Arista Networks（1ANET）株式概要米州、欧州、中東、アフリカ、アジア太平洋地域で、AI、データセンター、キャンパス、ルーティング環境向けのデータ主導型クライアント・トゥ・クラウド・ネットワーキング・ソリューションの開発、マーケティング、販売を行っている。 詳細1ANET ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績4/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より10.4%で取引されている 収益は年間16.53%増加すると予測されています 過去1年間で収益は22.9%増加しました アナリストらは、株価が38.5%上昇するだろうとほぼ一致している。 リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きい過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見る1ANET Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€117.8631.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture022b2016201920222025202620282031Revenue US$21.7bEarnings US$8.3bAdvancedSet Fair ValueView all narrativesArista Networks, Inc. 競合他社Zhongji InnolightSymbol: SZSE:300308Market cap: CN¥1.0tCisco SystemsSymbol: NasdaqGS:CSCOMarket cap: US$381.4bLumentum HoldingsSymbol: NasdaqGS:LITEMarket cap: US$75.5bUbiquitiSymbol: NYSE:UIMarket cap: US$51.0b価格と性能株価の高値、安値、推移の概要Arista Networks過去の株価現在の株価US$117.8652週高値US$151.2652週安値US$74.88ベータ1.671ヶ月の変化-6.39%3ヶ月変化-1.45%1年変化43.49%3年間の変化n/a5年間の変化n/aIPOからの変化79.66%最新ニュースお知らせ • May 08Arista Networks Inc. Provides Earnings Guidance for the Second Quarter of 2026Arista Networks Inc. provided earnings guidance for the first second of 2026. For the quarter, the company expects revenue of approximately $2.8 billion.New Risk • May 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Significant insider selling over the past 3 months (€4.6m sold).Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.81 (vs US$0.65 in 1Q 2025)First quarter 2026 results: EPS: US$0.81 (up from US$0.65 in 1Q 2025). Revenue: US$2.71b (up 35% from 1Q 2025). Net income: US$1.02b (up 26% from 1Q 2025). Profit margin: 38% (down from 41% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.Recent Insider Transactions • Apr 23Co-Founder recently sold €1.4m worth of stockOn the 17th of April, Kenneth Duda sold around 10k shares on-market at roughly €138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €13m.お知らせ • Apr 18Arista Networks, Inc., Annual General Meeting, May 29, 2026Arista Networks, Inc., Annual General Meeting, May 29, 2026.Recent Insider Transactions • Apr 10Independent Director recently sold €868k worth of stockOn the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly €108 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.最新情報をもっと見るRecent updatesお知らせ • May 08Arista Networks Inc. Provides Earnings Guidance for the Second Quarter of 2026Arista Networks Inc. provided earnings guidance for the first second of 2026. For the quarter, the company expects revenue of approximately $2.8 billion.New Risk • May 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Significant insider selling over the past 3 months (€4.6m sold).Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.81 (vs US$0.65 in 1Q 2025)First quarter 2026 results: EPS: US$0.81 (up from US$0.65 in 1Q 2025). Revenue: US$2.71b (up 35% from 1Q 2025). Net income: US$1.02b (up 26% from 1Q 2025). Profit margin: 38% (down from 41% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.Recent Insider Transactions • Apr 23Co-Founder recently sold €1.4m worth of stockOn the 17th of April, Kenneth Duda sold around 10k shares on-market at roughly €138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €13m.お知らせ • Apr 18Arista Networks, Inc., Annual General Meeting, May 29, 2026Arista Networks, Inc., Annual General Meeting, May 29, 2026.Recent Insider Transactions • Apr 10Independent Director recently sold €868k worth of stockOn the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly €108 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €123, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €144 per share.お知らせ • Apr 08Arista Networks, Inc. to Report Q1, 2026 Results on May 05, 2026Arista Networks, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026Buy Or Sell Opportunity • Mar 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €109. The fair value is estimated to be €138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Recent Insider Transactions • Mar 22Co-Founder recently sold €1.2m worth of stockOn the 17th of March, Kenneth Duda sold around 10k shares on-market at roughly €116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.