Arista Networks

ANET

Market cap $158B

ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

Arista Networks (ANET) stock has decreased by 10.0% over the past 5 trading days. This recent decline reflects renewed worries about competition from NVIDIA and delayed AI networking revenue, but significant drops like this often prompt a more challenging question: is the downturn temporary, or does it indicate deeper issues in the narrative?

ANET, GLW, BBVA, AIZ, and HST stand out with strong ROE and cash flow metrics amid a bullish year-end market rally.

The fourth quarter earnings season will begin in mid-January. Earnings growth is one of the most reliable signals of future stock price growth.

Other networking-oriented stocks have more than tripled in the past year, but not Cisco and Arista.

Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

In the AI world at the start of 2026, the biggest names tend to be either hardware providers like NVIDIA Corp. NASDAQ: NVDA or stalwart tech giants with an interest in the space, such as Microsoft NASDAQ: MSFT. Since many leading AI companies like OpenAI and Anthropic are not publicly traded, investors have only limited and indirect access to this sector.