Arista Networks, Inc.

NYSE:ANET Lagerbericht

Marktkapitalisierung: US$213.6b

Arista Networks Zukünftiges Wachstum

Future Kriterienprüfungen 3/6

Arista Networks wird ein jährliches Gewinn- und Umsatzwachstum von 16.6% bzw. 17.7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 17.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 30.1% betragen.

Wichtige Informationen

16.6%

Wachstumsrate der Gewinne

17.94%

EPS-Wachstumsrate

Communications Gewinnwachstum22.1%
Wachstumsrate der Einnahmen17.7%
Zukünftige Eigenkapitalrendite30.11%
Analystenabdeckung

Good

Zuletzt aktualisiert17 Jun 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyseartikel • 10h

Arista Networks (ANET) Stock Could Be 10.7% Undervalued As AI Networking Demand Builds

Fresh research commentary on Arista Networks (ANET) is drawing investor focus to the company’s role in high-speed networking for AI and cloud data centers, as customers increasingly weigh best-of-breed options over bundled solutions. See our latest analysis for Arista Networks. Against this backdrop, Arista Networks’ share price has gathered momentum, with a 10.15% 1‑month share price return and 24.87% 3‑month share price return. Its 1‑year total shareholder return of 96.72% points to...
Narrativ-Update • Jun 18

ANET: AI Networking Refresh And Backlog Strength Will Support Future Premium Multiple

Arista Networks' analyst price target has been revised slightly higher to about $190 from about $188, with analysts citing ongoing interest in the company as a way to gain exposure to an AI driven front-end networking refresh cycle and related AI traffic workloads. Analyst Commentary Recent research on Arista Networks highlights a mix of enthusiasm around AI driven networking use cases and some caution about how much of that optimism is already reflected in the valuation.
Seeking Alpha • Jun 06

Arista Networks: TAM Expansion And Surging AI Demand

Summary Arista Networks remains a top pick for hardware/capex exposure, supported by robust AI-driven demand and market leadership. ANET projects its total addressable market to reach $105 billion by 2029, up from $60 billion by 2027, driven by AI networking needs. Despite supply constraints, ANET sustains ~30% revenue growth and expects a 25% CAGR through 2028, with 60%+ gross margins reflecting pricing power. With over $12 billion in net cash and no debt, ANET maintains a fortress balance sheet, supporting its premium valuation and financial flexibility. Read the full article on Seeking Alpha
Narrativ-Update • Jun 03

ANET: AI Ethernet Clusters And XPO Optics Will Drive Future Networking Upside

Analysts lifted their fair value estimate for Arista Networks by about $5 to $212.88, citing refreshed price targets across the Street and growing focus on the company's role in AI driven data center and campus networking workloads. Analyst Commentary Bullish analysts are leaning into the AI driven networking theme around Arista Networks, pointing to refreshed price targets and upgrades as support for higher fair value estimates.
Narrativ-Update • May 20

ANET: Ethernet AI Backend Share Gains Will Drive Future Premium Multiple

Analysts have raised their price target on Arista Networks to $188.20 from $180.33, citing broad Street optimism around the company's role in Ethernet based AI data centers, emerging "thematic AI growth vectors" such as inference workloads, and potential share gains across AI backend and campus networking. Analyst Commentary Street research around Arista Networks is clustered around the same core idea, that Ethernet based AI data centers, inference heavy workloads, and share opportunities in AI backend and campus networking are central to the long term story.
Analyseartikel • May 13

We Think Arista Networks' (NYSE:ANET) Solid Earnings Are Understated

Despite posting healthy earnings, Arista Networks, Inc.'s ( NYSE:ANET ) stock has been quite weak. We have done some...
Narrativ-Update • May 02

ANET: AI Data Center Demand And Hyperscaler Ties Support Premium Multiple

Arista Networks' updated analyst price target framework edges higher to reflect slightly stronger modeled revenue growth and a richer assumed future P/E multiple, with analysts citing sustained enthusiasm around AI data center demand, hyperscaler relationships, and recent bullish initiations and target increases across major firms. Analyst Commentary Recent Street research around Arista Networks clusters around AI data center exposure, hyperscaler demand and the company’s role in Ethernet based switching for large scale training and inference clusters.
Narrativ-Update • Apr 18

