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 7.1599
  • Book/Share 9.835
  • PB 13.5017
  • Debt/Equity 0.0
  • CurrentRatio 3.0479
  • ROIC 0.2264

 

  • MktCap 167220464445.0
  • FreeCF/Share 3.3808
  • PFCF 39.3238
  • PE 47.566
  • Debt/Assets 0.0
  • DivYield 0
  • ROE 0.3101

 

  • 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
Upgrade ANET Piper Sandler Neutral Overweight -- $159 Jan. 5, 2026
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

News

Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
ANET
Published: February 20, 2026 by: Zacks Investment Research
Sentiment: Positive

Here is how Arista Networks (ANET) and Allegro MicroSystems, Inc. (ALGM) have performed compared to their sector so far this year.

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image for news Is Arista Networks (ANET) Stock Outpacing Its Computer and Technology Peers This Year?
Can Arista's High-Performance Network Software Fuel Its Future Growth?
ANET
Published: February 19, 2026 by: Zacks Investment Research
Sentiment: Positive

ANET gains a competitive edge with EOS and CloudVision, delivering AI-ready, automated networking for enterprises and hyperscalers.

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image for news Can Arista's High-Performance Network Software Fuel Its Future Growth?
ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
ANET, ASTS
Published: February 18, 2026 by: Zacks Investment Research
Sentiment: Positive

ANET or ASTS? As satellite ambitions clash with AI-driven networking strength, one connectivity stock stands out in terms of growth, valuation and earnings outlook.

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image for news ASTS vs. ANET: Which Connectivity Stock is the Better Buy Today?
Is Trending Stock Arista Networks, Inc. (ANET) a Buy Now?
ANET
Published: February 18, 2026 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 Is Trending Stock Arista Networks, Inc. (ANET) a Buy Now?
Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026
ANET
Published: February 17, 2026 by: Seeking Alpha
Sentiment: Positive

Arista Networks is upgraded to Strong Buy with a $210 price target, driven by surging hyperscaler capital investment and robust AI networking demand. I'm expecting Arista to report durable growth, especially in 2H26–FY27, as hyperscaler capex rises 76% for 2026. Network equipment deployments are expected to lag CPUs and GPUs. Short-term margin pressure from memory chip shortages is anticipated, but ANET's pricing power and $6.8B in purchase commitments provide some flexibility.

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image for news Arista Networks: Expect Growth To Pick Up In The Second Half Of 2026
Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?
ANET
Published: February 17, 2026 by: Zacks Investment Research
Sentiment: Negative

Arista posts record Q4 earnings as revenues jump to $2.49B, but margin pressure and flat estimates raise questions about its growth prospects.

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image for news Should ANET Stock Be Added to Your Portfolio Post Record Q4 Earnings?
Nvidia's stock is down and AMD is up. The culprit may be Arista.
AMD, ANET, NVDA
Published: February 13, 2026 by: CNBC
Sentiment: Neutral

Shares of Nvidia fell on Friday, while rival Advanced Micro Devices rallied after Arista Networks CEO Jayshree Ullal said her company is shifting some workloads. Ullal said that a year ago about 99% of deployments were Nvidia, and now about 20% to 25% use AMD.

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image for news Nvidia's stock is down and AMD is up. The culprit may be Arista.
ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth
ANET
Published: February 13, 2026 by: Schwab Network
Sentiment: Positive

Arista Networks (ANET) rallied after its earnings by showing strength Cisco (CSCO) did not the day before. Marley Kayden takes a look at the company tied to the AI infrastructure trade to see what's drawing investors to the stock.

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image for news ANET Earnings Surge: AI Infrastructure Adds Muscle to Growth
Arista Tops Q4 Earnings Estimates on Solid Revenues, Record Net Income
ANET
Published: February 13, 2026 by: Zacks Investment Research
Sentiment: Positive

ANET posts record Q4 net income and surging revenues, topping estimates as AI-driven demand and cloud strength fuel growth into 2026.

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image for news Arista Tops Q4 Earnings Estimates on Solid Revenues, Record Net Income
Arista Stock Surges After Q4 Beat, Q1 Sales Outlook Tops Estimates
ANET
Published: February 13, 2026 by: Benzinga
Sentiment: Positive

Arista Networks, Inc. (NYSE: ANET) shares are trading higher Friday after the company reported better-than-expected fourth-quarter financial results and issued first-quarter sales guidance above estimates on Thursday after the market closed.

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image for news Arista Stock Surges After Q4 Beat, Q1 Sales Outlook Tops Estimates
Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
ANET, GOOG, GOOGL, IBM, MSFT
Published: February 10, 2026 by: Zacks Investment Research
Sentiment: Positive

Cloud computing stocks like GOOGL, MSFT, IBM and ANET are indispensable for any investment portfolio.

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image for news Buy 4 Cloud Computing Stocks as Digital Transformation Gains Traction
Should You Buy, Sell or Hold ANET Stock Ahead of Q4 Earnings?
ANET
Published: February 09, 2026 by: Zacks Investment Research
Sentiment: Neutral

Arista Networks heads into Q4 earnings on Feb. 12 with steady estimates, new AI networking launches and a premium valuation, leaving investors weighing hold versus caution.

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image for news Should You Buy, Sell or Hold ANET Stock Ahead of Q4 Earnings?
Is It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views?
ANET
Published: February 04, 2026 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 Is It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views?
Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors
ANET
Published: February 02, 2026 by: Zacks Investment Research
Sentiment: Neutral

The latest trading day saw Arista Networks (ANET) settling at $138.37, representing a -2.38% change from its previous close.

