall Street analysts are bullish on the growth potential of these three stocks

Feb 22, 2026, 7:33 AM EST - 4 months ago

Top Wall Street analysts are bullish on the growth potential of these three stocks

DDOG VRT

Nvidia's stock is down and AMD is up. The culprit may be Arista.

Feb 13, 2026, 3:38 PM EST - 4 months ago

Nvidia's stock is down and AMD is up. The culprit may be Arista.

AMD NVDA

ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth

Feb 13, 2026, 11:50 AM EST - 4 months ago

ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth

Arista Networks Stock Climbs. Why It Is Outshining Cisco.

Feb 13, 2026, 8:45 AM EST - 4 months ago

Arista Networks Stock Climbs. Why It Is Outshining Cisco.

CSCO

Arista succeeds where Cisco came up short — to the benefit of its stock

Feb 12, 2026, 9:53 PM EST - 4 months ago

Arista succeeds where Cisco came up short — to the benefit of its stock

Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

Feb 12, 2026, 5:22 PM EST - 4 months ago

Arista Networks forecasts upbeat revenue as AI speeding lifts demand, shares jump

Arista Networks Earnings Call Transcript: Q4 2025

Feb 12, 2026, 4:30 PM EST - 4 months ago

Arista Networks Earnings Call Transcript: Q4 2025

Arista Networks Annual report: Q4 2025

Feb 12, 2026, 4:30 PM EST - 4 months ago

Arista Networks Annual report: Q4 2025

Arista Networks Earnings release: Q4 2025

Feb 12, 2026, 4:30 PM EST - 4 months ago

Arista Networks Earnings release: Q4 2025

Arista Networks Slides: Q4 2025

Feb 12, 2026, 4:30 PM EST - 4 months ago

Arista Networks Slides: Q4 2025

Arista Networks Annual report: Q4 2025

Feb 12, 2026, 4:30 PM EST - 4 months ago

Arista Networks Annual report: Q4 2025

Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

Feb 12, 2026, 4:05 PM EST - 4 months ago

Arista Networks, Inc. Reports Fourth Quarter and Year End 2025 Financial Results

Arista Networks Is the S&P 500's Top Stock Today. It's Not Clear Why.

Jan 22, 2026, 10:53 AM EST - 5 months ago

Arista Networks Is the S&P 500's Top Stock Today. It's Not Clear Why.

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

Jan 20, 2026, 1:30 PM EST - 5 months ago

Arista Networks Vs Ciena: Which Is The Stronger Buy Today?

CIEN

Is Arista Networks Winning AI Infra Race?

Jan 16, 2026, 11:55 AM EST - 5 months ago

Is Arista Networks Winning AI Infra Race?

Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026

Jan 15, 2026, 4:05 PM EST - 5 months ago

Arista Networks to Announce Q4 2025 Financial Results on Thursday, February 12, 2026

What's The Risk If You Buy Arista Networks Stock Today?

Jan 13, 2026, 9:15 AM EST - 5 months ago

What's The Risk If You Buy Arista Networks Stock Today?

These ‘underappreciated' AI stocks could finally get their chance to shine

Jan 7, 2026, 12:55 PM EST - 5 months ago

These ‘underappreciated' AI stocks could finally get their chance to shine

CIEN CLS CSCO LITE META ORCL

Bullish On ANET? Then You Can Not Miss This Smart Trade

Dec 30, 2025, 9:21 AM EST - 5 months ago

Bullish On ANET? Then You Can Not Miss This Smart Trade

Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY

Dec 19, 2025, 3:00 PM EST - 6 months ago

Graham: A.I. & Fed Top 2026 Themes, Top Picks in ANET, COHR & LLY

LLY COHR

Arista Networks Transcript: Barclays 23rd Annual Global Technology Conference

Dec 11, 2025, 2:00 PM EST - 6 months ago

Arista Networks Transcript: Barclays 23rd Annual Global Technology Conference

Arista Introduces Massive Scale Campus Mobility

Dec 10, 2025, 9:00 AM EST - 6 months ago

Arista Introduces Massive Scale Campus Mobility

Arista Networks Transcript: Raymond James TMT and Consumer Conference

Dec 9, 2025, 10:00 AM EST - 6 months ago

Arista Networks Transcript: Raymond James TMT and Consumer Conference

Arista Networks Transcript: UBS’s 2025 Global Technology and AI Conference

Dec 2, 2025, 12:15 PM EST - 6 months ago

Arista Networks Transcript: UBS’s 2025 Global Technology and AI Conference

Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee

Nov 26, 2025, 4:05 PM EST - 7 months ago

Bitcoin could hit new highs by year-end, says Fundstrat's Tom Lee

AKAM AMZN BOX CSCO DBX DOCN GOOG

As ANET Stock Drops, How Bad Can Things Get?

Nov 24, 2025, 1:20 PM EST - 7 months ago

As ANET Stock Drops, How Bad Can Things Get?

