Arista Networks Inc
ANET: XNYS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| ?V! | LOCK|?x | LOCK|$bbv<<y |
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.
