Jim Cramer on Arista Networks: "You're Getting a Terrific Quarter for Free"

Arista Networks Inc (NYSE:ANET) is one of the stocks Jim Cramer Recently Discussed. Cramer discussed the company’s earnings during the episode, as he said:

Two weeks ago, we got this really fantastic quarter from Arista Networks. [The] networking equipment company has become one of the big winners of the data center era. They’re the default Ethernet backbone for most of the hyperscalers, connecting massive clusters of chips and servers. When Arista reported, these guys delivered a healthy top and bottom line beat with management raising their full-year forecast… Even though the stock initially popped in response to these numbers, it’s given up all those gains. In other words, you’re getting a terrific quarter for free. Only way I can look at it.

Arista Networks Inc (NYSE:ANET) sells cloud-based networking solutions and related software for data center, AI, and enterprise operations. In addition, it provides network services, support, and hardware solutions. A caller inquired about the stock during the episode aired on October 27, 2025. The Mad Money host replied:

Don’t touch Arista. Don’t touch Arista. That one, that’s a beast. That’s a beast that’s going higher. $200 billion, Jayshree Ullal, I don’t talk enough about what an amazing CEO she is. That stock goes higher.

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