Arista Networks Gains Analyst Backing On AI Momentum, Strong Deferred Revenue And Demand Visibility |
Needham analyst Ryan Koontz reiterated a buy rating and a $130 price target for Arista Networks ANET on Thursday. |
benzinga.com |
2025-05-15 18:25:30 |
Czytaj oryginał (ang.) |
Arista Rises 18.8% in a Year: Should You Bet on the Stock Now? |
A robust portfolio, strong emphasis on AI innovation, and a healthy balance sheet are expected to be major growth drivers for Arista in the long run. |
zacks.com |
2025-05-15 17:25:10 |
Czytaj oryginał (ang.) |
5 Technology Stocks Powering S&P 500 ETF |
The S&P 500 returns to positive territory in 2025, driven by tech stocks. We highlight five tech stocks leading the rally in the ETF. |
zacks.com |
2025-05-15 15:31:06 |
Czytaj oryginał (ang.) |
1 Stock-Split AI Stock Up 2,330% Since 2015 to Buy Now, According to Wall Street |
Arista Networks (ANET 5.42%) stock has soared 2,330% since January 2015. But shares have declined 12% since the company announced a 4-for-1 stock split on Nov. 7. |
fool.com |
2025-05-14 08:02:00 |
Czytaj oryginał (ang.) |
Arista Networks Inc (ANET) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference (Transcript) |
Arista Networks Inc (NYSE:ANET ) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference May 13, 2025 10:10 AM ET Company Participants Jayshree Ullal - CEO Chantelle Breithaupt - CFO Conference Call Participants Samik Chatterjee - JPMorgan Samik Chatterjee Good morning, everyone. |
seekingalpha.com |
2025-05-13 19:11:40 |
Czytaj oryginał (ang.) |
3 Stocks Plan +$130B in Buybacks: Why Markets Wanted Even More |
In a bold show of confidence, several of the most influential companies in the technology and financial sectors have unveiled a wave of massive share repurchase programs, with newly announced buybacks totaling over $130 billion. This surge in buyback activity signals that corporate America still sees value in its own equity, even as markets grapple with mixed macroeconomic signals and uneven performance across sectors. |
marketbeat.com |
2025-05-13 11:47:58 |
Czytaj oryginał (ang.) |
All You Need to Know About Arista Networks (ANET) Rating Upgrade to Buy |
Arista Networks (ANET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy). |
zacks.com |
2025-05-12 17:05:44 |
Czytaj oryginał (ang.) |
Wall Street Analysts Predict a 26.55% Upside in Arista Networks (ANET): Here's What You Should Know |
The average of price targets set by Wall Street analysts indicates a potential upside of 26.6% in Arista Networks (ANET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock. |
zacks.com |
2025-05-12 15:01:00 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It |
Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2025-05-12 14:05:57 |
Czytaj oryginał (ang.) |
Arista Networks Inc (ANET) Presents at 20th Annual Needham Technology, Media, & Consumer Conference (Transcript) |
Arista Networks Inc (NYSE:ANET ) 20th Annual Needham Technology, Media, & Consumer Conference May 9, 2025 11:45 AM ET Company Participants Chantelle Breithaupt - CFO Conference Call Participants Ryan Koontz - Needham & Company Question-and-Answer Session Q - Ryan Koontz Good morning and welcome to Needham's Technology, Media, & Consumer Conference. I'm Ryan Koontz, I cover the networking and optical sectors as well as the space sector here at Needham. |
seekingalpha.com |
2025-05-09 22:01:15 |
Czytaj oryginał (ang.) |
Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term |
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service. |
zacks.com |
2025-05-09 14:45:59 |
Czytaj oryginał (ang.) |
Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True? |
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? |
zacks.com |
2025-05-08 14:36:58 |
Czytaj oryginał (ang.) |
Arista's Stock Hit As Analysts Cut Targets Over Tariff Uncertainty Despite Strong AI Demand |
Arista Networks ANET stock traded lower on Wednesday after Wall Street analysts cut their respective price targets. |
