Arista Networks (formerly Arastra) is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) solutions for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments.
| Revenue (TTM) | $10.54B |
| Gross Profit (TTM) | $6.64B |
| EBITDA | $4.64B |
| Operating Margin | 45.40% |
| Return on Equity | 31.50% |
| Return on Assets | 14.10% |
| Revenue/Share (TTM) | $8.38 |
| Book Value | $11.73 |
| Price-to-Book | 17.34 |
| Price-to-Sales (TTM) | 22.20 |
| EV/Revenue | 23.08 |
| EV/EBITDA | 52.44 |
| Quarterly Earnings Growth (YoY) | 35.70% |
| Quarterly Revenue Growth (YoY) | 37.70% |
| Shares Outstanding | $1.26B |
| Float | $1.05B |
| % Insiders | 17.25% |
| % Institutions | 73.44% |
Volatility is currently expanding
Akamai and Arista are tapping into the AI infrastructure boom, but differences in growth prospects, profitability and valuation could shape which stock has the edge.
Arista Networks (ANET) appears to have found support after losing some value lately, as indicated by the formation of a hammer chart. In addition to this technical chart pattern, strong agreement among Wall Street analysts in revising earnings estimates higher enhances the stock's potential for a turnaround in the near term.
Arista makes high-speed Ethernet switches that direct traffic through data centers. Data centers need faster connections to keep expensive GPUs working at full capacity.
Here is how Arista Networks (ANET) and Methode (MEI) have performed compared to their sector so far this year.
Investors looking for the next phase of artificial intelligence (AI) infrastructure growth may want to look beyond semiconductor sector designers and examine the networking backbone tying the compute together. Arista Networks NYSE: ANET recently hit an all-time high of about $217, capping a year-to-date climb of around 61%.
ANET's AI networking growth and expanding Ethernet opportunity fuel strong gains, but customer concentration and margin pressure cloud the upside.
ANET launches an open Ethernet rack-scale portfolio for dense AI infrastructure, offering flexible scale-up and scale-out solutions.
SANTA CLARA, Calif.--(BUSINESS WIRE)--Arista Networks, Inc. (NYSE: ANET) will release its financial results for the quarter ended September 30th, 2026, after U.S. markets close on Tuesday, November 3rd, 2026. The results will be included in a press release, along with accompanying financial information, and posted in the Investor Relations section of the Arista website at https://investors.arista.com. Arista's executive management team will host a conference call on November 3rd, beginning at 1.
AI networking demand is lifting Arista Networks (NYSE:ANET | ANET Price Prediction), Cisco Systems (NASDAQ:CSCO) and Ciena (NYSE:CIEN), with shares of the optical supplier pulling far ahead of the two switching vendors.
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