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Arista Networks NYSE:ANET Lagerbericht

Letzter Preis

US$406.48

Marktkapitalisierung

US$127.5b

7D

8.6%

1Y

86.1%

Aktualisiert

22 Nov, 2024

Daten

Finanzdaten des Unternehmens +

Arista Networks, Inc.

NYSE:ANET Lagerbericht

Marktkapitalisierung: US$127.5b

ANET Aktienübersicht

Arista Networks, Inc. entwickelt, vermarktet und verkauft datengesteuerte Client-to-Cloud-Netzwerklösungen für Rechenzentren, Campus- und Routing-Umgebungen in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und dem asiatisch-pazifischen Raum. Mehr Details

ANET grundlegende Analyse
Schneeflocken-Punktzahl
Bewertung0/6
Künftiges Wachstum3/6
Vergangene Leistung6/6
Finanzielle Gesundheit6/6
Dividenden0/6

Belohnungen

Prognostiziertes Gewinnwachstum 13.02% pro Jahr

Die Erträge stiegen im vergangenen Jahr um 40.2%

Risikoanalyse

Bei unseren Risikoprüfungen wurden keine Risiken für ANET festgestellt.

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

WA
WarrenAI
Based on Analyst Price Targets

Advancing Etherlink Solutions And AI Networking To Drive Sustained Market Expansion

Key Takeaways Growth in AI infrastructure and advanced networking solutions is expected to drive significant revenue increases through market penetration and product diversification. Strategic supply chain improvements and R&D investments are poised to strengthen Arista's competitive position and improve net margins.
View narrative
US$424.30
FV
4.2% undervalued intrinsic discount
22.91%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
3 days ago author updated this narrative
TO
Tokyo
Community Contributor

The "Porsche" of Internet Switches

My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.
View narrative
US$375.00
FV
8.4% overvalued intrinsic discount
9.16%
Revenue growth p.a.
4users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
3 months ago author updated this narrative

Arista Networks, Inc. Wettbewerber

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Preisentwicklung & Leistung

Übersicht über alle Höchststände, Veränderungen und Kursrückgänge für Arista Networks
Historische Aktienkurse
Aktueller AktienkursUS$406.48
52-Wochen-HochUS$431.97
52-Wochen-TiefUS$210.69
Beta1.08
11 Monat Veränderung3.16%
3 Monate Veränderung14.46%
1 Jahr Veränderung86.13%
33 Jahre Veränderung225.26%
5 Jahre Veränderung733.25%
Veränderung seit IPO2,856.22%

Aktuelle Nachrichten und Updates

Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Nov 12
Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Arista Networks: Waiting For My Entry Point

Nov 11

Recent updates

Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Nov 12
Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Arista Networks: Waiting For My Entry Point

Nov 11

Arista Networks Q3 Preview: Making Ethernet Great Again

Nov 02

Arista Networks, Inc. (NYSE:ANET) Looks Just Right With A 26% Price Jump

Oct 06
Arista Networks, Inc. (NYSE:ANET) Looks Just Right With A 26% Price Jump

Estimating The Intrinsic Value Of Arista Networks, Inc. (NYSE:ANET)

Oct 06
Estimating The Intrinsic Value Of Arista Networks, Inc. (NYSE:ANET)

Arista Networks: Richly Valued For Middling Growth Prospects

Oct 01

Arista Networks: The Breakout Appears Imminent

Sep 20

Does Arista Networks (NYSE:ANET) Deserve A Spot On Your Watchlist?

Sep 12
Does Arista Networks (NYSE:ANET) Deserve A Spot On Your Watchlist?

Arista Networks: Buy On Weakness Signal (Technical Analysis)

Sep 01

Arista Networks Is An Excellent Company: Reiterating Buy

Aug 24

What You Can Learn From Arista Networks, Inc.'s (NYSE:ANET) P/E

Aug 19
What You Can Learn From Arista Networks, Inc.'s (NYSE:ANET) P/E

Arista Networks: Pureplay Ethernet Switch Company At Its Peak

Aug 09

We Think Arista Networks' (NYSE:ANET) Profit Is Only A Baseline For What They Can Achieve

Aug 07
We Think Arista Networks' (NYSE:ANET) Profit Is Only A Baseline For What They Can Achieve

Arista Networks, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Aug 01
Arista Networks, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Arista Networks Is Poised For A Major Upcycle (Earnings Preview)

Jul 28

Is Now An Opportune Moment To Examine Arista Networks, Inc. (NYSE:ANET)?

Jul 24
Is Now An Opportune Moment To Examine Arista Networks, Inc. (NYSE:ANET)?

Investors Shouldn't Overlook The Favourable Returns On Capital At Arista Networks (NYSE:ANET)

Jul 12
Investors Shouldn't Overlook The Favourable Returns On Capital At Arista Networks (NYSE:ANET)

Arista Networks: Nvidia Isn't The Only AI Gold Rush Beneficiary

Jul 08

Estimating The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Jun 28
Estimating The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Adding Arista Networks To Our Model Portfolio (Technical Analysis)

Jun 06

If EPS Growth Is Important To You, Arista Networks (NYSE:ANET) Presents An Opportunity

Jun 04
If EPS Growth Is Important To You, Arista Networks (NYSE:ANET) Presents An Opportunity

Arista Networks: Downgrading The Business On Valuation And Growth Concerns

May 30

Arista Networks Q1 Earnings Trifecta: Strong Earnings, Robust Outlook, New Buyback

May 08

Arista Networks: Take Caution Ahead Of Earnings (Rating Downgrade)

Apr 30

Arista Networks, Inc.'s (NYSE:ANET) Shares May Have Run Too Fast Too Soon

Apr 15
Arista Networks, Inc.'s (NYSE:ANET) Shares May Have Run Too Fast Too Soon

Should You Investigate Arista Networks, Inc. (NYSE:ANET) At US$290?

