Arista Networks Gestione
Criteri Gestione verificati 4/4
Arista Networks Il CEO è Jayshree Ullal, nominato in Oct2008, e ha un mandato di 17.58 anni. la retribuzione annua totale è $ 2.87M, composta da 10.4% di stipendio e 89.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 2.22% delle azioni della società, per un valore di $ 4.76B. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.4 anni e 5.8 anni.
Informazioni chiave
Jayshree Ullal
Amministratore delegato
US$2.9m
Compenso totale
| Percentuale dello stipendio del CEO | 10.45% |
| Mandato del CEO | 17.6yrs |
| Proprietà del CEO | 2.2% |
| Durata media del management | 2.4yrs |
| Durata media del Consiglio di amministrazione | 5.8yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • 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
Aggiornamento dell'analisi • 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.
Nuova analisi • 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.Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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 AlphaNuova analisi • 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 AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| 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$859m |
Compensazione vs Mercato: La retribuzione totale di Jayshree ($USD 2.87M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Jayshree è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jayshree Ullal (64 yo)
17.6yrs
Mandato
US$2,872,145
Compensazione
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairperson | 17.6yrs | US$2.87m | 2.22% $ 4.8b | |
| Co-Founder | 22.3yrs | US$7.21m | 0.25% $ 543.0m | |
| President & COO | less than a year | US$52.47m | 0.00049% $ 1.1m | |
| Senior VP & CFO | 2.3yrs | US$7.24m | 0.0048% $ 10.3m | |
| Co-Founder & Chief Architect | 2.4yrs | Nessun dato | 14.58% $ 31.3b | |
| VP & General Counsel | 1.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Global Operations & Marketing | no data | Nessun dato | Nessun dato | |
| Chief Sales Officer | no data | Nessun dato | Nessun dato | |
| Group Vice President of Worldwide Human Resources & Operations | no data | Nessun dato | Nessun dato | |
| Chief Development Officer | 2.4yrs | Nessun dato | Nessun dato | |
| Chief Customer Officer | 6.3yrs | Nessun dato | Nessun dato | |
| Chief Platform Officer | no data | US$3.89m | 0.00063% $ 1.4m |
2.4yrs
Durata media
58.5yo
Età media
Gestione esperta: Il team dirigenziale di ANET è considerato esperto (durata media dell'incarico 2.4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO & Chairperson | 17.6yrs | US$2.87m | 2.22% $ 4.8b | |
| Co-Founder | 2.4yrs | US$7.21m | 0.25% $ 543.0m | |
| Independent Director | 13.1yrs | US$436.51k | 0.017% $ 36.8m | |
| Independent Director | 8.9yrs | US$421.51k | 0.010% $ 22.5m | |
| Independent Director | 4.8yrs | US$446.51k | 0.0024% $ 5.1m | |
| Independent Director | 5.8yrs | US$426.51k | 0.00076% $ 1.6m | |
| Lead Independent Director | 14.6yrs | US$481.51k | 0.012% $ 26.8m | |
| Independent Director | 3.8yrs | US$436.51k | 0.00078% $ 1.7m | |
| Independent Director | 1.2yrs | US$412.28k | 0.00026% $ 557.3k |
5.8yrs
Durata media
62yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ANET sono considerati esperti (durata media dell'incarico 5.8 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 07:02 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| 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 |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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 60 analisti. 27 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 |