Arista Networks (ANET) Panoramica del titolo
Arista Networks, Inc. si occupa dello sviluppo, della commercializzazione e della vendita di soluzioni di rete client-to-cloud basate sui dati per ambienti AI, data center, campus e routing nelle Americhe, in Europa, in Medio Oriente, in Africa e nell'Asia-Pacifico. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 6/6 |
| Dividendi | 0/6 |
ANET Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$127.06
FV
35.9% sopravvalutato sconto intrinseco15.00%
Revenue growth p.a.
1.2k
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Concorrenti di Arista Networks, Inc.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$172.70 |
| Massimo di 52 settimane | US$179.80 |
| Minimo di 52 settimane | US$82.80 |
| Beta | 1.48 |
| Variazione di 1 mese | 36.33% |
| Variazione a 3 mesi | 24.81% |
| Variazione di 1 anno | 89.74% |
| Variazione a 3 anni | 400.65% |
| Variazione a 5 anni | 741.11% |
| Variazione dall'IPO | 4,924.00% |
Notizie e aggiornamenti recenti
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.Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar
Apr 28
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.Recent updates
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.Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar
Apr 28ANET: 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.
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.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.
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.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.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.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.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.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.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.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.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.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.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.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.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.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.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.Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump
Jul 20
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise
May 23Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors
May 14Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher
May 13Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next
May 09Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability
Apr 28800 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.Arista: What Happens When The Cloud Titans Stop Firing The Capex Cannons?
Mar 28Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)
Mar 10Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity
Feb 25Arista Networks Earnings: Not Enough Upside For This Inflection Investor
Feb 19Rendimenti per gli azionisti
| ANET | US Communications | US Mercato | |
|---|---|---|---|
| 7D | -2.4% | 1.7% | 0.8% |
| 1Y | 89.7% | 93.1% | 27.8% |
Ritorno vs Industria: ANET ha avuto una performance inferiore rispetto al US Communications che ha registrato un rendimento 93.1 % nell'ultimo anno.
Rendimento vs Mercato: ANET ha superato il mercato US che ha restituito 27.8 % nell'ultimo anno.
Volatilità dei prezzi
| ANET volatility | |
|---|---|
| ANET Average Weekly Movement | 7.9% |
| Communications Industry Average Movement | 7.7% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: ANET non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 8% ) di ANET è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 2004 | 5,115 | Jayshree Ullal | www.arista.com |
Arista Networks, Inc. si occupa dello sviluppo, della commercializzazione e della vendita di soluzioni di rete client to cloud, basate sui dati, per ambienti AI, data center, campus e routing nelle Americhe, in Europa, in Medio Oriente, in Africa e nell'Asia-Pacifico. Le sue soluzioni di cloud networking consistono in Extensible Operating System (EOS), un sistema operativo di rete publish-subscribe state-sharing offerto in combinazione con una serie di applicazioni di rete. L'azienda offre software e servizi per data center, cloud e AI networking, adiacenze cognitive e reti cognitive.
Arista Networks, Inc. Riepilogo dei fondamenti
| ANET statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$217.46b |
| Utili (TTM) | US$3.51b |
| Ricavi(TTM) | US$9.01b |
61.9x
Rapporto P/E24.1x
Rapporto P/SANET è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ANET Conto economico (TTM) | |
|---|---|
| Ricavi | US$9.01b |
| Costo del fatturato | US$3.24b |
| Profitto lordo | US$5.77b |
| Altre spese | US$2.26b |
| Utili | US$3.51b |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
May 05, 2026
| Utile per azione (EPS) | 2.79 |
| Margine lordo | 64.06% |
| Margine di profitto netto | 38.99% |
| Rapporto debito/patrimonio netto | 0% |
Come si è comportato ANET nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/03 07:58 |
| Prezzo dell'azione a fine giornata | 2026/05/01 00:00 |
| Utili | 2025/12/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Arista Networks, Inc. è coperta da 59 analisti. 28 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| James Kelleher | Argus Research Company |
| Benjamin Reitzes | Barclays |
| Timothy Long | Barclays |