ANET Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Arista's strategic positioning in AI and cloud markets bolsters long-term growth prospects, supported by strong earnings and robust customer base expansion.




Bearish Case: Ongoing stock underperformance and high volatility coupled with potential market saturation and competitive pressures pose significant risks.




Potential Outcomes:

1. Revenue growth drives stock increase (60%).

2. Stock stagnation due to bearish sentiment (30%).

3. Volatility spikes around earnings (10%).




Trading Oracle: Consider Bullish Short Volatility strategy. With ANET’s current high implied volatility, capturing premium through put options could exploit market dissonance. The flat term structure suggests favorable edge with decreasing uncertainty.



April 05, 2025


Arista Networks Forecast

ANET        Arista Networks











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