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ANET Overview

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ET
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ET
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Intellectia

Loading chart...

High
137.675
Open
130.405
VWAP
134.88
Vol
6.71M
Mkt Cap
172.36B
Low
129.790
Amount
905.73M
EV/EBITDA(TTM)
41.14
Total Shares
1.26B
EV
161.62B
EV/OCF(TTM)
36.97
P/S(TTM)
19.43
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.
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Events Timeline

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News

stocktwits
7.5
04:10 AMstocktwits
HPE Networking Equipment Less Affected by Memory Market Disruptions
  • Strong Demand for Networking: HPE's Networking segment revenue surged 152% to $2.7 billion last quarter, indicating robust demand amid an accelerated data center buildout, which solidifies HPE's leadership position in the market.
  • Reduced Memory Market Impact: HPE CEO Antonio Ner highlighted that networking equipment has a significantly smaller portion of memory in its bill of materials, making it less susceptible to pressures from soaring memory prices, thus providing a competitive edge for the company.
  • AI Server Segment Under Pressure: Despite the strong performance in networking, HPE's core AI server segment faces challenges, with memory and storage costs comprising over 50% of traditional server material costs, a trend expected to continue, potentially impacting overall profitability.
  • Shift in Market Sentiment: Following the quarterly results release, investor sentiment on Stocktwits for HPE shifted from 'neutral' to 'extremely bullish,' with message volume surging by 1,400%, reflecting optimistic expectations for HPE's future performance.
CNBC
8.5
03-09CNBC
Microsoft Launches AI-Enhanced Office, Prices Up 65%
  • Product Upgrade and Pricing: Microsoft has launched the Microsoft 365 E7 subscription at $99 per user per month, a 65% increase from the $60 E5 subscription, aimed at attracting enterprise users to adopt its Copilot AI add-on, thereby boosting overall revenue.
  • AI Investment Returns: The company has invested over $100 billion in data center infrastructure over the past year, particularly in Nvidia chips to support AI model operations, with AI product sales being a crucial way to demonstrate returns on this investment, expected to drive future profit growth.
  • New Feature Release: Copilot Cowork will be introduced as a research preview, designed to handle multi-step tasks such as sending scheduled emails and preparing meeting documents, which is anticipated to further drive the adoption of Copilot and enhance user productivity.
  • Market Expansion Potential: Analysts note that the launch of the E7 subscription will encourage more organizations to upgrade to E5, with Microsoft’s 365 commercial products and cloud services representing 30% of total revenue in the December quarter, indicating strong growth potential in the market.
CNBC
8.5
03-09CNBC
Nscale Raises $2 Billion to Accelerate AI Infrastructure Development
  • Massive Funding Round: Nscale announced it has raised $2 billion at a valuation of $14.6 billion, with the Series C led by Aker ASA and 8090 Industries, reflecting strong market confidence in AI infrastructure.
  • Strong Investor Lineup: The funding round attracted notable investors including Nvidia, Dell, and Lenovo, indicating significant support from industry giants for Nscale's future development.
  • Accelerating Infrastructure Development: The fresh capital will accelerate Nscale's development of vertically integrated AI infrastructure across Europe, North America, and Asia, covering GPU compute, networking, data services, and orchestration software to meet growing market demands.
  • Broad Market Outlook: Nscale CEO Josh Payne emphasized that the AI boom is driving the largest infrastructure buildout in human history, positioning Nscale to lay the foundation for the future superintelligence market, signaling immense commercial potential.
Fool
6.5
03-07Fool
Disciplined Growth Investors Reduces Stake in InterDigital
  • Stake Reduction Impact: Disciplined Growth Investors disclosed a reduction of 181,788 shares in InterDigital (IDCC) in its February 17, 2026 SEC filing, bringing its total holdings to 609,153 shares valued at $193.94 million, indicating a cautious outlook on the company's future performance.
  • Weight Decline: This reduction decreased InterDigital's weight in the fund's 13F AUM from 4.947% to 3.71%, reflecting a reassessment of the company's growth potential by investors, which may impact market confidence in the stock.
  • Strong Market Performance: As of February 17, 2026, InterDigital's share price stood at $366.42, marking a 70.3% increase over the past year and outperforming the S&P 500 by 60.81 percentage points, showcasing its robust competitiveness in the wireless technology sector.
  • Patent Revenue Model: InterDigital focuses on patent licensing in wireless technology, holding approximately 27,500 related patents, and as demand for wireless connectivity expands, its high-margin business model is likely to continue attracting investor interest, particularly in applications within smart devices and IoT.
NASDAQ.COM
6.5
