Arista Networks, Inc. (ANET)

US — Technology Sector
Peers: LRCX  INTU  QCOM  NOW  AMAT  UBER  APP  APH  SHOP  SONY 

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Key Metrics & Ratings

  • symbol ANET
  • Rev/Share 6.7157
  • Book/Share 9.4651
  • PB 13.8245
  • Debt/Equity 0.0
  • CurrentRatio 3.2539
  • ROIC 0.2271

 

  • MktCap 164699953534.0
  • FreeCF/Share 3.2162
  • PFCF 40.7067
  • PE 49.0405
  • Debt/Assets 0.0
  • DivYield 0
  • ROE 0.3128

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 1
  • DCF Score 3
  • P/B Score 1
  • D/E Score 1

Recent Analyst Ratings

Type Ticker Analyst Firm Previous Rating Current Rating Previous Price Target Current Price Target Date
Downgrade ANET Erste Group Buy Hold -- -- Nov. 10, 2025
Upgrade ANET BNP Paribas Exane Neutral Outperform -- $172 Sept. 25, 2025
Upgrade ANET Erste Group Hold Buy -- -- July 23, 2025
Reiterated ANET Citigroup -- Buy $112 $123 July 11, 2025
Initiation ANET Wolfe Research -- Outperform -- -- July 8, 2025
Initiation ANET KeyBanc Capital Markets -- Overweight -- $115 June 26, 2025
Reiterated ANET Evercore ISI -- Outperform $105 $110 June 23, 2025
Downgrade ANET BNP Paribas Exane Outperform Neutral -- $106 June 11, 2025
Initiation ANET Redburn Atlantic -- Buy -- $112 May 28, 2025
Upgrade ANET Rosenblatt Sell Neutral -- $85 April 29, 2025

News

ANET Gains From Solid Revenue Growth: Will the Uptrend Continue?
ANET
Published: November 24, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks posts strong revenue growth fueled by AI networking leadership and rising demand for its Etherlink portfolio, boosting momentum.

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image for news ANET Gains From Solid Revenue Growth: Will the Uptrend Continue?
As ANET Stock Drops, How Bad Can Things Get?
ANET
Published: November 24, 2025 by: Forbes
Sentiment: Negative

Arista Networks (ANET) shares have decreased by 23.1% over the course of 21 trading days. This recent decline is due to concerns over weaker-than-expected margin guidance for Q4 2025 and skepticism about the pace of AI-driven revenue growth.

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image for news As ANET Stock Drops, How Bad Can Things Get?
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
ANET
Published: November 21, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.

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image for news Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Here's Why Arista Networks (ANET) is a Strong Growth Stock
ANET
Published: November 20, 2025 by: Zacks Investment Research
Sentiment: Positive

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

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image for news Here's Why Arista Networks (ANET) is a Strong Growth Stock
GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?
ANET, GLW
Published: November 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Corning's demand rebound, AI-driven fiber growth and cheaper valuation position it ahead of Arista in the battle for AI infrastructure upside.

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image for news GLW vs. ANET: Which AI Infrastructure Stock Offers More Upside?
Arista Networks Inc (ANET) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
ANET
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks Inc ( ANET ) Wells Fargo's 9th Annual TMT Summit November 18, 2025 1:15 PM EST Company Participants Chantelle Breithaupt - Senior VP & CFO Martin Hull Conference Call Participants Aaron Rakers - Wells Fargo Securities, LLC, Research Division Presentation Aaron Rakers Wells Fargo Securities, LLC, Research Division Well, why don't we go ahead and get started, try and keep us on schedule here. So extremely excited to host a 35-minute discussion with the Arista team.

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image for news Arista Networks Inc (ANET) Presents at Wells Fargo's 9th Annual TMT Summit Transcript
Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers
ANET
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks (ANET) remains a Buy, with a $184 price target by mid-FY2027, suggesting 40% upside and strong AI-driven growth potential. ANET delivered its 21st consecutive double-beat quarter, posting 27% revenue growth and maintaining dominant market share in high-speed data center switching. Despite a premium 46x earnings multiple, ANET's rapid top and bottom-line growth, robust margins, and cash-rich balance sheet justify its valuation.