ANET: AI Data Centers And XPO Execution Will Drive Future Networking Upside

Arista Networks' fair value estimate has edged up by about $0.44 per share as analysts factor in slightly higher modeled revenue growth, wider profit margins, and a lower future P/E assumption, supported by a recent wave of higher price targets and upbeat views on its AI data center positioning and XPO strategy. Analyst Commentary Recent research on Arista Networks has leaned clearly positive, with a cluster of price target increases and fresh coverage that centers on the company’s role in AI data centers and its XPO strategy.
Narrativ-Update • Apr 03

ANET: AI Data Center Demand Will Sustain Premium Multiple Over Time

Analysts have lifted Arista Networks' fair value estimate by about $13 to $176.46, citing higher expected revenue tied to AI data center demand and continued bullish price target moves from multiple research firms. Analyst Commentary Recent research highlights a cluster of positive views around Arista Networks, centered on its role in AI data centers and large cloud deployments, while also flagging execution and competitive risks investors should keep in mind.
Narrativ-Update • Mar 20

ANET: Fair Value View Will Balance AI Datacenter Demand And Execution Risk

Arista Networks' fair value estimate has been adjusted slightly higher to $149.15, with analysts attributing the move to a modest change in expected revenue growth and continued interest in the company's AI focused data center networking position, as reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Arista Networks centers on its role in AI focused data center networking, with several firms updating coverage and price targets.
Narrativ-Update • Mar 06

ANET: Diversified AI Compute And 6GW Buildout Will Drive Networking Upside

The analyst price target for Arista Networks has been raised from $194.25 to $207.07 as analysts point to stronger AI related networking demand, including benefits from diversified compute spending and large scale data center deployments tied to recent hyperscaler and chipmaker partnerships. Analyst Commentary Bullish analysts are highlighting Arista Networks as a key beneficiary of large scale AI data center build outs, especially where cloud platforms and chipmakers are broadening their compute choices beyond a single vendor.
Narrativ-Update • Feb 20

ANET: Fair Value View Balances AI Data Center Upside And Execution Risk

Analysts have lifted their Arista Networks fair value estimate from $113.17 to $149.06, pointing to higher assumed revenue growth, a slightly adjusted discount rate, firmer profit margins, and a richer future P/E multiple as key drivers behind the new target range, which is supported by recent price target increases across multiple Wall Street firms. Analyst Commentary Recent Street research around Arista Networks has centered on refreshed price targets and how AI related spending might influence demand for the company’s networking products.
Narrativ-Update • Feb 06

ANET: Cross Vendor AI Networking For AI Data Centers Will Drive Upside

Analysts have made a modest upward adjustment to their fair value estimate for Arista Networks to about $194 per share, citing ongoing work to build a cross vendor AI networking ecosystem, expectations for medium term revenue growth, and sensitivity to valuation as operating margins are anticipated to dip slightly next year. Analyst Commentary Recent research suggests that Arista Networks is increasingly viewed as a key beneficiary of growing AI networking demand, with some bullish analysts flagging its role in a cross vendor ecosystem that links AI networks with computing infrastructure.
Narrativ-Update • Jan 23

ANET: Cross Vendor AI Networking Ecosystem Will Drive Future Upside

Analysts have trimmed their price expectations for Arista Networks by a small amount, citing a still-strong AI networking ecosystem, high medium term revenue growth, slightly softer operating margins, and a valuation they view as expensive. Analyst Commentary Recent commentary on Arista Networks highlights a mix of caution on valuation and margins alongside confidence in the company’s role in AI networking.
Narrativ-Update • Jan 09

ANET: AI Networking Ecosystem Will Support Future Upside Despite Margin Concerns

Analysts have lifted their fair value estimate for Arista Networks from $130.00 to about $193.28, reflecting updated assumptions around slightly higher discount rates, modestly softer margin expectations, and ongoing AI driven growth potential despite recent debates on valuation and rating changes. Analyst Commentary Recent research highlights a mix of enthusiasm and caution around Arista Networks, with bullish analysts focused on the company’s role in AI networking and more conservative views pointing to valuation and margin pressures.
Narrativ-Update • Dec 25

