Arista Networks Gestion
Gestion contrôle des critères 4/4
Le PDG Arista Networks est Jayshree Ullal, nommé en Oct2008, a un mandat de 17.58 ans. La rémunération annuelle totale est $ 2.87M, composée du salaire de 10.4% et des bonus 89.6%, y compris les actions et options de la société. détient directement 2.22% des actions de la société, d'une valeur de $ 4.11B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.4 ans et 5.8 ans.
Informations clés
Jayshree Ullal
Directeur général
US$2.9m
Rémunération totale
| Pourcentage du salaire du PDG | 10.45% |
| Durée du mandat du directeur général | 17.6yrs |
| Propriété du PDG | 2.2% |
| Durée moyenne d'occupation des postes de direction | 2.4yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.8yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour de l'analyse • 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
Mise à jour de l'analyse • 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.
Nouvelle analyse • 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.Mise à jour de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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 de l'analyse • 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.Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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...Article d'analyse • 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 AlphaNouvelle analyse • 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 AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$4b |
| Dec 31 2025 | US$3m | US$300k | US$4b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$3b |
| Dec 31 2024 | US$9m | US$300k | US$3b |
| Sep 30 2024 | n/a | n/a | US$3b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$16m | US$300k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$2b |
| Mar 31 2023 | n/a | n/a | US$2b |
| Dec 31 2022 | US$11m | US$300k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$933m |
| Dec 31 2021 | US$16m | US$300k | US$841m |
| Sep 30 2021 | n/a | n/a | US$785m |
| Jun 30 2021 | n/a | n/a | US$729m |
| Mar 31 2021 | n/a | n/a | US$676m |
| Dec 31 2020 | US$6m | US$300k | US$635m |
| Sep 30 2020 | n/a | n/a | US$712m |
| Jun 30 2020 | n/a | n/a | US$753m |
| Mar 31 2020 | n/a | n/a | US$797m |
| Dec 31 2019 | US$1m | US$300k | US$859m |
Rémunération vs marché: La rémunération totale de Jayshree ($USD 2.87M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Jayshree a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jayshree Ullal (64 yo)
17.6yrs
Titularisation
US$2,872,145
Compensation
Ms. Jayshree V. Ullal serves as Chief Executive Officer and Director at Arista Networks Inc (formerly known as Arastra, Inc.) since October 2008 and serves as its Chairman since December 2023 and also was...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairperson | 17.6yrs | US$2.87m | 2.22% $ 4.1b | |
| Co-Founder | 22.3yrs | US$7.21m | 0.25% $ 469.1m | |
| President & COO | less than a year | US$52.47m | 0.00049% $ 907.4k | |
| Senior VP & CFO | 2.3yrs | US$7.24m | 0.0048% $ 8.9m | |
| Co-Founder & Chief Architect | 2.4yrs | pas de données | 14.58% $ 27.0b | |
| VP & General Counsel | 1.3yrs | pas de données | pas de données | |
| Senior Vice President of Global Operations & Marketing | no data | pas de données | pas de données | |
| Chief Sales Officer | no data | pas de données | pas de données | |
| Group Vice President of Worldwide Human Resources & Operations | no data | pas de données | pas de données | |
| Chief Development Officer | 2.4yrs | pas de données | pas de données | |
| Chief Customer Officer | 6.3yrs | pas de données | pas de données | |
| Chief Platform Officer | no data | US$3.89m | 0.00063% $ 1.2m |
2.4yrs
Durée moyenne de l'emploi
58.5yo
Âge moyen
Gestion expérimentée: L'équipe de direction de ANET est considérée comme expérimentée (ancienneté moyenne 2.4 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| CEO & Chairperson | 17.6yrs | US$2.87m | 2.22% $ 4.1b | |
| Co-Founder | 2.4yrs | US$7.21m | 0.25% $ 469.1m | |
| Independent Director | 13.1yrs | US$436.51k | 0.017% $ 30.6m | |
| Independent Director | 8.9yrs | US$421.51k | 0.010% $ 19.4m | |
| Independent Director | 4.8yrs | US$446.51k | 0.0024% $ 4.4m | |
| Independent Director | 5.8yrs | US$426.51k | 0.00076% $ 1.4m | |
| Lead Independent Director | 14.6yrs | US$481.51k | 0.012% $ 23.1m | |
| Independent Director | 3.8yrs | US$436.51k | 0.00078% $ 1.4m | |
| Independent Director | 1.2yrs | US$412.28k | 0.00026% $ 481.5k |
5.8yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de ANET sont considérés comme expérimentés (ancienneté moyenne 5.8 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/07 04:12 |
| Cours de l'action en fin de journée | 2026/05/07 00:00 |
| Les revenus | 2026/03/31 |
| 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 expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale 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 60 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 |