Arista Networks Stock Soars on AI Hype – NVIDIA Rivalry Raises Eyebrows
Arista Networks shares have climbed 59% year-over-year, trading near $140 as of Oct. 15, 2025, on strong AI data-center demand. Q2 revenue rose 30% to $2.205 billion, with EPS of $0.73, beating estimates. The stock slipped 2–3% after NVIDIA announced new AI networking products for Meta and Oracle, raising competition fears. Analysts remain bullish, with an average 12-month target of $168.