Apr 01
Should You Investigate Arista Networks, Inc. (NYSE:ANET) At US$290?

Arista Networks: AI Networking Party Just Starting (Rating Upgrade)

Mar 24

A Look At The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Mar 18
A Look At The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Arista Networks (NYSE:ANET) Might Become A Compounding Machine

Mar 03
Arista Networks (NYSE:ANET) Might Become A Compounding Machine

Arista Q4 '23 Earnings Review: Stronger For Longer

Feb 16

Arista Networks: Shares Are Looking Awfully Pricey Heading Into Earnings

Feb 09

Is Now The Time To Put Arista Networks (NYSE:ANET) On Your Watchlist?

Feb 04
Is Now The Time To Put Arista Networks (NYSE:ANET) On Your Watchlist?

Arista Networks: Debt-Free, Priced At 26x Operating Profits

Jan 10

Some Confidence Is Lacking In Arista Networks, Inc.'s (NYSE:ANET) P/E

Jan 07
Some Confidence Is Lacking In Arista Networks, Inc.'s (NYSE:ANET) P/E

Arista Networks: Enabling AI Data Center Workloads

Dec 28

Should You Think About Buying Arista Networks, Inc. (NYSE:ANET) Now?

Dec 24
Should You Think About Buying Arista Networks, Inc. (NYSE:ANET) Now?

A Look At The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Dec 10
A Look At The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Arista Networks: Benefiting From The Supply Chain, Not Generative AI

Nov 27

Arista Networks: When You're Wrong, You're Wrong

Oct 31

Aktionärsrenditen

ANETUS CommunicationsUS Markt
7D8.6%4.1%2.2%
1Y86.1%43.4%31.7%

Rendite im Vergleich zur Industrie: ANET übertraf die Branche US Communications , die im vergangenen Jahr eine Rendite von 43.4 erzielte.

Rendite vs. Markt: ANET übertraf den Markt US, der im vergangenen Jahr eine Rendite von 31.7 erzielte.

Preisvolatilität

Is ANET's price volatile compared to industry and market?
ANET volatility
ANET Average Weekly Movement5.5%
Communications Industry Average Movement6.2%
Market Average Movement6.3%
10% most volatile stocks in US Market15.8%
10% least volatile stocks in US Market3.1%

Stabiler Aktienkurs: ANET hat in den letzten 3 Monaten keine nennenswerten Preisschwankungen aufgewiesen.

Volatilität im Zeitverlauf: ANETDie wöchentliche Volatilität (6%) ist im vergangenen Jahr stabil geblieben.

Über das Unternehmen

GegründetMitarbeiterCEOWebsite
20044,023Jayshree Ullalwww.arista.com

Arista Networks, Inc. entwickelt, vermarktet und verkauft datengesteuerte Client-to-Cloud-Netzwerklösungen für Rechenzentren, Campus- und Routing-Umgebungen in Nord- und Südamerika, Europa, dem Nahen Osten, Afrika und dem asiatisch-pazifischen Raum. Seine Cloud-Netzwerklösungen bestehen aus dem Extensible Operating System (EOS), einem Publish-Subscribe-State-Sharing-Netzwerkbetriebssystem, das in Kombination mit einer Reihe von Netzwerkanwendungen angeboten wird. Das Unternehmen bietet Systeme für Rechenzentren und Cloud-Netzwerke an, darunter neuere Ethernet-Switching-Plattformen mit künstlicher Intelligenz (KI), drahtgebundene und drahtlose Produkte für den Campus sowie Routing-Systeme für Core Routing, Edge Routing, Data Center Interconnect (DCI), Multi-Cloud und Wide Area Networking (WAN) sowie eine Reihe von Mehrwert-Softwarelösungen, die EOS nutzen, um End-to-End-Orchestrierung, Automatisierung, Analysen, Netzwerküberwachung und Sicherheit zu bieten.

Arista Networks, Inc.'s Grundlagenzusammenfassung

Wie verhalten sich die Erträge und Einnahmen von Arista Networks im Vergleich zum Marktanteil des Unternehmens?
ANET grundlegende Statistiken
MarktanteilUS$127.54b
Gewinn(TTM)US$2.66b
Umsatz(TTM)US$6.61b

48.0x

Kurs-Gewinn-Verhältnis

19.4x

Kurs-Umsatz-Verhältnis

Ist ANET zu teuer?

Siehe Fair Value und Bewertungsanalyse

Erträge & Einnahmen

Wichtige Rentabilitätsstatistiken aus dem letzten Ergebnisbericht (TTM)
ANET Gewinn- und Verlustrechnung (TTM)
EinnahmenUS$6.61b
Kosten der EinnahmenUS$2.35b
BruttogewinnUS$4.26b
Sonstige AusgabenUS$1.59b
UmsatzUS$2.66b

Zuletzt gemeldete Gewinne

Sep 30, 2024

Datum des nächsten Gewinnberichts

k.A.

Gewinn per Aktie (EPS)8.46
Bruttomarge64.41%
Nettogewinnspanne40.29%
Schulden/Eigenkapital-Verhältnis0%

Wie hat sich ANET auf lange Sicht entwickelt?

Historische Performance und Vergleiche