Arista Networks (ANET) Down 23.5% Since Fiscal Q3 2025

6 days ago 8

Talha Qureshi

Mon, November 24, 2025 astatine 7:58 AM CST 2 min read

Arista Networks Inc. (NYSE:ANET) is 1 of the Best Cloud Stocks to Buy Now. Arista Networks Inc. (NYSE:ANET) has been down much than 23.5% since its fiscal Q3 2025 results were announced connected November 4. The cautious capitalist sentiment comes contempt the net beat.

During the quarter, gross grew 27.46% year-over-year to $2.31 billion, surpassing expectations by $41.76 million. Moreover, the EPS of $0.75 besides topped estimates by $0.04. Management attributed gross maturation to a robust show successful the merchandise segment. The stock terms fell contempt the beardown show arsenic the institution signaled humble maturation for fiscal Q4 2025. Management anticipates 4th fourth gross successful the scope of $2.3 cardinal to $2.4 billion.

Wall Street has had a mixed sentiment connected the banal since its release. On November 10, Mizuho Securities raised the terms people connected Arista Networks Inc (NYSE:ANET) from $172 to $176 and reiterated a Buy rating. However, connected the aforesaid day, Hans Engel from Erste Group downgraded the banal from Buy to Hold, without disclosing immoderate terms targets.

Analyst Engel said successful a probe enactment that the institution is moving connected gathering a cross-vendor ecosystem that volition integrate AI networks with computing infrastructure. Engel noted that this creates precocious gross maturation opportunities successful the mean term, however, astatine a slowing pace. Moreover, helium besides suggests that the operating margins of the institution are expected to dip somewhat adjacent year.

Arista Networks Inc. (NYSE:ANET) is simply a exertion institution that provides data-driven networking solutions for ample information centers, field environments, and unreality computing.

While we admit the imaginable of ANET arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.