ANET Should I Buy
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Arista Networks Inc (ANET) is a good buy for a beginner investor with a long-term strategy and $50,000-$100,000 available for investment. The company has demonstrated strong revenue growth, positive Q4 earnings, and a favorable outlook for 2026. Despite some technical indicators being neutral, the overall sentiment is positive, supported by strong financial performance and analyst upgrades.
The MACD is negative and expanding, indicating bearish momentum. RSI is neutral at 42.612, showing no clear overbought or oversold conditions. Moving averages are bullish (SMA_5 > SMA_20 > SMA_200), and the stock is trading near its resistance levels (R2: 151.071).
Q4 2025 revenue increased by 28.9% YoY to $2.49 billion.
EPS exceeded estimates at $0.82 per share.
Raised 2026 AI networking revenue target to $3.25 billion.
Analysts have upgraded price targets recently, with Piper Sandler and Rosenblatt citing strong growth potential and enterprise investment.
Post-market price volatility with a 12.38% increase after a -3.94% regular market drop.
Gross margin dropped slightly YoY (-1.43%).
Net income dropped to zero in Q4 2025.
In Q4 2025, Arista Networks achieved a 28.87% YoY revenue increase to $2.49 billion. EPS grew 20.97% YoY to $0.75. However, net income dropped to zero, and gross margin decreased slightly to 62.86%.
Analysts are generally positive on ANET. Piper Sandler upgraded the stock to Overweight with a price target of $159, citing strong enterprise investment and AI exposure. Rosenblatt raised its price target to $165, highlighting positive industry checks and new opportunities. Morgan Stanley maintains an Overweight rating with a $159 target, emphasizing growth in AI and optical infrastructure.
