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ANET Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
165.280
Open
162.235
VWAP
163.33
Vol
8.22M
Mkt Cap
206.79B
Low
160.470
Amount
1.34B
EV/EBITDA(TTM)
48.76
Total Shares
1.26B
EV
191.57B
EV/OCF(TTM)
43.82
P/S(TTM)
22.81
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. Its platform is its Extensible Operating System (EOS), a modernized publish-subscribe state-sharing networking operating system. Its portfolio of products, services and technologies is grouped into various categories: Core (Data Center, Cloud and AI Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Network (Software and Services). It offers product portfolios of data-driven, high-speed, cloud and data center Ethernet switches. Its Cognitive Adjacencies include Cognitive Campus Switching, Cloud-Grade Routing and WAN Routing. Its software and services are based on subscription-based models and include various offerings: CloudVision, Arista A-Care Services, CloudEOS and others.
Show More

Events Timeline

(ET)
2026-04-07
16:30:00
Major U.S. Indices Close Mostly Unchanged
select
2026-04-07
12:10:00
Major Averages Decline as Oil Prices Surpass $117
select

News

CNBC
9.5
04-16CNBC
U.S. Stocks Edge Up as PepsiCo and TSMC Shine
  • PepsiCo's Quarter Performance: PepsiCo achieved its first volume growth in North American food business in two years, with CEO Ramon Laguarta addressing the industry's threat from GLP-1 weight-loss drugs, leading to a 1% rise in shares, demonstrating the company's resilience and adaptability in a competitive consumer goods market.
  • TSMC Profit Surge: TSMC reported a 58% year-over-year profit increase, despite facing challenges with shortages of industrial gases; management noted a 'little bit softer' memory pricing, indicating ongoing demand and competitive pressures in advanced chip manufacturing that could impact future profitability.
  • J.B. Hunt Transport Services: J.B. Hunt indicated the start of a new cycle with positive demand signals, reporting a first-quarter earnings beat and a 1% premarket share increase, reflecting potential growth opportunities in the transportation sector.
  • Analyst Rating Changes: JPMorgan downgraded Corning to hold and cut its price target from $175 to $115, citing the need for greater earnings visibility to support stock upside, indicating a cautious market outlook on the company's future performance.
seekingalpha
9.5
04-15seekingalpha
Surge in Demand for AI Data Center Components
  • Market Demand Analysis: According to BNP Paribas, companies like Arista Networks, Fabrinet, and Ciena are favored by investors due to the shortage of AI data center components, particularly memory integrated circuits and optical hardware, indicating strong market demand and investment potential.
  • Revenue Forecast Upgrade: BNP Paribas expects the total addressable market for data center switches and transceivers to exceed $140 billion by 2028, reflecting ongoing demand growth for networking hardware, especially in the AI infrastructure sector.
  • Price Trend Predictions: Analysis indicates that DRAM contract average selling prices are expected to rise by 90% quarter-over-quarter in CQ1 and 24% in CQ2, primarily driven by a significant increase in AI server demand, highlighting robust market demand for memory products.
  • HDD Market Dynamics: Seagate anticipates that the adoption of 40TB HAMR technology in the second half of 2026 will drive its margin expansion beyond peers, indicating that HDD supply and demand dynamics will remain stable in the future, further solidifying its market position.
NASDAQ.COM
9.5
04-15NASDAQ.COM
Arista Networks Shows Strong Growth and Positive Outlook
  • Doubling Revenue and Earnings: Arista Networks doubled its revenue from $4.38 billion in 2022 to $9 billion in 2025, with GAAP earnings per share increasing from $1.07 to $2.75, showcasing the company's robust growth potential in the AI infrastructure sector.
  • Sustained Growth Expectations: The company is projected to grow sales by 25% in FY26 and 20% in FY27, driven by a surge in AI spending, further solidifying its leadership position in the market.
  • Technological Innovation and Market Demand: Arista launched the “R4 series platforms,” enhancing performance for AI data centers and meeting the demand for efficient data transfer, indicating the company's ongoing commitment to technological innovation.
  • Strong Financial Position: With $10.7 billion in cash and negligible debt, Arista demonstrates financial robustness, providing a solid foundation for future expansion and investment opportunities.
Fool
7.5
04-14Fool
Arista Networks Continues to Benefit from Data Center Demand
  • Strong Market Demand: Arista Networks continues to benefit from the sustained demand for data centers, leading to a 1.55% increase in stock price as of the afternoon of April 11, 2026, indicating strong market confidence in its products.
  • Stable Stock Performance: As of April 11, 2026, Arista Networks' stock has shown impressive performance, reflecting investor optimism regarding the company's future growth potential, particularly in the data center sector.
  • Positive Industry Outlook: With the global increase in demand for data processing and storage, Arista Networks is further solidifying its market position, expected to continue benefiting from this trend and driving future revenue growth.
  • Innovation-Driven Growth: The company's technological innovations in data center solutions enable it to meet the evolving market demands, thereby enhancing its competitiveness in a highly competitive industry.
NASDAQ.COM
6.5
04-14NASDAQ.COM
Arista Networks Benefits from Data Center Demand
  • Market Demand Growth: Arista Networks continues to benefit from the sustained growth in data center demand, which is expected to drive future revenue and market share increases, particularly as applications in cloud computing and AI become more prevalent.
  • Investment Recommendation Analysis: Despite Arista's strong performance in the data center sector, it was not included in the current top ten recommended stocks by The Motley Fool Stock Advisor analyst team, indicating a cautious market sentiment regarding its future performance.
  • Historical Return Comparison: Compared to previously recommended stocks like Netflix and Nvidia, which achieved returns of 556,335% and 1,160,572% respectively, the market's strong preference for high-growth stocks may impact Arista's investment appeal.
  • Investor Community Engagement: By joining The Motley Fool's investment community, investors can access the latest top ten stock recommendations; although Arista Networks did not make the list, its significance in data center technology remains noteworthy.
NASDAQ.COM
6.0
04-10NASDAQ.COM
Analyst Raises Arista Stock Price Target
  • Sales Growth Outlook: Analysts predict Arista will achieve a 40% year-over-year sales growth over the next two years, providing strong confidence for investors and potentially driving further stock price increases.
  • Stock Price Uptrend: Arista's shares continued to rise after a 4.9% increase last week, with a 15.7% gain from last Friday's close to Thursday's market session, indicating strong buying interest in the stock.
  • Price Target Increase: Analyst Mike Genovese from Rosenblatt raised Arista's price target from $165 to $180, implying an upside of nearly 43% based on the current price of $126.25, reflecting confidence in the company's future performance.
  • New Product Success Expectations: The analyst expresses optimism about the success of Arista's newly launched XPO liquid-cooled optics module, believing that key partnerships with Anthropic and Google will further drive revenue growth and solidify its market position in AI networking.
Wall Street analysts forecast ANET stock price to rise
10 Analyst Rating
Wall Street analysts forecast ANET stock price to rise
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 0.000
sliders
Low
159.00
Averages
172.88
High
200.00
Current: 0.000
sliders
Low
159.00
Averages
172.88
High
200.00
JPMorgan
NULL
to
Overweight
maintain
$190 -> $200
AI Analysis
2026-04-16
New
Reason
JPMorgan
Price Target
$190 -> $200
AI Analysis
2026-04-16
New
maintain
NULL
to
Overweight
Reason
JPMorgan raised the firm's price target on Arista Networks to $200 from $190 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the hardware and networking group as part of a Q1 preview. JPMorgan expects AI infrastructure investments across server, switches, copper interconnects and optical to drive upside to AI-levered suppliers in Q1. JPMorgan downgraded four names and opened "positive catalyst watches'" on CDW and Seagate.
Rosenblatt
Neutral
to
Buy
upgrade
$180
2026-04-07
Reason
Rosenblatt
Price Target
$180
2026-04-07
upgrade
Neutral
to
Buy
Reason
Rosenblatt upgraded Arista Networks to Buy from Neutral with an $180 price target.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ANET
Unlock Now