benzinga.com |
2025-05-07 20:33:23 |
Czytaj oryginał (ang.) |
Arista Q1 Earnings Beat Estimates on Solid Demand, Revenues Surge Y/Y |
ANET reports a top-line expansion year over year, backed by solid demand across several end markets. |
zacks.com |
2025-05-07 16:40:45 |
Czytaj oryginał (ang.) |
Arista's Sales, EPS Surge; Stock Slumps |
Here's our initial take on Arista Networks' (ANET -7.19%) first-quarter financial report. |
fool.com |
2025-05-07 13:14:20 |
Czytaj oryginał (ang.) |
Sarepta Therapeutics, Mercury Systems, Arista Networks And Other Big Stocks Moving Lower In Wednesday's Pre-Market Session |
U.S. stock futures were higher this morning, with the Dow futures gaining over 300 points on Wednesday. |
benzinga.com |
2025-05-07 12:10:18 |
Czytaj oryginał (ang.) |
Arista Networks Inc (ANET) Q1 2025 Earnings Call Transcript |
Arista Networks Inc (NYSE:ANET ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Rudolph Araujo - Investor Advocacy Jayshree Ullal - Chairperson and CEO Chantelle Breithaupt - CFO Conference Call Participants David Vogt - UBS Amit Daryanani - Evercore Atif Malik - Citi Aaron Rakers - Wells Fargo Ben Reitzes - Melius Samik Chatterji - JPMorgan Karl Ackerman - BNP Paribas Michael Ng - Goldman Sachs Antoine Chkaiban - New Street Research Meta Marshall - Morgan Stanley Matt Niknam - Deutsche Bank Tal Liani - Bank of America Sebastian Naji - William Blair James Fish - Piper Sandler Ben Bollin - Cleveland Research Ryan Koontz - Needham & Company Operator Welcome to the First Quarter 2025 Arista Networks Financial Results Earnings Conference Call. During the call all participants will be in a listen-only mode. |
seekingalpha.com |
2025-05-06 23:22:28 |
Czytaj oryginał (ang.) |
Arista Networks Stock Falls Despite Better-Than-Expected Earnings |
Arista Networks (ANET) posted better-than-expected earnings as quarterly revenue reached a record high. |
investopedia.com |
2025-05-06 22:21:15 |
Czytaj oryginał (ang.) |
Arista Networks (ANET) Q1 Earnings and Revenues Beat Estimates |
Arista Networks (ANET) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.50 per share a year ago. |
zacks.com |
2025-05-06 22:20:39 |
Czytaj oryginał (ang.) |
3 Growth Stocks With Incredible Upside Potential |
Wall Street has seen dramatic volatility in 2025, affected by high inflation across several major economies, escalating U.S.-China trade wars, and rising geopolitical tensions. While the U.S. equity market has somewhat stabilized, investors remain concerned about the Federal Reserve's hawkish tone about future rate cuts and softening consumer demand. |
fool.com |
2025-05-06 13:45:00 |
Czytaj oryginał (ang.) |
Arista Networks Sank Today -- Is It Time to Buy the Stock? |
Arista Networks (ANET -4.99%) stock ended Thursday's trading in the red. The networking technologies company's share price had been up as much as 1.8% early in the day's trading, but it lost ground as the market soured on Nvidia's fourth-quarter earnings report. |
fool.com |
2025-02-27 18:30:01 |
Czytaj oryginał (ang.) |
Trade Tracker: Rob Sechan buys Arista Networks |
Rob Sechan, CEO of NewEdge Wealth, joins CNBC's "Halftime Report" to explain why he's buying Arista Networks. |
youtube.com |
2025-02-27 15:37:18 |
Czytaj oryginał (ang.) |
Arista Networks Stock Poised for a Breakout After Recent Pullback |
The last time we analyzed Arista Networks Inc (NYSE:ANET), the computer networking stock had just pulled back to its historically bullish 200-day moving average. |
schaeffersresearch.com |
2025-02-27 15:04:25 |
Czytaj oryginał (ang.) |
Nvidia Dominance Continues As AI Demand Grows: Can Arista, Cisco Keep Up? |
Nvidia Corp NVDA just delivered another knockout quarter, smashing expectations as AI infrastructure demand remains red-hot. |
benzinga.com |
2025-02-27 10:28:02 |
Czytaj oryginał (ang.) |
Meta Platforms Just Caused This Crucial Artificial Intelligence (AI) Stock to Plummet. Should You Buy the Dip? |
