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.
Arista Networks Stock Investors Just Got Fantastic News From CEO Jayshree UllalArista Networks (ANET) Q2 Earnings and Revenues Surpass EstimatesArista Networks, Inc. Q2 Profit RisesArista Networks Q2 26 Earnings Conference Call At 4:30 PM ET
