Arista Networks Option Alert: Jan, 2027 $122.5 Calls Sweep (16) near the Ask: 300 vs 234 OI

Arista Networks Option Alert: Jan, 2027 $122.5 Calls Sweep (16) near the Ask: 300 @ $22.787 vs 234 OI; Ref=$103.94

Arista Networks Option Alert: Jun 20 $110 Puts at the Bid: 650 vs 2846 OI; Earnings 2/18 After Close 

Arista Networks Option Alert: Jun 20 $110 Puts at the Bid: 650 @ $11.7 vs 2846 OI; Earnings 2/18 After Close Ref=$110.21

Arista Networks 株価情報 (NYSE: ANET)

Arista Networks (NYSE:ANET) 株価情報

Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

Arista Networks Inc

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Shares of companies in the broader technology sector are trading lower amid overall market weakness on US consumer and economic concerns.

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Below are some instances of options activity happening in the Information Technology sector: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AMD</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$110.00</td>
<td>$36.0K</td>
<td>27.5K</td>
<td>5.9K</td>
</tr>
<tr>
<td>AAPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$247.50</td>
<td>$27.9K</td>
<td>1.2K</td>
<td>4.0K</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$97.00</td>
<td>$51.1K</td>
<td>221</td>
<td>2.2K</td>
</tr>
<tr>
<td>AVGO</td>
<td>PUT</td>
<td>TRADE</td>
<td>NEUTRAL</td>
<td>02/28/25</td>
<td>$220.00</td>
<td>$102.4K</td>
<td>2.6K</td>
<td>1.8K</td>
</tr>
<tr>
<td>SMCI</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$59.00</td>
<td>$35.0K</td>
<td>1.4K</td>
<td>1.3K</td>
</tr>
<tr>
<td>FSLR</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$165.00</td>
<td>$32.5K</td>
<td>647</td>
<td>627</td>
</tr>
<tr>
<td>GRRR</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>03/21/25</td>
<td>$30.00</td>
<td>$34.7K</td>
<td>965</td>
<td>489</td>
</tr>
<tr>
<td>MU</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>02/28/25</td>
<td>$100.00</td>
<td>$26.5K</td>
<td>1.4K</td>
<td>469</td>
</tr>
<tr>
<td>RGTI</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/07/25</td>
<td>$11.00</td>
<td>$36.0K</td>
<td>642</td>
<td>440</td>
</tr>
<tr>
<td>ZS</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$210.00</td>
<td>$29.9K</td>
<td>578</td>
<td>418</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These itemized elaborations have been created using the accompanying table. 
• Regarding AMD (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMD#NASDAQ">AMD</a>), we observe a put option trade with bearish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 100 contract(s) at a $110.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $360.0 per contract. There were 27533 open contracts at this strike prior to today, and today 5911 contract(s) were bought and sold. 
• For AAPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AAPL#NASDAQ">AAPL</a>), we notice a put option trade that happens to be bearish, expiring in 7 day(s) on February 28, 2025. This event was a transfer of 100 contract(s) at a $247.50 strike. The total cost received by the writing party (or parties) was $27.9K, with a price of $279.0 per contract. There were 1244 open contracts at this strike prior to today, and today 4093 contract(s) were bought and sold. 
• Regarding ANET (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 513 contract(s) at a $97.00 strike. This particular put needed to be split into 5 different trades to become filled. The total cost received by the writing party (or parties) was $51.1K, with a price of $100.0 per contract. There were 221 open contracts at this strike prior to today, and today 2280 contract(s) were bought and sold. 
• For AVGO (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AVGO#NASDAQ">AVGO</a>), we notice a put option trade that happens to be neutral, expiring in 7 day(s) on February 28, 2025. This event was a transfer of 200 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $102.4K, with a price of $512.0 per contract. There were 2685 open contracts at this strike prior to today, and today 1814 contract(s) were bought and sold. 
• Regarding SMCI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SMCI#NASDAQ">SMCI</a>), we observe a put option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 50 contract(s) at a $59.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $35.0K, with a price of $700.0 per contract. There were 1489 open contracts at this strike prior to today, and today 1365 contract(s) were bought and sold. 
• For FSLR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FSLR#NASDAQ">FSLR</a>), we notice a call option sweep that happens to be bearish, expiring in 28 day(s) on March 21, 2025. This event was a transfer of 45 contract(s) at a $165.00 strike. This particular call needed to be split into 10 different trades to become filled. The total cost received by the writing party (or parties) was $32.5K, with a price of $725.0 per contract. There were 647 open contracts at this strike prior to today, and today 627 contract(s) were bought and sold. 
• Regarding GRRR (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GRRR#NASDAQ">GRRR</a>), we observe a call option trade with bullish sentiment. It expires in 28 day(s) on March 21, 2025. Parties traded 50 contract(s) at a $30.00 strike. The total cost received by the writing party (or parties) was $34.7K, with a price of $695.0 per contract. There were 965 open contracts at this strike prior to today, and today 489 contract(s) were bought and sold. 
• Regarding MU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MU#NASDAQ">MU</a>), we observe a call option sweep with bearish sentiment. It expires in 7 day(s) on February 28, 2025. Parties traded 100 contract(s) at a $100.00 strike. This particular call needed to be split into 6 different trades to become filled. The total cost received by the writing party (or parties) was $26.5K, with a price of $265.0 per contract. There were 1480 open contracts at this strike prior to today, and today 469 contract(s) were bought and sold. 
• Regarding RGTI (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/RGTI#NASDAQ">RGTI</a>), we observe a put option trade with bearish sentiment. It expires in 14 day(s) on March 7, 2025. Parties traded 300 contract(s) at a $11.00 strike. The total cost received by the writing party (or parties) was $36.0K, with a price of $120.0 per contract. There were 642 open contracts at this strike prior to today, and today 440 contract(s) were bought and sold. 
• Regarding ZS (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ZS#NASDAQ">ZS</a>), we observe a put option trade with bullish sentiment. It expires in 55 day(s) on April 17, 2025. Parties traded 16 contract(s) at a $210.00 strike. The total cost received by the writing party (or parties) was $29.9K, with a price of $1870.0 per contract. There were 578 open contracts at this strike prior to today, and today 418 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more news on unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Options

