Jim Cramer’s Hottest AI Stock Picks: Top 5 Stocks

4. Arista Networks, Inc. (NYSE:ANET)

Number of Hedge Fund Holdings in Q4 2024: 78

Number of Hedge Fund Holdings in Q4 2025: 91

Performance Since Cramer’s Remarks: 37.7%

Date/Month of Cramer’s Remarks: February 19th, 2025

Arista Networks, Inc. (NYSE:ANET) is a computer hardware company that offers products such as data center switches, routers, and networking services to AI infrastructure companies. Its shares are up by 59% over the past year and by 37% since Cramer discussed them in his morning appearance on February 19th. Arista Networks, Inc. (NYSE:ANET) has been one of the CNBC TV host’s favorite stocks as he has repeatedly praised its CEO over the past year. Since he commented, the stock has mostly been on an upward trajectory except on some occasions. For instance, Arista Networks, Inc. (NYSE:ANET)’s shares closed 8.6% lower on November 5th, the day after the firm reported its third-quarter earnings report. The shares dipped even though the firm’s $2.31 billion in revenue and $0.75 in EPS beat analyst estimates of $2.27 billion and $0.71. They also dipped in February after NVIDIA and Meta announced a network switch deal. However, Arista Networks, Inc. (NYSE:ANET) rose in the same month after the firm’s fourth quarter earnings revenue of $2.49 billion and adjusted earnings of $0.82 beat analyst estimates. In his 2025 remarks, Cramer lavished praise on Arista Networks, Inc. (NYSE:ANET) and its CEO:

“This company is graded at a level of, it’s unbelievable. There’s, she’s held to a standard that is ridiculous, and in the end, she just delivers, and delivers, and delivers. Watch her tonight, I’ve known Jayshree for years. She is a hitter and you bet against her, you know what kind of letter I send? The invitation to your funeral.”