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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
172.000
Open
171.200
VWAP
169.75
Vol
11.13M
Mkt Cap
213.65B
Low
167.585
Amount
1.89B
EV/EBITDA(TTM)
46.10
Total Shares
1.26B
EV
195.33B
EV/OCF(TTM)
36.01
P/S(TTM)
21.65
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. The Company's cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. It offers a robust set of solutions, ranging from modular and fixed-form-factor campus spine switches to Power-over-Ethernet (PoE) leaf switches and Wi-Fi access points, all managed through CloudVision. The Company's network-as-a-service approach empowers customers of all sizes to leverage their data through offerings spanning three categories: Core (AI, Cloud, and Data Center Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Networks (Software and Services).
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Events Timeline

(ET)
2026-05-15
16:20:00
Major Averages Close Broadly Lower as Oil Prices Jump Again
select
2026-05-15
12:00:00
Major Averages Broadly Lower as Tech Stocks Lag
select
2026-05-13 (ET)
2026-05-13
10:30:00
Cisco to Report Q3 Earnings, Price Target Raised to $110
select

News

seekingalpha
6.0
06-18seekingalpha
KeyBanc Raises Arista Networks Price Target to $200 Amid AI Demand
  • Price Target Increase: KeyBanc Capital raised Arista Networks' (ANET) price target from $178 to $200, driven by strong AI demand and catalysts from XPU and inference, indicating a bullish outlook for the company.
  • Stock Price Surge: Following the price target adjustment, Arista's shares rose approximately 3% on Thursday, reflecting investor confidence in the company's growth potential, particularly in AI applications.
  • Revenue Growth Outlook: Analysts project Arista's revenue growth rate to reach around 28% in 2026, suggesting that the current stock price is relatively inexpensive, which highlights market recognition of its long-term growth prospects amid AI inference and XPU scaling.
  • Expanded Market Opportunities: The recent launch of Arista's 1.6T switch is seen as the beginning of a new architecture, expected to be available in Q4 2026 or Q1 2027, which will support its $3.5 billion AI revenue target and further expand its Total Addressable Market (TAM).
seekingalpha
8.5
06-18seekingalpha
Nvidia Becomes Top Data Center Ethernet Switch Vendor for First Time
  • Market Share Surge: According to IDC, Nvidia's revenue in the data center Ethernet switch market soared 192.7% year-over-year to $2.1 billion in Q1 2026, marking its first time as the market leader, reflecting strong demand for AI infrastructure investments and the company's competitive edge in high-performance networking solutions.
  • Product Innovation Drive: Nvidia's Spectrum-X platform has emerged as the preferred network interconnect for large-scale AI training by integrating Ethernet switches with BlueField DPUs and NVIDIA LinkX cables, significantly boosting the company's growth among hyperscale customers and further solidifying its market position.
  • Intensifying Industry Competition: Despite Nvidia's remarkable market share gain, IDC anticipates increased competition from Cisco, Arista, and Broadcom in the data center segment, which could impact Nvidia's future growth potential, particularly in the high-end switching market.
  • Optimistic Future Outlook: IDC forecasts that the Ethernet switch market will maintain strong growth momentum through 2026, driven by ongoing AI infrastructure investments, particularly in high-speed switching demands at 800G and beyond, indicating that while Nvidia's leadership may face challenges, it is likely to benefit from overall market expansion.
Fool
8.5
06-14Fool
Investment Opportunities in AI Build-Out Beyond Nvidia
  • Diverse Investment Opportunities: Arista Networks, Micron, Broadcom, Eaton, and Applied Digital offer various investment avenues for investors looking to capitalize on AI demand growth beyond Nvidia, highlighting the potential need for networking, memory, and data center capacity.
  • Growing Market Demand: As AI demand rises, global needs for networking, memory, custom chips, and data centers are expected to exceed many investors' expectations, creating new growth opportunities for related companies.
  • Optimistic Industry Outlook: These companies are becoming increasingly vital in the AI ecosystem, particularly in providing infrastructure and support, which could drive their stock prices higher and attract more investor interest.
  • Shift in Investor Focus: Investors should pay attention to the potential of these companies in the AI build-out, especially outside of Nvidia, as they may uncover more investment opportunities and sources of returns.
NASDAQ.COM
8.5
06-14NASDAQ.COM
AI Demand Fuels Growth in Networking and Storage
  • Growing AI Demand: As demand for artificial intelligence surges, companies like Arista Networks, Micron, Broadcom, Eaton, and Applied Digital may experience increased needs for networking, memory, and data center capacity, driving their business growth.
  • Diverse Investment Opportunities: These companies offer investors diversified opportunities beyond Nvidia, indicating that other technology providers also hold potential within the AI ecosystem.
  • Market Performance Comparison: Although Arista Networks did not make it onto The Motley Fool's list of the top 10 stocks, its potential in the AI sector remains noteworthy, especially as it could yield significant returns in the coming years.
  • Investor Community Support: Joining The Motley Fool's investor community provides access to the latest investment advice and market analysis, assisting investors in making informed decisions in a rapidly changing market.
Yahoo Finance
6.0
06-14Yahoo Finance
Cisco Systems Named Among Top Dividend Stocks to Buy
  • Rating Upgrade: Morgan Stanley raised its price target for Cisco Systems from $120 to $130 while reiterating an Overweight rating, indicating strong confidence in the company's growth prospects amid front-end infrastructure upgrades.
  • Market Trends: The firm highlighted that growing inference workloads and increasing CPU intensity position Cisco and Arista Networks as preferred beneficiaries of an underappreciated front-end networking refresh cycle, showcasing market recognition of their technologies.
  • Competitor Dynamics: Earlier, BofA increased Cisco's price target from $135 to $150 while maintaining a Buy rating, reflecting strong market expectations for Cisco's performance in networking technology and further solidifying its industry position.
  • Product Integration: Cisco Systems is integrating its product portfolio across networking, security, collaboration, applications, and cloud services, aiming to enhance overall market competitiveness and meet evolving customer demands, demonstrating its ongoing commitment to technological innovation.
Fool
6.0
06-12Fool
Arista Networks Stock Rises on Analyst Upgrade
  • Analyst Upgrade: Meta Marshall from Morgan Stanley raised Arista Networks' price target from $180 to $190, reflecting strong confidence in the company's growth potential, which is likely to attract more investor interest.
  • AI Implementation Stage: Marshall noted that many AI applications have reached the inference stage, indicating a significant increase in demand for next-generation equipment manufacturers, thus presenting substantial market opportunities for Arista.
  • Strong Market Performance: Following the analyst's report, Arista's stock surged over 4% on Friday, demonstrating market optimism regarding its future performance and reflecting investors' heightened interest in AI-related technologies.
  • Cloud Networking Supplier Advantage: As a trusted supplier in the cloud networking sector, Arista is well-positioned to benefit from the rapid growth of AI implementations, which is expected to further solidify its market position and drive stock price increases.
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
KeyBanc
Brandon Nispel
Overweight
maintain
$178 -> $200
AI Analysis
2026-06-18
New
Reason
KeyBanc
Brandon Nispel
Price Target
$178 -> $200
AI Analysis
2026-06-18
New
maintain
Overweight
Reason
KeyBanc analyst Brandon Nispel raised the firm's price target on Arista Networks to $200 from $178 and keeps an Overweight rating on the shares following meetings with the company that confirmed "exceptional demand," a key catalyst coming from XPU, and an additional catalyst coming from Inference. The firm thinks supply concerns and deferred revenue confusion have been largely addressed, and both seem more transitory debates in the context of a secular demand profile. KeyBanc further believes Arista's revenue growth outlook appears intact, and when it thinks about the bull case next year, potentially in a similar range, the firm believes the stock is arguably inexpensive.
Morgan Stanley
NULL
to
Overweight
maintain
$180 -> $190
2026-06-12
Reason
Morgan Stanley
Price Target
$180 -> $190
2026-06-12
maintain
NULL
to
Overweight
Reason
Morgan Stanley raised the firm's price target on Arista Networks (ANET) to $190 from $180 and keeps an Overweight rating on the shares. As inference and rising CPU intensity drive a front-end refresh, the firm tells investors that Arista and Cisco (CSCO) remain its preferred ways to play what it views as "an underappreciated front-end networking refresh cycle."
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 45.87, compared to its 5-year average forward P/E of 34.41. 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
34.41
Current PE
45.87
Overvalued PE
42.78
Undervalued PE
26.03