When one or two customers contribute a lot of revenue to a single business, it can be problematic. The supplier must maintain great relationships and maybe even give some concessions to these large clients; otherwise, the business might suffer. |
fool.com |
2025-02-27 10:00:00 |
Czytaj oryginał (ang.) |
Arista Networks Jumped Today -- Is the Stock a Buy? |
Arista Networks (ANET 3.77%) posted gains in Wednesday's trading. The networking technologies company's share price closed out the daily session up 3.8% and had been up as much as 5.2%. |
fool.com |
2025-02-26 19:22:32 |
Czytaj oryginał (ang.) |
Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity |
Fundamentals alone don't drive stock movements. Sentiment plays a crucial role, as seen with Arista Networks' recent performance despite strong earnings. I called the stock's sentiment would peak around $125-$130, leading to a predictable pullback regardless of positive earnings or news like DeepSeek. Fundamentally, the company is seeing an increase in customer spend and is now pushing into the "back end" of the data center successfully where Nvidia dominates. |
seekingalpha.com |
2025-02-25 13:01:23 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It |
Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock. |
zacks.com |
2025-02-25 12:05:57 |
Czytaj oryginał (ang.) |
Arista Networks: 5 Key Takeaways for Long-Term Investors |
Arista Networks (ANET -5.71%) held its fourth-quarter 2024 earnings call on February 18, 2025, highlighting strong momentum in artificial intelligence (AI) networking and cloud infrastructure. For long-term investors, the discussion revealed important insights about Arista's competitive positioning in high-performance networking, its expansion beyond core cloud customers, and its strategy for capturing the growing AI infrastructure opportunity. |
fool.com |
2025-02-25 10:50:00 |
Czytaj oryginał (ang.) |
Buy the Dip on This Computer Networking Stock |
Shares of computer networking firm Arista Networks Inc (NYSE:ANET) are experiencing a pullback, last seen down 4.1% at $94.28 and on track for their fourth consecutive daily decline. |
schaeffersresearch.com |
2025-02-24 15:16:37 |
Czytaj oryginał (ang.) |
Arista Network Shares Slump Despite Upbeat Outlook Fueled by AI. Should Investors Buy the Stock on the Dip? |
Shares of Arista Networks (ANET -4.93%) slipped despite the cloud computer networking switch maker reporting solid fourth quarter results and increasing its full-year 2025 guidance. The stock is now down more than 5% year to date, as of this writing. |
fool.com |
2025-02-22 06:35:00 |
Czytaj oryginał (ang.) |
Wall Street Analysts Look Bullish on Arista Networks (ANET): Should You Buy? |
Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? |
zacks.com |
2025-02-21 12:30:32 |
Czytaj oryginał (ang.) |
2 Stock-Split AI Stocks to Buy Before They Soar in 2025, According to Certain Wall Street Analysts (Hint: Not Nvidia or Broadcom) |
Nvidia and Broadcom conducted 10-for-1 stock splits in 2024 to make shares more affordable. Their stock prices had appreciated substantially in the preceding years because both companies play a key role in the burgeoning artificial intelligence (AI) economy. |
fool.com |
2025-02-21 06:55:00 |
Czytaj oryginał (ang.) |
Arista Networks May See Growth Accelerate In 2027 |
Arista Networks reported strong FY24 revenue of $7 billion, surpassing guidance, and is projected to grow 17% in FY25, driven by hyperscaler investments. The cadence in transitioning from 100G, 200G, and 400G switches was around 3-5 years, with 800G to 1.6T expected to compress to 2 years, potentially leading to accelerated growth. Management is focusing on reinvesting in the company, expanding its R&D, sales, and G&A, in order to scale the company for its future growth opportunity. |
seekingalpha.com |
2025-02-20 17:18:39 |
Czytaj oryginał (ang.) |
Arista Networks: Finally A Buy As It Increasingly Becomes A Gen-AI Winner |
