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Zacks Investment Ideas feature highlights: Arista Networks, Apple and Applied Industrial Technologies

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For Immediate Release

Chicago, IL – May 19, 2025– Today, Zacks Investment Ideas feature highlights Arista Networks (ANET - Free Report) , Apple (AAPL - Free Report) and Applied Industrial Technologies (AIT - Free Report) .

Stock Buyback Bonanza: 3 Companies Scooping Up Shares

There are many ways that companies can keep shareholders happy, whether that be through robust financial performance or consistent dividend payouts, just for a few simple examples.

Companies can also demonstrate a shareholder-friendly nature through share repurchase programs, also commonly known as stock buybacks.

Several companies, including Arista Networks, Apple and Applied Industrial Technologies, recently unveiled fresh buybacks. Let's take a closer look at the benefits and the announcements of each.

Benefits of Stock Buybacks

Stock buybacks, also known as share repurchase programs, are commonly deployed by companies to boost shareholder value.

A stock buyback occurs when a company purchases outstanding shares of its stock. In its simplest form, buybacks represent companies essentially re-investing in themselves. Reducing the number of outstanding shares can boost earnings per share (EPS), also helping to put a floor under shares, reflective of consistent buying pressure.

Still, it's worth mentioning that buybacks can sometimes bring out critics, as some believe the cash could be better deployed elsewhere, such as R&D. Nonetheless, buybacks are generally a net positive for shareholders, particularly those of mature companies with a much smaller growth runway.

ANET Benefits from AI

Arista Networks' latest set of quarterly results beat our consensus EPS and sales estimates handily, with revenue of $2.0 billion showing nearly 30% growth year-over-year. The company's sales growth has been fueled by the AI frenzy, as the company is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus, and routing environments.

The stock also sports a favorable Zacks Rank #2 (Buy), with EPS expectations increasing across the board. Arista Networks unveiled an additional $1.5 billion repurchase program in the release.

Apple Unveils Massive Stock Buyback

Down 15% year-to-date, Apple shares have struggled in 2025, underperforming relative to the S&P 500 in a big way and driven lower by initial tariff headlines. Shares faced pressure as a result, but the recent de-escalation announcement between the US and China has brought back positivity.

Apple unveiled a massive $100 billion additional repurchase program in its latest quarterly report, putting some of its cash to work. The earnings outlook for the tech titan remains under pressure, with analysts taking their EPS expectations lower across the board over recent months.

The evolving EPS outlook of Apple is certainly going to be interesting, particularly so amid all the back-and-forth news we've received concerning tariffs and other economic developments. It's worth remembering that the company is no longer the growth machine it used to be, with EPS forecasted to climb 6% on 3% higher sales in its current fiscal year.

AIT Generates Serious Cash

Applied Industrial Technologies exceeded both our consensus EPS and sales estimates, with EPS growing 4% YoY on the back of a 2% sales increase. The company's cash-generating abilities saw a notable boost throughout its latest period, with free cash flow of $115 million up 50% YoY.

The cash-generating abilities have allowed the company to sport a shareholder-friendly nature, currently boasting a 5% five-year annualized dividend growth rate. AIT unveiled a new repurchase program to buy up to 1.5 million shares, replacing the prior repurchase plan.

Bottom Line

Companies commonly deploy repurchase programs to boost shareholder value, all of which we've recently seen from these companies listed above.

All three have been aggressively buying shares over recent years, helping put in a floor while also aiding EPS. Though buybacks are criticized by some, they make great sense for mature companies with little growth left to squeeze.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.


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Apple Inc. (AAPL) - free report >>

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Arista Networks, Inc. (ANET) - free report >>

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