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 17.2791
  • Debt/Equity 0.0
  • CurrentRatio 3.333
  • ROIC 0.2347

 

  • MktCap 188455087800.0
  • FreeCF/Share 3.1643
  • PFCF 47.406
  • PE 57.9325
  • 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 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
Upgrade ANET UBS Neutral Buy $112 $115 March 5, 2025

News

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.

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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?
Arista Networks (ANET) Surges 9.4%: Is This an Indication of Further Gains?
ANET
Published: April 10, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista Networks (ANET) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

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image for news Arista Networks (ANET) Surges 9.4%: Is This an Indication of Further Gains?
21 stocks that Wall Street analysts now think are bargains in this year's worst-performing sector
ACN, ANET, AVGO, CDNS, CRM, CRWD, DELL, FSLR, JBL, MSFT, MSI, MU, NOW, NVDA, NXPI, SNPS, TDY, TRMB, WDAY, WDC
Published: April 08, 2025 by: Market Watch
Sentiment: Positive

Investors have had quite a wake-up call to daily volatility in the stock market. As we saw on Monday, the broad indexes can shift to large gains and then back into deep red territory as rumors circulate.

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image for news 21 stocks that Wall Street analysts now think are bargains in this year's worst-performing sector
Tech Stocks Have Suffered Market Shocks Before. What History Says Is Next.
ANET, CSCO, GOOG, GOOGL, MSFT, NVDA
Published: April 07, 2025 by: Barrons
Sentiment: Negative

Microsoft, Amazon.com and Alphabet are among the technology companies that could face disruption from tariffs, according to Melius Research.

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image for news Tech Stocks Have Suffered Market Shocks Before. What History Says Is Next.
5 High ROE Stocks to Buy as Markets Face Tariff Bloodbath
AES, ANET, GLW, JAZZ, PPC
Published: April 07, 2025 by: Zacks Investment Research
Sentiment: Positive

ANET, GLW, JAZZ, AES and PPC are some of the stocks with high ROE to profit from as markets recoiled on tariff war.

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image for news 5 High ROE Stocks to Buy as Markets Face Tariff Bloodbath
Wall Street Analysts See Arista Networks (ANET) as a Buy: Should You Invest?
ANET
Published: April 02, 2025 by: Zacks Investment Research
Sentiment: Neutral

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?

Read More
image for news Wall Street Analysts See Arista Networks (ANET) as a Buy: Should You Invest?
Can ANET Stock Revive its Growth Momentum After the Sudden Slide?
ANET
Published: April 01, 2025 by: Zacks Investment Research
Sentiment: Positive

With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum in the long run.

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image for news Can ANET Stock Revive its Growth Momentum After the Sudden Slide?
Invest in These 5 AI Wealth Destroyers of Q1 Set for a Big Jump in Q2
ANET, APH, APP, AVGO, MRVL
Published: April 01, 2025 by: Zacks Investment Research
Sentiment: Neutral

Five AI stocks currently looks very promising for the rest of 2025 despite negative returns in Q1. These are: APP, APH, AVGO, ANET, MRVL.

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image for news Invest in These 5 AI Wealth Destroyers of Q1 Set for a Big Jump in Q2
Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom
ANET
Published: March 28, 2025 by: Seeking Alpha
Sentiment: Positive

Arista Networks Inc is a high-growth IT stock with a strong position in AI infrastructure, making it a compelling buy despite recent market volatility. The company's valuation, while not a bargain in terms of the current EV/S ratio, is justified by its continued market shares gains and its projected free cash flow margin of 44%. The company is a leader in the AI Networking space and revenues from the company is projecting $750 million in incremental revenue from back-end AI networking connections.

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image for news Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom
S&P 500 Gains and Losses Today: Supermicro, Arista Networks, and Nvidia Lead Tech Selloff
ANET, NVDA, SMCI
Published: March 26, 2025 by: Investopedia
Sentiment: Neutral

Major U.S. equities indexes sputtered in the midweek trading session following reports that President Trump would announce levies on vehicles imported to the U.S.

