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Arista Networks (ANET)

Hold Current rating · 4 reports

Coverage summary

Aardvark Labs Capital Research has covered Arista Networks (ANET) since February 13, 2026. The company is in the Technology sector. This page lists 4 reports: 4 earnings recaps.

The latest is the Q3 2026 Earnings Recap, published November 4, 2026. That report moved the rating from Outperform to Hold. The rating has changed once since coverage began.

Translations: 3 in Chinese.

Rating history

  1. First rating: Outperform Q4 2025 Earnings Recap
  2. Outperform → Hold Q3 2026 Earnings Recap

All ANET reports

2026-11-04

Hold Recap: Q3 2026

58.5% Growth, an $18.5B 2027 Guide, and a Shrinking Deferred Pool: Downgrading Arista to Hold
2026-08-09

Outperform Recap: Q2 2026

Supply Was the Ceiling; Arista Just Raised It by $1.1 Billion
2026-05-06

Outperform Recap: Q1 2026

Arista Is Punished for Perfection: A Double Beat, a Raised Guide, and a 14% Drop
2026-02-13

Outperform Recap: Q4 2025

Arista Doubles Its AI Networking Guide as Memory Costs Test the Margin Story