Arista Networks, Inc. (ANET)

230.80
NYSE
Prev Close 236.38
Day Low/High 228.42 / 235.53
52 Wk Low/High 156.63 / 267.30
Exchange NYSE
Shares Outstanding 76.03B
Market Cap 17.97B
P/E Ratio 25.04
Div & Yield N.A. (N.A)
5G and Cloud Capex Could Be Pockets of Strength for Tech in the Near Term

5G and Cloud Capex Could Be Pockets of Strength for Tech in the Near Term

Stimulus efforts could give a boost to 5G infrastructure spending, and usage spikes for many online services could drive higher cloud capex.

Big Thursday (Part 2): What to Watch From Arista Networks and 5 Other Key Stocks

Big Thursday (Part 2): What to Watch From Arista Networks and 5 Other Key Stocks

A dozen interesting names are reporting Thursday night. Let's see how things are setting up for each of them.

5 Things for Tech Investors to Watch as Earnings Season Unfolds

5 Things for Tech Investors to Watch as Earnings Season Unfolds

Capex trends, chip demand and IT spending commentary are among the things to watch as dozens of tech companies report this earnings season.

Cisco's Bold Strategy Change Could Boost its Cloud Exposure

Cisco's Bold Strategy Change Could Boost its Cloud Exposure

In a challenge to Broadcom and others, Cisco plans to sell a new switching/routing processor and license its routing software to other hardware makers.

What Chip Suppliers Shared About Industry Demand This Earnings Season

What Chip Suppliers Shared About Industry Demand This Earnings Season

Though major chip suppliers shared both good and bad news in October, on the whole the positives outweighed the negatives.

Arista Networks Is the Most Significant Disaster of the Day

Arista Networks Is the Most Significant Disaster of the Day

A good third quarter is overshadowed by ugly guidance for the fourth quarter and beyond.

Arista Networks? I Will Be Staying Out of This One

Arista Networks? I Will Be Staying Out of This One

CEO Ullal is going through expectations of reduced business from a large client going forward right now.

Arista Networks Is In a Sharp Decline With No Nearby Support

Arista Networks Is In a Sharp Decline With No Nearby Support

Let's jump into the charts to see if there is a point or level where we might consider buying.

Arista Networks Cut at JP Morgan

Anticipate Disaster or React to Price Action?

Anticipate Disaster or React to Price Action?

Making money in the market is much more a function of trade management than market prediction.

Intel and Amazon's Cloud Capex Numbers Bode Well for Chip and Hardware Suppliers

Intel and Amazon's Cloud Capex Numbers Bode Well for Chip and Hardware Suppliers

Intel suggests the recent slowdown it's seen in demand from cloud clients is ending, and Amazon's latest capital spending numbers support this claim.

Cloud Data Center Construction Boom Is Good News for Chip and Hardware Suppliers

Cloud Data Center Construction Boom Is Good News for Chip and Hardware Suppliers

As cloud giants digest some of their past investments in hardware and chips, they're still investing heavily in growing their data center capacity. That's ultimately a positive for data center REITs and chip suppliers with cloud exposure.

NetApp's Warning Is In Stark Contrast to the Strong Growth Seen by Cloud Giants

NetApp's Warning Is In Stark Contrast to the Strong Growth Seen by Cloud Giants

As NetApp tumbled and sparked a broader selloff in enterprise hardware stocks, AWS and other cloud giants are still reporting strong growth.

5 Thoughts on Cisco's $2.6 Billion Deal for Acacia

5 Thoughts on Cisco's $2.6 Billion Deal for Acacia

The deal drives home the importance of cutting-edge optical component and module technology to networking hardware vendors. It also might strengthen Cisco's sales pitch to cloud giants.

6 Top Stocks From Argus Research: A Mid-Year Review

6 Top Stocks From Argus Research: A Mid-Year Review

These top picks rose between 22% and 55% in the first half of 2019.

Wait for the Dust to Settle for Arista Following Its Plunge

Wait for the Dust to Settle for Arista Following Its Plunge

The data center switch supplier still has strong long-term growth drivers. But it could see more profit-taking following a weak Q2 outlook blamed on softening cloud demand.

Jim Cramer: Don't Try to Predict the Cycle, Game the 'Gamers' Instead

Jim Cramer: Don't Try to Predict the Cycle, Game the 'Gamers' Instead

The big portfolio managers get ahead of the turn in cycles -- as we can see in oil services, semiconductors and autos, among other sectors. Here's how to play their game.

Real Money CFO Sit-Down: HPE's Tarek Robbiati Talks Tech Trajectory for 2019

Real Money CFO Sit-Down: HPE's Tarek Robbiati Talks Tech Trajectory for 2019

"We are still perceived as just a hardware company and that's not true," Robbiati said.

6 Things We Learned About Cloud Spending By Tech Giants During Earnings Season

6 Things We Learned About Cloud Spending By Tech Giants During Earnings Season

Though there's a pocket or two of softness, cloud capex growth remains pretty strong overall.

Amazon's Cloud Capital Spending Is Growing, but Not Nearly as Fast as Facebook's

Amazon's Cloud Capital Spending Is Growing, but Not Nearly as Fast as Facebook's

Some tech giants are growing their cloud investments a lot faster than others. Video needs often have something to do with it.

Cisco Investors Shouldn't Panic About Competition From Amazon -- For Now

Cisco Investors Shouldn't Panic About Competition From Amazon -- For Now

The types of switches that Amazon reportedly wants to sell to businesses have seen limited enterprise traction to date. However, recent tech trends could make them more popular.

Bad News for HPE and IBM Isn't Necessarily So Bad for Micron and Nvidia

Bad News for HPE and IBM Isn't Necessarily So Bad for Micron and Nvidia

While many traditional enterprise IT giants are contending with weak hardware demand, things look much better for some of their chip and component suppliers.

Cisco's Earnings Report Wasn't Awful, but Fell Short of Heightened Expectations

Cisco's Earnings Report Wasn't Awful, but Fell Short of Heightened Expectations

Though it's getting a boost from buybacks, acquisitions and favorable IT spending trends, the networking giant only slightly beat estimates and offered in-line guidance.

Amazon's New Cloud Deal with Verizon Signals a Bigger Trend

Amazon's New Cloud Deal with Verizon Signals a Bigger Trend

Many large businesses are now opting to shut down existing data centers and move their contents to public clouds. Amazon is well-positioned to grab a large portion of these deals.

Strong Netflix Report 'Suggests' Buying in Other Big Tech Names

Strong Netflix Report 'Suggests' Buying in Other Big Tech Names

The big change in the stock market Tuesday is leadership, but a strong close is still needed.

The Big Implications of Verizon and Facebook's Very Different Spending Plans

The Big Implications of Verizon and Facebook's Very Different Spending Plans

This earnings season is already showing that capital spending from cloud giants remains far stronger than spending from traditional carriers. That affects quite a few hardware and chip firms.