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Arista Networks Informe acción NYSE:ANET

Último precio

US$381.71

Capitalización de mercado

US$119.0b

7D

-3.4%

1Y

75.3%

Actualizada

20 Nov, 2024

Datos

Finanzas de la empresa +

Arista Networks, Inc.

Informe acción NYSE:ANET

Capitalización de mercado: US$119.0b

Resumen de acción ANET

Arista Networks, Inc. se dedica al desarrollo, comercialización y venta de soluciones de red cliente a nube basadas en datos para entornos de centros de datos, campus y enrutamiento en América, Europa, Oriente Medio, África y Asia-Pacífico. Saber más

Análisis fundamental de ANET
Puntuación del snowflake
Valoración0/6
Crecimiento futuro3/6
Rendimiento pasado6/6
Salud financiera6/6
Dividendos0/6

Recompensas

Se prevé un crecimiento anual de los beneficios de 13.02%

Los beneficios aumentaron un 40.2% el pasado año

Análisis de riesgos

No se han detectado riesgos en ANET a partir de nuestros controles de riesgos.

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
10.0% undervalued intrinsic discount
22.91%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
Updated 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
1.8% 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

Competidores de Arista Networks, Inc.

Motorola Solutions

NYSE:MSI

US$81.5b

Cisco Systems

NasdaqGS:CSCO

US$227.1b

Ubiquiti

NYSE:UI

US$20.8b

F5

NasdaqGS:FFIV

US$14.0b

Historial de precios y rendimiento

Resumen de todos los máximos históricos, cambios y caídas de precios de Arista Networks
Precios históricos de las acciones
Precio actual de la acciónUS$381.71
Máximo en las últimas 52 semanasUS$431.97
Mínimo de 52 semanasUS$210.69
Beta1.08
1Cambio en 1 mes-5.99%
Variación en 3 meses8.39%
Cambio de 1 año75.35%
3Variación en 3 años198.72%
Variación en 5 años680.59%
Variación desde la OPV2,676.07%

Noticias y actualizaciones recientes

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

Capital Investment Trends At Arista Networks (NYSE:ANET) Look Strong

Oct 30
Capital Investment Trends At Arista Networks (NYSE:ANET) Look Strong

Rentabilidad de los accionistas

ANETUS CommunicationsMercado US
7D-3.4%-2.6%-1.0%
1Y75.3%39.4%30.3%

Rentabilidad vs. Industria: ANET superó a la industria US Communications, que obtuvo un rendimiento del 39.4% el año pasado.

Rentabilidad vs. Mercado: ANET superó al mercado US, que obtuvo un rendimiento del 30.3% el año pasado.

Volatilidad de los precios

Is ANET's price volatile compared to industry and market?
ANET volatility
ANET Average Weekly Movement5.3%
Communications Industry Average Movement6.3%
Market Average Movement6.2%
10% most volatile stocks in US Market15.7%
10% least volatile stocks in US Market3.1%

Precio estable de las acciones: ANET no ha tenido una volatilidad de precios significativa en los últimos 3 meses.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ANET (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
20044,023Jayshree Ullalwww.arista.com

Arista Networks, Inc. se dedica al desarrollo, comercialización y venta de soluciones de red cliente a nube basadas en datos para centros de datos, campus y entornos de enrutamiento en América, Europa, Oriente Medio, África y Asia-Pacífico. Sus soluciones de red en la nube consisten en Extensible Operating System (EOS), un sistema operativo de red de publicación-suscripción de estado compartido que se ofrece en combinación con un conjunto de aplicaciones de red. La empresa ofrece sistemas de redes en la nube y centros de datos, incluidas plataformas de conmutación Ethernet con inteligencia artificial (IA) más recientes; productos inalámbricos y por cable para campus, y sistemas de enrutamiento que abordan casos de uso de enrutamiento central, enrutamiento periférico, interconexión de centros de datos (DCI), redes de área extensa (WAN) y nubes múltiples; y un conjunto de soluciones de software de valor añadido que aprovechan EOS para proporcionar orquestación, automatización, análisis, supervisión de redes y seguridad de extremo a extremo.

Resumen de fundamentos de Arista Networks, Inc.

¿Cómo se comparan los beneficios e ingresos de Arista Networks con su capitalización de mercado?
Estadísticas fundamentales de ANET
Capitalización bursátilUS$118.95b
Beneficios(TTM)US$2.66b
Ingresos (TTM)US$6.61b

45.1x

Ratio precio-beneficio (PE)

18.2x

Ratio precio-ventas (PS)

¿Está ANET sobrevalorada?

Ver valor justo y análisis de valoración

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ANET
IngresosUS$6.61b
Coste de los ingresosUS$2.35b
Beneficio brutoUS$4.26b
Otros gastosUS$1.59b
BeneficiosUS$2.66b

Últimos beneficios comunicados

Sep 30, 2024

Próxima fecha de beneficios

n/a

Beneficios por acción (BPA)8.46
Margen bruto64.41%
Margen de beneficio neto40.29%
Ratio deuda/patrimonio0%

¿Cómo se ha desempeñado ANET a largo plazo?

Ver rendimiento histórico y comparativa