New York, January 9, 2026, 21:14 EST — Market closed.
- Arista Networks shares slipped 0.7% Friday, underperforming the wider tech sector’s gains.
- The stock fell sharply on Thursday, moving further away from its recent high.
- Coming next: U.S. CPI on Jan. 13, followed by Arista’s earnings on Feb. 16.
Arista Networks, Inc. shares slipped 0.7% to close at $122.89 on Friday, while the Invesco QQQ Trust ETF gained 1.0%. The drop puts Arista firmly in focus as Monday’s trading approaches.
Arista’s stock slipped 4.89% Thursday, sitting roughly 25% below its 52-week peak, according to MarketWatch data. The company, which brands itself as a “client-to-cloud” networking provider for AI, data centers, and campuses, has become a key indicator for data-center networking spending linked to AI buildouts—a sector known for swift shifts in hardware stocks. (MarketWatch)
Rate bets are factoring in the latest data. U.S. payrolls increased by 50,000 in December, missing the 60,000 forecast, while the unemployment rate ticked down to 4.4%, according to a Reuters report; “it gives the Fed the ability to cut rates,” said Adam Sarhan, CEO of 50 Park Investments. (Reuters)
Analysts are pushing the spotlight back onto demand. “The market is not accurately reflecting” AI infrastructure demand in 2026 and 2027 estimates for Arista, UBS analyst David Vogt said in a note cited by MarketWatch. (MarketWatch)
Peers ended Friday on a mixed note. Cisco Systems dipped 0.1%, Ciena surged 2.5%, while Nvidia remained mostly flat.
Traders are eyeing the week’s lows on the chart. Arista’s shares ranged from $121.90 to $124.83 on Friday, after hitting $122.81 the previous day, according to StockAnalysis.com data. (StockAnalysis)
Arista’s next major event is its earnings release, set for Feb. 16 after market close. Analysts expect an EPS of $0.76, according to TipRanks. (TipRanks)
But the risk is clear: the stock already factors in a lot of positive news. If hyperscalers — major cloud providers running massive data centers — start delaying orders or if competition intensifies, guidance could take a hit and volatility could stay elevated.
Before Arista’s earnings, markets face a key macro update Tuesday. The Labor Department is set to release December’s U.S. consumer price index at 8:30 a.m. ET on Jan. 13.