AAPL

GRRR

10 Information Technology Stocks Whale Activity In Today's Session

High-rolling investors have positioned themselves bullish on Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>), and it's important for retail traders to take note. 
\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in ANET often signals that someone has privileged information.
Today, Benzinga's options scanner spotted 9 options trades for Arista Networks. This is not a typical pattern.
The sentiment among these major traders is split, with 66% bullish and 22% bearish. Among all the options we identified, there was one put, amounting to $85,918, and 8 calls, totaling $671,220.
<h3>Expected Price Movements</h3>
After evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a price band between $65.0 and $145.0 for Arista Networks, spanning the last three months.
<h3>Volume &amp; Open Interest Trends</h3>
In today's trading context, the average open interest for options of Arista Networks stands at 2795.0, with a total volume reaching 1,392.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Arista Networks, situated within the strike price corridor from $65.0 to $145.0, throughout the last 30 days.
<h3>Arista Networks Option Activity Analysis: Last 30 Days</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740149149_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th align="right">Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$22.8</td>
<td>$20.6</td>
<td>$20.6</td>
<td>$100.00</td>
<td>$247.2K</td>
<td>2.4K</td>
<td align="right">45</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>NEUTRAL</td>
<td>01/16/26</td>
<td>$21.1</td>
<td>$20.3</td>
<td>$20.83</td>
<td>$100.00</td>
<td>$91.8K</td>
<td>2.4K</td>
<td align="right">0</td>
</tr>
<tr>
<td>ANET</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>02/21/25</td>
<td>$3.7</td>
<td>$3.4</td>
<td>$3.61</td>
<td>$107.50</td>
<td>$85.9K</td>
<td>1.2K</td>
<td align="right">240</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$2.2</td>
<td>$2.0</td>
<td>$2.11</td>
<td>$140.00</td>
<td>$80.9K</td>
<td>1.7K</td>
<td align="right">738</td>
</tr>
<tr>
<td>ANET</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>06/20/25</td>
<td>$2.25</td>
<td>$1.75</td>
<td>$2.12</td>
<td>$140.00</td>
<td>$78.2K</td>
<td>1.7K</td>
<td align="right">369</td>
</tr>
</tbody>
</table>

