Arista Networks, Inc.
ANET · NYSE
ANET · NYSE
Arista Networks sells computer networking products and technology, with the supplied coverage focused on data-center and AI-networking demand. It makes money from sales of that networking portfolio; the evidence provided does not disclose segment reporting or the contribution of individual product lines. Its customers are not identified by name in the supplied material, although the AI data-center trade is a stated end market. Arista reports $9.0 billion of FY2025 revenue, up from $7.0 billion in FY2024; reported net income is shown as $0.0 billion in both years.
Arista Networks rose 12.26%, from $169.71 to $190.51, over the supplied week. The dominant driver was the August 4 second-quarter release: revenue reached $3.036 billion, up 37.7% year over year and the first quarter above $3 billion, while earnings and revenue beat estimates by 14.61% and 7.15%, respectively. Management also raised its 2026 outlook, reinforcing the AI-networking growth narrative and lifting the stock to $190.51 on volume of 14.1 million shares. The move followed material volatility: shares fell to $157.97 on July 29 before rebounding through July 31 and August 3. The supplied evidence identifies no separate market or company catalyst for those earlier reversals.
