Arista Networks Stock Is Booming, Thanks to Cloud Computing, and AI Could Be the Next Growth Catalyst

By Jose Najarro, Nicholas Rossolillo, and Billy Duberstein – Feb 22, 2023 at 7:08AM

NYSE: ANET

Arista Networks

Market Cap

$80B

Today's Change

(5.03%) $12.81

Current Price

$267.58

Price as of April 25, 2024, 3:29 p.m. ET

Three semiconductor investors discuss Arista Networks' Q4 earnings.

In today's video, Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss Arista Networks' (ANET 5.03%) earnings and how it continues to grab market share from Cisco Systems (CSCO -0.13%). Nick is concerned about how long this data center boom can last and whether the valuation is too high. Check out the short video to learn more, consider subscribing, and click the special offer link below.

*Stock prices used were the market prices of Feb. 16, 2023. The video was published on Feb. 18, 2023.

Billy Duberstein has no position in any of the stocks mentioned. Jose Najarro has no position in any of the stocks mentioned. Nicholas Rossolillo has positions in Arista Networks. The Motley Fool has positions in and recommends Arista Networks and Cisco Systems. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.