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 16.7916
  • Debt/Equity 0.0
  • CurrentRatio 3.333
  • ROIC 0.2347

 

  • MktCap 183137854666.0
  • FreeCF/Share 3.1643
  • PFCF 46.0685
  • PE 56.2982
  • 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 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
Reiterated ANET Evercore ISI -- Outperform $130 $100 April 15, 2025

News

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.

Read More
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.

Read More
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.

Read More
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

Read More
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.

Read More
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.

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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.

Read More
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.

Read More
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.

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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.

Read More
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.

Read More
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.

Read More
image for news Will Arista Networks (ANET) Beat Estimates Again in Its Next Earnings Report?
Arista Networks (ANET) Now Trades Above Golden Cross: Time to Buy?
ANET
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Positive

From a technical perspective, Arista Networks, Inc. (ANET) is looking like an interesting pick, as it just reached a key level of support. ANET's 50-day simple moving average crossed above its 200-day simple moving average, which is known as a "golden cross" in the trading world.

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image for news Arista Networks (ANET) Now Trades Above Golden Cross: Time to Buy?
Brokers Suggest Investing in Arista Networks (ANET): Read This Before Placing a Bet
ANET
Published: July 23, 2025 by: Zacks Investment Research
Sentiment: Neutral

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 Brokers Suggest Investing in Arista Networks (ANET): Read This Before Placing a Bet
Arista Celebrates One-Year Anniversary as Member of the Daikin Group
ANET
Published: July 23, 2025 by: Business Wire
Sentiment: Neutral

NEW YORK--(BUSINESS WIRE)-- #AmericanEngineering--Arista, an HVAC leader for commercial and elite residential properties in the NY Metro area, celebrates a milestone as a member of the Daikin Group.

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image for news Arista Celebrates One-Year Anniversary as Member of the Daikin Group
Instinct EMR Partners with Arista Advanced Pet Care's New Specialty and Emergency Hospitals
ANET
Published: July 22, 2025 by: GlobeNewsWire
Sentiment: Neutral

PHILADELPHIA, July 22, 2025 (GLOBE NEWSWIRE) -- Instinct Science, a veterinary software company known for its medically sophisticated cloud-based tools, announced an ongoing partnership with Arista Advanced Pet Care, a new shared ownership model building specialty & emergency hospitals across the U.S. Successful implementation of its practice management platform, Instinct EMR, at Arista Advanced Pet Care's new specialty and emergency hospital in Atlanta, Georgia was completed in April of this year. The implementation marks a key milestone for both organizations: Arista's first hospital opening and Instinct's continued expansion as the system of choice for advanced veterinary care.

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image for news Instinct EMR Partners with Arista Advanced Pet Care's New Specialty and Emergency Hospitals
ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?
ANET
Published: July 16, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista gains ground in AI and cloud data centers with new enterprise solutions, but faces tough rivals like CSCO and HPE.

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image for news ANET Rides on Solid Momentum in Data Center Vertical: Will It Persist?
Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?
ANET, CIEN
Published: July 14, 2025 by: Zacks Investment Research
Sentiment: Positive

CIEN's lower valuation and stronger price gains stand out, but ANET's software edge and growth potential keep it in the game.

Read More
image for news Arista vs. Ciena: Which Network Infrastructure Stock Has the Edge?
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
ANET
Published: July 09, 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.

Read More
image for news Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know
Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?
ANET
Published: July 08, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET eyes growth with CloudEOS Edge, aiming to stand out through predictive cloud tools and a unified software stack.

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image for news Can Arista's Focus on CloudEOS Edge Help Gain a Competitive Edge?

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.