Arista Networks (ANET) Resumen de Acciones
Arista Networks, Inc. se dedica al desarrollo, comercialización y venta de soluciones de red cliente a nube basadas en datos para entornos de IA, centros de datos, campus y enrutamiento en América, Europa, Oriente Medio, África y Asia-Pacífico. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 1/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
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Arista Networks
56.9% sobrevalorado descuento intrínseco
The "Porsche" of Internet Switches
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Updated 18 Apr 2025
Competidores de Arista Networks, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$199.39 |
| Máximo en las últimas 52 semanas | US$214.89 |
| Mínimo de 52 semanas | US$114.52 |
| Beta | 1.62 |
| Cambio en 1 mes | 5.69% |
| Variación en 3 meses | 14.22% |
| Cambio de 1 año | 33.27% |
| Variación en 3 años | 342.25% |
| Variación en 5 años | 785.81% |
| Variación desde la OPV | 5,700.44% |
Noticias y actualizaciones recientes
Seeking Alpha • Sep 14
Arista Networks Vs. Celestica: The White Box Wins
Summary Arista Networks maintains robust AI-driven growth but faces margin compression due to supply chain cost inflation, guiding to flat 63% gross margins through CY27. ANET's strategic focus is on securing supply, not passing costs to customers, which limits its ability to expand margins compared to white-box competitor Celestica. Celestica is positioned for margin expansion and faster revenue growth, trading at lower valuation multiples and benefiting from increased demand for white box Ethernet switches. I remain bullish on ANET but am overweight CLS, given its superior near-term growth catalysts, margin leverage, and relative undervaluation. Read the full article on Seeking Alpha
Actualización de narrativa • Sep 03
ANET: Fair Value View Will Balance AI Buildout Upside And Policy Risk
Arista Networks' analyst price target has been lifted as analysts point to stronger modeled revenue growth, slightly higher profit margins and an elevated future P/E assumption. They link this to the company’s perceived architectural moat, AI networking exposure and improved supply visibility, moving fair value in this framework from about $165.52 to about $194.43 per share.Recent updates
Seeking Alpha • Sep 14
Arista Networks Vs. Celestica: The White Box Wins
Summary Arista Networks maintains robust AI-driven growth but faces margin compression due to supply chain cost inflation, guiding to flat 63% gross margins through CY27. ANET's strategic focus is on securing supply, not passing costs to customers, which limits its ability to expand margins compared to white-box competitor Celestica. Celestica is positioned for margin expansion and faster revenue growth, trading at lower valuation multiples and benefiting from increased demand for white box Ethernet switches. I remain bullish on ANET but am overweight CLS, given its superior near-term growth catalysts, margin leverage, and relative undervaluation. Read the full article on Seeking AlphaActualización de narrativa • Sep 03
ANET: Fair Value View Will Balance AI Buildout Upside And Policy Risk
Arista Networks' analyst price target has been lifted as analysts point to stronger modeled revenue growth, slightly higher profit margins and an elevated future P/E assumption. They link this to the company’s perceived architectural moat, AI networking exposure and improved supply visibility, moving fair value in this framework from about $165.52 to about $194.43 per share.
Actualización de narrativa • Aug 20
ANET: AI Networking Cycle Will Support Higher Earnings Power Through 2027
Analysts have lifted the fair value estimate for Arista Networks from about $190 to roughly $242. This reflects higher modeled revenue growth, profit margins, and future P/E multiples following a series of raised price targets and updated guidance across recent research.
Actualización de narrativa • Aug 05
ANET: AI Networking Demand Will Drive Multiyear Data Center Upside
Analysts lifted the Arista Networks fair value estimate from $219.42 to $289.00, reflecting a series of higher price targets tied to stronger AI related demand, improved supply visibility, and updated growth assumptions following recent second-quarter results. Analyst Commentary Bullish analysts covering Arista Networks are broadly positive on the company following recent second quarter results and an updated long-term outlook.Actualización de narrativa • Jul 16
ANET: AI Networking Demand And Supply Constraints Will Drive Future Upside
Analysts have raised their fair value estimate for Arista Networks to $219.42 from $212.88, citing a series of recent price target increases across the Street tied to expectations for solid demand, AI related networking opportunities, and more constructive commentary on supply and revenue growth drivers. Analyst Commentary Recent Street research on Arista Networks points to a generally constructive tone around the stock, with several bullish analysts highlighting AI related networking demand, revenue growth drivers tied to inference workloads, and what they see as an attractive setup ahead of upcoming earnings.Actualización de narrativa • Jul 02
ANET: Fair Value View Will Weigh AI Networking Demand Against Execution Risk
Arista Networks' analyst price target has been revised higher to $200 from a prior cluster around the mid $180s. This change is supported by analysts citing strong demand signals from AI related networking refresh cycles, clearer views on supply and deferred revenue, and multiple recent target increases, even as some firms trim focus lists or conviction lists for portfolio reasons.Artículo de análisis • Jun 21
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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Artículo de análisis • 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...Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Rentabilidad de los accionistas
| ANET | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -0.1% | -0.9% | -0.2% |
| 1Y | 33.3% | 51.4% | 12.1% |
Rentabilidad vs. Industria: Los resultados de ANET fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 51.4% el año pasado.
Rentabilidad vs. Mercado: ANET superó al mercado US, que obtuvo un rendimiento del 12.1% el año pasado.
Volatilidad de los precios
| ANET volatility | |
|---|---|
| ANET Average Weekly Movement | 8.1% |
| Communications Industry Average Movement | 7.8% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.1% |
| 10% least volatile stocks in US Market | 2.9% |
Precio estable de las acciones: ANET no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ANET (8%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2004 | 5,115 | Jayshree Ullal | www.arista.com |
Arista Networks, Inc. se dedica al desarrollo, comercialización y venta de soluciones de red cliente a nube basadas en datos para entornos de IA, centros de datos, campus y 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 software y servicios para centros de datos, redes en la nube y de IA, adyacencias cognitivas y redes cognitivas.
Resumen de fundamentos de Arista Networks, Inc.
| Estadísticas fundamentales de ANET | |
|---|---|
| Capitalización bursátil | US$251.48b |
| Beneficios(TTM) | US$4.04b |
| Ingresos (TTM) | US$10.54b |
62.2x
Ratio precio-beneficio (PE)23.9x
Ratio precio-ventas (PS)¿Está ANET sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ANET | |
|---|---|
| Ingresos | US$10.54b |
| Coste de los ingresos | US$3.90b |
| Beneficio bruto | US$6.64b |
| Otros gastos | US$2.60b |
| Beneficios | US$4.04b |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 3.21 |
| Margen bruto | 63.00% |
| Margen de beneficio neto | 38.37% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado ANET a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/09/20 01:06 |
| Precio de las acciones al final del día | 2026/09/18 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arista Networks, Inc. está cubierta por 57 analistas. 27 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| James Kelleher | Argus Research Company |
| Timothy Long | Barclays |
| Benjamin Reitzes | Barclays |