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image for news Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors
Arista Stock On Weekly Win Streak As Big Tech Spending Plans Ramp Up
ANET
Published: January 30, 2026 by: Investors Business Daily
Sentiment: Positive

Arista Networks is headed higher for a third straight week, ahead of earnings due Feb. 12. Shares are in a base with an entry of 164.94.

Read More
image for news Arista Stock On Weekly Win Streak As Big Tech Spending Plans Ramp Up
Is Most-Watched Stock Arista Networks, Inc. (ANET) Worth Betting on Now?
ANET
Published: January 30, 2026 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 Is Most-Watched Stock Arista Networks, Inc. (ANET) Worth Betting on Now?
5 Stocks With High ROE to Buy as Markets Bask in Economic Strength
ANET, BBVA, GLW, TEL, TJX
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

High-ROE picks like ANET, GLW, BBVA, TJX and TEL stand out as markets rally on strong earnings and steady Fed policy.

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image for news 5 Stocks With High ROE to Buy as Markets Bask in Economic Strength
Arista Networks: The AI Networking Growth Engine
ANET
Published: January 27, 2026 by: Seeking Alpha
Sentiment: Positive

Arista Networks has raised its 2025 AI data center revenue target from $1.5B to $2.75B, reflecting robust demand for AI infrastructure. Its fourth-quarter revenue guidance fell short of analysts' estimates due to supply chain issues. While it trades at elevated P/S and P/E multiples, its 2026 PEG ratio of 1.44 suggests a more reasonable long-term valuation.

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image for news Arista Networks: The AI Networking Growth Engine
Arista Networks Vs Ciena: Which Is The Stronger Buy Today?
ANET, CIEN
Published: January 20, 2026 by: Forbes
Sentiment: Neutral

Ciena climbed 4% so far this year. You might feel compelled to increase your holdings or possibly decrease your exposure.

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image for news Arista Networks Vs Ciena: Which Is The Stronger Buy Today?
ANET Rides on Steady Cash Flow Growth: Will the Uptrend Continue?
ANET
Published: January 19, 2026 by: Zacks Investment Research
Sentiment: Positive

Arista Networks' operating cash flow jumped to $3.11B as AI networking demand, cost discipline and working capital gains lift profitability.

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image for news ANET Rides on Steady Cash Flow Growth: Will the Uptrend Continue?
Is Arista Networks Winning AI Infra Race?
ANET
Published: January 16, 2026 by: Forbes
Sentiment: Positive

Arista Networks' stock, as of 1/15/2026, has generated positive returns over the past year, but how does its high valuation line up against competitors that are rapidly expanding in the AI and data center surge? With hyperscalers racing to expand data center capacity to support generative AI workloads, demand for high-speed, low-latency networking has become a critical bottleneck.

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image for news Is Arista Networks Winning AI Infra Race?
4 Women-Run Company Stocks Building Durable Growth Stories
ADP, ANET, CMC, EL
Published: January 16, 2026 by: Zacks Investment Research
Sentiment: Neutral

EL, CMC, ANET and FCEL show how women-led companies are redefining growth with discipline, agility and results.

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image for news 4 Women-Run Company Stocks Building Durable Growth Stories
Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?
ANET
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive

ANET's expanding switch portfolio, from 400G???800G data center platforms to rugged new launches, deepens its push into AI and cloud networking.

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image for news Will Arista's Advanced Switch Portfolio Accelerate Its Future Growth?
ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?
ANET, COMM
Published: January 13, 2026 by: Zacks Investment Research
Sentiment: Positive

Arista and CommScope are both gaining ground, but the former's software-driven edge may give it the upper hand in infrastructure.

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image for news ANET vs. COMM: Which Infrastructure Stock is the Smarter Buy Now?
What's The Risk If You Buy Arista Networks Stock Today?
ANET
Published: January 13, 2026 by: Forbes
Sentiment: Negative

Arista Networks (ANET) stock has decreased by 10.0% over the past 5 trading days. This recent decline reflects renewed worries about competition from NVIDIA and delayed AI networking revenue, but significant drops like this often prompt a more challenging question: is the downturn temporary, or does it indicate deeper issues in the narrative?

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image for news What's The Risk If You Buy Arista Networks Stock Today?
Buy 5 Stocks With High ROE as U.S. Economy Appears on Firm Footing
AIZ, ANET, BBVA, GLW, HST
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

ANET, GLW, BBVA, AIZ, and HST stand out with strong ROE and cash flow metrics amid a bullish year-end market rally.

Read More
image for news Buy 5 Stocks With High ROE as U.S. Economy Appears on Firm Footing
3 Stocks With Analyst Revisions That Could Drive Earnings Surprises
ANET, DECK, LII
Published: January 08, 2026 by: MarketBeat
Sentiment: Positive

The fourth quarter earnings season will begin in mid-January. Earnings growth is one of the most reliable signals of future stock price growth.

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image for news 3 Stocks With Analyst Revisions That Could Drive Earnings Surprises
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
ANET
Published: January 07, 2026 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.

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image for news Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
ANET
Published: January 06, 2026 by: Zacks Investment Research
Sentiment: Negative

Arista ramps up AI-focused offerings and software innovation, but margin pressures and customer risks loom large.

Read More
image for news Can ANET's AI-Focused Portfolio Help Stoke Growth for the Stock?
Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?
ANET
Published: January 06, 2026 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.

Read More
image for news Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic?

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.