BullAlarm

Curated daily stock alerts with conviction ratings. No hype, no noise—just actionable insights.

Back to all alerts

ANET

Arista Networks

Technology · Software

$134.89
+1.70 (+-0.80%)

Alert issued November 27, 2025

High Conviction

Why This Made Today's List

Data center switching demand inflecting. Cloud titan capex guides suggest multi-year upgrade cycle ahead.

30-Day Price Action

$176.03$166.70$157.36$148.02$138.69

Key Metrics

Market Cap

$77.9B

P/E Ratio

35.0

Forward P/E

30.0

Avg Volume

49.5M

EPS

$5.98

Revenue Growth

+39% YoY

Investment Thesis

Further analysis pending full coverage initiation.

Catalysts

  • +Upcoming earnings release
  • +Product launch expected next quarter
  • +Industry tailwinds supporting growth

Risk Factors

  • Market volatility may impact sentiment
  • Competitive pressure in core markets
  • Valuation sensitivity to rate environment

Technical Analysis

Support: $97.76Resistance: $137.82

Current price $134.89 is 93% between support and resistance

RSI (14)

49

Neutral

50-Day MA

$99.70

Above

200-Day MA

$84.86

Above

Trend

Bullish

50/200 MA Cross

Fundamentals

Revenue (TTM)

$38.7B (TTM)

Revenue Growth

+39% YoY

Gross Margin

79.9%

Net Income (TTM)

$8.3B (TTM)

EPS

$5.98

Forward P/E

30.0