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Arista Networks (ANET)

Outperform Current rating · 3 reports

2026-08-09

Outperform Recap: Q2 2026

Supply Was the Ceiling; Arista Just Raised It by $1.1 Billion
2026-05-06

Outperform Recap: Q1 2026

Arista Is Punished for Perfection: A Double Beat, a Raised Guide, and a 14% Drop
2026-02-13

Outperform Recap: Q4 2025

Arista Doubles Its AI Networking Guide as Memory Costs Test the Margin Story