NEW YORK, Jan 26, 2026, 15:51 EST — Regular session
Arista Networks shares jumped roughly 5% Monday, pushing the stock close to last week’s peak as investors swung back into tech ahead of a packed slate of market events. The stock climbed 5.4% to $143.70, hitting an intraday high of $146.40.
U.S. stocks edged higher ahead of key tech earnings and the Federal Reserve’s policy announcement on Wednesday, fueling a tug-of-war around megacap and AI-focused names that’s been playing out for weeks. “Communications and technology sectors are performing strongly today,” noted Chris Zaccarelli, chief investment officer at Northlight Asset Management. Chris Larkin from E*Trade added that Wednesday’s Fed decision “will likely keep politics in the headlines.” (Reuters)
This hits home for Arista since traders frequently use the network gear maker as a gauge for data-center demand. When doubts arise over AI spending translating into profits, cloud buildout suppliers can see sharp moves—often without any new company updates.
Options activity pushed Arista into focus for some traders early on. TheFly, cited by TipRanks, highlighted Arista as a notable gainer among liquid option names; these stock options allow investors to place leveraged bets on the stock’s next move. (TipRanks)
Arista’s upcoming key event is its quarterly earnings report. The company plans to publish results for the quarter ending Dec. 31 after the U.S. market closes on Feb. 12 and will hold a conference call that same day. (Arista Networks)
As the report approaches, investors seem set to zero in less on the recent quarter and more on the outlook for 2026 demand. They’ll also be looking for updates on order trends linked to AI clusters, along with signs that enterprise clients might be delaying refresh cycles.
Competition is fierce in high-speed switching and routing, with Arista up against major rivals and deep-pocketed challengers. If customers start dual-sourcing more or delay orders into future quarters, the stock’s outlook could shift fast.
One risk for bulls: Arista’s valuation already reflects strong execution, leaving little room for error. High-multiple infrastructure stocks can easily tank on even minor setbacks. Add a hawkish Fed surprise or disappointing big-tech guidance this week, and the broader “AI trade” could come under pressure, pulling suppliers down as well.
For now, the tape is calling the shots. Traders are set to eye the Fed on Wednesday for hints about the rate path, then shift focus to Arista’s Feb. 12 report and conference call for a clearer picture of demand.
