New York, Jan 26, 2026, 20:08 (EST) — Market closed.
- Arista Networks shares jumped 5.4% Monday, closing at $143.72.
- Investors are gearing up for a Fed decision alongside a busy week of mega-cap tech earnings.
- Arista will release its quarterly earnings after the market closes on Feb. 12.
Arista Networks saw its shares climb $7.40, or 5.4%, closing at $143.72 on Monday. That push values the data-center networking company at roughly $183 billion. The stock fluctuated between $135.55 and $146.40 during the session, with around 10.7 million shares changing hands, per market data.
U.S. stocks pushed higher as investors looked ahead to a packed week for interest rates and Big Tech earnings, searching for proof that heavy AI investments are starting to pay off. “Communications and technology sectors are performing strongly today ahead of earnings from many major companies,” said Chris Zaccarelli, chief investment officer at Northlight Asset Management. (Reuters)
Arista has a near-term trigger lined up. It plans to release Q4 results for the period ended Dec. 31 after U.S. markets close on Feb. 12, followed by a conference call at 4:30 p.m. ET. The company also noted that executives will appear at investor conferences in late February and early March. (Arista Networks)
Sentiment on the tech fueling AI has been all over the place, yet Monday’s market found a boost from renewed data center spending. Nvidia announced a $2 billion investment in cloud infrastructure company CoreWeave. CoreWeave CEO Michael Intrator called the deeper partnership a clear sign of “the strength of demand we are seeing across our customer base.” (Reuters)
Arista designs high-speed Ethernet switches and software for major AI and cloud data-center networks, while expanding into campus and routing equipment. CEO Jayshree Ullal positions the firm as a client-to-cloud networking provider, catering to customers ramping up AI-focused infrastructure. (Reuters)
The company moves alongside other networking and data-center suppliers, where investors swiftly punish any sign of a slowdown or shift in the AI build-out. Discussions around pricing, product cycles, and who’s capturing wallet share can send these stocks into sharp moves.
That said, the setup works both ways. Infrastructure stocks with high multiples often falter when rates rise, and this week’s Fed remarks plus mega-cap earnings could quickly shift sentiment—especially if investors pick up on “spend discipline” rather than “build-out.”
Tuesday’s session will focus on the Fed meeting, a batch of large-cap tech earnings, and any signals on AI spending. Arista’s key date is Feb. 12, when it releases results after the close.
