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ANET vs STX
ANET vs STX Stock Comparison: Earnings Recap Q4 2025 vs Q2 2026
Key Takeaways
- Arista Networks (ANET) reported Q4 2025 revenue of $2.49B, up 29% YoY, beating estimates of $2.37-2.39B; non-GAAP EPS $0.82 vs $0.75 expected.
- Seagate Technology (STX) posted fiscal Q2 2026 revenue $2.83B, up 22% YoY, topping $2.75-2.76B consensus; non-GAAP EPS $3.11 vs $2.77-2.84 expected.
- ANET full-year 2025 revenue hit $9B milestone, up 29% YoY, with raised 2026 AI outlook; stock up ~10% post-earnings.
- STX achieved record margins at 42.2% non-GAAP gross, driven by HAMR data center demand; declared $0.74/share dividend.
- Both stocks show AI/data center strength: ANET in networking, STX in storage; ANET P/E ~52, STX ~47.
- Post-earnings, ANET trades ~$143 (+6% intraday), STX ~$414 (-4%); analysts favor both with buy ratings.
Earnings Context and Why This Comparison Matters
Arista Networks' Q4 2025 earnings highlighted explosive AI-driven networking demand, with record $9B annual revenue validating its cloud leadership. Comparing to Seagate Technology, a key storage provider, underscores data center ecosystem dynamics: ANET powers high-speed connectivity, while STX supplies mass-capacity drives amid surging exabyte needs. Both beat estimates handily, but ANET's 29% growth edges STX's 22%, reflecting networking's premium positioning versus storage cyclicality. Investors eye this matchup for AI infrastructure bets, as hyperscalers expand clusters requiring integrated net/storage scale.
ANET Earnings Focus
Arista Networks released Q4 2025 results on February 12, 2026, reporting revenue of $2.488 billion, up 28.9% year-over-year and beating consensus estimates of $2.37-2.39 billion. Non-GAAP diluted EPS reached $0.82, surpassing $0.75 expectations (prior year $0.66), with GAAP EPS at $0.75. Net income hit a quarterly record GAAP $956 million. Non-GAAP gross margin was 63.4%, operating margin 47.5%.
Full-year revenue totaled $9.006 billion, up 28.6% YoY. CEO Jayshree Ullal noted exceeding AI networking and campus goals, shipping 150M cumulative ports. Guidance: Q1 2026 revenue ~$2.6B, non-GAAP gross margin 62-63%, operating ~46%. The stock surged ~10% initially post-release, trading at $142.86 on February 13 amid analyst upgrades.
STX Context and Earnings Relevance
Seagate Technology reported fiscal Q2 2026 (ended January 2, 2026) on January 27, with revenue of $2.83 billion, up 21.5% YoY and 7% QoQ, exceeding $2.73-2.76B estimates. Non-GAAP EPS was $3.11 (GAAP $2.60), topping $2.77-2.84 consensus (prior $2.03). GAAP net income $593 million; non-GAAP gross margin record 42.2%.
CEO Dave Mosley credited HAMR Mozaic ramps and data center durability, with nearline capacity allocated through 2026. Declared $0.74/share dividend. Q3 guidance: $2.90B revenue (±$100M), non-GAAP EPS $3.40 (±$0.20). Shares dipped to $413.61 on February 13 despite beats, after strong YTD gains.
AI Trading Bot Perspective
Tickeron provides AI-driven trading bots for ANET and STX. For ANET, the 15-minute AI Trading Agent delivers results via pattern recognition and momentum signals: view bot performance. STX's 60-minute Corridor TP/SL AI Agent uses volatility corridors with take-profit/stop-loss for precise entries: explore STX bot. These tools offer automated strategies backtested on historical data, aiding short-term trades without emotional bias.
Head-to-Head Earnings and Market Comparison
ANET's Q4 revenue growth (29% YoY) outpaced STX's Q2 (22%), with superior margins (47.5% op. vs STX's implied mid-30s). ANET's EPS multiple reflects premium AI networking valuation; STX offers higher absolute EPS ($3.11) and dividend yield. Growth drivers: ANET's R4 platforms/CLB for AI clusters; STX's HAMR for exabyte storage. Risks: ANET faces supply chain/memory costs; STX cyclical NAND exposure. Industry: Both tied to hyperscale capex, but ANET less commoditized. Sentiment: ANET upgrades post-earnings (avg target $171); STX buy-rated (target $468), YTD +50%.