Arista Networks looks a lot more compelling now, thanks to the robust data center related spending trends, as similarly reiterated by numerous market leaders. This is on top of the growing High Speed Data Center Switching dollar share and 100G/ 200G/ 400G switch port market share, with it likely to drive further growth. We believe that ANET is likely to benefit from the recently announced Stargate Project, thanks to its new partnerships with ORCL, beyond other hyperscalers. |
seekingalpha.com |
2025-02-20 16:00:00 |
Czytaj oryginał (ang.) |
3 Communication Stocks Set to Ride on Healthy Fiber & Cloud Traction |
Increased fiber densification, cloud focus and accelerated pace of 5G deployment should help the Zacks Communication - Components industry thrive despite short-term headwinds. ANET, GLW and AUDC are well-positioned to make the most of the demand for seamless connectivity solutions. |
zacks.com |
2025-02-20 12:55:39 |
Czytaj oryginał (ang.) |
With a $20K bonus to invest—which stock is the right choice, Alphabet or Arista Networks? |
Getting a big, fat bonus from your work is a nice feeling. And while it's tempting to treat yourself with a splurge on a family vacation, luxury goods, or some other nice-to-have, given the hard work you've put in all year, putting it aside in a retirement account is the best, albeit most boring move to make with your latest windfall. |
247wallst.com |
2025-02-20 12:04:38 |
Czytaj oryginał (ang.) |
Arista Networks Q4: Growth From Microsoft And Meta CAPEX Spending |
I reiterate a “Strong Buy” on Arista Networks Inc, driven by their expansion into Etherlink AI and security network markets, with a target price of $125 per share. Arista's 25.3% revenue growth and 21.9% adjusted operating profit growth are bolstered by Microsoft and Meta's increasing CAPEX spending, significant growth catalysts. Arista's SaaS-based network services and software now represent 17% of total revenue, reducing growth volatility and expanding margins. |
seekingalpha.com |
2025-02-19 18:07:23 |
Czytaj oryginał (ang.) |
Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance |
Shares of Arista Networks Inc ANET were trading lower on Wednesday, despite the company reporting upbeat fourth-quarter results. |
benzinga.com |
2025-02-19 15:01:02 |
Czytaj oryginał (ang.) |
Why Arista Networks Stock Is Sinking Today |
Arista Networks (ANET -8.17%) stock is heading lower in Wednesday's trading. The networking technologies company's share price was down 7.3% as of 10:30 a.m. |
fool.com |
2025-02-19 12:47:17 |
Czytaj oryginał (ang.) |
Arista Soars 93% in Past Year: Can ANET Stock Sustain This Pace? |
ANET appears to be treading in the middle of the road and investors could be better off if they trade with caution. |
zacks.com |
2025-01-03 18:11:40 |
Czytaj oryginał (ang.) |
GLW vs. ANET: Which Stock Is the Better Value Option? |
Investors looking for stocks in the Communication - Components sector might want to consider either Corning (GLW) or Arista Networks (ANET). But which of these two companies is the best option for those looking for undervalued stocks? |
zacks.com |
2024-12-31 15:05:44 |
Czytaj oryginał (ang.) |
Billionaires Are Buying 2 Stock-Split Artificial Intelligence (AI) Stocks Ahead of 2025 |
Savvy investors like stock splits for two reasons: They make stocks more accessible by reducing the share price, and they can be roundabout indicators of high-quality companies. That's because forward stock splits are only necessary after significant share price appreciation, which rarely happens to sub-par companies. |
fool.com |
2024-12-31 07:12:00 |
Czytaj oryginał (ang.) |
2 Top Tech Stocks to Buy in 2025 for Long-Term AI Growth (CDNS, ANET) |
Two great tech stocks (CDNS and ANET) for investors to buy as soon as they go on sale in 2025 for long-term AI upside. |
zacks.com |
2024-12-30 12:01:36 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know |
Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store. |
zacks.com |
2024-12-30 12:01:09 |