ANET: AI Networking Demand Will Sustain Premium Multiple Despite Moderating Margins

Analysts have modestly increased their price target on Arista Networks to $171, citing continued AI driven networking demand and solid, though slightly slower, growth and margin profiles that support maintaining a premium valuation. Analyst Commentary Recent Street research reflects a balanced but still constructive view on Arista Networks, with analysts weighing accelerating AI driven demand against slowing growth rates and a rich valuation.
Narrativ-Update • Dec 11

ANET: AI Networking Demand Will Sustain High Margins Despite Future Normalization Concerns

Analysts have modestly raised their price targets for Arista Networks into the mid to high $170s, citing sustained AI driven networking demand, resilient high margin profiles despite slightly softer long term margin guidance, and upgraded multi year revenue growth expectations. Analyst Commentary Street research remains broadly constructive on Arista Networks, with most firms lifting price targets to reflect stronger medium term growth and sustained AI networking tailwinds, even as some caution emerges around valuation and future margin normalization.
Narrativ-Update • Nov 27

ANET: AI Demand Will Sustain High Margin Momentum Despite Rising Competition

Arista Networks’ analyst price target has edged up slightly to around $164, as analysts cite ongoing revenue and profit margin strength. This comes despite conservative margin forecasts and a more competitive AI networking environment.
Narrativ-Update • Nov 13

ANET: AI Networking Momentum Will Drive Long-Term Revenue Strength

Arista Networks’ fair value estimate has increased modestly from $159.80 to $163.87, as analysts cite ongoing momentum in AI networking and manageable adjustments to revenue growth and profit margin expectations. Analyst Commentary Recent analyst research presents a mixed outlook for Arista Networks, reflecting optimism about its AI-driven growth potential as well as concerns about valuation and future profit margins.
Narrativ-Update • Oct 30

Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties

Arista Networks' analyst price target has been raised modestly, with updated estimates reflecting improved growth and margin outlooks as analysts cite continued strength in AI networking demand and reassuring long-term guidance. Analyst Commentary Following recent company updates and strong industry trends, Wall Street analysts have weighed in on Arista Networks, offering both bullish and bearish perspectives.
Narrativ-Update • Oct 15

Adoption Of AI And Open Ethernet Will Expand Future Markets

The analyst price target for Arista Networks has increased from approximately $156 to $160, as analysts cite ongoing strong demand, resilient long-term growth projections, and positive sentiment following recent updates in margin and revenue outlooks. Analyst Commentary Recent analyst updates have highlighted both optimism and caution regarding Arista Networks’ long-term prospects and valuation following new guidance and price target changes.
Narrativ-Update • Sep 26

Adoption Of AI And Open Ethernet Will Expand Future Markets

Analysts have raised Arista Networks’ price target, now $156.38 (up from $142.63), driven by confidence in stronger long-term revenue growth and continued outperformance in AI and cloud infrastructure, although near-term caution remains due to margin normalization and recent share price strength. Analyst Commentary Bullish analysts are raising price targets due to Arista's upwardly revised 2026 revenue outlook (about 20% growth to $10.5B) and company guidance for sustained mid-teens long-term sales growth, along with robust gross and EBIT margins.
Narrativ-Update • Sep 11

Adoption Of AI And Open Ethernet Will Expand Future Markets

Arista Networks' price target was raised to $142.63 as strong Q2 results, accelerating product billings, and optimism for AI and cloud-driven growth outweighed concerns over a near-term run-up, with analysts seeing upside on pullbacks. Analyst Commentary Bullish analysts cite strong Q2 results, with product billings accelerating above 50% growth at large scale and upside performance across all business metrics.
Narrativ-Update • Aug 07

