US · 4 entries · 2 publications
Arista
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Bullseye Research · Bullseye Investing
What happens when financial excellence at the heart of a strong tailwind faces the largest company in the world in a competitive battle?
Since publication +31.0% α +16.4 pp vs S&P 500 · USD
Substack · Shilpa Reddy
Arista Networks Q4 2025 Earnings
Since publication ANET +25.2% α +12.9 pp vs S&P 500 · USD
Substack · Shilpa Reddy
Arista Networks beat Q3 expectations, but a modest Q4 revenue guide led to an after-hours selloff. Despite concerns, Arista's fundamentals and growth story remain strong.
Since publication +32.3% α +18.0 pp vs S&P 500 · USD
Substack · Shilpa Reddy
Arista enjoyed strong Q2 2025 earnings and identified a compelling emerging opportunity in scale-out networking.
Since publication +34.2% α +13.7 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.