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Arista Networks Stock Is Up 90% in the Past Year. Here’s What Analysts Expect From Q1 Earnings
Arista Networks (ANET) has seen its stock rise 90% over the past year, driven by strong performance in its cloud networking business and AI infrastructure spending. As the company approaches its Q1 2026 earnings on May 5, analysts anticipate revenue around $2.78B and EPS near $0.86, with a valuation model suggesting a potential 45.2% upside. The article highlights the company’s valuation, strong financials, and future growth drivers including AI data centers and expansion into healthcare networking.