Arista Networks (ANET) Rallied on Outstanding Revenue Growth

In its third-quarter 2025 capitalist letter, Madison Mid Cap Fund highlighted stocks specified arsenic Arista Networks, Inc. (NYSE:ANET). Arista Networks, Inc. (NYSE:ANET) is simply a exertion institution that engages successful the improvement and organisation of data-driven, client-to-cloud networking solutions. The one-month instrumentality of Arista Networks Inc (NYSE:ANET) was -22.25%, and its shares gained 17.68% of their worth implicit the past 52 weeks. On November 20, 2025, Arista Networks Inc. (NYSE:ANET) banal closed astatine $119.59 per share, with a marketplace capitalization of $150.598 billion.

Madison Mid Cap Fund stated the pursuing regarding Arista Networks Inc (NYSE:ANET) successful its 3rd 4th 2025 capitalist letter:

"Technology stocks continued their precise beardown show successful 3Q, and we participated with Amphenol, Arista Networks Inc (NYSE:ANET), and MKS wrong our portfolio. Amphenol and Arista proceed to astonishment investors with outstanding gross maturation arsenic they capitalize connected the surge successful Al-related information halfway spending. While information halfway maturation is simply a meaningful benefit, we are besides encouraged by the spot successful different areas of these businesses, specified arsenic endeavor for Arista and defence and concern markets for Amphenol."

Arista Networks Inc (NYSE:ANET) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 81 hedge money portfolios held Arista Networks Inc (NYSE:ANET) astatine the extremity of the 2nd quarter, up from 75 successful the erstwhile quarter. In the 3rd 4th of 2025, Arista Networks Inc (NYSE:ANET) reported revenue of $2.3 billion, up 27.5% year-over-year, exceeding expectations. While we admit the imaginable of Arista Networks Inc (NYSE:ANET) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

In another article, we covered Arista Networks Inc (NYSE:ANET) and shared the database of champion fundamentally beardown stocks to buy. In Q3 2025, Baron Technology Fund re-established a presumption successful Arista Networks Inc (NYSE:ANET). In addition, delight cheque retired our hedge money capitalist letters Q3 2025 page for much capitalist letters from hedge funds and different starring investors.