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ANET Overview

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ET
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0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
127.250
Open
126.060
VWAP
125.59
Vol
5.03M
Mkt Cap
154.28B
Low
124.660
Amount
632.20M
EV/EBITDA(TTM)
36.53
Total Shares
1.26B
EV
143.53B
EV/OCF(TTM)
32.83
P/S(TTM)
17.39
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

CNBC
6.0
13:03 PMCNBC
Latest Wall Street Ratings Overview
  • Boeing Rating: Wells Fargo initiates coverage of Boeing with a Buy rating, forecasting a significant recovery in free cash flow as production normalizes, setting a price target of $250 based on a 20x FCF multiple on its 2028 forecast, indicating strong confidence in future growth.
  • Disney Upgrade: Raymond James upgrades Disney from Market Perform to Outperform with a price target of $115, viewing the current macro backdrop and international visitation challenges as an attractive investment opportunity, reflecting optimism about its valuation.
  • Microsoft Buy Rating: Benchmark initiates Microsoft with a Buy rating and a price target of $450, describing it as a juggernaut in artificial intelligence, leveraging its comprehensive portfolio of digital applications and cloud services to drive enterprise and consumer transformation, showcasing its strong market position.
  • Algonquin Power Rating: Barclays initiates coverage of Algonquin Power & Utilities with an Overweight rating, citing the company's undervaluation and strong turnaround potential, indicating market confidence in its future performance.
CNBC
5.0
13:03 PMCNBC
Oracle Cuts Thousands of Jobs to Support AI Infrastructure Development
  • Layoff Announcement: Oracle has begun notifying its 162,000 employees about plans to cut thousands of jobs to free up cash flow for AI data center infrastructure development, which is expected to significantly reduce operating costs and enhance financial flexibility.
  • Stock Price Reaction: Following the layoff news, Oracle's shares rose 2.6% in early trading, despite being down approximately 25% year-to-date, indicating a cautiously optimistic market response to the company's future strategy.
  • Capital Expenditure Pressure: Oracle plans to raise up to $50 billion in 2025 through a mix of debt and equity to meet cloud service demand from clients, particularly from companies like Nvidia and Meta, reflecting strong market demand for AI infrastructure.
  • Analyst Perspective: Barclays analysts noted that the layoffs will help free up cash flow and viewed this move as unsurprising, projecting that Oracle could triple its revenue over the next few years, despite lower employee productivity compared to competitors.
CNBC
7.5
03-31CNBC
Nvidia Partners with Marvell to Strengthen AI Market Position
  • Strategic Partnership: Nvidia's collaboration with Marvell Technology aims to integrate Marvell's custom AI chips with Nvidia's AI computing ecosystem, which is expected to enhance Nvidia's market share in the custom AI chip sector, further solidifying its leadership in AI computing.
  • Investment Strategy: Nvidia's $2 billion investment for a 2.5% stake in Marvell not only provides financial support for Marvell's future growth but also allows Nvidia to benefit from any potential Marvell deals, thereby increasing its competitiveness in the AI data center market.
  • Technological Interconnectivity: By extending its NVLink technology to Marvell's custom processors, Nvidia is expected to improve product compatibility, attracting more enterprises to invest in AI data centers and expanding its total addressable market.
  • Market Reaction: Following the announcement of the partnership, Nvidia's stock surged by 5.6%, indicating a positive market response to the collaboration, and despite a challenging overall market environment, this move could provide new momentum for Nvidia's future earnings growth.
seekingalpha
6.5
03-31seekingalpha
Truist Favors Cisco and Others Amid AI Spending Surge
  • AI Investment Boost: Truist analyst Matthew Niknam highlights that U.S. hyperscaler capital expenditures are projected to reach approximately $700 billion by 2026, marking a nearly 60% year-over-year increase, which will directly drive demand for networking hardware from Cisco, Arista, and Motorola.
  • Increased Spending on Traditional Servers: The shift from AI training to inference has led to increased spending in traditional servers and campus networking, enhancing market opportunities for these companies and potentially fostering long-term growth.
  • Selective Investment Strategy: While maintaining a positive outlook on these stocks, Truist advises a more cautious investment approach due to some stocks nearing decade-high valuations and inflationary pressures that could impact future demand and volumes.
  • Buy Ratings and Price Targets: Truist has assigned Buy ratings to Cisco, Arista, and Motorola, with price targets set at $94, $161, and $540 respectively, reflecting strong confidence in their growth prospects.
CNBC
6.0
03-31CNBC
Wall Street's Latest Ratings Overview
  • Visa and Mastercard Ratings: Loop initiates coverage on Visa and Mastercard with a buy rating, anticipating significant net revenue growth driven by market share gains and upside from foreign exchange volatility, enhancing their competitive edge in the payment processing sector.
  • Arista and Cisco Buy Ratings: Truist initiates buy ratings for Arista Networks and Cisco, citing their high-quality business scale and thematic attractiveness, particularly in the data center growth space, which presents underappreciated opportunities.
  • 10X Genomics Upgrade: William Blair upgrades 10X Genomics from market perform to outperform, highlighting its pivotal role in AI drug discovery and improved profitability, which is expected to drive future growth following five consecutive topline beats.
  • MiniMed Platform Outlook: Morgan Stanley initiates MiniMed at overweight with a $19 price target, projecting that its differentiated diabetes management platform will drive growth and margin expansion, particularly given the significant underpenetration in the U.S. market.
CNBC
2.0
03-30CNBC
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.
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
Susquehanna
NULL
to
Positive
initiated
$160
AI Analysis
2026-04-01
New
Reason
Susquehanna
Price Target
$160
AI Analysis
2026-04-01
New
initiated
NULL
to
Positive
Reason
Susquehanna initiated coverage of Arista Networks with a Positive rating and $160 price target.
Truist
NULL
to
Buy
initiated
$161
2026-03-30
New
Reason
Truist
Price Target
$161
2026-03-30
New
initiated
NULL
to
Buy
Reason
Truist initiated coverage of Arista Networks (ANET) with a Buy rating and $161 price target. Networking and Hardware represents the group most directly linked to elevated AI and cloud investment at a time when U.S. hyperscaler capex alone is forecasted to total about $700B in 2026, the analyst tells investors while rolling out coverage of the group. The firm, which favors a more selective approach to the stocks considering relatively higher valuations, names Arista, Cisco (CSCO), HPE (HPE) and Motorola Solutions (MSI) among its favorites in the group.
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 43.96, compared to its 5-year average forward P/E of 33.88. 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
33.88
Current PE
43.96
Overvalued PE
41.99
Undervalued PE
25.76

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
24.66
Current EV/EBITDA
25.43
Overvalued EV/EBITDA
31.31
Undervalued EV/EBITDA
18.00

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
11.40
Current PS
11.16
Overvalued PS
14.87
Undervalued PS
7.93

Financials

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Whales Holding ANET

P
PDT Partners, LLC
Holding
ANET
+14.85%
3M Return
M
Meitav Investment House Ltd
Holding
ANET
+13.83%
3M Return
E
Eleva Capital S.A.S.
Holding
ANET
+11.44%
3M Return
P
Polar Capital Holdings Plc
Holding
ANET
+10.68%
3M Return
F
Freemont Capital Pte. Ltd.
Holding
ANET
+9.08%
3M Return
D
Davidson Kempner Capital Management LP
Holding
ANET
+7.55%
3M Return

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Frequently Asked Questions

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

The current price of ANET is 124.85 USD — it has increased 1.69

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 April 01 2026.

What is Arista Networks Inc (ANET) market cap?

Today ANET has the market capitalization of 154.28B USD.