Arista Networks, Inc.
ANET
NYSE·Technology·Computer Hardware·Mkt cap $244.0B
$193.78
▲ +1.22%
P/E
60.75
Mkt Cap
$244.0B
52-Wk Range
$114.52–$214.89
52-Week Range
$114.52 - $214.89
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 38.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Proprietary extensible operating system architecture enabling rapid innovation and customization
- Strong relationships with hyperscale cloud providers and internet companies
- Integrated hardware-software solutions reducing complexity and improving performance
- High-margin recurring revenue from software, services, and support contracts
Bear Case
1 risk
- Above-average volatility (beta 1.6).
Growth
Moderate growth ahead
Increasing demand for cloud infrastructure and data center modernization
Value
Valued in line with AI Networking peers (1.0x).
Momentum
Hot
+23.9% over 3m
Quality
Excellent
High-growth business (33% revenue growth, 63% gross margin). Profitable with strong growth momentum.
Dividend
None
No dividend
Smart-money signal
Who's buying ANET right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of $1.02 vs $0.89 consensus (+15.1% surprise). Revenue of $3.0B vs $2.8B expected (+7.3%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+15.1%
Revenue trend · last 8Q
—
+25%
+28%
+30%
+27%
+29%
+35%
+38%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.8B
$1.9B
$2.0B
$2.2B
$2.3B
$2.5B
$2.7B
$3.0B
Margins · last 8Q
Gross
62.9%
Operating
45.4%
Profit
40.0%
Wall Street consensus
15 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
—
Latest: Deutsche Bank · Aug 31, 2026
vs Industry
How ANET stacks vs Computer Hardware
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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