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

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High
123.290
Open
122.010
VWAP
118.28
Vol
4.50M
Mkt Cap
151.75B
Low
115.490
Amount
532.66M
EV/EBITDA(TTM)
35.89
Total Shares
1.26B
EV
141.01B
EV/OCF(TTM)
32.25
P/S(TTM)
17.11
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

NASDAQ.COM
9.5
03-29NASDAQ.COM
PinnedArista Networks Optimistic Outlook for 2026 Amid AI Spending Surge
  • Strong Market Demand: Arista Networks saw a 28.5% revenue increase in 2025, reaching $9 billion, primarily driven by robust demand for its AI-focused Ethernet switches, highlighting the company's critical role in the rapidly growing AI market.
  • Upgraded Revenue Outlook: Management anticipates a 25% revenue growth in 2026, projecting $11.25 billion in total revenue, with AI Center revenue expected to rise to $3.25 billion, reflecting confidence in future market potential.
  • Customer Concentration Risk: Despite a cautious outlook regarding customer spending, management expects first-quarter revenue to grow from $2 billion to $2.6 billion, indicating continued market share gains in high-speed networking switches.
  • Deferred Revenue Growth: Deferred revenue reached $5.4 billion at the end of 2025, up from $4.7 billion in the previous quarter, indicating potential growth in hardware delivery, with significant revenue recognition expected in 2026.
Fool
8.5
03-29Fool
PinnedArista Networks Optimistic Outlook for 2026
  • Surge in Data Center Investment: U.S. hyperscalers plan to invest over $700 billion in data centers in 2026, with a significant portion directed towards GPUs and CPUs, creating substantial market opportunities for Arista Networks, which is expected to drive revenue growth.
  • Strong Revenue Growth: Arista achieved a 28.5% revenue increase in 2025, reaching $9 billion, with AI-related revenue surpassing $1.5 billion; management anticipates a 25% revenue growth in 2026, implying $11.25 billion, reflecting robust demand in the AI sector.
  • Market Share Expansion: Arista has consistently gained market share in high-speed networking switches, and increased customer spending suggests a significant expansion of its addressable market; however, customer concentration poses risks, and management's cautious outlook may be overly conservative.
  • Deferred Revenue Growth: By the end of 2025, Arista's deferred revenue rose to $5.4 billion from $4.7 billion in the previous quarter, indicating potential revenue growth from hardware deliveries, with expectations that a portion will be recognized in 2026, enhancing investment appeal.
CNBC
2.0
14:03 PMCNBC
Jim Cramer's Charitable Trust Exits Cisco Position
  • Share Sale: Jim Cramer's Charitable Trust sold 600 shares of Cisco (CSCO) at approximately $80.48 each shortly after the market opened, aiming to replenish cash reserves after a $298,017 annual charitable distribution reduced cash levels from 15% to 6.5%.
  • Market Performance: Despite a broader market downturn, Cisco's stock has risen about 4% year-to-date, outperforming the S&P 500's 6% decline and the Nasdaq 100's 8% drop, indicating resilience amid heightened uncertainty.
  • Security Business Concerns: While Cisco shows positive growth in networking orders, ongoing weaknesses in its cybersecurity segment raise concerns, with analysts predicting potential market share losses in the coming years as the company transitions to a cloud subscription model, which could pressure stock performance.
  • Locking in Gains: The sale will realize an average gain of approximately 18%, reflecting the Charitable Trust's strategy to secure profits in light of current market uncertainties, particularly given the escalating conflict in the Middle East.
NASDAQ.COM
6.5
03-28NASDAQ.COM
Zacks Research Daily: Major Stock Analyses
  • Palantir's Strong Performance: Palantir's shares have surged 71.9% over the past year, significantly outperforming the Internet Software industry at -6.8%, driven by a robust AI strategy that enhances service capabilities for government and commercial clients, although the lack of dividends may deter income-focused investors.
  • Linde's Consistent Growth: Linde's shares increased by 4.0% over the past year, outperforming the Chemical Specialty industry at 0.8%, supported by a stable project pipeline and strong capital discipline, yet a weak outlook for Europe and falling helium prices could pressure future growth.
  • Arista's Resilient Performance: Arista's shares have outperformed the Internet Software industry over the past six months, despite intense competition in cloud networking, with innovative products and steady customer additions driving revenue growth, though rising costs and supply chain constraints pose risks.
