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 | 2/6 |
| Crecimiento futuro | 4/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
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Analyst Price Targets
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US$127.06
FV
15.7% sobrevalorado descuento intrínseco15.00%
Revenue growth p.a.
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Competidores de Arista Networks, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$147.06 |
| Máximo en las últimas 52 semanas | US$179.80 |
| Mínimo de 52 semanas | US$82.80 |
| Beta | 1.67 |
| Cambio en 1 mes | 16.48% |
| Variación en 3 meses | 14.29% |
| Cambio de 1 año | 70.11% |
| Variación en 3 años | 316.48% |
| Variación en 5 años | 645.15% |
| Variación desde la OPV | 4,178.11% |
Noticias y actualizaciones recientes
Actualización del análisis • 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.Seeking Alpha • Apr 28
Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar
Summary Arista Networks is a prime AI infrastructure play, leveraging strong hyperscale demand and superior Ethernet-based networking solutions. ANET's 1Q26 earnings expectations are high, with consensus revenue at $2.62B (+30% YoY) and EPS of $0.81, reflecting robust growth momentum. Valuation is stretched: forward P/E ~50x, EV/sales 18.5x, and PEG 2.7x, implying the market expects flawless execution and sustained leadership. Short-term risk is elevated; any disappointment in growth, guidance, or AI demand could trigger a sharp de-rating given current lofty expectations. Read the full article on Seeking AlphaRecent updates
Actualización del análisis • 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.Seeking Alpha • Apr 28
Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar
Summary Arista Networks is a prime AI infrastructure play, leveraging strong hyperscale demand and superior Ethernet-based networking solutions. ANET's 1Q26 earnings expectations are high, with consensus revenue at $2.62B (+30% YoY) and EPS of $0.81, reflecting robust growth momentum. Valuation is stretched: forward P/E ~50x, EV/sales 18.5x, and PEG 2.7x, implying the market expects flawless execution and sustained leadership. Short-term risk is elevated; any disappointment in growth, guidance, or AI demand could trigger a sharp de-rating given current lofty expectations. Read the full article on Seeking Alpha
Actualización del análisis • 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.
Nuevo análisis • Apr 16
Arista Networks, Inc. (ANET): The "AI Architect" and the FY2026 Terabit Breakthrough
Arista Networks, Inc. (ANET) , the definitive leader in data-driven networking for the AI era, delivered a historic performance as of Thursday, April 16, 2026 , solidifying its role as the "Better" and essential plumbing of the generative AI revolution.Actualización del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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 del análisis • 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.Artículo de análisis • 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...Artículo de análisis • May 23
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise
Key Insights Arista Networks will host its Annual General Meeting on 30th of May CEO Jayshree Ullal's total...Artículo de análisis • May 14
Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors
Investors were underwhelmed by the solid earnings posted by Arista Networks Inc ( NYSE:ANET ) recently. Our analysis...Artículo de análisis • May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher
Arista Networks Inc ( NYSE:ANET ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Artículo de análisis • May 09
Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next
Arista Networks Inc ( NYSE:ANET ) last week reported its latest first-quarter results, which makes it a good time for...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 AlphaNuevo análisis • 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.Seeking Alpha • Mar 28
Arista: What Happens When The Cloud Titans Stop Firing The Capex Cannons?
Summary Arista Networks' stock has fallen ~25% YTD, entering bear market territory, with valuation still high despite recent declines. Arista's growth is heavily reliant on major customers like Meta and Microsoft, making it vulnerable to cyclical spending patterns as these companies have temporarily stepped up their capex spending. 35% of Arista's revenue is derived from Meta and Microsoft, with roughly ~50% from cloud titans overall, creating huge customer concentration. Margins are also facing downward pressure, with earnings growth expected at only 10% y/y in FY25, forcing the question of why Arista is worth a 30+ P/E ratio. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)
Summary Arista Networks' investors have endured a torrid time since the stock peaked in late January. A bear market followed, and it worsened, giving up nearly six months of gains in a few weeks. While ANET was assessed as expensive previously, it's no longer that expensive anymore. So, good news, right? Arista Networks remains a leader in AI high-speed networking switching solutions, and counts Meta and Microsoft as core tech partners. I argue why the selloff has opened up an incredible opportunity for investors to engage and add ANET, as the market took the pessimism too far. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity
Summary Fundamentals alone don't drive stock movements. Sentiment plays a crucial role, as seen with Arista Networks' recent performance despite strong earnings. I called the stock's sentiment would peak around $125-$130, leading to a predictable pullback regardless of positive earnings or news like DeepSeek. Fundamentally, the company is seeing an increase in customer spend and is now pushing into the "back end" of the data center successfully where Nvidia dominates. Watch for Arista Networks to bottom near the high $80s, setting up for a potential rally in 2025 with a sentiment reset and strong business fundamentals. Read the full article on Seeking AlphaRentabilidad de los accionistas
| ANET | US Communications | Mercado US | |
|---|---|---|---|
| 7D | -12.8% | 0.05% | 3.2% |
| 1Y | 70.1% | 87.6% | 31.0% |
Rentabilidad vs. Industria: Los resultados de ANET fueron inferiores a los de la industria US Communications, que obtuvo un rendimiento del 87.6% el año pasado.
Rentabilidad vs. Mercado: ANET superó al mercado US, que obtuvo un rendimiento del 31% el año pasado.
Volatilidad de los precios
| ANET volatility | |
|---|---|
| ANET Average Weekly Movement | 8.5% |
| Communications Industry Average Movement | 8.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
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$214.34b |
| Beneficios(TTM) | US$3.72b |
| Ingresos (TTM) | US$9.71b |
49.8x
Ratio precio-beneficio (PE)19.1x
Ratio precio-ventas (PS)¿Está ANET sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ANET | |
|---|---|
| Ingresos | US$9.71b |
| Coste de los ingresos | US$3.54b |
| Beneficio bruto | US$6.17b |
| Otros gastos | US$2.45b |
| Beneficios | US$3.72b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 2.95 |
| Margen bruto | 63.54% |
| Margen de beneficio neto | 38.32% |
| 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 | 2026/05/06 07:18 |
| Precio de las acciones al final del día | 2026/05/06 00:00 |
| Beneficios | 2026/03/31 |
| 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 |
|
* 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 equipo de talla mundial 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 60 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 |
| Benjamin Reitzes | Barclays |
| Timothy Long | Barclays |