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image for news Arista Networks: The High-Growth Networking Powerhouse At The Heart Of AI Data Centers
Baron Opportunity Fund Q3 2025 Portfolio Update
AMZN, ANET, ARGX, AVGO, CYBR, DDOG, DUOL, IT, LLY, META, MSFT, NET, NVDA, ODD, SHOP, SNPS, SPOT, TSLA
Published: November 18, 2025 by: Seeking Alpha
Sentiment: Neutral

This quarter, we re-established a position in Arista Networks, a leading provider of high-performance networking solutions for data centers, cloud providers, and enterprises. We initiated a starter position in Synopsys after shares sold off following the company's third quarter earnings report and our in-person meeting with management. We exited our CyberArk Software Ltd. position after its acquisition by Palo Alto Networks was announced.

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image for news Baron Opportunity Fund Q3 2025 Portfolio Update
Arista Networks: Markets Are Wrong For 2 Key Reasons
ANET
Published: November 17, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks is overlooked despite strong AI and networking tailwinds, presenting a compelling buying opportunity. Key customers like Microsoft, Meta, and Oracle are ramping up capex, driving demand for ANET's switches and networking solutions. Markets are underestimating the impact of Ethernet adoption in data centers, which could significantly expand ANET's addressable market by 2027.

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image for news Arista Networks: Markets Are Wrong For 2 Key Reasons
Time to Start Buying AI and Quantum Stocks? (IONQ, ANET, APP)
ANET, APP, IONQ
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Stocks are on sale.

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image for news Time to Start Buying AI and Quantum Stocks? (IONQ, ANET, APP)
Are AI Stocks in a Bubble?
ANET, NVDA, VRT
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

We are now three years into the AI boom, and understandably, many investors are asking: is this a bubble? My view is, not yet.

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image for news Are AI Stocks in a Bubble?
3 Top AI Stocks Push Record Highs Again (NVDA, ANET, VRT)
ANET, NVDA, VRT
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

As the bull market and AI data center buildout gain momentum, Nvidia ( NVDA ), Arista Networks ( ANET ), and Vertiv ( VRT ) continue to lead the way, and for good reason. While many new opportunities have emerged to play the AI theme, these three remain, in my view, the lowest-risk and most structurally important players in the space.

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image for news 3 Top AI Stocks Push Record Highs Again (NVDA, ANET, VRT)
2 Great AI Stocks to Buy in October and Hold for 10 Years
ANET, CEG
Published: November 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Why investors should buy CEG and ANET now before possible breakouts in October and the fourth quarter. Both AI-boosted stocks are also long-term buy-and-hold candidates.

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image for news 2 Great AI Stocks to Buy in October and Hold for 10 Years
ANET Beating Rivals - Should You Buy?
ANET
Published: November 10, 2025 by: Forbes
Sentiment: Positive

Arista Networks has been outperforming many of its rivals in the cloud networking space, positioning itself as a clear leader in data center and cloud networking solutions. Strong earnings, high-margin services, and robust demand have given ANET a competitive edge, suggesting it remains an attractive option for investors despite recent market volatility.

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image for news ANET Beating Rivals - Should You Buy?
Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
ANET
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET's Q3 earnings surged past estimates on strong cloud networking demand and portfolio strength, though margin pressures and customer risks persist.

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image for news Should You Add ANET Stock to Your Portfolio Post Solid Q3 Earnings?
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
ANET
Published: November 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

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image for news Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Arista Networks Stock To $200?
ANET
Published: November 06, 2025 by: Forbes
Sentiment: Negative

Arista Networks Inc. (NYSE: ANET) just hit a speed bump — but the story looks far from over. The stock slid nearly 9% in the last 24 hours after the company's latest quarterly results, as investors reacted to management's cautious commentary on near-term cloud spending.

