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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
143.990
Open
142.650
VWAP
141.45
Vol
20.37M
Mkt Cap
178.52B
Low
138.600
Amount
2.88B
EV/EBITDA(TTM)
39.22
Total Shares
1.26B
EV
166.16B
EV/OCF(TTM)
30.64
P/S(TTM)
18.61
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)
2026-05-05
20:00:00
AMD Stock Rises 15% to Record High
select
2026-05-05
16:10:00
Arista Networks Q1 Revenue Reaches $2.71B
select
2026-05-05
16:10:00
Sees Q2 Revenue Approximately $2.8B
select

News

Fool
9.5
05-08Fool
PinnedArista Networks Faces Supply Constraints Impacting Margins
  • Strong Performance with Caution: Arista Networks reported a 25% year-over-year revenue increase to $2.71 billion in Q1, surpassing the $2.6 billion forecast, with adjusted EPS rising 32% to $0.87; however, management warned that supply constraints could impact future revenue growth and gross margins.
  • Margin Compression: The gross margin contracted by 180 basis points to 61.9% in Q1, while the adjusted gross margin fell 170 basis points to 62.4%, primarily due to rising costs from shortages of data center components, a situation expected to persist into 2027.
  • Customer Concentration Risk: With Microsoft accounting for 26% and Meta for 16% of last year's revenue, Arista's heavy reliance on large customers makes it difficult to pass on cost pressures, leading management to anticipate continued gross margin pressure.
  • Upgraded Full-Year Revenue Outlook: Despite challenges, Arista raised its 2023 revenue growth forecast from 25% to 27.7%, now expecting $11.5 billion, driven by AI fabric sales projected to reach $3.5 billion, indicating the company's growth potential in the AI sector.
Yahoo Finance
6.5
05-09Yahoo Finance
Jim Cramer Discusses Dell Technologies' AI Investment Potential
  • AI Investment Focus: Jim Cramer highlighted Dell Technologies during his show, emphasizing its crucial role in AI infrastructure as a provider of servers and storage systems, showcasing its strategic position in the rapidly evolving AI market.
  • Market Opportunities: Cramer noted that while Dell has potential in the AI sector, he believes other AI stocks may offer greater upside potential and lower downside risk, reflecting a diversified view on investment opportunities in the market.
  • Industry Competition: Dell competes with companies like Vertiv, Corning, and Arista in the AI infrastructure space, indicating its collaborative relationships in networking equipment and cooling solutions, which enhance its market competitiveness.
  • Investment Advice: Cramer expressed regret over missing out on Dell stock, hinting at its potential for future growth and encouraging investors to monitor the company's performance in the AI sector, despite the presence of other more attractive investment options.
Yahoo Finance
2.0
05-09Yahoo Finance
Analysis of Arista Networks Stock Decline Reasons
  • Significant Stock Drop: Arista Networks' stock fell 13.6% today, despite beating earnings estimates, as the failure to raise future guidance is seen as a critical blow in a tech-driven market, undermining investor confidence.
  • Demand-Supply Imbalance: While market demand remains strong, the company faces supply constraints expected to last one to two years, creating a high-quality problem that still pressures stock prices.
  • Leadership Confidence: Under CEO Jayshree Ullal's leadership, Arista Networks has consistently performed well, and analysts are optimistic about her ability to resolve supply issues, which could help restore market confidence.
  • Investor Strategy Shift: Despite short-term challenges, Jim Cramer suggests investors consider buying during the stock's downturn, believing that the current price reflects market fears that may prove unfounded, indicating potential for a rebound.
Yahoo Finance
9.5
05-09Yahoo Finance
Arista Networks: Strong AI Exposure Drives Growth Potential
  • Significant Revenue Growth: Arista Networks reported a total revenue of $2.709 billion for Q1 of fiscal 2026, reflecting a robust 35.1% year-over-year increase, which underscores the company's strong performance amid dynamic macroeconomic and supply chain conditions, further solidifying its market position in AI.
  • Enhanced Profitability: The company reported a non-GAAP EPS of $0.87, indicating that Arista is maintaining a rigorous focus on the bottom line while achieving high-quality growth, reflecting effective cost control and operational efficiency.
  • Optimistic Outlook: CFO Chantelle Breithaupt raised the fiscal 2026 revenue growth outlook to 27.7%, projecting total revenue of approximately $11.5 billion, while increasing the AI fabrics target from $3.25 billion to $3.5 billion, demonstrating confidence in the demand for AI solutions.
