Arista Networks Inc

ANET: XNYS (USA)
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Morningstar Rating for Stocks Fair Value Economic Moat Capital Allocation
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Arista Earnings: Our AI Growth Optimism Rises, While After-Hours SellOff Opens Up Entry Point

Arista Networks' third-quarter earnings beat management guidance, with sales rising 28% year over year to $2.31 billion. Fourth-quarter guidance implies a deceleration of sequential revenue growth. Management raised its 2025 and 2026 guidance to factor in the results and near-term guidance.

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