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ANET

Arista Networks Inc
$
141.250
+3.6(2.615%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings
Line
Line
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Candle
Candle
1D
5D
1M
3M
6M
YTD
1Y
5Y
High
141.450
Open
138.545
VWAP
140.48
Vol
7.46M
Mkt Cap
177.53B
Low
138.200
Amount
1.05B
EV/EBITDA(TTM)
48.37
Total Shares
313.36M
EV
168.69B
EV/OCF(TTM)
41.68
P/S(TTM)
22.72
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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Market Estimates

Earnings Estimates
Revenue
YoY Chg
EPS
YoYChg
FY2026Q1
FY2025Q4
FY2025Q3
2.39B
+19.17%
0.737
+13.38%
2.33B
+20.64%
0.727
+11.82%
2.27B
+25.59%
0.717
+19.45%
Estimates Revision
The market is revising Upward the revenue expectations for Arista Networks Inc (ANET) for FY2025, with the revenue forecasts being adjusted by 5.03% over the past three months. During the same period, the stock price has changed by 45.24%.
Revenue Estimates for FY2025
Revise Upward
up Image
+5.03%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
up Image
+10.06%
In Past 3 Month
Stock Price
Go Up
up Image
+45.24%
In Past 3 Month
21 Analyst Rating
down Image
-4.76% Downside
Wall Street analysts forecast ANET stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for ANET is 134.53 USD with a low forecast of 88.00 USD and a high forecast of 160.00  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.
17 Buy
4 Hold
0 Sell
Strong Buy
down Image
-4.76% Downside
Current: 141.250
sliders
Low
88.00
Averages
134.53
High
160.00
Barclays
NULL -> Overweight
maintain
$119 -> $151
2025-08-07
Reason
Barclays raised the firm's price target on Arista Networks to $151 from $119 and keeps an Overweight rating on the shares. The company's Q2 beat put investor concerns to rest, the analyst tells investors in a research note. The firm sees upside to Arista's guidance.
Melius Research
Ben Reitzes
Buy
maintain
$137 -> $160
2025-08-06
Reason
Melius Research analyst Ben Reitzes raised the firm's price target on Arista Networks to $160 from $137 and keeps a Buy rating on the shares.
JPMorgan
Overweight
maintain
$130 -> $150
2025-08-06
Reason
JPMorgan raised the firm's price target on Arista Networks to $150 from $130 and keeps an Overweight rating on the shares following the Q2 report. The firm believes the quarter ends the bear arguments of the company losing market share. Arista's revenue targets were raised to reflect the higher momentum, the analyst tells investors in a research note.
Citi
Atif Malik
Buy
maintain
$123 -> $136
2025-08-06
Reason
Citi analyst Atif Malik raised the firm's price target on Arista Networks to $136 from $123 and keeps a Buy rating on the shares. The company reported upside across the business in the June quarter against high expectations, the analyst tells investors in a research note. The firm upped estimates post the print.
Rosenblatt
Rosenblatt
Neutral
maintain
$106 -> $125
2025-08-06
Reason
Rosenblatt raised the firm's price target on Arista Networks to $125 from $106 and keeps a Neutral rating on the shares. The firm sees an "impressive fundamental story" post the Q2 report but keeps a Neutral rating on due to valuation.
UBS
Buy
maintain
$115 -> $155
2025-08-06
Reason
UBS raised the firm's price target on Arista Networks to $155 from $115 and keeps a Buy rating on the shares. Arista Networks posted a strong quarter, driven by Product revenue of $1.88B as hyperscaler demand outpaced market fears, the analyst tells investors in a research note. The firm says key metrics point to continued strong growth beyond 2025 and into 2026.

Valuation Metrics

The current forward P/E ratio for Arista Networks Inc (ANET.N) is 47.49, compared to its 5-year average forward P/E of 31.41. For a more detailed relative valuation and DCF analysis to assess Arista Networks Inc 's fair value, click here.

Forward PE

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Strongly Overvalued
5Y Average PE
31.41
Current PE
47.49
Overvalued PE
38.45
Undervalued PE
24.37

Forward EV/EBITDA

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Strongly Overvalued
5Y Average EV/EBITDA
22.70
Current EV/EBITDA
36.61
Overvalued EV/EBITDA
29.10
Undervalued EV/EBITDA
16.30

Forward PS

StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
Strongly Overvalued
5Y Average PS
10.41
Current PS
18.12
Overvalued PS
13.61
Undervalued PS
7.21

Financials

Annual
Quarterly
FY2025Q2
YoY :
+30.43%
2.20B
Total Revenue
FY2025Q2
YoY :
+40.97%
986.20M
Operating Profit
FY2025Q2
YoY :
+33.57%
888.80M
Net Income after Tax
FY2025Q2
YoY :
+34.62%
0.70
EPS - Diluted
FY2025Q2
YoY :
+19.30%
1.18B
Free Cash Flow
FY2025Q2
YoY :
+0.52%
65.25
Gross Profit Margin - %
FY2025Q2
YoY :
+16.96%
50.00
FCF Margin - %
FY2025Q2
YoY :
+2.39%
40.31
Net Margin - %
FY2025Q2
YoY :
-2.38%
33.64
ROIC

Trading Trends

Insider
Insiders are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
714.0M
USD
22
3-6
Months
45.4M
USD
13
6-9
Months
75.0M
USD
18
0-12
Months
59.2M
USD
23
Bought
0-3
0
0.0
USD
Months
3-6
0
0.0
USD
Months
6-9
0
0.0
USD
Months
0-12
0
0.0
USD
Months
Hedge Fund
Hedge Funds are Neutral. There are no significant trading trends over the last quarter.
Sold
0-3
Months
57.5K
Volume
1
3-6
Months
896.6K
Volume
5
6-9
Months
1.2M
Volume
10
0-12
Months
0.0
Volume
0
Bought
0-3
0
0.0
Volume
Months
3-6
11
1.3M
Volume
Months
6-9
8
1.8M
Volume
Months
0-12
0
0.0
Volume
Months
Congress Trading
Congress are Neutral. There are no significant trading trends over the last month.
Sold
0-3
Months
558.0K
USD
3
3-6
Months
263.0K
USD
10
6-9
Months
88.5K
USD
8
0-12
Months
175.0K
USD
1
Bought
0-3
0
0.0
USD
Months
3-6
4
81.0K
USD
Months
6-9
5
107.0K
USD
Months
0-12
0
0.0
USD
Months

ANET News & Events

Events Timeline

2025-08-06 (ET)
2025-08-06
09:55:03
Early notable gainers among liquid option names on August 6th
select
2025-08-05 (ET)
2025-08-05
16:29:35
Arista Networks sees Q3 revenue roughly $2.25B, consensus $2.12B
select
2025-08-05
16:29:07
Arista Networks reports Q2 adjusted EPS 73c, consensus 65c
select
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News

3.0
08-10NASDAQ.COM
Guru Fundamental Report for ANET - Martin Zweig
2.0
08-10Benzinga
Shopify, Palantir, And Applovin Are Among Top Large Cap Gainers Last Week (August 4-August 8): Are The Others In Your Portfolio?
6.5
08-09Yahoo Finance
Barclays Bullish on Arista Networks (ANET) After AI Networking Revenue Surge
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FAQ

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The current price of ANET is 141.25 USD — it has increased 2.62 % in the last trading day.

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