Earnings Edge

Earnings Edge

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Adding Arista to the Long List of Overheated Names - $ANET 2Q'25 Consensus Earnings Preview

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Consensus Media
Aug 05, 2025
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Arista has never traded north of 42x forward earnings into a print with a positive next day reaction (they traded +0.8% in response in 2015 at 41x). Arista swings into earnings tomorrow at 45x forward and with the largest relative outperformance going back years:

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