Jim Cramer on Arista Networks: “You’re Getting a Terrific Quarter for Free”

Two weeks ago, we got this truly fantastic 4th from Arista Networks. [The] networking instrumentality institution has go 1 of the large winners of the information halfway era. They’re the default Ethernet backbone for astir of the hyperscalers, connecting monolithic clusters of chips and servers. When Arista reported, these guys delivered a steadfast apical and bottommost enactment bushed with absorption raising their full-year forecast… Even though the banal initially popped successful effect to these numbers, it’s fixed up each those gains. In different words, you’re getting a terrific 4th for free. Only mode I tin look astatine it.

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Arista Networks Inc (NYSE:ANET) sells cloud-based networking solutions and related bundle for information center, AI, and endeavor operations. In addition, it provides web services, support, and hardware solutions. A caller inquired astir the banal during the occurrence aired connected October 27, 2025. The Mad Money big replied:

Don’t interaction Arista. Don’t interaction Arista. That one, that’s a beast. That’s a beast that’s going higher. $200 billion, Jayshree Ullal, I don’t speech capable astir what an astonishing CEO she is. That banal goes higher.

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