ANET Stock Recent News

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.

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.

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.

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?

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.

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.

ANET's top line benefits from steady customer growth across several end markets. Its focus on product innovation and AI integration is another tailwind.

Jim Cramer explains why he's keeping an eye on shares of Arista Networks.

Arista Networks Inc (NYSE:ANET ) Q4 2024 Earnings Conference Call February 19, 2025 4:30 PM ET Company Participants Rudolph Araujo - Investor Advocacy Jayshree Ullal - Chairperson and Chief Executive Officer Chantelle Breithaupt - Chief Financial Officer John McCool - Chief Platform Officer, Senior Vice President of Engineering and Operations Conference Call Participants Michael Ng - Goldman Sachs Amit Daryanani - Evercore Tim Long - Barclays Ben Reitzes - Melius Meta Marshall - Morgan Stanley Aaron Rakers - Wells Fargo Atif Malik - Citi Samik Chatterji - JPMorgan Ben Bollin - Cleveland Research Ryan Koontz - Needham & Company Simon Leopold - Raymond James Tal Liani - Bank of America Antoine Chkaiban - New Street Research Matt Niknam - Deutsche Bank David Vogt - UBS Karl Ackerman - BNP Paribas Sebastian Naji - William Blair Operator Welcome to the Fourth Quarter 2024 Arista Networks Financial Results Earnings Conference Call. During the call, all participants will be in a listen-only m

Arista Networks (ANET) reported fourth-quarter results that beat analysts' estimates, and offered a better-than-expected outlook.