Arista Networks, Inc. (ANET)

US — Technology Sector
Peers: IONQ  CRCT  DM  QBTS  RGTI  SMCI  QUBT  NTAP  DELL  DDD  SSYS  HPQ  PSTG  NNDM  VLD 

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Key Metrics & Ratings

  • symbol ANET
  • Rev/Share 5.902
  • Book/Share 8.031
  • PB 10.7545
  • Debt/Equity 0.0
  • CurrentRatio 3.9327
  • ROIC 0.2389

 

  • MktCap 108473810400.0
  • FreeCF/Share 3.004
  • PFCF 28.6581
  • PE 35.938
  • Debt/Assets 0.0
  • DivYield 0
  • ROE 0.3205

 

  • Rating B+
  • Score 3
  • Recommendation Neutral
  • P/E Score 2
  • DCF Score 4
  • 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
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

5 High ROE Stocks to Buy as Markets Tumble on Soaring Bond Yields
AGNC, ANET, APP, AZO, DIS
Published: May 27, 2025 by: Zacks Investment Research
Sentiment: Neutral

DIS, AGNC, ANET, AZO and APP stand out with high ROE as bond yields spike and markets wobble amid U.S. deficit concerns.

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image for news 5 High ROE Stocks to Buy as Markets Tumble on Soaring Bond Yields
ANET vs. HPE: Which Networking Stock is a Smart Investment Now?
ANET, HPE
Published: May 26, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista and HPE expand AI-focused networking portfolios. See how earnings trends, valuations, and market move stack up for these industry rivals.

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image for news ANET vs. HPE: Which Networking Stock is a Smart Investment Now?
Wall Street Analysts Think Arista Networks (ANET) Is a Good Investment: Is It?
ANET
Published: May 26, 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 Wall Street Analysts Think Arista Networks (ANET) Is a Good Investment: Is It?
Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns
ANET, FIVN, FSLY, HUBS, TWLO
Published: May 26, 2025 by: Zacks Investment Research
Sentiment: Positive

The current low-valuation of Internet-centric AI stocks provides good opportunity for investors. Five such stocks to buy are: ANET, FSLY, FIVN, HUBS, TWLO.

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image for news Buy 5 Internet-Centric AI Stocks on the Dip to Boost Portfolio Returns
Scoop Up These 4 GARP Stocks to Receive Handsome Returns
ANET, EAT, GE, NFG
Published: May 22, 2025 by: Zacks Investment Research
Sentiment: Positive

The GARP strategy helps investors gain exposure to stocks that have impressive prospects and are trading at a discount. GE, EAT, ANET and NFG are some such stocks.

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image for news Scoop Up These 4 GARP Stocks to Receive Handsome Returns
Arista Networks Poised For Durable Growth On Increased Capital Spend
ANET
Published: May 22, 2025 by: Seeking Alpha
Sentiment: Positive

Hyperscaler capital spending remains robust, supporting Arista's durable growth, as AI infrastructure investments accelerate through 2025 and beyond. Rumors suggest that Arista may benefit from the large investments in Project Stargate, through its relationships with Microsoft & Oracle. Risks include potential capacity constraints and rack-scale solutions by major chipmakers.

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image for news Arista Networks Poised For Durable Growth On Increased Capital Spend
Buy 5 Big AI Laggards of Q1 That Found Wings and Soared Past Month
ANET, APH, APP, AVGO, TWLO
Published: May 19, 2025 by: Zacks Investment Research
Sentiment: Neutral

Five big AI laggards of Q1 that have soared in the past month are: APP, APH, ANET, AVGO, TWLO.

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image for news Buy 5 Big AI Laggards of Q1 That Found Wings and Soared Past Month
Stock Buyback Bonanza: 3 Companies Scooping Up Shares
AAPL, AIT, ANET
Published: May 16, 2025 by: Zacks Investment Research
Sentiment: Neutral

Though stock buybacks are criticized by some, they make great sense for mature companies with little growth left to squeeze.

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image for news Stock Buyback Bonanza: 3 Companies Scooping Up Shares
Arista Rises 18.8% in a Year: Should You Bet on the Stock Now?
ANET
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Positive

A robust portfolio, strong emphasis on AI innovation, and a healthy balance sheet are expected to be major growth drivers for Arista in the long run.

