Arista Networks (ANET) is Seeing Strong Demand for its AI Networking Solutions
June 2, 2024
Arista Networks (ANET is seeing strong demand for its AI networking gear, & expects this trend to continue throughout the decade.
Research Reports
Here’s Two Reasons Why I Think Arista Networks’ (ANET) Run is Done
March 10, 2024
Arista Networks (ANET) has been one of the hottest stocks lately. But there are a couple of things that make me think the run is done.
Arista Networks (ANET) Should Have a Strong 2024 According to Meta’s Outlook
November 22, 2023
One of Arista Networks’ (ANET) largest customers (Meta) expects higher infrastructure related costs in 2024. That’s good news for ANET.
AI Equipment Maker Arista Networks’s (ANET) Has Been Delivering Strong Results
August 17, 2023
Arista Networks’ (ANET) impressed investors in its latest earnings report, but there is some uncertainty in its upcoming quarters.
Arista Networks (ANET) Could Become the Next Big AI Stock Market Leader
May 31, 2023
Arista Networks’ (ANET) results weren’t that impressive last quarter. But that could be a seasonality issue, as next qtr could be strong.
Arista Networks (ANET) Could Be the Prime Beneficiary in AI Investments
February 21, 2023
Artificial Intelligence (AI) is all in the news right now. And I think the prime beneficiary of this momentum is Arista Networks (ANET).
Cloud Titans Continue to Buy Equipment from Arista Networks (ANET)
November 20, 2022
Technology might be in a recession right now, but Arista Networks (ANET) is thriving as Microsoft and Meta keep buying more.
Arista Networks (ANET) Looks Like the Leader in Cloud Equipment
September 3, 2022
Arista Networks (ANET) isn’t seeing a recession for its cloud networking equipment. In fact, sales and profit growth are accelerating.
Arista Networks (ANET) Has Strong Demand For Cloud Equipment
June 2, 2022
Arista Networks (ANET) continues to see strong demand from enterprise customers — and cloud titans — for its network equipment.
Arista Networks (ANET) is Doing Big Business With Cloud Titans
March 22, 2022
Arista Networks (ANET) is doing big business with Cloud Titans such as Microsoft and Google. ANET stock is breaking out today.
Arista Networks Makes Equipment to Build the Metaverse
January 2, 2022
Arista Networks (ANET) makes network switches that help computer servers communicate in datacenters and the metaverse.
Update: Arista Networks Lowers Profit Guidance
November 15, 2019
Arista Networks (ANET) lowered profit guidance after it reported earnings, now 2020 profits are expected to decline 5%.
Arista Networks is Seeing Slowing Demand
July 14, 2019
Arista Networks (ANET) beat the street last qtr, but lowered guidance due to slow demand. This might be time to sell.
Arista Networks is Eating Cisco’s Lunch
April 5, 2019
Arista Networks (ANET) is eating Cisco’s lunch in the high speed data center switching market. Here’s our first look at ANET stock.
Earnings
ANET 2024 Q3
May 29, 2024
Arista Networks (ANET) is expected to report qtrly profits (EPS) and revenues:
Profits Estimates: $1.94 vs. $1.58 = +23%
Revenue Est: +13%