Jim Cramer on Arista Networks: “Time to Buy”
Key takeaways
- Jim Cramer on Arista Networks: “Time to Buy” Syeda Seirut Javed Sun, May 10, 2026 at 1:47 AM GMT+7 2 min read ANET Arista Networks Inc.
- Often, we miss these moves because it’s hard to pull the trigger on something when it’s down and out, which is exactly what you have to do.
- It’s not because the demand isn’t there, that would be bad.
Jim Cramer on Arista Networks: “Time to Buy” Syeda Seirut Javed Sun, May 10, 2026 at 1:47 AM GMT+7 2 min read ANET Arista Networks Inc. (NYSE:ANET) is one of the stocks Jim Cramer shared his thoughts on as he discussed Big Tech’s AI spending. Cramer explained why the company’s stock declined, as he stated:
Often, we miss these moves because it’s hard to pull the trigger on something when it’s down and out, which is exactly what you have to do. Look at the incredibly good Arista Networks getting pummeled today. This data center networker has always been in the winner circle under the excellent leadership of Jayshree Ullal. When you dig into why the stock plunged 13.6% today, you find that Arista beat the estimates but failed to raise its forecast, which is, of course, the kiss of death in a tech-driven market. But wait a second. Why didn’t Arista raise the forecast?
Why didn’t anyone look at this? It’s not because the demand isn’t there, that would be bad. It’s because company’s supply constraint. They said the problem could persist for one or two years… That’s a tough one, right? But I think having more demand than you can handle for multiple years is a pretty high-quality problem, especially because I think that Jayshree will solve this. I believe in Jayshree. I think Arista stock now reflects the fears, fears that I bet will prove to be wrong. Time to buy.