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) | $11.89B |
| Gross Profit (TTM) | $7.48B |
| EBITDA | $5.30B |
| Operating Margin | 44.90% |
| Return on Equity | 33.50% |
| Return on Assets | 15.00% |
| Revenue/Share (TTM) | $9.44 |
| Book Value | $13.03 |
| Price-to-Book | 12.23 |
| Price-to-Sales (TTM) | 16.91 |
| EV/Revenue | 15.7 |
| EV/EBITDA | 35.20 |
| Quarterly Earnings Growth (YoY) | 82.10% |
| Quarterly Revenue Growth (YoY) | 58.50% |
| Shares Outstanding | $1.26B |
| Float | $1.05B |
| % Insiders | 17.22% |
| % Institutions | 73.09% |
Volatility is currently expanding
Arista Networks, Inc. ANET has fallen 21.2% in the past four weeks, even as its latest results showed accelerating growth. That disconnect raises a straightforward question for investors: has the selloff improved the risk-reward setup, or are the shares still vulnerable to execution and valuation pressure?
Arista Networks' surging earnings and AI networking demand fuel growth prospects, but its 32.0X forward P/E and customer concentration raise questions for buyers.
Arista Networks remains highly attractive due to 30% revenue and 32% earnings growth. ANET's competitive advantages, execution, and strong growth justify a renewed buy recommendation. Compelling AI demand outweighs concerns about the possible slowdown in data center rollouts.
Arista Networks maintains a dominant position in high-speed networking for major cloud and artificial intelligence infrastructure providers. ServiceNow offers a premier cloud-based platform designed to automate complex enterprise workflows using artificial intelligence.
A Wall Street downgrade and a broad retreat from AI infrastructure stocks are hitting the networking group at the same time. Cisco Systems (NASDAQ:CSCO | CSCO Price Prediction) stock recently traded at $96.13, down 7%.
Arista Networks (ANET) possesses solid growth attributes, which could help it handily outperform the market.
ANET is poised for further upside as Q3 revenues surged 58.5% on robust AI networking demand and enterprise expansion.
Arista just posted a blowout quarter, but whether that gain actually hit your portfolio depends on something most ETF investors never check before buying.
Arista Networks beats Q3 earnings and revenue estimates on robust AI and enterprise demand, raises its 2026 outlook and projects strong growth in 2027.
ANET targets $18.5 billion in 2027 revenue, including $7 billion from AI fabrics, as investors scrutinize supplier capacity and deferred revenue signals.
Tiblio connects your broker and runs your put-and-call-writing strategy for you — on ANET and any ticker you trade — then tracks every position and per-strategy win rate.