JPMorgan Has 15 Ideas for 'Bargain Hunting' Tech Stock Investors

Nov 22, 2025, 6:45 AM EST - 7 months ago

JPMorgan Has 15 Ideas for 'Bargain Hunting' Tech Stock Investors

APH CIEN CLS COHR DELL FLEX FN

Arista Networks Transcript: Wells Fargo's 9th Annual TMT Summit

Nov 18, 2025, 1:15 PM EST - 7 months ago

Arista Networks Transcript: Wells Fargo's 9th Annual TMT Summit

Goldman Sachs says this AI name is a better pick than Palantir stock for 2026

Nov 14, 2025, 7:52 AM EST - 7 months ago

Goldman Sachs says this AI name is a better pick than Palantir stock for 2026

A.I. Networking & Security Key in CSCO Earnings, Competition from ANET to NVDA

Nov 12, 2025, 11:30 AM EST - 7 months ago

A.I. Networking & Security Key in CSCO Earnings, Competition from ANET to NVDA

CSCO NVDA

ANET Beating Rivals - Should You Buy?

Nov 10, 2025, 11:56 AM EST - 7 months ago

ANET Beating Rivals - Should You Buy?

Arista Networks Stock To $200?

Nov 6, 2025, 12:45 PM EST - 7 months ago

Arista Networks Stock To $200?