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image for news Arista Rises 18.8% in a Year: Should You Bet on the Stock Now?
5 Technology Stocks Powering S&P 500 ETF
ANET, MCHP, MU, PLTR, STX
Published: May 15, 2025 by: Zacks Investment Research
Sentiment: Positive

The S&P 500 returns to positive territory in 2025, driven by tech stocks. We highlight five tech stocks leading the rally in the ETF.

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image for news 5 Technology Stocks Powering S&P 500 ETF
Arista Networks Inc (ANET) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference (Transcript)
ANET
Published: May 13, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks Inc (NYSE:ANET ) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference May 13, 2025 10:10 AM ET Company Participants Jayshree Ullal - CEO Chantelle Breithaupt - CFO Conference Call Participants Samik Chatterjee - JPMorgan Samik Chatterjee Good morning, everyone.

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image for news Arista Networks Inc (ANET) J.P. Morgan 53rd Annual Global Technology, Media and Communications Conference (Transcript)
All You Need to Know About Arista Networks (ANET) Rating Upgrade to Buy
ANET
Published: May 12, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

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image for news All You Need to Know About Arista Networks (ANET) Rating Upgrade to Buy
Wall Street Analysts Predict a 26.55% Upside in Arista Networks (ANET): Here's What You Should Know
ANET
Published: May 12, 2025 by: Zacks Investment Research
Sentiment: Positive

The average of price targets set by Wall Street analysts indicates a potential upside of 26.6% in Arista Networks (ANET). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

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image for news Wall Street Analysts Predict a 26.55% Upside in Arista Networks (ANET): Here's What You Should Know
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
ANET
Published: May 12, 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 Arista Networks (ANET) is a Top Growth Stock for the Long-Term
ANET
Published: May 09, 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 Why Arista Networks (ANET) is a Top Growth Stock for the Long-Term
Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?
ANET
Published: May 08, 2025 by: Zacks Investment Research
Sentiment: Positive

Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?

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image for news Arista Networks (ANET) Is Considered a Good Investment by Brokers: Is That True?
Arista Q1 Earnings Beat Estimates on Solid Demand, Revenues Surge Y/Y
ANET
Published: May 07, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET reports a top-line expansion year over year, backed by solid demand across several end markets.

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image for news Arista Q1 Earnings Beat Estimates on Solid Demand, Revenues Surge Y/Y
Arista Networks Inc (ANET) Q1 2025 Earnings Call Transcript
ANET
Published: May 06, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks Inc (NYSE:ANET ) Q1 2025 Earnings Conference Call May 6, 2025 4:30 PM ET Company Participants Rudolph Araujo - Investor Advocacy Jayshree Ullal - Chairperson and CEO Chantelle Breithaupt - CFO Conference Call Participants David Vogt - UBS Amit Daryanani - Evercore Atif Malik - Citi Aaron Rakers - Wells Fargo Ben Reitzes - Melius Samik Chatterji - JPMorgan Karl Ackerman - BNP Paribas Michael Ng - Goldman Sachs Antoine Chkaiban - New Street Research Meta Marshall - Morgan Stanley Matt Niknam - Deutsche Bank Tal Liani - Bank of America Sebastian Naji - William Blair James Fish …

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image for news Arista Networks Inc (ANET) Q1 2025 Earnings Call Transcript
Arista Networks Stock Falls Despite Better-Than-Expected Earnings
ANET
Published: May 06, 2025 by: Investopedia
Sentiment: Positive

Arista Networks (ANET) posted better-than-expected earnings as quarterly revenue reached a record high.

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image for news Arista Networks Stock Falls Despite Better-Than-Expected Earnings
Arista Networks (ANET) Q1 Earnings and Revenues Beat Estimates
ANET
Published: May 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) came out with quarterly earnings of $0.65 per share, beating the Zacks Consensus Estimate of $0.59 per share. This compares to earnings of $0.50 per share a year ago.

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image for news Arista Networks (ANET) Q1 Earnings and Revenues Beat Estimates
3 Growth Stocks With Incredible Upside Potential
ANET, NOW, PYPL
Published: May 06, 2025 by: The Motley Fool
Sentiment: Neutral

Wall Street has seen dramatic volatility in 2025, affected by high inflation across several major economies, escalating U.S.-China trade wars, and rising geopolitical tensions. While the U.S. equity market has somewhat stabilized, investors remain concerned about the Federal Reserve's hawkish tone about future rate cuts and softening consumer demand.

