From Financial Modeling Prep: 2025-02-19 12:38:00

Arista Networks (NYSE:ANET) exceeded Q4 earnings and revenue expectations, benefiting from the AI-driven data center expansion. Key clients include Meta Platforms and Microsoft, driving sales of Ethernet switches and routers. Q4 saw adjusted EPS of $0.65 on revenue of $1.93 billion, beating estimates. Q1 revenue forecast of $1.93-$1.97 billion signals strong demand.

However, uncertainties exist for Arista’s growth, including potential delays in a Microsoft project and unclear timelines for Nvidia’s new AI chips. Market volatility in AI tech stocks has impacted Arista’s share price in 2025. Despite a 17% revenue decline from Meta, analysts remain bullish on Arista’s long-term prospects, viewing pullbacks as buying opportunities.



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