Tom Nash on Arista (ANET): the quotes, dated.
3 dated quotes about Arista stock (ANET), selected by reviewing all 66 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 on this page has been checked against the video by a person.
- ANET close, 2026-09-16
- $197.54
- Price since the first forecast, Jan 6, 2026
- +49.0%
- S&P 500 (SPY), same period
- +9.6%
- vs the S&P 500
- +39.4 pp
- Latest stance, Jul 20, 2026
- Named as a pick
- Mentions found
- 19 across 66 videos
The short version
Tom Nash's selected Arista Networks comments focus on AI data-center networking. In January 2026 he expects operating income to grow substantially over the following years. In May he says the earlier share-price rise does not make the opportunity too late, urging viewers to consider the business rather than past gains. In July he again identifies Arista as a company on his top-stocks list. That list is a set of public ideas; these excerpts do not establish a personal position or realized trading returns.
Written by the They Said Buy editorial team from the videos linked on this page. Last reviewed .
What Tom Nash said last · Jul 20, 2026
Named as a pick
“Now, Arista Networks is a company I actually added to my top stocks list a few years ago.”
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 3 of 3 quotes · Stock ahead of SPY: 3 of 3
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 · 2025-08-12 → 2026-09-16 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $137 |
| 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 |
| 2026-09-16 | $198 |
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 · 2025-08-12 → 2026-09-16 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-08-29 | $137 |
| 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 |
| 2026-09-16 | $198 |
What Tom Nash said, when
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.
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.
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.
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. “Since” compares that close with the latest close on 2026-09-16. 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: 66 of 66 videos published since 2025-09-10 reviewed; 19 Arista Networks mentions found. Data generated 2026-09-17.