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image for news 3 Growth Stocks With Incredible Upside Potential
Why Arista Networks Is Positioned For Success In A Thriving Market
ANET
Published: May 02, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks faces significant customer concentration risks due to its heavy reliance on Microsoft and Meta. The proliferation of AI and escalating demand for data center infrastructure bolster Arista's market position, despite concerns over tariffs and supply chain disruptions. The stock's forward 2026 PEG ratio of 1.44 indicates a reasonable valuation.

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image for news Why Arista Networks Is Positioned For Success In A Thriving Market
1 Supercharged Stock-Split Stock to Buy Hand Over Fist in May and 1 to Avoid
ANET, ORLY
Published: May 01, 2025 by: The Motley Fool
Sentiment: Negative

For more than 30 years, there have been a number of next-big-thing trends and innovations that have captivated the attention of professional and everyday investors. Though the rise of artificial intelligence (AI) has been the primary market mover for more than two years, it hasn't been the only trend responsible for lifting Wall Street's major stock indexes to new heights.

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image for news 1 Supercharged Stock-Split Stock to Buy Hand Over Fist in May and 1 to Avoid
3 Reasons Arista Networks Could Rally Significantly In The Next 12 Months
ANET
Published: April 30, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks is poised for significant growth due to its strong product portfolio and market position. ANET's best-in-class margins and consistent revenue growth could drive strong shareholder returns, despite potential risks from high customer concentration. The current valuation is attractive, trading below historical multiples. We see a clear path to $100 per share by this time next year.

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image for news 3 Reasons Arista Networks Could Rally Significantly In The Next 12 Months
Should You Buy, Sell or Hold ANET Stock Ahead of Q1 Earnings?
ANET
Published: April 30, 2025 by: Zacks Investment Research
Sentiment: Negative

ANET seems to be treading in the middle of the road and investors could be better off if they trade with caution.

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image for news Should You Buy, Sell or Hold ANET Stock Ahead of Q1 Earnings?
Nasdaq Bear Market? 3 Artificial Intelligence Stocks Down 15% This Year.
ANET, AVGO, NVDA
Published: April 30, 2025 by: The Motley Fool
Sentiment: Negative

On Monday, the Nasdaq Composite opened at 17,390.90. That's down nearly 14% from the high it reached last year at around 20,174, which means it's out of bear market territory for the time being.

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image for news Nasdaq Bear Market? 3 Artificial Intelligence Stocks Down 15% This Year.
Arista Networks: Buying Opportunity Knocking At The Front Door Again
ANET
Published: April 29, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks investors endured a torrid few months, but the tide is turning back up. Arista's robust networking solutions and strong hyperscaler partnerships with Meta and Microsoft aren't empty promises. Supply chain disruptions and Nvidia's competitive bundling efforts pose risks, but Arista's platform-agnostic approach offers flexibility and cost efficiencies for hyperscalers.

Read More
image for news Arista Networks: Buying Opportunity Knocking At The Front Door Again
Arista Networks: Is This A Buying Opportunity?
ANET
Published: April 29, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks Inc benefits from AI data center investments and has grown rapidly, gaining market share from Cisco. Despite a recent selloff, ANET remains a solid long-term investment, though not a bargain, trading at 32x net profits. Analysts expect 25% revenue growth and 20% EPS growth in Q1, with a strong track record of beating estimates.

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image for news Arista Networks: Is This A Buying Opportunity?
Arista Networks: Shares Find Support, Undervalued Into Earnings (Rating Upgrade)
ANET
Published: April 29, 2025 by: Seeking Alpha
Sentiment: Positive

I am upgrading Arista Networks to a 'Buy' due to its attractive growth-adjusted valuation and favorable technical entry point ahead of earnings. Despite a 25% drop in 2025, ANET's strong earnings trajectory and 64.2% gross margin make it a solid AI and cloud infrastructure play. Key risks include industry competition and reliance on AI spending, but positive seasonal trends and a bullish technical setup offer upside potential.

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image for news Arista Networks: Shares Find Support, Undervalued Into Earnings (Rating Upgrade)
Arista Networks vs. Cisco: Which Networking Stock is a Better Bet?
ANET, CSCO
Published: April 15, 2025 by: Zacks Investment Research
Sentiment: Neutral

CSCO appears to be a better investment option compared to ANET at the moment.

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image for news Arista Networks vs. Cisco: Which Networking Stock is a Better Bet?

About Arista Networks, Inc. (ANET)

  • IPO Date 2014-06-06
  • Website https://www.arista.com
  • Industry Computer Hardware
  • CEO Ms. 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.