Arista Networks, Inc. Aktie News

Arista Networks is becoming a crucial artificial intelligence (AI) infrastructure player by selling ultra-fast Ethernet switches that connect large GPU clusters inside modern AI data centers. Customers are increasingly adopting open-source, high-speed Ethernet over proprietary Infiniband for AI backend networking.

Among the best stocks in earnings performance, Broadcom boasts a 98 EPS Rating, one of the highest in the chip sector.

The stock market is moving into February after a volatile start to 2026, but there are several companies that still offer investment opportunities.

Arista Networks is headed higher for a third straight week, ahead of earnings due Feb. 12. Shares are in a base with an entry of 164.94.

Arista Networks has raised its 2025 AI data center revenue target from $1.5B to $2.75B, reflecting robust demand for AI infrastructure. Its fourth-quarter revenue guidance fell short of analysts' estimates due to supply chain issues. While it trades at elevated P/S and P/E multiples, its 2026 PEG ratio of 1.44 suggests a more reasonable long-term valuation.

Arista Networks remains a key AI infrastructure play, with strong data center visibility and robust demand supporting its investment case. Q3 delivered 27.5% YOY revenue growth and high margins, but Q4 guidance for lower margins sparked investor concerns about potential structural pressures. I maintain a bullish stance with a $187 price target (+35%), assuming disciplined execution and stable E...

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Arista stock popped higher on Thursday, moving into positive territory in 2026. Q4 earnings for Arista are due Feb. 12.