Tom Nash on Arista (ANET): the quotes, dated.
4 dated quotes about Arista stock (ANET), selected from 74 of the 75 Tom Nash videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with ANET’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- ANET close, 2026-11-02
- $164.14
- Price since the first forecast, Jan 6, 2026
- +23.8%
- S&P 500 (SPY), same period
- +8.7%
- vs the S&P 500
- +15.1 pp
- Latest stance, Oct 19, 2026
- Buying the dip
- Mentions found
- 20 in 14 of 74 videos
The short version
In January 2026 Tom Nash named Arista Networks the third of five stock ideas for 2026, citing its role in AI data-center networking, and said they saw a 2x to 3x rise in operating income in a matter of years. In May 2026, after discussing how much the stock had risen since it joined their top-stocks list, Tom Nash said it was not too late despite the spike and pointed to assessing intrinsic business value and future opportunity. In July 2026 Tom Nash noted having added Arista to their top-stocks list a few years earlier, while describing its role connecting GPUs inside data centers. In October 2026 Tom Nash put Arista third in a list of stocks to buy during a market dip. They noted it was up 342% since being added in 2023 but down 14% over the previous 30 days, and called it the networking backbone of data centers.
Summary of the quotes on this page. Updated .
What Tom Nash said last · Oct 19, 2026
Buying the dip
“Now, the third company on this list, in no particular order, is Arista ANET. It is up 342% since we added it in 2023. Over the past 30 days, it is down 14%.”
Bullish call · Price rose
The price rose since the first bullish quote.
ANET from to . Price movement, not the creator’s realized return.
Price up since 1 of 4 quotes · Stock ahead of SPY: 1 of 4
Leaderboard result: Beat the market (6 months, → ). How it is scored
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ANET · daily close, split-adjusted · 2025-09-29 → 2026-11-02 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $146 |
| 2025-10-31 | $158 |
| 2025-11-28 | $131 |
| 2025-12-31 | $131 |
| 2026-01-30 | $142 |
| 2026-02-27 | $134 |
| 2026-03-31 | $123 |
| 2026-04-30 | $173 |
| 2026-05-29 | $159 |
| 2026-06-30 | $170 |
| 2026-07-31 | $180 |
| 2026-08-31 | $196 |
| 2026-09-30 | $204 |
| 2026-10-30 | $169 |
| 2026-11-02 | $164 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
ANET · daily close, split-adjusted · 2025-09-29 → 2026-11-02 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $146 |
| 2025-10-31 | $158 |
| 2025-11-28 | $131 |
| 2025-12-31 | $131 |
| 2026-01-30 | $142 |
| 2026-02-27 | $134 |
| 2026-03-31 | $123 |
| 2026-04-30 | $173 |
| 2026-05-29 | $159 |
| 2026-06-30 | $170 |
| 2026-07-31 | $180 |
| 2026-08-31 | $196 |
| 2026-09-30 | $204 |
| 2026-10-30 | $169 |
| 2026-11-02 | $164 |
What Tom Nash said, when
- 1
— Named as a pick
8:23 “I see a 2x to a 3x in operating income in a matter of years.”
He names Arista as the third stock in his list of five ideas for 2026, citing its role in AI data-center networking. The two-to-threefold projection concerns operating income over an unspecified number of years, not a stock-price target or a personal holding.
- 2
— Named as a pick
10:35 “It's not too late despite the spike.”
He has just identified Arista and discussed its increase since joining his top-stocks list. He then says to assess intrinsic business value and future opportunity; the claim concerns his current view of the idea, not a new purchase.
- 3
— Named as a pick
14:19 “Now, Arista Networks is a company I actually added to my top stocks list a few years ago.”
He includes Arista in a discussion of AI infrastructure and explains its role connecting GPUs inside data centers. Membership in his top-stocks list is distinct from a disclosure of his personal holdings.
- 4
— Buying the dip
15:48 “Now, the third company on this list, in no particular order, is Arista ANET. It is up 342% since we added it in 2023. Over the past 30 days, it is down 14%.”
In a video presenting a market dip as a buying opportunity and listing seven stocks to buy, Tom Nash named Arista third and described it as the networking backbone of data centers.
No quote added since · 3 later videos from Tom Nash · covers videos through
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How to read this
Quotes are short excerpts from Tom Nash's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is ANET's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-11-02. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 74 of 75 videos published since 2025-09-10 covered; 20 Arista Networks mentions found. Prices as of 2026-11-02.
Independent record — not affiliated with or endorsed by Tom Nash. Request a correction or removal