Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

2026-03-12 23:40:00 ET

Back in November, I upgraded Arista Networks, Inc. ( ANET ) from a sell to a hold rating. I remained relatively cautious on the stock, as the business seemed supply constrained and the valuation was deemed to have been fair. As shown in the rating history chart below, Arista Networks has had very mild gains since then. Today, I will evaluate their most recent earnings reported in mid-February as well as assess how some recent developments are affecting their outlook. The goal today is to provide readers with an updated perspective and see if the stock has become a buy in my eyes....

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