<h3>About Arista Networks</h3>
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Having examined the options trading patterns of Arista Networks, our attention now turns directly to the company. This shift allows us to delve into its present market position and performance
<h3>Arista Networks's Current Market Status</h3>
<ul>
<li>Currently trading with a volume of 736,643, the ANET's price is up by 0.53%, now at $103.94. </li>
<li>RSI readings suggest the stock is currently may be approaching oversold.</li>
<li>Anticipated earnings release is in 74 days.</li>
</ul>
<h3>What Analysts Are Saying About Arista Networks</h3>
Over the past month, 5 industry analysts have shared their insights on this stock, proposing an average target price of $107.4.
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&#x2A; An analyst from Citigroup has decided to maintain their Buy rating on Arista Networks, which currently sits at a price target of $121. 
&#x2A; Consistent in their evaluation, an analyst from Wells Fargo keeps a Overweight rating on Arista Networks with a target price of $125. 
&#x2A; An analyst from Barclays has decided to maintain their Overweight rating on Arista Networks, which currently sits at a price target of $126. 
&#x2A; Consistent in their evaluation, an analyst from Rosenblatt keeps a Sell rating on Arista Networks with a target price of $80. 
&#x2A; Maintaining their stance, an analyst from Rosenblatt continues to hold a Sell rating for Arista Networks, targeting a price of $85. 
Options are a riskier asset compared to just trading the stock, but they have higher profit potential. Serious options traders manage this risk by educating themselves daily, scaling in and out of trades, following more than one indicator, and following the markets closely.
If you want to stay updated on the latest options trades for Arista Networks, <a href="https://www.benzinga.com/pro/">Benzinga Pro</a> gives you real-time options trades alerts.

Markets

A Closer Look at Arista Networks's Options Market Dynamics

Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) has outperformed the market over the past 10 years by 26.62% on an annualized basis producing an average annual return of 37.8%. Currently, Arista Networks has a market capitalization of $129.97 billion. 
Buying $100 In ANET: If an investor had bought $100 of ANET stock 10 years ago, it would be worth $2,493.44 today based on a price of $103.06 for ANET at the time of writing.
<h3>Arista Networks's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1740092414_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