Valuation Metrics

The current forward P/E ratio for Arista Networks Inc (ANET.N) is 45.45, compared to its 5-year average forward P/E of 33.97. For a more detailed relative valuation and DCF analysis to assess Arista Networks Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
33.97
Current PE
45.45
Overvalued PE
42.10
Undervalued PE
25.84

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
24.76
Current EV/EBITDA
34.43
Overvalued EV/EBITDA
31.42
Undervalued EV/EBITDA
18.09

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
11.44
Current PS
14.62
Overvalued PS
14.90
Undervalued PS
7.98

Financials

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Whales Holding ANET

D
Davidson Kempner Capital Management LP
Holding
ANET
+111.65%
3M Return
F
First Trust Advisors L.P.
Holding
ANET
+82.72%
3M Return
O
ODDO BHF Asset Management SAS
Holding
ANET
+76.31%
3M Return
S
Schroder Investment Management Limited
Holding
ANET
+60.90%
3M Return
T
The Glenmede Trust Company, National Association
Holding
ANET
+59.95%
3M Return
A
Arrowstreet Capital, Limited Partnership
Holding
ANET
+52.18%
3M Return

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Frequently Asked Questions

What is Arista Networks Inc (ANET) stock price today?

The current price of ANET is 164.23 USD — it has increased 2

What is Arista Networks Inc (ANET)'s business?

Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. Its platform is its Extensible Operating System (EOS), a modernized publish-subscribe state-sharing networking operating system. Its portfolio of products, services and technologies is grouped into various categories: Core (Data Center, Cloud and AI Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Network (Software and Services). It offers product portfolios of data-driven, high-speed, cloud and data center Ethernet switches. Its Cognitive Adjacencies include Cognitive Campus Switching, Cloud-Grade Routing and WAN Routing. Its software and services are based on subscription-based models and include various offerings: CloudVision, Arista A-Care Services, CloudEOS and others.

What is the price predicton of ANET Stock?

Wall Street analysts forecast ANET stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ANET is172.88 USD with a low forecast of 159.00 USD and a high forecast of 200.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Arista Networks Inc (ANET)'s revenue for the last quarter?

Arista Networks Inc revenue for the last quarter amounts to 2.49B USD, increased 28.87

What is Arista Networks Inc (ANET)'s earnings per share (EPS) for the last quarter?

Arista Networks Inc. EPS for the last quarter amounts to 0.75 USD, increased 20.97

How many employees does Arista Networks Inc (ANET). have?

Arista Networks Inc (ANET) has 5115 emplpoyees as of April 20 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 206.79B USD.