ANET

Over the past six months, Arista Networks' stock (ANET) has experienced significant positive movement, increasing by 38.70% to $207.35 as of October 2, 2026, from $149.50 on October 6, 2025. The stock showed an 11.34% increase in the past month and a 48.49% increase over the last 12 months, with a year-to-date return of 64.54%. Key events include strong Q2 2026 earnings with revenues over $3 billion and diluted EPS of $1.02, surpassing guidance. Management subsequently raised full-year 2026 revenue guidance to $12.6 billion, driven by exceptional AI infrastructure demand and supply chain improvements. ANET is seen as a key beneficiary of the AI infrastructure boom, with growing Ethernet demand from large cloud customers. Shares underwent a 4-1 split on December 4th, 2024. The company's Board of Directors approved a $1.5 billion stock repurchase plan on May 6th, 2025. Additionally, CEO Jayshree Ullal sold 96,992 shares for approximately $21.1 million on October 10, 2026, under a pre-arranged Rule 10b5-1 plan.