News

Trading Ideas

If You Invested $100 In This Stock 10 Years Ago, You Would Have This Much Today

All three major U.S. indices are red in Wednesday's midday trading as investors weighed President Donald Trump's proposed tariffs on auto imports, pharmaceuticals and semiconductors. An official announcement is<a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43807804/us-stocks-likely-to-open-lower-following-fresh-records-from-previous-session-expert-says-dont-be-scared-of-new-highs"> expected as soon as April 2.&nbsp;</a>
Markets are anticipating the release of the most recent FOMC minutes later in the trading day which will give further insight into the Federal Reserve's policy outlook. The Fed held interest rates steady at its last meeting and has signaled it is in no hurry to lower rates.&nbsp;
Natural gas futures were up 5%, closing in on a two-year high, as extreme <a href="https://www.benzinga.com/general/travel/25/02/43814828/life-threatening-cold-air-snow-brings-travel-delays-higher-heating-costs">cold temperatures</a> across the U.S. drove higher heating demand and froze oil and gas wells, disrupting production. Adding to the pressure on prices are record-level gas flows to LNG export plants. The United States Natural Gas Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNG#NYSE">UNG</a>) ETF was up more than 5% midday Wednesday.&nbsp;
Read Next: <a href="https://www.benzinga.com/general/travel/25/02/43814828/life-threatening-cold-air-snow-brings-travel-delays-higher-heating-costs">&#8216;Life-Threatening&#8217; Cold Air, Snow Brings Travel Delays, Higher Heating Costs</a>
The yield on the 10-year US Treasury note held above 4.5% on Wednesday after Trump issued new tariff threats which fueled inflation concerns. The iShares 20+ Year Treasury Bond ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TLT#NASDAQ">TLT</a>) rose 0.03% to $88.13.&nbsp;
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose to above the $96,000 level as crypto markets recovered some of Tuesday's losses.&nbsp;
<h2 class="wp-block-heading">Wednesday&#8217;s Performance In Major US Indices, ETFs</h2>
<figure class="wp-block-table"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1 day % chg.</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,037.70</td>
<td>-0.02%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>6,132.74</td>
<td>0.05%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>44,465.91</td>
<td>-0.2%</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,284.05</td>
<td>0.28%</td>
</tr>
</tbody>
</table>
</figure>
According to Benzinga Pro data:
<ul>
<li>The SPDR S&amp;P 500 ETF Trust (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) inched up 0.05% to $611.78</li>
<li>The SPDR Dow Jones Industrial Average (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>) was down 0.17% at $445.16. </li>
<li>The tech-heavy Invesco QQQ Trust Series (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) was flat at $539.41. </li>
<li>The iShares Russell 2000 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) fell 0.4% to $226.31.</li>
<li>The Consumer Discretionary Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLY#NYSE">XLY</a>) dipped 0.38% to $225.52. </li>
<li>The Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) rose 1.36% to $92.54. </li>
</ul>
<h2 class="wp-block-heading">Wednesday's Stock Movers:&nbsp;</h2>
Shares of EV truck maker Nikola Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/NKLA#NASDAQ">NKLA</a>) plummeted after the <a href="https://www.benzinga.com/news/asset-sales/25/02/43811409/nikola-files-for-bankruptcy-seeks-auction-for-sale-of-its-assets">company filed</a> for Chapter 11 bankruptcy, seeking to auction its assets while continuing limited operations through March 2025. Another small EV company, Mullen Automotive, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MULN#NASDAQ">MULN</a>), shares are down after the company reported significant losses in its fourth-quarter earnings release before the opening bell.&nbsp;
Stocks reacting to company earnings reports included:&nbsp;
<ul>
<li>Devon Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>)&nbsp;</li>
<li>Bumble, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BMBL#NASDAQ">BMBL</a>)&nbsp;</li>
<li>Shift4 Payments, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FOUR#NYSE">FOUR</a>)&nbsp;</li>
<li>Cadence Design Systems, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CDNS#NASDAQ">CDNS</a>)</li>
<li>Medifast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MED#NYSE">MED</a>)&nbsp;</li>
<li>Appian Corp. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APPN#NASDAQ">APPN</a>)&nbsp;</li>
<li>Arista Networks, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NASDAQ">ANET</a>)&nbsp;</li>
<li>SolarEdge Technologies, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/SEDG#NASDAQ">SEDG</a>)&nbsp;</li>
<li>Global-E Online Ltd. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GLBE#NASDAQ">GLBE</a>)&nbsp;</li>
<li>Garmin Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GRMN#NYSE">GRMN</a>)&nbsp;</li>
</ul>
Companies reporting after Wednesday's closing bell include:&nbsp;
<ul>
<li>Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>)&nbsp;</li>
<li>Toast, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TOST#NYSE">TOST</a>)&nbsp;</li>
<li>The Cheesecake Factory Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CAKE#NASDAQ">CAKE</a>)&nbsp;</li>
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Trump Calls For More Tariffs, Federal Reserve Minutes On Deck: What's Driving Markets Wednesday?

