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 Surges 8.7% as Analysts Spotlight AI Networking Edge and Undervaluation
- Analysts highlight Arista's leadership in high-bandwidth, low-latency networking via Etherlink and 7800 platforms, positioning it to capture more AI data center revenue.
- Stock deemed 20.5% undervalued at recent close of $129.83, hinging on robust AI adoption and resilient profitability amid hyperscaler demand.
- Recent 8.7% single-session gain reflects strength in cloud networking, with Q4 earnings expectations of $0.75 EPS and $2.37B revenue signaling solid growth trajectory.
ServiceNow surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.
Arista Networks Surges 8.7% as Analysts Spotlight AI Networking Edge and Undervaluation
- Analysts highlight Arista's leadership in high-bandwidth, low-latency networking via Etherlink and 7800 platforms, positioning it to capture more AI data center revenue.
- Stock deemed 20.5% undervalued at recent close of $129.83, hinging on robust AI adoption and resilient profitability amid hyperscaler demand.
- Recent 8.7% single-session gain reflects strength in cloud networking, with Q4 earnings expectations of $0.75 EPS and $2.37B revenue signaling solid growth trajectory.
ServiceNow surges on AI agent push and OpenAI tie-up, fueling enterprise workflow momentum.
- Revamped global Partner Program launches unified 2026 investments to supercharge AI agent innovation, drawing over 1,000 partners into a fast-growing ecosystem.
- Deeper OpenAI partnership enables agentic AI in enterprise workflows, enhancing product edge and signaling robust AI demand.
- Shares jumped 2.6% to $128.56 then hit $133 amid positive analyst nods like BTIG's buy reaffirmation, even as some trim targets.
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.
Related Market Insights
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce's £15bn Agentforce 360 investment fuels massive growth in AI infrastructure. Discover key stocks like NVIDIA & Snowflake with Nemo's thematic basket.
Aimee Silverwood | Financial Analyst
October 14, 2025
Related Market Insights
AI Infrastructure Stocks: Will Agentforce Drive Growth?
Salesforce's £15bn Agentforce 360 investment fuels massive growth in AI infrastructure. Discover key stocks like NVIDIA & Snowflake with Nemo's thematic basket.
Aimee Silverwood | Financial Analyst
October 14, 2025
Arista Networks (ANET) Next Earnings Date
Arista Networks (ANET) is scheduled to report its next earnings on Thursday, February 12, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This date was officially announced by the company on January 15, 2026. The release is expected after market close, consistent with historical patterns.
ServiceNow (NOW) Next Earnings Date
ServiceNow's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
Arista Networks (ANET) Next Earnings Date
Arista Networks (ANET) is scheduled to report its next earnings on Thursday, February 12, 2026, covering the Q4 2025 fiscal quarter ending December 2025. This date was officially announced by the company on January 15, 2026. The release is expected after market close, consistent with historical patterns.
ServiceNow (NOW) Next Earnings Date
ServiceNow's next earnings date is January 28, 2026, when the company will release its Q4 and full-year 2025 financial results after market close. This follows the pattern of late-January reporting observed in prior years. Investors should monitor for the conference call to discuss performance and outlook.
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
Explore BasketBuy ANET or NOW in Nemo
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Comparisons
Arista Networks vs Intel
Arista Networks vs Intel
Arista Networks vs PDD Holdings
Arista Networks vs PDD Holdings
Arista Networks vs Lam Research
Arista Networks vs Lam Research