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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
142.500
Open
139.580
VWAP
140.36
Vol
8.80M
Mkt Cap
178.28B
Low
137.000
Amount
1.24B
EV/EBITDA(TTM)
39.20
Total Shares
1.26B
EV
166.09B
EV/OCF(TTM)
30.62
P/S(TTM)
18.60
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

(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
2026-05-12 (ET)
2026-05-12
10:00:00
Zebra Technologies Stock Rises $34.01 to $250.97
select

News

CNBC
8.5
05-15CNBC
D1 Capital's Q1 Investment Moves in Tech Stocks
  • Meta Stake Liquidation: D1 Capital completely exited its position of over 376,000 shares in Meta during Q1, previously valued at more than $240 million, reflecting concerns over the social media giant's ongoing decline, as Meta's stock fell over 13% in the quarter, marking its largest quarterly loss since 2022.
  • Amazon Position Increase: Despite Amazon's stock dropping over 9% in Q1, D1 Capital increased its stake by more than 34%, making it the fund's eighth-largest holding with a current value of approximately $376.5 million, indicating confidence in the e-commerce giant's future growth potential.
  • AI Investment Expansion: D1 Capital expanded its investments in AI stocks during Q1, including Broadcom and Nvidia, while also opening new stakes in Alphabet, ASML, and Taiwan Semiconductor, demonstrating a strategic focus on the AI sector to capitalize on future technological trends.
  • Instacart Remains Leader: Instacart continues to be D1 Capital's largest holding in Q1, valued at $845 million, with Sundheim serving on its board since 2020, reflecting a strong commitment to the company's long-term investment potential.
Newsfilter
8.5
05-15Newsfilter
Institutional Investors Actively Buy AI Stocks
  • Investor Enthusiasm: According to a Reuters report, nearly 6,000 hedge funds, pension funds, and other asset managers actively increased their holdings in AI infrastructure stocks during Q1 2026, with over 4,000 institutions adding positions, reflecting strong confidence in the AI market.
  • Position Changes Analysis: Among the reported investors, only 146 (2.5%) sold AI-related stocks, indicating that the majority remain optimistic about the prospects of this sector, particularly for companies like Oracle, Arista Networks, and Vertiv.
  • Data Center Investment Trends: Institutional investors also showed significant interest in data center companies, with filings revealing no institutions sold utility stocks in Q1, while nearly 3,500 reported net buying, reflecting ongoing demand for infrastructure.
  • Active Semiconductor Market: Despite market volatility, over 4,100 investors added or initiated positions in the semiconductor sector, demonstrating confidence in the industry, especially as share prices began to rebound, indicating expectations for future growth.
seekingalpha
6.0
05-15seekingalpha
Arista Networks Upgraded to Outperform by Raymond James Amid AI Growth
  • Rating Upgrade: Raymond James upgraded Arista Networks from Market Perform to Outperform, reflecting the company's growing market share in AI backend and campus applications, indicating strong performance in emerging application areas.
  • AI Growth Potential: Analysts noted that the rise of inference and reasoning workloads, MoE/expert-parallel models, and larger AI clusters significantly enhance the value of Arista's network intelligence, particularly in traffic management and job observability.
  • Price Target Set: Raymond James set a price target of $164 for Arista, indicating confidence in its future growth, especially with new collaborations with Meta and Google expected to drive company performance.
  • Supply Chain Challenges: While supply chain issues may limit upside potential in 2026, analysts believe that 2027 could see better growth, particularly influenced by factors such as Broadcom chips, with management remaining silent on specific supplier issues.
CNBC
6.0
05-15CNBC
Wall Street's Latest Upgrade Calls Overview
  • RXO Upgrade: Stifel upgraded RXO from hold to buy, citing a favorable market setup emerging into the latter half of 2026, particularly at the intersection of improving brokerage fundamentals and unique idiosyncratic levers, indicating potential growth opportunities.
  • Cisco Rating Boost: HSBC upgraded Cisco to buy from hold following the company's recent earnings report, raising the price target from $77 to $137, reflecting strong momentum in AI infrastructure and improved earnings visibility.
  • Arista Networks Upgrade: Raymond James upgraded Arista Networks from market perform to outperform, anticipating improved sales growth in 2027 and beyond, particularly as the company expands into AI backend and campus applications, enhancing its market share.