Shares of Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) were trading lower on Wednesday, despite the company reporting <a href="https://www.benzinga.com/news/earnings/25/02/43797762/arista-networks-q4-earnings-revenue-beat-eps-beat-strong-guidance-and-more">upbeat fourth-quarter results</a>.
The results came in amid an <a href="https://www.benzinga.com/earnings">exciting earnings season</a>. Here are some key analyst takeaways.
Piper Sandler On Arista Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5a09e167efacff00012b1912/james-fish">Analyst James Fish</a> reiterated a Neutral rating while lifting the price target from $106 to $108.
Arista Networks reported sales of $1.93 billion, up 25% year-on-year and beating Street expectations by 1.5%, Fish said in a note. The upside was driven by Services, while product billings decelerated to 20%, he added.
CATs (Cloud &amp; AI Titans) represented 48% of full-year revenues, the analyst stated. "Expectations have been coming down post-DeepSeek and competitor reports, but valuation still leaves us on the sidelines as we prefer other infrastructure names at this point," he further wrote.
Check out <a href="https://www.benzinga.com/analyst-stock-ratings">other analyst stock ratings</a>.
Needham On Arista Networks
<a href="https://www.benzinga.com/analyst-stock-ratings/analyst/5bab9cad211e200001963493/ryan-koontz">Analyst Ryan Koontz</a> reaffirmed a Buy rating and price target of $145.
Arista Networks delivered "another strong quarter," with outperformance across the board and operating margins remaining above 46% for the sixth consecutive quarter, Koontz said. Revenues generated by the company's Cloud Titan segment, which now includes Oracle Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ORC#NYSE">ORC</a>), grew by 33% year-on-year, he added.
Although management raised their full-year revenue growth guidance to 17%, it was below consensus of 19.4%, the analyst stated. "While networking spend is likely decreasing as a % of total cloud capex, we are confident a major win at Google is included in its AI backend wins," he further wrote.
ANET Price Action: Shares of Arista Networks had declined by 6.05% to $104.41 at the time of publication on Wednesday.
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Arista Networks Analysts Evaluate 25% Q4 Growth Against Lower-Than-Expected Annual Guidance

Arista Networks shares are trading lower. The company reported Q4 financial results.

Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) shares are trading lower Wednesday after the company reported fourth-quarter financial results. Here&#8217;s what <a href="https://www.benzinga.com/pressreleases/25/02/b43796929/arista-networks-inc-reports-fourth-quarter-and-year-end-2024-financial-results">you need to know</a>.
<ul>
<li>Q4 Revenue: $1.93 billion, versus estimates of $1.9 billion</li>
</ul>
<ul>
<li>Q4 EPS: 65 cents, versus estimates of 57 cents</li>
</ul>
Total revenue was up 25.3% on a year-over-year basis and up 6.6% compared to the prior quarter. Gross margin was 63.8% in the fourth quarter.&nbsp;
Arista said operating cash flow increased 95% year-over-year further strengthening the company's balance sheet. Arista plans to use cash flow to continue investing in strategic initiatives including the AI and Campus markets. The company ended the period with approximately $2.76 billion in cash and cash equivalents.
"2024 was a remarkable year of momentum resulting in a record&nbsp;$7 billion&nbsp;in revenue. I am so proud of the team's execution in delivering the ultimate combination of superior growth and profitability. We continued to innovate for our customers with best-of-breed platforms enabling AI for networking and networking for AI," said&nbsp;Jayshree Ullal, chairperson and CEO of Arista Networks.
See Also: <a href="https://www.benzinga.com/25/02/43806703/mark-zuckerbergs-meta-platforms-dips-below-short-term-average-as-it-snaps-20-day-winning-run">Meta Stock Dips Below Short-Term Average As Mark Zuckerberg-Led Tech Giant Snaps 20-Day Winning Streak</a>
Outlook:&nbsp;Arista Networks sees first-quarter revenue in the range of $1.93 billion to $1.97 billion versus estimates of $1.91 billion, according to&nbsp;<a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. The company expects first-quarter gross margin of approximately 63%.
Analyst Changes: 
<ul>
<li>Barclays analyst Tim Long maintained an <a href="https://www.benzinga.com/analyst-stock-ratings">Overweight</a> and raised the price target from&nbsp;$125&nbsp;to&nbsp;$126.</li>
</ul>
<ul>
<li>Goldman Sachs analyst Michael Ng maintained a Buy and raised the price target from&nbsp;$135&nbsp;to&nbsp;$145.</li>
</ul>
<ul>
<li>Needham analyst Ryan Koontz reiterated a Buy and maintained a $145&nbsp;price target.</li>
</ul>
<ul>
<li>Citigroup analyst Atif Malik maintained a Buy and raised the price target from&nbsp;$115&nbsp;to&nbsp;$121.</li>
</ul>
<ul>
<li>Rosenblatt analyst Mike Genovese maintained a Sell and raised the price target from&nbsp;$80&nbsp;to&nbsp;$85.</li>
</ul>
ANET Price Action: <a href="http://benzinga.com/quote/anet" target="_blank" rel="noreferrer noopener">Arista Networks shares</a> were down 6.45% at $103.90 at the time of publication Wednesday, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>.
This illustration was generated using artificial intelligence via Midjourney.

