Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug…
@qcapital2020 I’m gonna BTFD now that $AMD and $ANET numbers are in. Been rugged for the last month anyway.
Some positive tech earnings reactions overnight: $AMD $ANET $SMCI from the big liquids. Let's see if it prompts any sort of bounce.
@VelichkoYanchev I think the $ALAB results were more impressive than $ANET … yet $ALAB is down -1% and $ANET is up +12% $ALAB and $ANET now trading at the same NTM P/E multiple except $ALAB is growing 3x faster.
@FinallyFoolin $SKHYNIX crushed it. $SAMSUNG crushed it. $SNDK crushed it. $ALAB crushed it. $BE crushed it. $CLS crushed it. $VRT crushed it. $ANET crushed it. $PLTR crushed it. $AEHR crushed it. …and the list goes on.
$ANET, impressive earnings! ? Revenue up 58% YoY, the biggest revenue jump in its history as a public company! Revenue: $3.66B, versus consensus of $3.33B, a beat by a whopping 9.84%. Adjusted EPS up 56% YoY to $1.20 vs. consensus of $1.08, a beat by 11.11% Guidance also…
Algunos derrapes post balances los estoy comprando.. Mi cartera de largo plazo del 2027 hoy arrancaria asi : ETF : $SPMO MAG7 $AAPL $GOOG $NVDA SEMIS $AVGO $KLAC IA $GLW $APH $VRT $ANET SOFTWARE $TWLO CYBER $FFIV $FTNT ENERGIA $VST $GEV EXTECH $LAUR $CAH $ENVA $IBKR $BNY $TIGO
32 analysts rate ANET Buy on consensus.
Consensus price target: $243.59 (+43.36% upside from $169.91)
| Insider | Date | Transaction | Shares | Value |
|---|---|---|---|---|
| Duda Kenneth director, President and CTO | Oct 20, 2026 | Sale | 2,041 | $367.62K |
| Duda Kenneth director, President and CTO | Oct 20, 2026 | Sale | 5,973 | $1.09M |
| Duda Kenneth director, President and CTO | Oct 20, 2026 | Sale | 3,742 | $677.04K |
| Duda Kenneth director, President and CTO | Oct 20, 2026 | Sale | 6,487 | $1.17M |
| Duda Kenneth director, President and CTO | Oct 20, 2026 | Sale | 3,446 | $626.42K |
| Fiscal year | Revenue | Revenue YoY | Net income |
|---|---|---|---|
| 2025 | $9.01B | +28.6% | $3.51B |
| 2024 | $7B | +19.5% | $2.85B |
| 2023 | $5.86B | +33.75% | $2.09B |
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