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
25.16
Current EV/EBITDA
33.03
Overvalued EV/EBITDA
31.94
Undervalued EV/EBITDA
18.38

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
11.62
Current PS
14.50
Overvalued PS
15.08
Undervalued PS
8.15

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ANET

B
Bluebox Asset Management Uk Ltd.
Holding
ANET
+107.56%
3M Return
T
The Glenmede Trust Company, National Association
Holding
ANET
+72.05%
3M Return
P
Polar Capital Holdings Plc
Holding
ANET
+45.35%
3M Return
W
Wolverine Trading, LLC
Holding
ANET
+34.53%
3M Return
N
Nearwater Capital Markets, Limited
Holding
ANET
+29.18%
3M Return
R
Rokos Capital Management LLP
Holding
ANET
+27.76%
3M Return

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Frequently Asked Questions

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

The current price of ANET is 169.67 USD — it has increased 2.87

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. The Company's cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. It offers a robust set of solutions, ranging from modular and fixed-form-factor campus spine switches to Power-over-Ethernet (PoE) leaf switches and Wi-Fi access points, all managed through CloudVision. The Company's network-as-a-service approach empowers customers of all sizes to leverage their data through offerings spanning three categories: Core (AI, Cloud, and Data Center Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Networks (Software and Services).

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 June 19 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 213.65B USD.