From StockTwits: 2025-02-18 22:44:15

Arista Networks saw a surge in shares after beating Q4 earnings estimates, with an EPS of $0.65 and revenue of $1.93 billion. Despite margin pressures, the company expects Q1 2025 margins to be around 63%. In FY24, revenue surpassed $7 billion, up 19.5% from the previous year, with an EPS of $2.27. The increase was driven by AI demand, which also led to a contract with Meta Platforms for an Ethernet switch. Arista’s stock has risen over 26% in the past six months and more than 71% in the last year. Retail users on Stocktwits are bullish on the stock, with sentiment reaching ‘extremely bullish’ levels.



Read more at StockTwits: Outlook Beats Estimates, Retail Sentiment Soars