Arista Networks (ANET) Aperçu de l'action
Arista Networks, Inc. se consacre au développement, au marketing et à la vente de solutions de réseau client à nuage basées sur les données pour l'IA, les centres de données, les campus et les environnements de routage dans les Amériques, l'Europe, le Moyen-Orient, l'Afrique et l'Asie-Pacifique. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 1/6 |
| Croissance future | 4/6 |
| Performances passées | 4/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
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Arista Networks
56.9% surévalué décote intrinsèque
The "Porsche" of Internet Switches
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Updated 18 Apr 2025
Arista Networks, Inc. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$199.39 |
| Plus haut sur 52 semaines | US$214.89 |
| Plus bas sur 52 semaines | US$114.52 |
| Bêta | 1.62 |
| Variation sur 1 mois | 6.94% |
| Variation sur 3 mois | 17.52% |
| Variation sur 1 an | 33.27% |
| Variation sur 3 ans | 342.25% |
| Variation sur 5 ans | 785.81% |
| Évolution depuis l'introduction en bourse | 5,700.44% |
Nouvelles et mises à jour récentes
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
Mise à jour du récit • 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 AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| ANET | US Communications | US Marché | |
|---|---|---|---|
| 7D | -0.1% | 2.7% | 0.5% |
| 1Y | 33.3% | 51.9% | 12.0% |
Rendement vs Industrie: ANET a sous-performé le secteur US Communications qui a rapporté 51.9 % au cours de l'année écoulée.
Rendement vs marché: ANET a dépassé le marché US qui a rapporté 12 % au cours de l'année écoulée.
Volatilité des prix
| ANET volatility | |
|---|---|
| ANET Average Weekly Movement | 8.2% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 6.8% |
| 10% most volatile stocks in US Market | 15.2% |
| 10% least volatile stocks in US Market | 2.9% |
Cours de l'action stable: ANET n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de ANET ( 8% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2004 | 5,115 | Jayshree Ullal | www.arista.com |
Arista Networks, Inc. développe, commercialise et vend des solutions de réseau client à nuage basées sur les données pour l'IA, les centres de données, les campus et les environnements de routage dans les Amériques, en Europe, au Moyen-Orient, en Afrique et dans la région Asie-Pacifique. Ses solutions de réseau en nuage consistent en un système d'exploitation extensible (EOS), un système d'exploitation de réseau à partage d'état avec publication et abonnement, proposé en combinaison avec un ensemble d'applications de réseau. La société propose des logiciels et des services pour les centres de données, le cloud et les réseaux d'IA, les adjacences cognitives et les réseaux cognitifs.
Arista Networks, Inc. Résumé des fondamentaux
| ANET statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$251.65b |
| Bénéfices(TTM) | US$4.04b |
| Recettes(TTM) | US$10.54b |
62.2x
Ratio P/E23.9x
Ratio P/SLe site ANET est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| ANET compte de résultat (TTM) | |
|---|---|
| Recettes | US$10.54b |
| Coût des recettes | US$3.90b |
| Marge brute | US$6.64b |
| Autres dépenses | US$2.60b |
| Les revenus | US$4.04b |
Derniers bénéfices déclarés
Jun 30, 2026
Prochaine date de publication des résultats
s/o
| Résultat par action (EPS) | 3.21 |
| Marge brute | 63.00% |
| Marge bénéficiaire nette | 38.37% |
| Ratio dettes/capitaux propres | 0% |
Quelles ont été les performances à long terme de ANET?
Voir les performances historiques et les comparaisonsAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/18 21:49 |
| Cours de l'action en fin de journée | 2026/09/18 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Arista Networks, Inc. est couverte par 57 analystes. 27 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| James Kelleher | Argus Research Company |
| Benjamin Reitzes | Barclays |
| Timothy Long | Barclays |