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The Zacks Internet software industry participants like ANET, RDDT and ALAB are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.
Arista Networks Inc (NYSE:ANET ) Arista Networks Inc Presents at J.P. Morgan Hardware & Semis Access Forum August 13, 2025 2:00 PM ET Company Participants Martin Hull - Corporate Participant Rod Hall - Corporate Participant Conference Call Participants Samik Chatterjee - JPMorgan Chase & Co, Research Division Samik Chatterjee Okay.
ANET, RL and APG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 13, 2025.
CFBK, JBL, ANET, RL and NGG have been added to the Zacks Rank #1 (Strong Buy) List on August 13, 2025.
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.
Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.
Arista Networks' rich monetization of its new Ethernet offerings has been highly promising indeed, as observed in the double-beat FQ2'25 performance and the raised FY 2025 guidance. These numbers are well supported by the growing purchase commitments and the hyperscalers' raised capex guidance, thanks to the multi-year cloud spending trends. While ANET's customers may very well absorb the tariff impacts, there is no denying the company's decelerating growth profile and the stock's overly expensive valuations.
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.
Arista Networks delivered a blowout Q2, raising guidance and benefiting from strong AI-driven demand, but shares now trade near fair value after a massive rally. I am downgrading ANET from buy to hold, as the stock is up nearly 70% since April and now trades above 40x earnings. Key risks include heavy customer concentration (MSFT, META) and potential margin pressure from increased competition or softer AI capex.