Arista Networks (ANET)

Currency in USD
169.67
+4.74(+2.87%)
Closed·
169.10-0.57(-0.34%)
·
ANET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
167.59172.00
52 wk Range
85.58179.80
Key Statistics
Prev. Close
164.93
Open
171.2
Day's Range
167.59-172
52 wk Range
85.58-179.8
Volume
11.13M
Average Vol. (3m)
9.12M
1-Year Change
96.7188%
Book Value / Share
10.73
Fair Value
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Fair Value Upside
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ANET Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
190.09
Upside
+12.03%
Members' Sentiments
Bearish
Bullish
ProTips
Trading at a high earnings multiple

Arista Networks News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Strong Buy

Analyst Ratings

29 Buy
1 Hold
0 Sell
Ratings:
30 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 190.09
(+12.03% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
KeyBanc
Buy200.00+17.88%178.00MaintainJun 18, 2026
Morgan Stanley
Buy190.00+11.98%180.00MaintainJun 12, 2026
Wolfe Research
Buy175.00+3.14%-MaintainJun 10, 2026
Raymond James
Buy164.00-3.34%-UpgradeMay 15, 2026
Argus
Buy200.00+17.88%175.00MaintainMay 07, 2026

Arista Networks SWOT Analysis


Analyst Outlook
Price targets range from $100 to $179 per share, reflecting varied views on Arista's growth potential in AI and cloud computing markets.
Market Dynamics
Delve into Arista's position in the competitive networking market, balancing customer concentration risks with opportunities in cloud and enterprise sectors.
Financial Strength
Arista's robust performance includes 26% YoY revenue growth, 64.2% gross margin, and 47% operating margins, surpassing analyst expectations.
AI-Driven Growth
Explore Arista's ambitious AI strategy, targeting $750 million in back-end AI revenue for 2025, with potential to double by 2026 amid the AI infrastructure boom.
Read full SWOT analysis

Arista Networks Earnings Call Summary for Q1/2026

  • Arista Networks Q1 2026 EPS of $0.87 beat estimates of $0.81; revenue of $2.71B exceeded forecast of $2.61B, driving stock up 1.82%.
  • Revenue surged 35.1% year-over-year to $2.71B, driven by strong AI and specialty provider demand; gross margin held at 62.4%.
  • Company raised full-year 2026 revenue guidance to $11.5B, representing 27.7% growth, citing continued AI fabric strategy momentum.
  • Gross margin faces pressure from customer mix and large contracts; supply chain constraints and extended qualification cycles pose ongoing risks.
Last Updated: 05/05/2026, 05:57 PM
Read Full Transcript

Earnings

Latest Release
May 05, 2026
EPS / Forecast
0.87 / 0.81
Revenue / Forecast
2.71B / 2.61B
EPS Revisions
Last 90 days

ANET Income Statement

Compare ANET to Peers and Sector

Metrics to compare
ANET
Peers
Sector
Relationship
P/E Ratio
57.4x107.8x12.3x
PEG Ratio
2.520.990.01
Price / Book
15.8x21.6x2.4x
Price / LTM Sales
22.0x17.5x2.4x
Upside (Analyst Target)
12.0%15.5%25.1%
Fair Value Upside
Unlock−19.5%3.3%Unlock

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, 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. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
467.22M37.10%79.27B
Other Institutional Investors
445.15M35.35%75.53B
Public Companies & Retail Investors
346.83M27.54%58.85B
Total
1.26B100.00%213.65B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.29%91,823,61615,579,713
Vanguard Capital Management, LLC5.42%68,270,20611,583,406

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FAQ

What Is the Arista Networks (ANET) Stock Price Today?

The Arista Networks stock price today is 169.67 USD.

What Stock Exchange Does Arista Networks Trade On?

Arista Networks is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Arista Networks?

The stock symbol for Arista Networks is "ANET."

What Is the Arista Networks Market Cap?

As of today, Arista Networks market cap is 213.65B USD.

What Is Arista Networks's Earnings Per Share (TTM)?

The Arista Networks EPS (TTM) is 2.91.

When Is the Next Arista Networks Earnings Date?

Arista Networks will release its next earnings report on Aug 03, 2026.

From a Technical Analysis Perspective, Is ANET a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Arista Networks Stock Split?

Arista Networks has split 2 times.

How Many Employees Does Arista Networks Have?

Arista Networks has 5115 employees.

What is the current trading status of Arista Networks (ANET)?

As of Jun 20, 2026, Arista Networks (ANET) is trading at a price of 169.67 USD, with a previous close of 164.93 USD. The stock has fluctuated within a day range of 167.59 USD to 172.00 USD, while its 52-week range spans from 85.58 USD to 179.80 USD.

What Is Arista Networks (ANET) Price Target According to Analysts?

The average 12-month price target for Arista Networks is 190.09 USD, with a high estimate of 220 USD and a low estimate of 164 USD. 29 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +12.03% Upside potential.

What Is the ANET After Hours Price?

ANET's last after hours stock price is 169.10 USD, the stock has decreased by -0.57, or -0.34%.
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