Tickeron AI Verdict
Tickeron's AI models lean toward ANET for superior earnings quality, 29% growth trajectory, and AI networking stability amid data center builds. STX appeals for value via dividends and HAMR upside, but higher volatility tempers preference. ANET edges on observable trends like record net income and Q1 guide, suggesting ~60% probability of relative outperformance near-term.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is ANET is a StrongBuy and STX is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
ANET’s FA Score shows that 4 FA rating(s) are green whileSTX’s FA Score has 4 green FA rating(s).
- ANET’s FA Score: 4 green, 1 red.
- STX’s FA Score: 4 green, 1 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
ANET’s TA Score shows that 5 TA indicator(s) are bullish while STX’s TA Score has 6 bullish TA indicator(s).
- ANET’s TA Score: 5 bullish, 4 bearish.
- STX’s TA Score: 6 bullish, 4 bearish.
Price Growth
ANET (@Computer Processing Hardware) experienced а +9.76% price change this week, while STX (@Computer Processing Hardware) price change was +5.16% for the same time period.
The average weekly price growth across all stocks in the @Computer Processing Hardware industry was +38.28%. For the same industry, the average monthly price growth was +30.02%, and the average quarterly price growth was -0.80%.
Reported Earning Dates
ANET is expected to report earnings on May 05, 2026.
STX is expected to report earnings on Apr 28, 2026.
Industries' Descriptions
@Computer Processing Hardware (+38.28% weekly)Computer Processing Hardware industry produces central processing unit, monitor, keyboard, computer data storage devices, and graphics card. Business activity and economic growth are potential drivers of this industry – if more businesses are growing or flourishing, so would their investments in computer equipment. Dell Technologies, Inc, Hewlett Packard Enterprise Co., NCR Corporation are key producers of computer processing hardware.
| ANET | STX | ANET / STX | |
| Capitalization | 210B | 121B | 174% |
| EBITDA | 3.93B | 2.74B | 144% |
| Gain YTD | 27.337 | 96.337 | 28% |
| P/E Ratio | 60.67 | 60.99 | 99% |
| Revenue | 9.01B | 10.1B | 89% |
| Total Cash | 10.7B | N/A | - |
| Total Debt | 48M | 4.8B | 1% |
ANET | STX | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 29 | 27 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 94 Overvalued | |
PROFIT vs RISK RATING 1..100 | 20 | 3 | |
SMR RATING 1..100 | 30 | 4 | |
PRICE GROWTH RATING 1..100 | 5 | 1 | |
P/E GROWTH RATING 1..100 | 14 | 4 | |
SEASONALITY SCORE 1..100 | 50 | 85 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
ANET's Valuation (81) in the Computer Communications industry is in the same range as STX (94) in the Computer Peripherals industry. This means that ANET’s stock grew similarly to STX’s over the last 12 months.
STX's Profit vs Risk Rating (3) in the Computer Peripherals industry is in the same range as ANET (20) in the Computer Communications industry. This means that STX’s stock grew similarly to ANET’s over the last 12 months.
STX's SMR Rating (4) in the Computer Peripherals industry is in the same range as ANET (30) in the Computer Communications industry. This means that STX’s stock grew similarly to ANET’s over the last 12 months.
STX's Price Growth Rating (1) in the Computer Peripherals industry is in the same range as ANET (5) in the Computer Communications industry. This means that STX’s stock grew similarly to ANET’s over the last 12 months.
STX's P/E Growth Rating (4) in the Computer Peripherals industry is in the same range as ANET (14) in the Computer Communications industry. This means that STX’s stock grew similarly to ANET’s over the last 12 months.
| ANET | STX | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 76% | 2 days ago 59% |
| Stochastic ODDS (%) | 2 days ago 69% | 2 days ago 65% |
| Momentum ODDS (%) | 2 days ago 86% | 2 days ago 77% |
| MACD ODDS (%) | 2 days ago 83% | 2 days ago 79% |
| TrendWeek ODDS (%) | 2 days ago 80% | 2 days ago 78% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 79% |
| Advances ODDS (%) | 2 days ago 81% | 5 days ago 76% |
| Declines ODDS (%) | 23 days ago 66% | 27 days ago 71% |
| BollingerBands ODDS (%) | 2 days ago 64% | 2 days ago 56% |
| Aroon ODDS (%) | N/A | 2 days ago 86% |
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