  • Dell Reiteration: Morgan Stanley reiterated its overweight rating on Dell, raising the price target from $205 to $280, expecting the company to raise its FY27 earnings guidance again, although supply visibility still needs to catch up with the high demand outlook for AI servers.
Fool
9.5
05-14Fool
Cisco Systems Reports Strong Earnings, Stock Surges 13.38%
  • Strong Earnings Report: Cisco Systems reported record revenue in its fiscal Q3, leading to a 13.41% increase in stock price to $115.53, showcasing the company's robust growth potential supported by AI-driven orders.
  • Surge in AI Orders: Year-to-date, Cisco has secured $5.3 billion in AI-related orders, assisting large tech firms in connecting and securing AI infrastructure at data centers, further solidifying its leadership in the AI networking market.
  • Spike in Trading Volume: Trading volume reached 68.4 million shares, approximately 189% higher than the three-month average of 23.7 million shares, reflecting strong investor confidence in Cisco's future growth prospects.
  • Strategic Restructuring: Cisco plans to reduce its workforce by about 4,000 jobs, or 5% of its total staff, to redirect more spending towards high-growth areas like AI, indicating the company's proactive response to future market trends.
CNBC
9.5
05-14CNBC
Cisco Stock Hits Record High, Optimistic Outlook Ahead
  • Earnings Beat: Cisco reported an adjusted earnings per share of $1.06 for the quarter ending April 25, exceeding the $1.04 expected by analysts, with revenue of $15.84 billion surpassing the Street's consensus of $15.56 billion, indicating strong financial performance and market demand.
  • Price Target Increase: Morgan Stanley raised Cisco's price target from $91 to $120, implying an 18% upside from Wednesday's close, reflecting optimistic expectations for Cisco's position in the AI capital expenditure sector.
  • Positive Market Reaction: Following the earnings report, Cisco's stock surged 14% in morning trading, reaching a record high of just over $119, demonstrating strong investor confidence in the company's future growth potential.
  • Analyst Ratings Consensus: Among the 26 analysts covering Cisco, 18 have assigned buy or strong buy ratings, indicating widespread market optimism regarding Cisco's stock, further solidifying its position in the AI upgrade cycle.
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
Raymond James
Simon Leopold
Market Perform
to
Outperform
upgrade
$164
AI Analysis
2026-05-15
New
Reason
Raymond James
Simon Leopold
Price Target
$164
AI Analysis
2026-05-15
New
upgrade
Market Perform
to
Outperform
Reason
Raymond James analyst Simon Leopold upgraded Arista Networks to Outperform from Market Perform with a $164 price target. The company's sales growth will improve in 2027 and beyond as it expands into new applications like scale-across and gains share in the AI backend and campus, the analyst tells investors in a research note. The firm says "thematic AI growth vectors" are emerging that play to Arista's strengths, namely inference and reasoning workloads. Larger, more distributed AI clusters are "increasing the volume, burstiness, and unpredictability of east west traffic," contends Raymond James. It believes this raises the value of network intelligence from Arista.
Barclays
NULL -> Overweight
maintain
$184 -> $195
2026-05-07
Reason
Barclays
Price Target
$184 -> $195
2026-05-07
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.
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 39.37, compared to its 5-year average forward P/E of 34.22. 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
34.22
Current PE
39.37
Overvalued PE
42.49
Undervalued PE
25.95

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
24.99
Current EV/EBITDA
28.31
Overvalued EV/EBITDA
31.72
Undervalued EV/EBITDA
18.25

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
11.54
Current PS
12.46
Overvalued PS
15.00
Undervalued PS
8.08

Financials

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Whales Holding ANET

D
Davidson Kempner Capital Management LP
Holding
ANET
+101.33%
3M Return
T
The Glenmede Trust Company, National Association
Holding
ANET
+67.15%
3M Return
S
Schroder Investment Management Limited
Holding
ANET
+59.50%
3M Return
P
Polar Capital Holdings Plc
Holding
ANET
+28.44%
3M Return
C
Cantor Fitzgerald Asset Management
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ANET
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Rokos Capital Management LLP
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Frequently Asked Questions

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

The current price of ANET is 141.58 USD — it has decreased -0.09

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 20 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 178.28B USD.