Arista Networks Stock Is Trading Lower Wednesday: What's Going On?

UBS analyst David Vogt maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Neutral and raises the price target from $106 to $112.

UBS Maintains Neutral on Arista Networks, Raises Price Target to $112

Wells Fargo analyst Aaron Rakers maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Overweight and raises the price target from $115 to $125.

Wells Fargo Maintains Overweight on Arista Networks, Raises Price Target to $125

Piper Sandler analyst James Fish reiterates Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Neutral and raises the price target from $106 to $108.

Piper Sandler Reiterates Neutral on Arista Networks, Raises Price Target to $108

Rosenblatt analyst Mike Genovese maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Sell and raises the price target from $80 to $85.

Rosenblatt Maintains Sell on Arista Networks, Raises Price Target to $85

Citigroup analyst Atif Malik maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and raises the price target from $115 to $121.

Citigroup Maintains Buy on Arista Networks, Raises Price Target to $121

Needham analyst Ryan Koontz reiterates Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and maintains $145 price target.

Needham Reiterates Buy on Arista Networks, Maintains $145 Price Target

Goldman Sachs analyst Michael Ng maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Buy and raises the price target from $135 to $145.

Goldman Sachs Maintains Buy on Arista Networks, Raises Price Target to $145

Barclays analyst Tim Long maintains Arista Networks (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) with a Overweight and raises the price target from $125 to $126.

Barclays Maintains Overweight on Arista Networks, Raises Price Target to $126

Major U.S. indices closed higher on Tuesday, with the Nasdaq gaining 0.07% to 20,041.26 and the S&amp;P 500 edging up 0.2% to 6,129.58. The Dow Jones Industrial Average inched up 0.02% to 44,556.34.
These are the top stocks that gained the attention of retail traders and investors throughout the day.
Palantir Technologies Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PLTR#NASDAQ">PLTR</a>)
Palantir Technologies saw a rise of 4.58%, closing at $124.62. The stock hit an intraday high of $125 and a low of $118.43, with a 52-week range between $15.67 and $125. U.S. Rep. Marjorie Taylor Greene (R-Ga.) <a href="https://www.benzinga.com/25/02/43796040/marjorie-taylor-greene-discloses-new-stock-trades-palantir-purchase">disclosed purchasing Palantir shares</a>, sparking discussions about potential conflicts of interest due to her political connections.
Intel Corporation&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/INTC#NASDAQ">INTC</a>)
Intel Corporation shares surged 16.06% to close at $27.39, reaching a high of $27.55 and a low of $24.49. Its 52-week range is $18.51 to $46.63. The stock climbed after reports that Broadcom and TSMC are <a href="https://www.benzinga.com/trading-ideas/movers/25/02/43793256/intel-shares-are-surging-today-whats-going-on">considering acquiring parts</a> of Intel&#8217;s operations, including chip design and manufacturing facilities.
Arista Networks, Inc.&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>)
Arista Networks rose 3.92%, closing at $111.06, with an intraday high of $112.12 and a low of $108.25. The stock&#8217;s 52-week range is $60.08 to $133.57. The increase came after the company reported <a href="https://www.benzinga.com/news/earnings/25/02/43797762/arista-networks-q4-earnings-revenue-beat-eps-beat-strong-guidance-and-more">fourth-quarter financial results</a>. Revenue came in at $1.93 billion beating analyst estimates while adjusted earnings per share of 65 cents also exceeded expectations. 
Occidental Petroleum Corporation&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OXY#NYSE">OXY</a>)
Occidental Petroleum shares edged up 1.62% to $48.84, with a high of $49.14 and a low of $47.91. The stock&#8217;s 52-week range is $45.17 to $71.19. The company reported&nbsp;<a href="https://www.benzinga.com/25/02/43799173/occidental-petroleum-q4">mixed fourth-quarter results</a>, with earnings beating expectations but revenues falling short.
Tesla, Inc.&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/TSLA#NASDAQ">TSLA</a>)
Tesla shares dipped 0.49%, closing at $354.11. The stock hit an intraday high of $359.10 and a low of $350.02, with a 52-week range of $138.8 to $488.54. A <a href="https://www.benzinga.com/analyst-ratings/analyst-color/25/02/43774671/tesla-bull-advises-ev-giant-investors-to-limit-emotion-tied-to-the-product-i-love-starbucks-but-i-wouldnt-own-sbux-stock">fund manager advised</a> investors to remain analytical about Tesla&#8217;s stock, emphasizing the importance of discipline over emotional attachment to the brand.
Image via Shutterstock
Prepare for the day&#8217;s trading <a href="https://editorial.benzinga.com/wp-admin/Premarket%20Movers%20&amp;%20News">with top premarket movers and news</a> by Benzinga.
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This story was generated using <a href="https://www.benzinga.com/author/benzinga-neuro">Benzinga Neuro</a> and edited by <a href="https://www.benzinga.com/author/shivdeep-dhaliwal" target="_blank" rel="noreferrer noopener">Shivdeep Dhaliwal</a>

