Arista Networks, Inc. (ANET)

US — Technology Sector
Peers: SMCI  IONQ  PSTG  DELL  PAYC  FTNT  TTD  TEAM  NOW 

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Key Metrics & Ratings

  • symbol ANET
  • Rev/Share 6.3289
  • Book/Share 8.6775
  • PB 15.3016
  • Debt/Equity 0.0
  • CurrentRatio 3.333
  • ROIC 0.2347

 

  • MktCap 166887198600.0
  • FreeCF/Share 3.1643
  • PFCF 41.9806
  • PE 51.3024
  • Debt/Assets 0.0
  • DivYield 0
  • ROE 0.323

 

  • Rating B
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • 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
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
Reiterated ANET Evercore ISI -- Outperform $130 $100 April 15, 2025
Upgrade ANET UBS Neutral Buy $112 $115 March 5, 2025

News

IBM vs. ANET: Which Networking Stock Has More Growth Potential?
ANET, IBM
Published: August 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista's strong revenue momentum and IBM's hybrid cloud push set up a close race, but ANET shows a sharper growth edge in 2025.

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image for news IBM vs. ANET: Which Networking Stock Has More Growth Potential?
Is Arista Networks (ANET) Outperforming Other Computer and Technology Stocks This Year?
ANET
Published: August 18, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Arista Networks (ANET) and United States Cellular (AD) have performed compared to their sector so far this year.

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image for news Is Arista Networks (ANET) Outperforming Other Computer and Technology Stocks This Year?
Why Arista's Blowout Q2 Is Good News for Chip-Giant Broadcom
ANET
Published: August 18, 2025 by: MarketBeat
Sentiment: Positive

Within the data center and artificial intelligence (AI) trade, one of the most impressive earnings reports of Q2 came from Arista Networks NYSE: ANET. The company showed a substantial surprise, exceeding expectations on sales and earnings per share (EPS).

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image for news Why Arista's Blowout Q2 Is Good News for Chip-Giant Broadcom
Arista Networks: Cashing In as the Tollbooth for AI Traffic
ANET
Published: August 15, 2025 by: MarketBeat
Sentiment: Positive

Tech giants are on a historic spending spree, committing tens of billions of dollars to build out their artificial intelligence (AI) infrastructure. This massive wave of capital is flowing directly to the companies providing the essential equipment, and Arista Networks NYSE: ANET is proving to be a primary beneficiary.

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image for news Arista Networks: Cashing In as the Tollbooth for AI Traffic
3 Internet Software Stocks to Buy From a Prospering Industry
ALAB, ANET, RDDT
Published: August 14, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Internet software industry participants like ANET, RDDT and ALAB are benefiting from high demand for SaaS due to the increasing need for hybrid work, learning and diagnosis software, as well as cybersecurity applications.

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image for news 3 Internet Software Stocks to Buy From a Prospering Industry
5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation
ANET, APP, BBVA, MSI, TEL
Published: August 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Markets hit fresh highs on low inflation???Zacks flags ANET, TEL, MSI, BBVA, and APP as high-ROE picks poised for strong returns.

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image for news 5 High ROE Stocks to Buy as Markets Hit Record High on Low Inflation
Best Momentum Stocks to Buy for August 13th
ANET, APG, RL
Published: August 13, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET, RL and APG made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on August 13, 2025.

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image for news Best Momentum Stocks to Buy for August 13th
3 Reasons Growth Investors Will Love Arista Networks (ANET)
ANET
Published: August 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) possesses solid growth attributes, which could help it handily outperform the market.

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image for news 3 Reasons Growth Investors Will Love Arista Networks (ANET)
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
ANET
Published: August 12, 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
Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings?
ANET
Published: August 11, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista's Q2 2025 revenue and earnings beat forecasts, powered by robust demand, portfolio strength and innovative product launches.

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image for news Should ANET Stock Be Part of Your Portfolio Post Solid Q2 Earnings?
Arista's Breakout Overly Done, Decelerating Growth Requires Near-Term Prudence
ANET
Published: August 11, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks' rich monetization of its new Ethernet offerings has been highly promising indeed, as observed in the double-beat FQ2'25 performance and the raised FY 2025 guidance. These numbers are well supported by the growing purchase commitments and the hyperscalers' raised capex guidance, thanks to the multi-year cloud spending trends. While ANET's customers may very well absorb the tariff impacts, there is no denying the company's decelerating growth profile and the stock's overly expensive valuations.

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image for news Arista's Breakout Overly Done, Decelerating Growth Requires Near-Term Prudence
Three Numbers That Prove Arista Is An Elite Tech Stock In Disguise
ANET
Published: August 11, 2025 by: Forbes
Sentiment: Positive

Arista Networks Inc. (NYSE: ANET) does not manufacture GPUs. It does not develop AI models.

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image for news Three Numbers That Prove Arista Is An Elite Tech Stock In Disguise
Five AI Stocks From Luke Lango
ANET, CEG, CSCO, MP, ORCL
Published: August 08, 2025 by: InvestorPlace
Sentiment: Neutral

Domestic robots are on the way

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image for news Five AI Stocks From Luke Lango
Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?
ANET
Published: August 08, 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 Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?
Arista Networks: An AI Capex Winner, Shares Ascend To Fair Value (Rating Downgrade)
ANET
Published: August 08, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks delivered a blowout Q2, raising guidance and benefiting from strong AI-driven demand, but shares now trade near fair value after a massive rally. I am downgrading ANET from buy to hold, as the stock is up nearly 70% since April and now trades above 40x earnings. Key risks include heavy customer concentration (MSFT, META) and potential margin pressure from increased competition or softer AI capex.

