Significant Options Trading on Friday: RIOT, CPF, ANET
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 12 2025
0mins
Should l Buy ANET?
Source: NASDAQ.COM
Central Pacific Financial Corp Options Activity: CPF options are experiencing significant trading volume, with 677 contracts traded today, equating to about 67,700 underlying shares, which is 48.9% of its average daily volume.
High Volume Call Option for CPF: The $30 strike call option expiring on December 19, 2025, has seen particularly high activity, with 337 contracts traded, representing approximately 33,700 underlying shares.
Arista Networks Inc Options Activity: ANET options are also active, with 40,016 contracts traded today, representing around 4.0 million underlying shares, or 48.8% of its average daily volume.
High Volume Put Option for ANET: The $105 strike put option expiring on January 30, 2026, has notable trading volume, with 10,480 contracts traded, representing about 1.0 million underlying shares.
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Analyst Views on ANET
Wall Street analysts forecast ANET stock price to rise
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 137.230
Low
159.00
Averages
172.88
High
200.00
Current: 137.230
Low
159.00
Averages
172.88
High
200.00
About ANET
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. Its platform is its Extensible Operating System (EOS), a modernized publish-subscribe state-sharing networking operating system. Its portfolio of products, services and technologies is grouped into various categories: Core (Data Center, Cloud and AI Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Network (Software and Services). It offers product portfolios of data-driven, high-speed, cloud and data center Ethernet switches. Its Cognitive Adjacencies include Cognitive Campus Switching, Cloud-Grade Routing and WAN Routing. Its software and services are based on subscription-based models and include various offerings: CloudVision, Arista A-Care Services, CloudEOS and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Significant Microsoft Contribution: BofA analysts project that Microsoft will account for 26% of Arista's total revenue in 2025, despite its slow Ethernet deployment for AI back-end networks, indicating strong future growth potential for Arista.
- Strong Meta Growth: Meta's revenue is expected to grow 41% year-over-year in 2025, primarily driven by large Ethernet back-end deployments, with Arista's presence in the Leaf and Spine layers further solidifying its market position, although it faces competitive pressure from Nvidia and white box vendors.
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- Significant Microsoft Contribution: BofA analysts project that Microsoft will account for 26% of Arista's total revenue in 2025, despite its slow Ethernet deployment for AI back-end networks, indicating strong future growth potential for Arista.
- Strong Meta Growth: Meta's revenue is expected to grow 41% year-over-year in 2025, primarily driven by large Ethernet back-end deployments, with Arista's presence in the Leaf and Spine layers further solidifying its market position, although it faces competitive pressure from Nvidia and white box vendors.
- Revenue Delay Risks: Analysts noted a $2.5 billion increase in Arista's annual deferred revenues, which may mask actual order trends despite market share losses at Meta, with expectations for strong revenue growth in 2026.
- Optimistic Future Outlook: Analysts anticipate Arista's revenue growth will exceed 30% in 2026, surpassing management's 25% guidance, driven by increased infrastructure spending from Agentic AI, highlighting strong demand in the cloud computing market.
See More
Tech Giants Commit Billions to Indian AI Initiatives
- Massive Investment Commitments: Tech giants including Amazon, Microsoft, Meta, and Alphabet have announced plans to invest up to $700 billion in AI projects in India in 2023, reflecting the intense global competition and enthusiasm for AI technology.
- Reliance and Adani Plans: Indian tech group Reliance is set to invest $110 billion in data centers and infrastructure, while Adani outlines a $100 billion AI data center buildout over the next decade, further solidifying India's position in the global AI landscape.
- Microsoft and OpenAI Collaboration: At the Indian AI Impact Summit, Microsoft announced plans to invest $50 billion in the Global South by 2030, partnering with OpenAI and AMD to enhance India's AI capabilities, indicating a strong focus on the region's market potential.
- Deepening US-India Trade Cooperation: During the summit, India and the US signed the Pax Silica agreement aimed at securing the global supply chain for silicon-based technologies, further strengthening technological ties between the two nations.
See More
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- Tariff Ruling Impact: The Supreme Court's decision to strike down Trump's emergency tariffs is seen as positive for consumer-facing companies like Nike; however, the market remains cautious about the potential for tariffs to be reimposed, resulting in a muted response from retail and consumer stocks.
- Stock Volatility Analysis: Texas Roadhouse exited its position due to lackluster earnings, and although the stock initially opened higher on accelerating same-store sales, it ultimately turned lower, reflecting market concerns over high beef prices.
- Corning Stock Surge: Corning's shares rose 7%, making it one of the biggest gainers in the S&P 500 after UBS raised its price target from $125 to $160, with analysts increasing sales and earnings forecasts based on high capital expenditure plans from hyperscalers.
- Future Outlook: Analysts believe there could be further upward revisions in capital expenditures following Nvidia's earnings report next week, which may lead to additional contracts for Corning, particularly in fiber-optic cable and connectivity solutions, thereby driving the company's growth.
See More
Apple Stands Out Amid Memory Crunch and Price Surge
- Memory Price Surge: Evercore ISI reports that memory prices have surged over 50% quarter-over-quarter, creating headwinds for IT hardware companies, particularly as DRAM and NAND suppliers struggle to meet consumer demand, impacting overall market sentiment.
- Apple's Relative Performance: Despite a 4% decline in Apple (AAPL) shares year-to-date, investor sentiment remains positive, particularly regarding the iPhone 17 cycle and upcoming iPhone 18, indicating confidence in the company's potential growth.
- Challenges for Arista Networks: Arista Networks (ANET), despite its crucial role in data center expansion, has seen only a 4% increase in stock price year-to-date, with investors expressing concerns over its high valuation, even as the company projects over 25% sales growth.
- Shifts in Market Sentiment: Investors generally hold an optimistic view on memory suppliers sustaining high prices, while attention on Apple focuses on a derisked capex story and the potential of personalized Siri, reflecting market expectations for technological innovation.
See More
Nvidia Plans $30 Billion Investment in OpenAI Amid Funding Round
- Massive Investment: Nvidia is in discussions to invest up to $30 billion in OpenAI, potentially valuing the AI startup at $730 billion, reflecting strong market confidence in AI technologies.
- Complex Investment Background: This investment is separate from the $100 billion infrastructure agreement announced in September, which involves Nvidia gradually investing in OpenAI to support the rollout of its supercomputing facilities over the coming years.
- Investment Uncertainty: Although Nvidia's $30 billion investment is not finalized and details are still subject to change, company executives have indicated a commitment to participate in OpenAI's next funding round, highlighting ongoing interest in the AI sector.
- Accelerated Fundraising Discussions: OpenAI is also engaging with other investors for fundraising discussions, with total funding potentially reaching $100 billion, indicating strong market interest and confidence in its future development.
See More
ClearBridge ESG Strategy Underperforms S&P 500 in Q4 2025
- Performance Overview: ClearBridge's ESG strategy underperformed the benchmark S&P 500 Index in Q4 2025, indicating relative weakness in its portfolio that may affect investor confidence and future capital inflows.
- New Investment Positions: The fund initiated new positions in Arista Networks, Boston Scientific, Amphenol, and Ferguson Enterprises during Q4, suggesting optimism about their growth potential, which could lead to future revenue increases.
- Exited Investments: In the same quarter, the fund exited positions in Oracle, Canadian Pacific Kansas City, Lennar, and Texas Instruments, reflecting a cautious outlook on these companies, which may impact short-term performance.
- Market Outlook: Arista Networks expects growth to pick up in the second half of 2026, and if this expectation materializes, it could enhance ClearBridge's investment returns and strengthen its competitive position in the ESG space.
See More