  • Comstock's Strong Execution: Comstock's shares have soared 225.7% over the past two years, far exceeding the Building Products industry at -29.3%, benefiting from strong execution in transit-oriented projects and strategic acquisitions that enhance brand value and income, although rising labor costs and weak cash flow may pressure margins.
Fool
7.5
03-27Fool
Arista Networks' Rise in the AI Market
  • Market Volatility Impact: Global markets have become highly volatile due to the Iran war driving oil prices higher, with the S&P 500 index down approximately 4.3% since the conflict began, prompting investors to reduce equity exposure, including high-growth tech stocks like Arista Networks.
  • Stock Price Pullback: Arista Networks' shares have fallen nearly 19% from their 52-week high set in November 2025, indicating market concerns primarily driven by macroeconomic uncertainty rather than company-specific weaknesses, reflecting investor sentiment shifts.
  • Strong Financial Performance: In fiscal 2025, Arista reported $9 billion in revenue, a 28.6% year-over-year increase, with operating margins around 42.8%, and a diversified customer base where cloud and AI companies accounted for 48%, reducing reliance on any single sector.
  • AI Networking Revenue Outlook: Arista expects its AI networking revenue to nearly double to $3.25 billion in 2026, driven by its critical role in enabling high-speed, low-latency data center networking, which is essential for managing complex AI workloads effectively.
NASDAQ.COM
7.5
03-26NASDAQ.COM
Nvidia's Networking Revenue Soars 263%
  • Networking Revenue Surge: Nvidia's networking revenue skyrocketed 263% year-over-year to $11 billion in the recent quarter, indicating immense demand driven by AI data center construction, thereby solidifying its market leadership.
  • Arista's Record Performance: Arista Networks achieved record revenue of $9 billion in 2025, a 29% year-over-year increase, with AI networking revenue expected to double to $3.2 billion in 2026, highlighting its significant share in data center spending.
  • Vertiv's Order Surge: Vertiv Holdings reported a 252% year-over-year increase in organic orders for the fourth quarter, with backlog doubling to $15 billion, and is guiding for a 28% increase in organic net sales for 2026, reflecting strong demand for its power management and cooling solutions.
  • AI Market Outlook: Despite skepticism regarding the sustainability of AI spending, analysts forecast a 21% annual earnings growth rate for Arista, suggesting that AI infrastructure companies will continue to experience robust demand amid data center spending cycles.
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
TD Cowen
Sean O'Loughlin
Buy
initiated
$170
AI Analysis
2026-03-11
Reason
TD Cowen
Sean O'Loughlin
Price Target
$170
AI Analysis
2026-03-11
initiated
Buy
Reason
TD Cowen analyst Sean O'Loughlin initiated coverage of Arista Networks with a Buy rating and $170 price target. Based on its strong foundational software and hardware design IP, the firm views Arista as likely to emerge as the preferred vendor of choice for Ethernet-based scale out and scale across switching, but adds that multi-tenant LLM inference serving is "not for the faint of heart." However, Arista's data-driven networking platform is "excellently positioned to enable the next-gen AI datacenter," the analyst contends.
Evercore ISI
Outperform
maintain
$200
2026-02-24
Reason
Evercore ISI
Price Target
$200
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.
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 33.15. 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
33.15
Current PE
41.71
Overvalued PE
40.78
Undervalued PE
25.52

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
24.49
Current EV/EBITDA
32.22
Overvalued EV/EBITDA
31.27
Undervalued EV/EBITDA
17.71

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
11.36
Current PS
16.24
Overvalued PS
14.91
Undervalued PS
7.81

Financials

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Whales Holding ANET

P
PDT Partners, LLC
Holding
ANET
+13.89%
3M Return
M
Meitav Investment House Ltd
Holding
ANET
+13.51%
3M Return
P
Polar Capital Holdings Plc
Holding
ANET
+9.36%
3M Return
E
Eleva Capital S.A.S.
Holding
ANET
+7.96%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
ANET
+7.87%
3M Return
D
Davidson Kempner Capital Management LP
Holding
ANET
+5.06%
3M Return

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Frequently Asked Questions

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

The current price of ANET is 116.06 USD — it has decreased -3.9

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 30 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 151.75B USD.