ANET Arista Networks, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:38
Jul 14
Jul 14
Watch ANET for positive demand read-through from hyperscale optical deployments.
MED
15:55
Jul 13
Jul 13
ANET cited as leading networking outperformance over photonics/CPO in the week's rotation, framed as market preference for deployable-now infrastructure.
MED
00:08
Jul 13
Jul 13
Buy Arista Networks; broad hyperscaler demand (Meta, MSFT, Oracle) plus Google potentially becoming a 10% customer in 2026 supports >30% revenue growth in 2H; interconnect layer beneficiary of AI buildout.
MED
00:30
Jul 10
Jul 10
AI infra stocks surge networking optics
AI infrastructure spending is expanding beyond chips into networking, security, and optical components, driving stocks like Arista Networks, Fortinet, and Lumentum to new highs. This trend is sustainable as data center buildout accelerates.
MED
20:57
Jul 08
Jul 08
Buy ANET on dips as a long-term holding, endorsed as a high-quality company after buying at $150 levels.
MED
20:51
Jul 08
Jul 08
Author added to AVGO and holdings in ANET and NVDA during dips, highlighting ANET's new ATH and strong AI positioning alongside AVGO, VRT, and NVDA.
19:18
Jul 08
Jul 08
Watch ANET as the author provides a detailed research thesis on its AI networking moat and EOS software advantage, but does not disclose a personal position.
MED
18:57
Jul 08
Jul 08
Watch ANET as a research note; the author provides deep fundamental analysis but does not state a personal position. Valuation is demanding; upside requires upside estimate revisions.
MED
18:20
Jul 08
Jul 08
Long ANET via Jan 2027 $150 call; the stock is near its all-time high and retains a seat at the AI infrastructure table despite less attention now.
HIGH
00:49
Jul 08
Jul 08
Watch as financial services and quant firms drive on-prem AI infrastructure demand, benefiting compute, networking, and memory players.
MED
11:07
Jul 06
Jul 06
Buy AVGO, ANET, and VRT as top picks for 2026 with expectation of continued upside driven by sustained momentum in their respective markets.
MED
10:29
Jul 05
Jul 05
Author discloses ANET as a current basket holding representing the networking layer of an AI infrastructure portfolio designed to own the full physical stack.
MED
19:59
Jul 01
Jul 01
Infrastructure spend beneficiaries continue to win
The beneficiaries of cloud/AI spending (networking and infrastructure) have benefited more than the spenders so far, and that trend will continue. He specifically owns Amphenol and cites Cisco, Dell, and Arista as examples.
MED
06:39
Jun 19
Jun 19
The author criticizes the WSJ list for ranking CRM above AMZN and NOW above ANET, dismissing the list as trash without taking a directional position on any ticker.
LOW
13:40
Jun 18
Jun 18
Author argues connectivity may be the next AI infrastructure layer to reprice but warns the view will not apply evenly, making this a research watchlist rather than a directional call.
LOW
08:54
Jun 18
Jun 18
Buy ANET as architectural shift toward full AI factory model drives greater networking complexity, traffic management, and cluster-scale latency requirements — author holds existing position and sees directional tailwind from agentic AI buildout.
MED
10:59
Jun 16
Jun 16
Buy ANET as the leading AI data center switching vendor; hyperscaler capex on AI networking infrastructure directly drives switch demand at scale.
MED
13:09
Jun 14
Jun 14
The author explains their research approach to AI infrastructure stocks but does not state any current positions or forward calls, only describing their analytical framework.
LOW
17:11
Jun 13
Jun 13
Watchlist/news mention; no explicit actionable trade.
Author lists ANET as a possible beneficiary of sovereign AI infrastructure buildout; this is a thematic watchlist mention, not explicit ownership/buy/hold or an actionable trade.
MED
20:30
Jun 11
Jun 11
Watch these networking and optical names as indirect beneficiaries of Oracle's massive AI datacenter buildout and rising interconnect complexity.
MED
10:33
Jun 11
Jun 11
Buy ANET as the dominant AI data center switching vendor; hyperscaler capex surge of 60%+ YoY drives direct demand for high-throughput switching infrastructure inside every new AI cluster.
MED
07:47
Jun 11
Jun 11
Buy ANET as the dominant AI data center switching vendor; AI cluster scale-out requires high-radix, low-latency switching infrastructure that ANET supplies.
MED
08:07
Jun 10
Jun 10
Buy ANET for its leading 54% FCF margin; the market is not pricing in this strength, leaving the stock undervalued 15% off highs.
MED
17:33
Jun 09
Jun 09
Author vaguely lists Broadcom, ANET, and Vertiv as core holdings but provides no directional conviction or catalyst in a reply about speculative names.
LOW
14:04
Jun 08
Jun 08
The author agrees ANET is a good company but warns it may not be a good buy at any price, expressing no current position.
LOW
08:37
Jun 07
Jun 07
Author holds ANET in a conviction portfolio and singles it out post-selloff as approaching more attractive multiples, reinforcing the long thesis rather than trimming on weakness.
MED
06:49
Jun 06
Jun 06
Adding to existing ANET position on price weakness; author is actively increasing exposure, treating the dip as a buying opportunity rather than a deterioration signal.
MED
20:54
Jun 05
Jun 05
Named as architecture/networking beneficiary of a potential AI data-movement bottleneck thesis; author frames as a study list, no position disclosed.
MED
18:59
Jun 03
Jun 03
Author discloses current basket holdings in connectivity/AI infrastructure names; bottleneck shifting from memory to connectivity is the structural driver, with potential to reweight further into this theme.
MED
About ANET Analyst Coverage
Buzzberg tracks ANET (Arista Networks, Inc.) across 18 sources. 38 bullish vs 0 bearish calls from 27 analysts. Sentiment: predominantly bullish (39%). 97 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: TheValueist, demian_ai, ren_stocks.