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 14.5017
  • Debt/Equity 0.0
  • CurrentRatio 3.2539
  • ROIC 0.2271

 

  • MktCap 172768174414.0
  • FreeCF/Share 3.2162
  • PFCF 42.7009
  • PE 51.4429
  • 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 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.

Read More
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.

Read More
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.

Read More
image for news JBL vs. ANET: Which Tech Stock Offers More Upside in AI Networking?
3 Top AI Stocks Push Record Highs Again (NVDA, ANET, VRT)
ANET, NVDA, VRT
Published: October 10, 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)
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.

Read More
image for news Arista Surges 53.6% in the Past Year: Is it Worth Investing in Now?
Are AI Stocks in a Bubble?
ANET, NVDA, VRT
Published: October 08, 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?
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
Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?
ANET
Published: October 07, 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.

Read More
image for news Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?
Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?
ANET
Published: October 07, 2025 by: Zacks Investment Research
Sentiment: Positive

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Read More
image for news Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?
Bet on 5 Stocks With High ROE as Markets Defy Shutdown Qualms
ANET, APP, BBVA, GLW, TEL
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

As markets shrug off shutdown fears, five high-ROE "cash cow" stocks like Arista and AppLovin stand out for efficient growth potential.

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image for news Bet on 5 Stocks With High ROE as Markets Defy Shutdown Qualms
Is Arista Networks (ANET) Outperforming Other Computer and Technology Stocks This Year?
ANET
Published: October 06, 2025 by: Zacks Investment Research
Sentiment: Positive

Here is how Arista Networks (ANET) and CrowdStrike Holdings (CRWD) 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?
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
ANET
Published: October 03, 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 Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Arista Networks (ANET) is a Great Momentum Stock: Should You Buy?
ANET
Published: September 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out.

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image for news Arista Networks (ANET) is a Great Momentum Stock: Should You Buy?
ANET Rides on Strength in Cloud Networking Market: Will it Sustain?
ANET
Published: September 23, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista posts $2.2 billion in revenues on strong cloud networking demand, lifting guidance amid AI-driven traffic surge.

Read More
image for news ANET Rides on Strength in Cloud Networking Market: Will it Sustain?
Here's Why Arista Networks (ANET) is a Strong Growth Stock
ANET
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Read More
image for news Here's Why Arista Networks (ANET) is a Strong Growth Stock
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
ANET
Published: September 22, 2025 by: Zacks Investment Research
Sentiment: Positive

Zacks.com users have recently been watching Arista Networks (ANET) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Read More
image for news Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
ANET
Published: September 19, 2025 by: Zacks Investment Research
Sentiment: Negative

Here is how Arista Networks (ANET) and Consensus Cloud Solutions, Inc. (CCSI) have performed compared to their sector so far this year.

Read More
image for news Are Computer and Technology Stocks Lagging Arista Networks (ANET) This Year?
5 Stocks With Robust Sales Growth to Overcome Macro Challenges
ANET, MEOH, MMS, UHS, VOYA
Published: September 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista, Voya, Universal Health, Methanex and Maximus show strong 2025 sales growth potential despite near-term challenges.

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image for news 5 Stocks With Robust Sales Growth to Overcome Macro Challenges

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.