Read More
image for news Arista Networks: An AI Capex Winner, Shares Ascend To Fair Value (Rating Downgrade)
Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
ANET
Published: August 06, 2025 by: Benzinga
Sentiment: Positive

Shares of Arista Networks Inc ANET rallied in early trading on Wednesday, after the company Tuesday reported upbeat second-quarter results.

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image for news Arista Rallies On Strong Q2 Beat, Bullish Analysts Praise $10 Billion Revenue Goal In 2026
Arista Networks jumps 18% as AI, hyperscaler demand drive blowout quarter
ANET
Published: August 06, 2025 by: Proactive Investors
Sentiment: Positive

Shares of Arista Networks Inc (NYSE:ANET) surged nearly 18% on Wednesday after the cloud networking firm reported quarterly results that handily beat expectations and raised its full-year revenue forecast, bolstered by robust hyperscaler and AI infrastructure demand. Second-quarter revenue rose 30.4% year-over-year to $2.21 billion, topping analysts' average estimate of $2.10 billion, while adjusted earnings per share came in at $0.73, above the $0.65 consensus.

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image for news Arista Networks jumps 18% as AI, hyperscaler demand drive blowout quarter
Arista: Difficult To Argue With This Rapid Growth Acceleration (Upgrade)
ANET
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks delivered accelerating revenue and EPS growth in Q2, driven by strong AI datacenter demand, bucking the trend of disappointing tech earnings this season. I'm upgrading Arista to a "Buy", as my previous valuation concerns are outweighed by multi-year AI tailwinds and expanding software-driven TAM. Arista's category leadership, rising gross margins, and consistent revenue acceleration justify its premium valuation despite a high P/E multiple (>40x).

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image for news Arista: Difficult To Argue With This Rapid Growth Acceleration (Upgrade)
Arista Beats Q2 Earnings Estimates on Healthy Top-Line Growth
ANET
Published: August 06, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET tops Q2 estimates as strong demand and innovative products drive record revenues and profit growth.

Read More
image for news Arista Beats Q2 Earnings Estimates on Healthy Top-Line Growth
Nasdaq 100 and S&P500: US Stocks Open Higher as Arista and McDonald's Lead Early Gains
ANET, MCD
Published: August 06, 2025 by: FXEmpire
Sentiment: Positive

US stocks edge higher as McDonald's and Arista Networks lead early gains. Mixed tech earnings pressure Nasdaq 100.

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image for news Nasdaq 100 and S&P500: US Stocks Open Higher as Arista and McDonald's Lead Early Gains
Arista Networks Analysts Raise Their Forecasts After Stronger-Than-Expected Q2 Results
ANET
Published: August 06, 2025 by: Benzinga
Sentiment: Positive

Arista Networks Inc ANET reported better-than-expected second-quarter financial results after the market close on Tuesday.

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image for news Arista Networks Analysts Raise Their Forecasts After Stronger-Than-Expected Q2 Results
Arista Networks Q2: A Bigger Surprise Coming
ANET
Published: August 06, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks delivered a strong Q2 earnings beat, raising CY25 guidance and signaling more upside ahead, especially with AI networking and enterprise demand accelerating. Management's bullish outlook, improved enterprise segment, and VeloCloud acquisition position Arista for higher-margin growth and further guidance upgrades at Analyst Day. Valuation remains attractive versus peers, with my updated price target of $140 reflecting increased EBITDA growth and margin expansion potential for CY25 and CY26.

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image for news Arista Networks Q2: A Bigger Surprise Coming
Trade Deficit Narrowed More Than Expected
AMD, AMGN, ANET, BP, CAT, GLDD, MPC, MTCH, PFE, SNAP, SWKS, TRVG
Published: August 05, 2025 by: Zacks Investment Research
Sentiment: Neutral

Pre-market futures are in the green across major indexes this morning, but experiencing a bit of choppiness. The Dow and S&P 500 are both up mere single-digits at this hour, off the early-morning highs, while the tech-heavy Nasdaq stays up +70 points presently.

Read More
image for news Trade Deficit Narrowed More Than Expected
Is ANET Stock a Strong Buy Ahead of Q2 Earnings Release?
ANET
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET eyes another earnings beat as demand for AI-optimized networking and enterprise upgrades fuels momentum.

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image for news Is ANET Stock a Strong Buy Ahead of Q2 Earnings Release?
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
ANET
Published: August 01, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
ANET, NVDA
Published: July 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

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image for news Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now
Calls of the Day: Adobe and Arista Networks
ADBE, ANET
Published: July 28, 2025 by: CNBC Television
Sentiment: Neutral

The Investment Committee debate the latest Calls of the Day.

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image for news Calls of the Day: Adobe and Arista Networks
Cloud Computing Stocks in Vogue: 4 Picks to Swim With the Tide
AMZN, ANET, IBM, MSFT
Published: July 28, 2025 by: Zacks Investment Research
Sentiment: Positive

An updated edition of the June 05, 2025 article. Fueled by widespread adoption, cloud computing has generated a significant buzz across the length and breadth of the business enterprise ecosystem.

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image for news Cloud Computing Stocks in Vogue: 4 Picks to Swim With the Tide
The Big 3: ANET, HSY, VEEV
ANET, HSY, VEEV
Published: July 24, 2025 by: Schwab Network
Sentiment: Neutral

Dan Deming turns to two rising tech names and an ol' reliable in consumer staples for today's Big 3. He talks about the opportunity on weakness for Arista Networks (ANET), changes to note in Veeva Systems (VEEV), and Hershey's (HSY) earnings next week.

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image for news The Big 3: ANET, HSY, VEEV
Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?
ANET
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

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image for news Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?

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.