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image for news Arista Networks Stock To $200?
Arista Networks: Remain Bullish Despite The Near-Term Setback
ANET
Published: November 05, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks Inc. delivered strong Q3 '25 results with revenue guidance above consensus but shares fell due to margin compression concerns. Despite anticipated margin pressure from AI data center growth, ANET stock is rated Buy with a $195 price target, reflecting confidence in long-term growth. AI infrastructure demand from hyperscalers position ANET for continued top-line expansion; the combined backlog & RPO amongst the hyperscalers has reached $1.21T.

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image for news Arista Networks: Remain Bullish Despite The Near-Term Setback
Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement
ANET
Published: November 05, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET's Q3 earnings beat forecasts as robust demand, new product launches and margin gains power strong top-line growth.

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image for news Arista Q3 Earnings Beat Estimates on Solid Top-Line Improvement
700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
ANET, SMCI, TSM
Published: November 03, 2025 by: 24/7 Wall Street
Sentiment: Positive

per share

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image for news 700 Billion Reasons Why These Are 3 Must-Buy Stocks for 2026
ANET Rides on Strong Operating Margin Expansion: Will it Persist?
ANET
Published: October 29, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET posts record $1B operating income and higher margins, fueled by AI networking demand and efficient supply chain gains.

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image for news ANET Rides on Strong Operating Margin Expansion: Will it Persist?
Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term
ANET
Published: October 28, 2025 by: Zacks Investment Research
Sentiment: Positive

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

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image for news Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term
Is It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views?
ANET
Published: October 23, 2025 by: Zacks Investment Research
Sentiment: Neutral

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

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image for news Is It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views?
Arista Networks Vs Ciena: Which Is The Stronger Buy Today?
ANET, CIEN
Published: October 21, 2025 by: Forbes
Sentiment: Neutral

Although Ciena spiked by 25% over the past month, its counterpart Arista Networks could represent a more favorable investment. Regularly assessing other options is essential to a solid investment strategy.

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image for news Arista Networks Vs Ciena: Which Is The Stronger Buy Today?
Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
ANET
Published: October 15, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Read More
image for news Here is What to Know Beyond Why Arista Networks, Inc. (ANET) is a Trending Stock
ANET Stock To $181?
ANET
Published: October 15, 2025 by: Forbes
Sentiment: Negative

Arista Networks (NYSE: ANET) stock dropped by 6% on October 14, and is now trading at $139. This decline was triggered by investor concern over new reports.

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image for news ANET Stock To $181?
Arista Networks : High Quality Meets A Higher Valuation (Rating Downgrade)
ANET
Published: October 14, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks (ANET) is a leading AI/data center supplier, benefiting from surging demand for advanced networking driven by hyperscaler and enterprise upgrades. ANET projects sustained 20% revenue growth and EBITDA margins above 45%, supported by partnerships with Broadcom, Oracle, and OpenAI. Despite strong fundamentals and industry leadership, ANET's valuation has surpassed targets, prompting a downgrade to Hold until a pullback or faster earnings growth.

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image for news Arista Networks : High Quality Meets A Higher Valuation (Rating Downgrade)
JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?
ANET, JBL
Published: October 14, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET's strong data-center focus and AI-driven growth outlook give it a slight edge over JBL despite the latter's valuation appeal.

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image for news JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?
Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?
ANET
Published: October 09, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista's 53.6% surge reflects strong cloud networking demand and momentum, though margin pressures linger.

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image for news Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?
Final Trades: Microsoft, On Holding, Netflix and Arista Networks
ANET, MSFT, NFLX
Published: October 08, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee give you their top stocks to watch for the second half.

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image for news Final Trades: Microsoft, On Holding, Netflix and Arista Networks

About Arista Networks, Inc. (ANET)

  • IPO Date 2014-06-06
  • Website https://www.arista.com
  • Industry Computer Hardware
  • CEO Jayshree V. Ullal
  • Employees 4412

Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California.