03-07NASDAQ.COM
Disciplined Growth Investors Reduces InterDigital Stake
  • Share Reduction Details: Disciplined Growth Investors sold 181,788 shares of InterDigital, with an estimated transaction value of $64.27 million, resulting in a decline of $79.11 million in position value, reflecting the impact of trading and stock price movements.
  • Position Weight Change: This reduction lowered InterDigital's weight in the fund's 13F reportable AUM to 3.71%, down from 4.947% in the previous quarter, indicating a diminished relative importance of this stock within the fund.
  • Stock Performance: As of February 17, 2026, InterDigital's stock price stood at $366.42, marking a 70.3% increase over the past year, significantly outperforming the S&P 500 by 60.81 percentage points, showcasing its strong market performance.
  • Business Model Analysis: InterDigital focuses on R&D and patent licensing in wireless technology, with a high-margin business model reliant on long-term licensing agreements with device manufacturers, where future revenues will be influenced by the renewal of major contracts, prompting investors to consider the embedding of its technologies in next-generation connected devices.
CNBC
6.5
03-06CNBC
Morgan Stanley Tech Conference Highlights AI Transformation
  • AI's Impact on Business Strategy: David Chen from Morgan Stanley highlighted that enterprise software companies face significant threats from AI, particularly those relying on public data, as evidenced by a staggering $1 trillion market cap loss in just one week, indicating turmoil and restructuring within the industry.
  • Shift in Leadership Preferences: In the context of AI reshaping the business landscape, boards are increasingly favoring product-oriented CEOs over traditional sales and marketing leaders to better address the backend transformation needs required for AI integration.
  • Restructuring of Enterprise Software Winners: Chen predicts a rebalancing of winners and losers in the enterprise software market, with cybersecurity standing out due to its competitive moat characteristics and being a clear beneficiary of AI, making it a focal point for investors.
  • Infrastructure Spending Outlook: Regarding infrastructure spending in 2027, Chen indicated it would likely remain at similar levels, suggesting that the AI capital expenditure cycle from hyperscalers may be nearing its peak, reflecting the industry's maturity in AI development.
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
Evercore ISI
Outperform
maintain
$200
AI Analysis
2026-02-24
Reason
Evercore ISI
Price Target
$200
AI Analysis
2026-02-24
maintain
Outperform
Reason
Evercore ISI reiterated an Outperform rating and $200 price target on Arista Networks (ANET) after it was announced that AMD (AMD) and Meta (META) had extended their partnership to a 6GW DC deployment. The firm told investors that this is a sizable positive for Arista Networks given their ability to ramp up share higher in AMD clusters compared to Nvidia (NVDA). Evercore added that as compute spend gets diversified, it works to the advantage of Arista and that it remains a "unique beneficiary" from model builders investing to scale up their networking infrastructure.
JPMorgan
Overweight
maintain
$175 -> $190
2026-02-13
Reason
JPMorgan
Price Target
$175 -> $190
2026-02-13
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Arista Networks to $190 from $175 and keeps an Overweight rating on the shares. The company raised its full-year revenue growth guidance materially due to momentum in its leverage to the AI investment cycle, the analyst tells investors in a research note. The firm says the momentum across Arista's hyperscaler customers is supporting higher confidence in AI networking revenue for the year.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ANET
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Valuation Metrics

The current forward P/E ratio for Arista Networks Inc (ANET.N) is 41.71, compared to its 5-year average forward P/E of 33.07. 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
33.07
Current PE
41.71
Overvalued PE
40.69
Undervalued PE
25.45

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
24.40
Current EV/EBITDA
32.22
Overvalued EV/EBITDA
31.19
Undervalued EV/EBITDA
17.60

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
11.32
Current PS
16.24
Overvalued PS
14.87
Undervalued PS
7.76

Financials

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Whales Holding ANET

M
Meitav Investment House Ltd
Holding
ANET
+22.93%
3M Return
E
Eleva Capital S.A.S.
Holding
ANET
+17.72%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
ANET
+15.44%
3M Return
P
Polar Capital Holdings Plc
Holding
ANET
+13.48%
3M Return
O
Old Mutual Investment Group South Africa (Pty) Limited
Holding
ANET
+12.97%
3M Return
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PDT Partners, LLC
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ANET
+10.95%
3M Return

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Frequently Asked Questions

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

The current price of ANET is 137.17 USD — it has increased 3.22

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 March 10 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 172.36B USD.