お知らせ • Mar 12Arista Networks Announces XPO High Density Liquid Cooled Pluggable OpticsArista Networks announced the formation of a multi-source agreement (MSA) for XPO, a revolutionary 12.8 Tbps liquid cooled optics module that supports a front panel density of 204.8 Tbps per open compute rack unit, a 4X improvement compared to 1600G-OSFP optics. XPO was designed specifically to support AI networking including scale-up, scale-out, scale-across, and metro reach fabrics, offering the following key innovations: · Record-Breaking Throughput: Delivers 12.8 Tbps per pluggable module. · Unprecedented Rack Density: Achieves 204.8 Tbps per OCP rack unit. · Integrated Cold Plate: Capable of cooling up to 400W power per module. · Universality: Supports all industry optics standards (DR, FR, LR, SR, ZR/ZR+) as well as next-generation coherent-lite, slow&wide, copper, and RF-Microwave. · Flexibility: Supports linear, half-retimed, or fully-retimed interface architectures.Recent Insider Transactions • Feb 21Co-Founder recently sold €1.2m worth of stockOn the 17th of February, Kenneth Duda sold around 10k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.Buy Or Sell Opportunity • Feb 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €119. The fair value is estimated to be €98.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.お知らせ • Feb 13Arista Networks Inc. Provides Earnings Guidance for the First Quarter of 2026Arista Networks Inc. provided earnings guidance for the first quarter of 2026. For the period, the company expects Revenue of approximately $2.6 billion.Buy Or Sell Opportunity • Jan 26Now 23% overvaluedOver the last 90 days, the stock has fallen 9.7% to €121. The fair value is estimated to be €98.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Recent Insider Transactions • Jan 23Co-Founder recently sold €1.1m worth of stockOn the 20th of January, Kenneth Duda sold around 10k shares on-market at roughly €109 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €10m.お知らせ • Jan 16Arista Networks, Inc. to Report Q4, 2025 Results on Feb 12, 2026Arista Networks, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026New Risk • Jan 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.3m sold).Recent Insider Transactions • Dec 22Co-Founder recently sold €1.0m worth of stockOn the 17th of December, Kenneth Duda sold around 10k shares on-market at roughly €105 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.お知らせ • Dec 11Arista Networks Introduces Massive Scale Campus MobilityArista Networks announced significant advancements for Cognitive Campus scale including the introduction of Arista Virtual Ethernet Segment with Proxy ARP (Arista VESPA) for WLAN mobility, enabling customers to deploy large-scale mobility domains. The company also announced an expansion of Arista AVA®? (Autonomous Virtual Assist) agentic AI, designed to further streamline AI Ops use cases as well as key additions to its campus switching portfolio that bring the power, reliability, and operational simplicity of Arista's EOS®? (Extensible Operating System) to outdoor environments. Arista VESPA addresses critical scaling limits faced by major enterprises as they experience exponential growth in the number of clients and IoT devices. By bringing consistent, large-scale principles typically used in the data center to campus networks, Arista VESPA enables customers to design massive Wi-Fi roaming domain networks with over 500,000 clients. This ensures a highly resilient architecture with sub-second failover while removing the architectural complexity and hardware dependency of traditional controller-based solutions. AI for Networking with AVA now delivers a truly unified agentic AI framework for networking, establishing a foundation for autonomous, self-driving networks. This combination creates a single source of truth and the necessary context that enables AI agents, whether from Arista or third parties via the Model Context Protocol (MCP), to make truly intelligent, informed decisions across the entire infrastructure. These foundational elements enable AVA's expanded capabilities, including: Multi-domain Event Correlation across wired, wireless, data center, and security to pinpoint a single root cause. Agentic Conversational and Troubleshooting Capabilities in Ask AVA for sophisticated, multi-turn dialogue that follows train of thought. Continuous Monitoring and Automated Root Cause Analysis for proactive issue identification. Cognitive Campus for the Industrial Edge: Arista is also introducing two new ruggedized platforms, 710HXP-28TXH and 710HXP-20TNH, expanding Arista's portfolio to support demanding industrial or outdoor environments across various sectors. The new platforms include: A 20-port Din Rail switch with an IP50 rating. A 1RU 24-port switch with an IP30 rating. Both platforms are specifically engineered for harsh environments and can withstand extreme temperatures, vibrations, and shocks. Equipped with multi-gig and high-power 90W ports, they are designed to support next-generation devices such as Wi-Fi 7 access points and high-powered outdoor security cameras. By supporting Arista EOS and CloudVision, these ruggedized switches ensure a single, consistent operational model. All the newly announced software capabilities and switch platforms are expected to be generally available by first quarter' 2026.Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.59 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.59 in 3Q 2024). Revenue: US$2.31b (up 28% from 3Q 2024). Net income: US$853.0m (up 14% from 3Q 2024). Profit margin: 37% (down from 41% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe.お知らせ • Nov 05Arista Networks Inc Provides Earnings Guidance for the Fourth Quarter 2025Arista Networks Inc. provided earnings guidance for the fourth quarter 2025. For the quarter, the company expects revenue of $2.3 billion - $2.4 billion.お知らせ • Oct 29Arista Networks Unveils Next Generation Data and AI CentersArista Networks announced the next generation family of R4 Series platforms for AI, data center (DC), and routed backbone deployment. The R4 family of routers helps customers reduce the total cost of ownership (TCO) while ensuring high performance, low AI job completion time, low power consumption, and integrated security. Arista enables high capacity DC/AI clusters with a dense 800 Gbps R4 system, thereby setting a new benchmark with the introduction of 3.2 Tbps HyperPorts. This offers distributed AI workloads with ultra-capacity for distributed scale-ac across and multiplanar networking. The new R4 series routers deliver a broad and deep portfolio of fixed and modular solutions for scalable and multiple use cases. The density and flexibility provided by Arista's new R4 family optimize customer network architectures with efficient two-tier leaf-and-spine designs. All R4 products deliver a rich suite of Arista EOS (Extensible Operating System) L3 features required for modern architectures using EVPN, VXLAN, MPLS, and SR/SRv6. Each R4 system ensures predictable latency via hierarchical deep packet buffering, coupled with scalable protection against packet loss during transient congestion. Customer use cases for AI centers include high-scale backbones, DC Interconnect, lossless AI training and inference, and scale-ac across routing. AI Centers demand high speed transport in very high port densities. Arista meets this challenge by offering a wide range of density options for 800 Gbps across its broad portfolio. Petabit scale across cloud/AI titans, neoclouds, service provider, and enterprise customer segments is now possible. "When Magnite needed to build next-generation data center solution for AI and other advanced computing needs, Arista was the clear choice given their high quality offering. This ultra capacity can enable 44% shorter job completion time for AI bandwidth flows compared to traditional load balancing over four separate 800 Gbps ports. Complementary Spine with 7280R4 The 7280R4 complements the 7800R4 in a compact fixed form factor. The 7280R4 and 7800R4 are based on the flagship and highly deployed Arista EOS. The data plane forwarding features are also consistent across both product lines. Customers can right-size their solutions to match needed port speeds, densities, space, and network architectures. Key 7280R4 family enhancements include: 32-port 800 GbE system, ideal for an AI/DC spine or backbone router; 64-port 100 GbE with 10-port 800 GbE systems, ideal for an AI/DC leaf. The 7020R4 Ethernet leaf switches for high-speed direct server connectivity as an AI or DC leaf. The 7020 R4 family is ideal for customers with complex workloads, heterogeneous environments, and high-end workstations that expect a rich feature set, high logical scale, and deep packet buffering for congestion control. Key additions in the 7020R4 family include 10GbE Ethernet with copper or 25GbE SFP port options, and 100 GbE uplinks with wirespeed TunnelSec encryption per port for cybersecurity protection. Availability: 7800R4 modular systems are shipping now. Two new 7800R4 linecards are shipping now. Two new 7280R4 platforms are shipping now. New 7020R4 Chassis platforms - first quarter '26. New 7800R4 with HyperPort - first quarter'26.Recent Insider Transactions • Oct 23Co-Founder recently sold €1.2m worth of stockOn the 17th of October, Kenneth Duda sold around 10k shares on-market at roughly €122 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €9.7m.