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Palantir, Intel, Arista, Occidental, And Tesla: Why Are These 5 Stocks On Investors' Radars Today

Arista Networks Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ANET#NYSE">ANET</a>) reported fourth-quarter financial results after the market close on Tuesday. Here&#8217;s a look at the key metrics <a href="https://www.benzinga.com/pressreleases/25/02/b43796929/arista-networks-inc-reports-fourth-quarter-and-year-end-2024-financial-results">from the quarter</a>.
Q4 Earnings: Arista Networks reported fourth-quarter revenue of $1.93 billion, beating analyst estimates of $1.9 billion. The networking equipment company reported fourth-quarter adjusted earnings of 65 cents per share, beating analyst estimates of 57 cents per share, according to <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Total revenue was up 25.3% on a year-over-year basis and up 6.6% compared to the prior quarter. Gross margin came in at 63.8% in the quarter. 
Arista said operating cash flow increased 95% year-over-year further strengthening the company&#8217;s balance sheet. Arista plans to use cash flow to continue investing in strategic initiatives including the AI and Campus markets. The company ended the period with approximately $2.76 billion in cash and cash equivalents.
&#8220;2024 was a remarkable year of momentum resulting in a record $7 billion in revenue. I am so proud of the team&#8217;s execution in delivering the ultimate combination of superior growth and profitability. We continued to innovate for our customers with best-of-breed platforms enabling AI for networking and networking for AI,&#8221; said Jayshree Ullal, chairperson and CEO of Arista Networks.
See Also: <a href="https://www.benzinga.com/trading-ideas/long-ideas/25/02/43795095/viking-bails-on-apple-tesla-and-trims-nvidia-is-this-a-big-tech-rethink">Viking Bails On Apple, Tesla And Trims Nvidia: Is This A Big Tech Rethink?</a>
Guidance: Arista Networks expects first-quarter revenue in the range of $1.93 billion to $1.97 billion versus estimates of $1.91 billion, according to <a href="http://pro.benzinga.com/" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>. The company anticipates first-quarter gross margin of approximately 63%.
Arista Networks executives will further discuss the quarter on a conference call set for 4:30 p.m. ET.
ANET Price Action: <a href="http://benzinga.com/quote/anet">Arista Networks shares</a> were up 2.65% after hours, trading at $113.98 at the time of publication Tuesday, per <a href="http://pro.benzinga.com">Benzinga Pro</a>.
Photo: Shutterstock.

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Date	Put/Call	Strike Price	Exp Date	DTE	Trade Vol	Day Vol	Vol / OI	OI	Trade Type	Sentiment
11:30 AMFeb 19, 2025	CALL	$122.50	Jan 15, 2027	691	306	300	131	234	SWEEP	BULLISH
01:11 PMFeb 18, 2025	PUT	$110.00	Jun 20, 2025	117	731	650	26	2846	TRADE	NEUTRAL