Arista Networks Inc. (ANET)

Arista Networks faces significant customer concentration risks due to its heavy reliance on Microsoft and Meta. The proliferation of AI and escalating demand for data center infrastructure bolster Ari...

For more than 30 years, there have been a number of next-big-thing trends and innovations that have captivated the attention of professional and everyday investors. Though the rise of artificial intel...

Arista Networks is poised for significant growth due to its strong product portfolio and market position. ANET's best-in-class margins and consistent revenue growth could drive strong shareholder retu...

ANET seems to be treading in the middle of the road and investors could be better off if they trade with caution.

On Monday, the Nasdaq Composite opened at 17,390.90. That's down nearly 14% from the high it reached last year at around 20,174, which means it's out of bear market territory for the time being.

Arista Networks has corrected ~39% from January 2025 highs, presenting a buying opportunity before Q1 2025 earnings. ANET's long-term growth driven by AI infrastructure demand is intact and diversifie...

Arista Networks investors endured a torrid few months, but the tide is turning back up. Arista's robust networking solutions and strong hyperscaler partnerships with Meta and Microsoft aren't empty pr...

Arista Networks Inc benefits from AI data center investments and has grown rapidly, gaining market share from Cisco. Despite a recent selloff, ANET remains a solid long-term investment, though not a b...

Arista Networks: Buy The Dip, Fundamentals Remain Strong

I am upgrading Arista Networks to a 'Buy' due to its attractive growth-adjusted valuation and favorable technical entry point ahead of earnings. Despite a 25% drop in 2025, ANET's strong earnings traj...