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image for news S&P 500 Gains and Losses Today: Supermicro, Arista Networks, and Nvidia Lead Tech Selloff
5 AI Giants to Buy on the Dip Amid Huge Short-Term Upside Potential
ANET, AVGO, MRVL, NVDA, TEAM
Published: March 17, 2025 by: Zacks Investment Research
Sentiment: Positive

Five AI infrastructure behemoths have fabulous upside left in the near term. These are: NVDA, AVGO, ANET, MRVL, TEAM.

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image for news 5 AI Giants to Buy on the Dip Amid Huge Short-Term Upside Potential
Buy the Dip on Data Center Stocks?
ANET, SMCI, VRT
Published: March 14, 2025 by: Zacks Investment Research
Sentiment: Positive

Data Center stocks have been hit hard in the market's recent wave of volatility, perhaps bringing about nice buying opportunities for those looking to join the trade.

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image for news Buy the Dip on Data Center Stocks?
ANET Enhances AI Cluster Performance and Efficiency With New Features
ANET
Published: March 13, 2025 by: Zacks Investment Research
Sentiment: Positive

Arista introduces new features to boost AI cluster efficiency and performance.

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image for news ANET Enhances AI Cluster Performance and Efficiency With New Features
Should You Invest in Arista Networks (ANET) Based on Bullish Wall Street Views?
ANET
Published: March 10, 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?

Read More
image for news Should You Invest in Arista Networks (ANET) Based on Bullish Wall Street Views?
Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?
ANET, CSCO, NVDA
Published: March 10, 2025 by: Benzinga
Sentiment: Neutral

Tariffs, federal spending cuts and CoWoS (Chip-on-Wafer-on-Substrate) slowdowns are shaking up the hardware and networking sector. JPMorgan analyst Samik Chatterjee weighs in on which stocks are best equipped to weather the storm.

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image for news Cisco, Nvidia, Arista Tackle Tariff Turmoil: Who's Best Positioned?
Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)
ANET
Published: March 10, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks' investors have endured a torrid time since the stock peaked in late January. A bear market followed, and it worsened, giving up nearly six months of gains in a few weeks. While ANET was assessed as expensive previously, it's no longer that expensive anymore. So, good news, right?

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image for news Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)
2 Post-Split Stocks to Buy Hand Over Fist in March
ANET, SMCI
Published: March 05, 2025 by: 24/7 Wall Street
Sentiment: Positive

“The Next NVIDIA” Could Change Your Life NVIDIA has returned 250-fold in the past 10 years as artificial intelligence took off.

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image for news 2 Post-Split Stocks to Buy Hand Over Fist in March
Arista Networks Inc (ANET) John McCool Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)
ANET
Published: March 04, 2025 by: Seeking Alpha
Sentiment: Neutral

Arista Networks Inc (NYSE:ANET ) Morgan Stanley Technology, Media and Telecom Conference March 4, 2025 12:15 PM ET Company Participants Conference Call Participants Meta Marshall [Starts Abruptly] Chief Platform Officer at Arista Networks. John, thanks so much for being here today.

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image for news Arista Networks Inc (ANET) John McCool Presents at Morgan Stanley Technology, Media and Telecom Conference (Transcript)
Why Artificial Intelligence Stocks Taiwan Semiconductor, Arista Networks, and Vertiv Holdings All Plunged Today
ANET, TSM, VRT
Published: March 03, 2025 by: The Motley Fool
Sentiment: Negative

Shares of artificial intelligence (AI) and AI-adjacent stocks such as Taiwan Semiconductor Manufacturing (TSM -4.19%), Arista Networks (ANET -7.57%), and Vertiv Holdings (VRT -10.26%) were all down big on Monday, falling 4.7%, 8.3%, and 10.5%, respectively, as of 3:52 p.m. ET.

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image for news Why Artificial Intelligence Stocks Taiwan Semiconductor, Arista Networks, and Vertiv Holdings All Plunged Today

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.