Adoption Of AI And Open Ethernet Will Expand Future Markets

Arista Networks’ fair value estimate has increased, reflecting stronger expected revenue growth and a higher future P/E multiple, resulting in the analyst price target rising from $111.62 to $133.46. What's in the News Arista Networks provided revenue guidance for Q3 2025, expecting $2.25 billion.
Analyseartikel • Jul 20

Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump

Arista Networks Inc ( NYSE:ANET ) shares have continued their recent momentum with a 30% gain in the last month alone...
Seeking Alpha • Apr 28

Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability

Summary I reiterate a "Strong Buy" on Arista Networks Inc., driven by structural growth from Microsoft and Meta CAPEX spendings, with a fair value of $106 per share. Arista's AI-powered services and seamless integration of EOS software with network hardware position it well for AI and cloud workloads. Strong growth in data center networking and new areas like load balancing and observability forecast 20% annual revenue growth and 20bps margin expansion. Key risks include tariffs and CAPEX volatility from Microsoft and Meta, but I remain confident in ANET's ability to navigate these challenges. Read the full article on Seeking Alpha
Neues Narrativ • Apr 08

800 Gigabit Ethernet And AI Centers Will Transform Business

Arista Networks' leadership in Ethernet technology and AI-driven solutions is expected to drive significant revenue and market share growth.

Gewinn- und Umsatzwachstumsprognosen

NYSE:ANET - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
12/31/202817,3156,2906,3716,16518
12/31/202714,3395,2495,5935,51927
12/31/202611,5944,2865,1305,10726
3/31/20269,7103,7215,2785,424N/A
12/31/20259,0063,5114,2524,372N/A
9/30/20258,4483,3574,0464,141N/A
6/30/20257,9513,2523,9754,047N/A
3/31/20257,4373,0283,7853,836N/A
12/31/20247,0032,8523,6763,708N/A
9/30/20246,6132,6653,1783,204N/A
6/30/20246,3122,4622,6982,728N/A
3/31/20246,0802,2892,1352,173N/A
12/31/20235,8602,0872,0002,034N/A
9/30/20235,5951,9011,5091,548N/A
6/30/20235,2631,709945983N/A
3/31/20234,8561,517615650N/A
12/31/20224,3811,352448493N/A
9/30/20223,9301,165634678N/A
6/30/20223,5021,035737816N/A
3/31/20223,158933904978N/A
12/31/20212,9488419511,016N/A
9/30/20212,772785914978N/A
6/30/20212,629729900920N/A
3/31/20212,462676778795N/A
12/31/20202,318635720735N/A
9/30/20202,222712865875N/A
6/30/20202,271753917930N/A
3/31/20202,338797974988N/A
12/31/20192,411859N/A963N/A
9/30/20192,454769N/A932N/A
6/30/20192,363729N/A543N/A
3/31/20192,274384N/A478N/A
12/31/20182,151328N/A503N/A
9/30/20182,024261N/A391N/A
6/30/20181,898227N/A716N/A
3/31/20181,783484N/A664N/A
12/31/20171,646422N/A632N/A
9/30/20171,506377N/A514N/A
6/30/20171,359295N/A274N/A
3/31/20171,222231N/A260N/A
12/31/20161,129183N/A174N/A
9/30/20161,047168N/A225N/A
6/30/2016974145N/A269N/A
3/31/2016901130N/A257N/A
12/31/2015838119N/A238N/A
9/30/2015766104N/A117N/A
6/30/201570496N/A141N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: ANETDas prognostizierte Gewinnwachstum (16.6% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: ANETDie Erträge des Unternehmens (16.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (18.9% pro Jahr).

Hohe Wachstumserträge: ANETDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: ANETDie Einnahmen des Unternehmens (17.7% pro Jahr) werden voraussichtlich schneller wachsen als der Markt US (13% pro Jahr).

Hohe Wachstumseinnahmen: ANETDie Einnahmen des Unternehmens (17.7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: ANETDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (30.1%)

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/06/21 14:31
Aktienkurs zum Tagesende2026/06/18 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Arista Networks, Inc. wird von 54 Analysten beobachtet. 27 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
James KelleherArgus Research Company
Benjamin ReitzesBarclays
Timothy LongBarclays