Czytaj oryginał (ang.) |
4 Tech Hardware Stocks to Buy Before the New Year's Demand |
Uncover four tech hardware stocks well-positioned to soar in 2025, driven by AI, cloud and 5G rollout. |
zacks.com |
2024-12-30 11:40:17 |
Czytaj oryginał (ang.) |
Here is Why Growth Investors Should Buy Arista Networks (ANET) Now |
Arista Networks (ANET) could produce exceptional returns because of its solid growth attributes. |
zacks.com |
2024-12-27 15:46:29 |
Czytaj oryginał (ang.) |
Why the Market Dipped But Arista Networks (ANET) Gained Today |
Arista Networks (ANET) closed the most recent trading day at $114.86, moving +0.18% from the previous trading session. |
zacks.com |
2024-12-26 20:51:13 |
Czytaj oryginał (ang.) |
Is It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views? |
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. |
zacks.com |
2024-12-23 12:31:23 |
Czytaj oryginał (ang.) |
Bullish Seasonality Bodes Well for Arista Networks Stock |
Subscribers to Schaeffer's Weekend Trader options recommendation service received this ANET commentary on Sunday night, along with a detailed options trade recommendation -- including complete entry and exit parameters. |
schaeffersresearch.com |
2024-12-20 14:46:39 |
Czytaj oryginał (ang.) |
Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term |
The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. |
zacks.com |
2024-12-20 12:46:30 |
Czytaj oryginał (ang.) |
3 Stock Split Stocks To Load Up On |
Stock splits generate plenty of buzz when they are announced. They offer investors an opportunity to buy more shares of their favorite companies. |
247wallst.com |
2024-12-20 11:48:47 |
Czytaj oryginał (ang.) |
History Says the Nasdaq Will Soar in 2025. 1 Stock-Split Stock to Buy Before It Does |
The Nasdaq Composite has been on an epic run over the past couple of years, driven higher by the recovering economy, the rapid adoption of artificial intelligence (AI), an undisputed U.S. Presidential election, and two recent interest rate cuts by the Federal Reserve Bank. After the tech-centric index surged 43% in 2023, it's up roughly 34% so far this year (as of this writing). |
fool.com |
2024-12-20 06:05:00 |
Czytaj oryginał (ang.) |
Arista Networks (ANET) Rises As Market Takes a Dip: Key Facts |
Arista Networks (ANET) closed at $109.07 in the latest trading session, marking a +0.93% move from the prior day. |
zacks.com |
2024-12-19 20:51:20 |
Czytaj oryginał (ang.) |
Buy These 3 AI Stocks and Hold Them Forever |
Stocks are quite expensive right now no matter where you look. |
247wallst.com |
2024-12-19 12:36:57 |
Czytaj oryginał (ang.) |
5 Telecom Stocks to Connect Your Portfolio to Solid ROI |
ANET, IDCC, QCOM, UI and ASTS are poised to benefit from higher demand for scalable infrastructure for seamless network connectivity. |
zacks.com |
2024-12-16 18:01:19 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) Hits Fresh High: Is There Still Room to Run? |
Arista Networks (ANET) is at a 52-week high, but can investors hope for more gains in the future? We take a look at the company's fundamentals for clues. |
zacks.com |
2024-12-16 12:16:18 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It |
Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. |
zacks.com |
2024-12-16 12:05:25 |
Czytaj oryginał (ang.) |
Here's Why Arista Networks (ANET) is a Great Momentum Stock to Buy |
Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out. |
zacks.com |
2024-12-11 15:01:13 |
Czytaj oryginał (ang.) |
Arista Networks, Inc. (ANET) Raymond James 2024 TMT & Consumer Conference - (Transcript) |
Arista Networks, Inc. (NYSE:ANET ) Raymond James 2024 TMT & Consumer Conference Call December 10, 2024 3:00 PM ET Company Participants Ashwin Kohli - Chief Customer Officer Chantelle Breithaupt - Chief Financial Officer Conference Call Participants Simon Leopold - Raymond James Simon Leopold All good. Great. Thank you. |
seekingalpha.com |
2024-12-10 19:15:27 |
Czytaj oryginał (ang.) |