From Nasdaq: 2025-04-30 08:18:00

Arista Networks, Inc. (ANET) is set to report first-quarter 2025 earnings on May 6. The Zacks Consensus Estimate for revenues is $1.96 billion and earnings is 59 cents per share. Earnings estimates for 2025 remain at $2.47 per share, but decreased slightly to $2.87 per share for 2026.

Arista has a strong earnings surprise history, beating estimates by an average of 12.9% in the last four quarters. However, the upcoming first-quarter results are not expected to beat estimates based on the current Earnings ESP and Zacks Rank.

Arista is a leader in 100-gigabit Ethernet switching and is gaining traction in high-performance switching products. The company’s unique software approach and versatile unified software stack set it apart in the industry.

Arista’s stock has outperformed the industry over the past year, showing a 26.5% gain compared to 20.9% for the industry. However, it faces competition from peers like Juniper Networks, Inc. (JNPR) and Cisco Systems, Inc. (CSCO).

Arista appears to be trading at a relatively cheaper valuation compared to the industry and below its mean based on the price/earnings ratio. The company is well-positioned for growth in data-driven cloud networking business.

With solid fundamentals and potential for revenue growth, Arista is poised for long-term benefits. However, the stock may be considered expensive relative to its valuation metrics currently, with declining earnings estimates.

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Read more at Nasdaq: Should You Buy, Sell or Hold ANET Stock Ahead of Q1 Earnings?