Arista Networks vs ServiceNow
Arista Networks vs ServiceNow: this page compares the two companies’ business models, financial performance, and market context in a clear, neutral tone. It presents how each organisation approaches innovation, operations, and competitive positioning, with accessible explanations for readers seeking independent understanding. Educational content, not financial advice.
Arista Networks vs ServiceNow: this page compares the two companies’ business models, financial performance, and market context in a clear, neutral tone. It presents how each organisation approaches i...
Why It's Moving
Arista Networks Outpaces Market Amid Earnings Anticipation
- Stock jumped 2.09% versus broader market gains, reflecting confidence ahead of Q4 results expected to show EPS of $0.75 (up 15%) and revenue of $2.37B (up 23%).
- Annual forecasts point to EPS of $2.88, a 27% rise, underscoring sustained momentum in AI-driven data center solutions.
- Premium valuation at 43.45 forward P/E versus industry 24 signals high expectations for Arista's profitability edge.
ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy
- Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
- Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
- Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.
Arista Networks Outpaces Market Amid Earnings Anticipation
- Stock jumped 2.09% versus broader market gains, reflecting confidence ahead of Q4 results expected to show EPS of $0.75 (up 15%) and revenue of $2.37B (up 23%).
- Annual forecasts point to EPS of $2.88, a 27% rise, underscoring sustained momentum in AI-driven data center solutions.
- Premium valuation at 43.45 forward P/E versus industry 24 signals high expectations for Arista's profitability edge.
ServiceNow Bounces as Oversold Signals Hint at Rebound Amid Institutional Buying Frenzy
- Q4 subscription revenue surged 21% to $3.47 billion, beating expectations, yet shares dropped 11% post-earnings on fears of AI disruption and aggressive spending.
- Stock deeply oversold with RSI at 25, flashing rebound potential, while recent 2.4% gain on high volume underscores building momentum.
- Institutions scooped up over $6 billion in January—4% of market cap—forming a potential floor as FY26 growth outlook tests AI-driven acceleration.
Investment Analysis
Arista Networks
ANET
Pros
- Arista Networks holds a leading market share in high-speed Ethernet switching, benefiting from strong technology leadership and steady share gains since 2004.
- The company demonstrated strong financial performance with 28% year-over-year sales growth to $2.31 billion in Q3 2025 and positive earnings beats.
- Arista Networks boasts a high return on equity (ROE) of 32.3%, reflecting efficient profitability and capital utilisation over recent years.
Considerations
- Arista faces challenges in expanding beyond its core high-speed switching segment, limiting diversification in related networking markets.
- Its reported stock valuation shows a high price-to-earnings ratio (around 41.7) and trades at a premium, indicating potentially stretched valuation.
- Customer concentration risk is notable, with major clients like Microsoft and Meta accounting for roughly three-quarters of sales, potentially impacting revenue stability.
ServiceNow
NOW
Pros
- ServiceNow has a strong market position as a provider of comprehensive workflow automation solutions for digital enterprises worldwide.
- The company maintains a large market capitalization near $195 billion, indicating significant scale and investor confidence.
- ServiceNow's growth drivers include expanding enterprise digital transformation initiatives and increasing adoption of cloud-based automation platforms.
Considerations
- ServiceNow operates in a highly competitive technology market subject to rapid changes and evolving customer demands, posing execution risks.
- The firm's premium valuation level may limit upside potential and increases sensitivity to shifts in growth expectations or economic downturns.
- High dependency on continuous innovation and integration could lead to operational challenges and require sustained investment in R&D.
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Arista Networks (ANET) Next Earnings Date
Arista Networks (ANET) will release its next earnings report for Q4 2025 on Thursday, February 12, 2026, after U.S. markets close. This announcement covers the quarter ended December 31, 2025, as confirmed in the company's official press release. A conference call is expected to follow, providing detailed financial results and outlook.
ServiceNow (NOW) Next Earnings Date
ServiceNow (NOW) reported its Q4 2025 earnings on January 28, 2026, covering the quarter ended December 31, 2025. The next earnings release, for Q1 2026, is expected around late April 2026, consistent with the company's historical pattern of reporting approximately 90 days after quarter-end. Investors should monitor official announcements for the confirmed date.
Arista Networks (ANET) Next Earnings Date
Arista Networks (ANET) will release its next earnings report for Q4 2025 on Thursday, February 12, 2026, after U.S. markets close. This announcement covers the quarter ended December 31, 2025, as confirmed in the company's official press release. A conference call is expected to follow, providing detailed financial results and outlook.
ServiceNow (NOW) Next Earnings Date
ServiceNow (NOW) reported its Q4 2025 earnings on January 28, 2026, covering the quarter ended December 31, 2025. The next earnings release, for Q1 2026, is expected around late April 2026, consistent with the company's historical pattern of reporting approximately 90 days after quarter-end. Investors should monitor official announcements for the confirmed date.
Which Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
Explore BasketWhich Baskets Do They Appear In?
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce has launched Agentforce 360, a new platform for AI-human collaboration, backed by a $15 billion investment to expand its AI innovation. This move creates a significant investment opportunity in the ecosystem of AI technology providers and infrastructure companies that power this new wave of enterprise AI.
Published: October 14, 2025
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