Arista Networks (ANET) Business News

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Nykredit A S Takes Position in Arista Networks, Inc. $ANET

Defense World

4:01 AM | Saturday | Sep 19, 2026

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Nykredit A S acquired a new stake in Arista Networks, Inc. (NYSE: ANET) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 410,815 shares of the technology company's stock, valued at approximately $69,789,000. Several other institutional investors and hedge funds have also

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4:01 AM | Saturday | Sep 19, 2026

Nykredit A S Takes Position in Arista Networks, Inc. $ANET

Defense World

Nykredit A S acquired a new stake in Arista Networks, Inc. (NYSE: ANET) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 410,815 shares of the technology company's stock, valued at approximately $69,789,000. Several other institutional investors and hedge funds have also

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4:01 AM | Saturday | Sep 19, 2026

Nykredit A S Takes Position in Arista Networks, Inc. $ANET

Defense World

Nykredit A S acquired a new stake in Arista Networks, Inc. (NYSE: ANET) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 410,815 shares of the technology company's stock, valued at approximately $69,789,000. Several other institutional investors and hedge funds have also

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7:15 AM | Thursday | Sep 17, 2026

Analysts See Double-Digit Upside for These 3 Stocks

MarketBeat

Price targets aren't promises or certainties, but when a group of Wall Street analysts assigns a stock a Buy rating with meaningful upside to their consensus target, it is worth paying attention to what they see. The three names below all share that profile.

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9:41 AM | Wednesday | Sep 16, 2026

Arista Networks highlighted as Zacks Bull and Yum! Brands Bear of the Day

Zacks Investment Research

Chicago, IL โ€“ September 16, 2026 โ€“ Zacks Equity Research shares Arista Networks, Inc. ANET as the Bull of the Day and Yum! Brands, Inc. YUM as the Bear of the Day.

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4:44 AM | Tuesday | Sep 15, 2026

Arista Networks: AI Networking And EOS Drive Multi-Year Growth

Seeking Alpha

I rate Arista Networks a Buy, supported by robust AI networking demand, campus/enterprise expansion, and competitive differentiation via EOS and CloudVision platforms. AI networking is expanding into scale-across architectures, with ANET targeting at least $3.5B in AI fabrics revenue for FY '26 and broadening its Etherlink customer base. Campus and enterprise momentum offers a new growth vector, with ANET aiming for $1.25B in campus sales for FY26 and significant market share upside.

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10:30 AM | Monday | Sep 14, 2026

Should You Invest in Arista Networks (ANET) Based on Bullish Wall Street Views?

Zacks Investment Research

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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10:00 AM | Monday | Sep 14, 2026

Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know

Zacks Investment Research

Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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9:40 AM | Monday | Sep 14, 2026

Arista's Cash Flow Momentum Builds: How Sustainable is it?

Zacks Investment Research

ANET's cash flow is surging on strong growth and upfront customer payments, but deferred revenue and inventory swings could add volatility.

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9:04 AM | Monday | Sep 14, 2026

Arista Networks Vs. Celestica: The White Box Wins

Seeking Alpha

Arista Networks maintains robust AI-driven growth but faces margin compression due to supply chain cost inflation, guiding to flat 63% gross margins through CY27. ANET's strategic focus is on securing supply, not passing costs to customers, which limits its ability to expand margins compared to white box competitor Celestica. Celestica is positioned for margin expansion and faster revenue growth, trading at lower valuation multiples and benefiting from increased demand for white box Ethernet switches.

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4:25 AM | Monday | Sep 14, 2026

Engineers Gate Manager LP Sells 3,327 Shares of Arista Networks, Inc. $ANET

Defense World

Engineers Gate Manager LP lowered its stake in Arista Networks, Inc. (NYSE: ANET) by 14.4% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,746 shares of the technology company's stock after selling 3,327 shares during the quarter. Engineers Gate Manager LP's holdings

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1:56 PM | Saturday | Sep 12, 2026

Jim Cramer Doubles Down on This $252B AI Stock: โ€œYou Have to Buyโ€ Every Dip

24/7 Wall Street

Phil, a caller from North Carolina, told Jim Cramer on the September 10 broadcast of Mad Money that he and his granddaughter, Antonia, each bought shares of Arista Networks (NYSE:ANET | ANET Price Prediction) after watching Cramer's interview with CEO

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