Arista Networks Earnings Call Transcript: Q3 2025

Nov 4, 2025, 4:30 PM EST - 7 months ago

Arista Networks Earnings Call Transcript: Q3 2025

Arista Networks Quarterly report: Q3 2025

Nov 4, 2025, 4:30 PM EST - 7 months ago

Arista Networks Quarterly report: Q3 2025

Arista Networks Earnings release: Q3 2025

Nov 4, 2025, 4:30 PM EST - 7 months ago

Arista Networks Earnings release: Q3 2025

Arista Networks Slides: Q3 2025

Nov 4, 2025, 4:30 PM EST - 7 months ago

Arista Networks Slides: Q3 2025

Arista Networks, Inc. Reports Third Quarter 2025 Financial Results

Nov 4, 2025, 4:05 PM EST - 7 months ago

Arista Networks, Inc. Reports Third Quarter 2025 Financial Results

10 stocks that let you invest like Nvidia in the next hot AI trade

Nov 1, 2025, 7:30 AM EDT - 8 months ago

10 stocks that let you invest like Nvidia in the next hot AI trade

ALAB APH CIEN COHR CRDO FN LITE

Arista Networks Unveils Next Generation Data and AI Centers

Oct 29, 2025, 9:00 AM EDT - 8 months ago

Arista Networks Unveils Next Generation Data and AI Centers

The Big 3: ANET, SMCI, ORCL

Oct 16, 2025, 1:01 PM EDT - 8 months ago

The Big 3: ANET, SMCI, ORCL

ORCL SMCI

adambrennann
adambrennann Jun. 15 at 1:27 AM
$AAOI selling to hyperscale datacenters. Interesting watch. $CSCO $ANET $CIEN $EXTR
0 · Reply
Willjohnson_97
Willjohnson_97 Jun. 14 at 11:14 PM
$ANET This mother fucker is ready to blow We’ve had 6 month range between November & April trading sideways This is going to pop over $200 very soon
0 · Reply
Dvb3445
Dvb3445 Jun. 14 at 10:23 PM
$ANET Deal with Iran =$190+
0 · Reply
MorganHoratio
MorganHoratio Jun. 14 at 9:34 PM
TOP 20 FASTEST GROWING AI INFRASTRUCTURE COMPANIES: 16. $MRVL | Marvell -- 35% 17. $CLS | Celestica -- 28% 18. $AMD | Advanced Micro Devices -- 30% 19. $ANET | Arista Networks -- 20% 20. $VRT | Vertiv -- 20% This cohort represents the anchors of the list—the precise pocket where institutional smart money loves to deploy long-term capital for defensive alpha. While a 20%-35% growth rate seems modest compared to early-stage hyper-growth peers, the compounding absolute dollar value at this multi-billion dollar scale is immense. ANET just delivered an earnings beat driven by massive demand for AI networking and 800G fabrics. Meanwhile, liquid cooling titan VRT solidifies its thermal moat via the recent ThermoKey acquisition. This proves that the AI buildup has matured into a strict play on bandwidth connectivity and heavy cooling infrastructure. The current macro pullback is flushing out near-term froth and pushing these high-conviction anchors back down to strong Fibonacci technical support zones
0 · Reply
Dvb3445
Dvb3445 Jun. 14 at 10:53 AM
$ANET $190+ https://www.fool.com/investing/2026/06/12/why-arista-networks-stock-flew-more-than-4-higher/
0 · Reply
tradehunter38
tradehunter38 Jun. 14 at 8:16 AM
$ANET $RXT nice buy 👌
0 · Reply
Dvb3445
Dvb3445 Jun. 13 at 11:09 AM
$ANET Is it Monday yet $180+
0 · Reply
RobSteals
RobSteals Jun. 12 at 6:48 PM
$ANET this will have an all time high run within 3 months. That's if market stability stays.
0 · Reply
AfroJoe
AfroJoe Jun. 12 at 4:15 PM
$ANET $PLTR you got time
1 · Reply
Chromaticity
Chromaticity Jun. 12 at 4:11 PM
$PLTR what a dumb decision i made. 😱 $ANET
0 · Reply
SwingTraderPro1
SwingTraderPro1 Jun. 12 at 3:58 PM
DATA CENTER DIP ALERT - BUY ZONE OPPORTUNITY If you want AI/cloud exposure without chasing hype, this is where the money flows: $AMD - CPUs & GPUs, AI compute backbone (fabless via TSMC) $MU - DRAM & NAND, HBM supply king for AI workloads $NBIS - GPU cloud & AI infra, Yandex spinoff growth story $ANET - High-speed networking for cloud & hyperscale data centers $VRT - Cooling & power solutions, keeps data centers humming This pullback is a rare entry point into the AI/data center supply chain. Who else is adding on these dips
1 · Reply
capitalthinktank
capitalthinktank Jun. 12 at 3:52 PM
This dip is a buying opportunity in the data-center/value chain $AMD - CPU/GPU for PCs, servers & AI, fabless via TSMC $VRT - Power & cooling for data centers $ANET - High-speed switches & cloud networking software $MU - DRAM & NAND, key HBM supplier for AI $NBIS - GPU cloud & AI infra, Yandex spin-off VST - Power generation, benefits from data center demand These are the names to stack on weakness.
0 · Reply
ChipDistribution7
ChipDistribution7 Jun. 12 at 3:27 PM
$ANET moving off the BofA upgrade, target raised to $200, stock bounced ~4% into ~$163 area. 1.6T momentum is the real driver here with the 7060XE7 rollout positioning Arista deeper into rack-scale AI infrastructure. This is not just a headline upgrade, it’s the Street re-rating the backbone layer of AI networking. Consensus now sits Strong Buy with ~$189 average target, but the key debate is execution speed. Demand is there, but supply chain and deployment cycles will decide how fast revenue actually catches up. Ethernet continues pushing into InfiniBand territory inside AI back-end fabrics, and that structural shift is what keeps this name in the rotation.
0 · Reply
TurdFerguson2
TurdFerguson2 Jun. 12 at 1:24 PM
$ANET now just be a good girl and get to $180 so I can sell you.
1 · Reply
Mayhem1984
Mayhem1984 Jun. 12 at 12:51 PM
$ANET great company
0 · Reply
Dswag225
Dswag225 Jun. 12 at 12:41 PM
$ANET she pops today. Big follow through imo. 168-170 close
0 · Reply
Olivia_Strickland
Olivia_Strickland Jun. 12 at 12:18 PM
$ANET gapping 6.1% to 161 premarket, no read on the driver yet. megacap gaps either get bought hard at the open or fill within the hour, rarely anything in between. holds 156.40 through the first hour and I say it follows through into the afternoon. added to my open list: https://tapeboard.com/scanner?utm_source=stocktwits&utm_medium=post&utm_campaign=olivia&utm_content=anet-pm-up-watch&utm_term=scanner&s=ANET
0 · Reply
LLCools
LLCools Jun. 12 at 11:58 AM
$ANET When ALAB price? Don’t get me wrong, although I do prefer an escalator higher than an elevator when it comes to price action, but this has been underperforming in comparison. 🙄
1 · Reply
Willjohnson_97
Willjohnson_97 Jun. 12 at 11:45 AM
$ANET Fundamentally it doesn’t get much better than Arista Networks … BILLIONS IN REVENUE PER QUARTER BILLIONS NET INCOME PER QUARTER EPS GOING HIGHER & HIGHER ZERO F’ING DEBT This is going much much higher
0 · Reply
KornieAwareness7
KornieAwareness7 Jun. 12 at 11:41 AM
$ANET soooo lagging CRDO and ALAB
4 · Reply
DonCorleone77
DonCorleone77 Jun. 12 at 11:00 AM
$ANET Arista Networks price target raised to $190 from $180 at Morgan Stanley Morgan Stanley raised the firm's price target on Arista Networks (ANET) to $190 from $180 and keeps an Overweight rating on the shares. As inference and rising CPU intensity drive a front-end refresh, the firm tells investors that Arista and Cisco (CSCO) remain its preferred ways to play what it views as "an underappreciated front-end networking refresh cycle."
0 · Reply
AcceleratorModel
AcceleratorModel Jun. 12 at 3:33 AM
$ANET curling, looking for re entry
0 · Reply