13 Best Cloud Stocks to Buy Now

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​8. Arista Networks Inc (NYSE:ANET)

Market Capitalization: $150.60 billion

Analyst Upside Potential: 42.99%

Number of Hedge Fund Holders: 81

​Arista Networks Inc. (NYSE:ANET) is one of the Best Cloud Stocks to Buy Now. Arista Networks Inc. (NYSE:ANET) has been down more than 23.5% since its fiscal Q3 2025 results were announced on November 4. The cautious investor sentiment comes despite the earnings beat.

​During the quarter, revenue grew 27.46% year-over-year to $2.31 billion, surpassing expectations by $41.76 million. Moreover, the EPS of $0.75 also topped estimates by $0.04. Management attributed revenue growth to a robust performance in the product segment. The share price fell despite the strong performance as the company signaled modest growth for fiscal Q4 2025. Management anticipates fourth quarter revenue in the range of $2.3 billion to $2.4 billion.

​Wall Street has had a mixed opinion on the stock since its release. On November 10, Mizuho Securities raised the price target on Arista Networks Inc (NYSE:ANET) from $172 to $176 and reiterated a Buy rating. However, on the same day, Hans Engel from Erste Group downgraded the stock from Buy to Hold, without disclosing any price targets.

​Analyst Engel said in a research note that the company is working on building a cross-vendor ecosystem that will integrate AI networks with computing infrastructure. Engel noted that this creates high revenue growth opportunities in the medium term, however, at a slowing pace. Moreover, he also suggests that the operating margins of the company are expected to dip slightly next year.

​Arista Networks Inc. (NYSE:ANET) is a technology company that provides data-driven networking solutions for large data centers, campus environments, and cloud computing.

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