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Arista Networks is a fundamentally strong, debt-free company, with high margins and ROIC, justifying my strong buy rating. The current valuation is fair after the recent price drop, offering an attractive entry point for long-term investors. Despite conservative EPS growth forecasts, I believe Arista will continue to outperform, due to its AI exposure and key partnerships.
Buy ANET, FIVN and HUBS -- three AI laggards of 2025, with Zacks Rank #2 and strong short-term upside potential.
DIS, AGNC, ANET, AZO and APP stand out with high ROE as bond yields spike and markets wobble amid U.S. deficit concerns.
Hyperscaler capital spending remains robust, supporting Arista's durable growth, as AI infrastructure investments accelerate through 2025 and beyond. Rumors suggest that Arista may benefit from the large investments in Project Stargate, through its relationships with Microsoft & Oracle. Risks include potential capacity constraints and rack-scale solutions by major chipmakers.
Though stock buybacks are criticized by some, they make great sense for mature companies with little growth left to squeeze.
Needham analyst Ryan Koontz reiterated a buy rating and a $130 price target for Arista Networks ANET on Thursday.
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.
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.
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.
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.