  • Positive Analyst Ratings: Piper Sandler raised Arista's price target to $181, maintaining an Overweight rating, emphasizing its strong customer base in inference-based use cases, including hyperscalers and large enterprises, indicating significant growth potential ahead.
Fool
9.5
05-08Fool
Arista Networks Shares Surge 40.7% Amid AI Product Launch
  • Stock Performance: Arista Networks' shares surged 40.7% in April, reaching an all-time high, primarily driven by market recovery and positive investor sentiment towards its newly launched AI product line.
  • Analyst Rating Upgrade: Rosenblatt analyst Mike Genovese upgraded Arista to a buy rating with a price target of $180, highlighting the company's close relationships with Microsoft and Meta as key factors for early technology adoption.
  • Technological Innovation: The introduction of Arista's eXtra-dense Pluggable Optics (XPO) technology, which offers 8 times the bandwidth and reduces server requirements by 75%, addresses the needs of high-throughput AI data centers, showcasing its industry leadership.
  • Financial Performance: Arista reported first-quarter revenue of $2.7 billion, a 35% year-over-year increase, with expectations for AI-related sales to double to $3.25 billion in the next year; despite a stock drop due to earnings not meeting expectations, the company demonstrates strong growth potential.
NASDAQ.COM
9.5
05-08NASDAQ.COM
Arista Networks Stock Surges 40.7% Amid AI Hardware Launch
  • Stock Performance: Arista Networks saw its stock surge 40.7% in April, reaching an all-time high, driven primarily by positive investor sentiment towards its newly launched AI hardware product line and aided by a broader market recovery.
  • Analyst Rating Upgrade: Rosenblatt analyst upgraded Arista to a buy rating with a price target of $180, highlighting the company's close relationships with Microsoft and Meta, who are expected to be early adopters of the new technology.
  • Strong Financial Results: Arista reported first-quarter revenue of $2.7 billion, a 35% year-over-year increase, with adjusted earnings per share of $0.87, and anticipates AI-related sales to more than double to $3.25 billion over the next year, indicating robust growth potential.
  • Optimistic Market Outlook: Despite a pullback in stock price following strong earnings, analysts remain bullish, with 93% rating it a buy or strong buy, and an average price target of $187 implies a 32% upside, reflecting confidence in the company's future growth.
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
Barclays
NULL -> Overweight
maintain
$184 -> $195
AI Analysis
2026-05-07
New
Reason
Barclays
Price Target
$184 -> $195
AI Analysis
2026-05-07
New
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on Arista Networks to $195 from $184 and keeps an Overweight rating on the shares.
UBS
David Vogt
Buy
maintain
$177 -> $187
2026-05-06
New
Reason
UBS
David Vogt
Price Target
$177 -> $187
2026-05-06
New
maintain
Buy
Reason
UBS analyst David Vogt raised the firm's price target on Arista Networks to $187 from $177 and keeps a Buy rating on the shares.
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 48.78, compared to its 5-year average forward P/E of 34.17. 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
34.17
Current PE
48.78
Overvalued PE
42.43
Undervalued PE
25.91

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
24.94
Current EV/EBITDA
28.53
Overvalued EV/EBITDA
31.68
Undervalued EV/EBITDA
18.20

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
11.52
Current PS
12.55
Overvalued PS
14.99
Undervalued PS
8.05

Financials

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Whales Holding ANET

D
Davidson Kempner Capital Management LP
Holding
ANET
+100.96%
3M Return
T
The Glenmede Trust Company, National Association
Holding
ANET
+61.87%
3M Return
S
Schroder Investment Management Limited
Holding
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+57.33%
3M Return
P
Polar Capital Holdings Plc
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ANET
+33.30%
3M Return
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Frequently Asked Questions

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

The current price of ANET is 141.77 USD — it has increased 0.01

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 2.71B USD, increased 35.13

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 0.80 USD, increased 25.00

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

Arista Networks Inc (ANET) has 5115 emplpoyees as of May 10 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 178.52B USD.