Jim Cramer Says Buy Arista Networks on Anet Stock
Jim Cramer said he would buy anet stock ahead of Arista Networks’ upcoming earnings, putting fresh attention on a company he said helps machines in the data center talk to each other. The Mad Money host tied that call to a recent 41% gain over the past three weeks, a move that has already pushed the name into his top 10.
“Oh, you know what? Let me give you two more… I would buy Arista Networks… Two companies that help the machines in the data center talk to each other,” Cramer said on Mad Money while discussing the upcoming earnings. For holders, that kind of on-air endorsement can concentrate attention before results land, especially when the stock has already run hard.
April 20 drove the setup
April 20 is where Cramer’s case started to firm up. He called Arista Networks one of his personal favorites and said it made the top 10 with a 41% gain over the past three weeks. That is not a quiet backdrop going into earnings; it is a fast move that invites traders to decide whether momentum still has room or whether the stock has already priced in too much.
“Next, the only non-semiconductor and non-memory stocks in the top 10 were networking plays… Arista Networks, another major networking play, did make the top 10 with a 41% gain over the past three weeks. Amazing. It’s been an amazing company, amazing stock for many years, a personal favorite of mine… These rallies are all about the move from copper-based networking solutions to fiber optics which are faster and carry less heat. Again, I have some queasiness about the one-way nature of these moves, but this is another place where the shortages and the sold-out nature of these products are all that seem to matter to the buyers, and I don’t blame them because we’ve never seen anything like this. Never.”
Arista’s networking pitch
Arista Networks sells cloud-based networking solutions and related software for data center, AI, and enterprise operations. It also provides network services, support, and hardware solutions. That product mix sits inside the shift Cramer described, where buyers are moving from copper-based networking solutions to fiber optics.
41% in three weeks gives the story a clear complication: this is not a fresh discovery, but a stock that has already moved sharply before the next earnings print. If the company’s results do not match the pace implied by that move, the market can be far less forgiving than the on-air praise suggests.
Cramer’s buy call
“I would buy Arista Networks” is the cleanest tradeable message from the segment, and Cramer said it ahead of earnings rather than after the numbers. That timing matters for anyone deciding whether to chase the move, hold through the report, or wait for a pullback. The stock already sits in a momentum pocket; the earnings release is the next test of whether the rally has room to extend.
