---
title: "Jim Cramer: Arista Is ‘Terrific,’ Also Likes This Consumer Cyclical Stock"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294207013.md"
description: "Jim Cramer favors Ross Stores (ROST) and Arista Networks (ANET) on CNBC's Mad Money. He highlights ROST's strong Q1 earnings, beating estimates with $2.02 EPS and raised FY26 guidance. Cramer calls ANET 'terrific,' noting its diversification beyond data centers, supported by a Needham price target hike to $200. Conversely, he views Hims & Hers Health as controversial, preferring Eli Lilly."
datetime: "2026-07-29T12:12:59.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294207013.md)
  - [en](https://longbridge.com/en/news/294207013.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294207013.md)
generator: "portal-rs"
---

# Jim Cramer: Arista Is ‘Terrific,’ Also Likes This Consumer Cyclical Stock

On CNBC’s “Mad Money Lightning Round,” **Jim Cramer** said he likes **Ross Stores, Inc.** (NASDAQ:ROST).

On the earnings front, Ross Stores, on May 21, reported better-than-expected first-quarter financial results and raised its FY26 GAAP EPS guidance above estimates.

Ross Stores reported quarterly earnings of $2.02 per share which beat the analyst consensus estimate of $1.68 per share. The company reported quarterly sales of $6.010 billion which beat the analyst consensus estimate of $5.567 billion.

Cramer said **Hims & Hers Health, Inc.** (NYSE:HIMS) is a “controversial” stock and he prefers to just own **Eli Lilly and Company** (NYSE:LLY).

According to recent news, a Food and Drug Administration advisory panel voted on July 23 to place the BPC-157 peptide on an allowed pharmacy compounding list.

**Arista Networks, Inc.** (NYSE:ANET) is “terrific,” Cramer said. “I really like Arista, and Arista is not dependent entirely on the data center. It’s got a lot of things going for it.”

Lending support to his choice, Needham analyst Ryan Koontz maintained Arista at a Buy rating on July 22 and raised the price target from $185 to $200.

**Price Action:**

-   Hims & Hers Health shares fell 3% to settle at $29.32 on Tuesday.
-   Arista shares slipped 0.6% to close at $169.71 during the session.
-   Ross Stores shares gained 3.2% to settle at $251.03 on Tuesday.

*Photo via Shutterstock*

### Related Stocks

- [LLY.US](https://longbridge.com/en/quote/LLY.US.md)
- [ANET.US](https://longbridge.com/en/quote/ANET.US.md)
- [ROST.US](https://longbridge.com/en/quote/ROST.US.md)
- [HIMS.US](https://longbridge.com/en/quote/HIMS.US.md)
- [HIMZ.US](https://longbridge.com/en/quote/HIMZ.US.md)
- [ELIS.US](https://longbridge.com/en/quote/ELIS.US.md)
- [LLYZ.US](https://longbridge.com/en/quote/LLYZ.US.md)
- [ANEL.US](https://longbridge.com/en/quote/ANEL.US.md)
- [HIMY.US](https://longbridge.com/en/quote/HIMY.US.md)
- [LLYX.US](https://longbridge.com/en/quote/LLYX.US.md)
- [ELIL.US](https://longbridge.com/en/quote/ELIL.US.md)
- [HIYY.US](https://longbridge.com/en/quote/HIYY.US.md)

## Related News & Research

- [Benjamin Edwards Inc. Has $34.94 Million Stake in Eli Lilly and Company $LLY](https://longbridge.com/en/news/298002862.md)
- [Eli Lilly's Taltz-Zepbound Combo Shows Encouraging Results At Week 52](https://longbridge.com/en/news/297510647.md)
- [Arista Networks (NYSE:ANET) CFO Sells 612 Shares of Stock](https://longbridge.com/en/news/297974162.md)
- [Aspen sees Mounjaro Africa sales above $124 million in 2027](https://longbridge.com/en/news/297915112.md)
- [Arista Networks CFO Chantelle Breithaupt sells 612 shares for $119,411.24](https://longbridge.com/en/news/297965702.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**