Arista Networks, Inc. (ANET) is set to report Q4 2025 earnings on Feb. 12. Revenue and earnings estimates stand at $2.37 billion and 75 cents per share, respectively. Earnings estimates for 2025 and 2026 are $2.88 and $3.3 per share, respectively. The company has a history of beating earnings estimates.

Arista introduced the R4 Series platforms and VESPA technology for Wi-Fi networks. Collaborations with Fortinet for a Secure AI Data Center Solution are expected to impact results positively. The company focuses on product innovation to address customer needs, but this raises operating costs and strains margins.

Arista shares have outperformed the industry average but trade at a premium compared to peers. The company’s valuation metrics suggest it may be trading above its mean. Arista’s collaboration with NVIDIA in the AI networking space is positioning it for growth, but competition and operating expenses remain concerns for investors.

Zacks Investment Research highlights a semiconductor stock poised for growth in the AI, ML, and IoT markets. With strong earnings growth and a growing customer base, the company is set to benefit from the booming semiconductor industry. Global semiconductor manufacturing is projected to nearly double by 2028, offering substantial growth opportunities for investors.

Read more at Nasdaq: Should You Buy, Sell or Hold ANET Stock Ahead of Q4 Earnings?