Zacks Investment Ideas feature highlights: Vertiv, Super Micro Computer and Arista Networks [Yahoo! Finance]

Arista Networks, Inc. (ANET)
Last arista networks, inc. earnings: 2/13 04:05 pm
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US:NASDAQ Investor Relations:
investors.arista.com/home/default.aspx
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Source: Yahoo! Finance
Buy the Dip on Data Center Stocks? As we've all become aware, volatility has swept the markets over recent weeks, with tariff talks and other economic data causing a risk-off environment. Many stocks, including those involved in the Data Center side of the AI frenzy – Vertiv Super Micro Computer and Arista Networks – have faced pressure, with shares well off 2025 highs. But is it a buying opportunity? Let's take a closer look at the current standing of each. Vertiv Raises Sales Outlook Concerning headline figures in Vertiv's latest release, it exceeded both consensus EPS and sales expectations, with EPS soaring 77% on the back of a 26% move higher in sales. The growth rates here are quite significant, reflective of healthy underlying demand. Importantl
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News
- Arista Networks, Inc. (NYSE: ANET) was downgraded by analysts at Erste Group Bank AG from a "strong-buy" rating to a "hold" rating.MarketBeat
- Why Arista Networks (ANET) Dipped More Than Broader Market Today [Yahoo! Finance]Yahoo! Finance
- Arista Networks (ANET) Outpaces Stock Market Gains: What You Should Know [Yahoo! Finance]Yahoo! Finance
- Arista Introduces Intelligent Innovations for AI NetworkingBusiness Wire
- Arista Networks, Inc. (NYSE: ANET) had its "overweight" rating re-affirmed by analysts at Barclays PLC.MarketBeat
ANET
Earnings
- 2/18/25 - Beat
ANET
Sec Filings
- 3/18/25 - Form 3
- 3/18/25 - Form 4
- 3/17/25 - Form 8-K
- ANET's page on the SEC website