お知らせ • Oct 08Arista Networks Inc to Report Q3, 2025 Results on Nov 04, 2025Arista Networks Inc announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025Recent Insider Transactions • Sep 21Co-Founder recently sold €1.2m worth of stockOn the 17th of September, Kenneth Duda sold around 10k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €8.5m.お知らせ • Sep 09Arista Networks Inc Announces Executive ChangesOn September 5, 2025, the Board of Directors of Arista Networks Inc. appointed Kenneth Duda, the Company’s current Chief Technology Officer and Senior Vice President, Engineering, as the Company’s President and Chief Technology Officer, effective September 5, 2025. Mr. Duda’s expanded role will oversee cloud and AI systems engineering and business development. Mr. Duda, age 54, is one of founders and has served in various roles with them from 2004 to present. Mr. Duda has served as a member of board of directors since December 2023. Since September 2011, Mr. Duda has served as our Technology Officer and Senior Vice President of Software Engineering. Mr. Duda holds B.S. and M.S. degrees in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology and a Ph.D. degree in Computer Science from Stanford University. There are no family relationships between Mr. Duda and any director or executive officer of the Company, and the Company has not entered into any transactions with Mr. Duda that are reportable pursuant to Item 404(a) of Regulation S-K. Except as described above, there are no arrangements or understandings between Mr. Duda and any other persons pursuant to which he will be appointed as an executive officer of the Company. The Company has not entered into any agreements or arrangements with Mr. Duda in connection with his appointment to the role of President and Chief Technology Officer. In September 2025, the Company appointed Tyson Lamoreaux as Senior Vice President of Cloud and AI Networking. Mr. Lamoreaux has over twenty-five years of networking and systems experience. He will be joining Mr. Duda’s team, reporting to Hugh Holbrook, the Company’s Chief Development Officer, as part of the strategic expansion of Mr. Duda’s role to cover cloud and AI systems engineering and business development.Buy Or Sell Opportunity • Sep 02Now 48% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €114. The fair value is estimated to be €77.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €92.39, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 18x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €62.53 per share.Recent Insider Transactions • Aug 21Co-Founder recently sold €1.2m worth of stockOn the 18th of August, Kenneth Duda sold around 10k shares on-market at roughly €117 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €7.3m.お知らせ • Aug 06+ 1 more updateArista Networks Inc Raises Earnings Guidance for 2025Arista Networks Inc. raised earnings guidance for 2025. For the period, the company raised 2025 annual growth to 25%, now targeting $8.75 billion in revenue, which is an incremental $550 million more due to the increased momentum that the company is experiencing across AI, cloud and enterprise sectors.Recent Insider Transactions • Jul 23Co-Founder recently sold €959k worth of stockOn the 17th of July, Kenneth Duda sold around 10k shares on-market at roughly €95.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.3m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €6.1m.お知らせ • Jul 09Arista Networks Inc to Report Q2, 2025 Results on Aug 05, 2025Arista Networks Inc announced that they will report Q2, 2025 results After-Market on Aug 05, 2025お知らせ • Jul 02+ 1 more updateArista Networks Inc (NYSE:ANET) acquired VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO).Arista Networks Inc (NYSE:ANET) acquired VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO) on July 1, 2025. Barclays Capital Inc. acted as financial advisor to Broadcom Inc. (NasdaqGS:AVGO). Arista Networks Inc (NYSE:ANET) completed the acquisition of VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO) on July 1, 2025.Buy Or Sell Opportunity • Jun 24Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €79.47. The fair value is estimated to be €63.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • Jun 19Arista Networks Inc Appoints Todd Nightingale as President and Chief Operating Officer, Effective on or About July 1, 2025Arista Networks Inc. announced on June 13, 2025, the company appointed Todd Nightingale, age 45, to serve as the company’s president and chief operating officer. Mr. Nightingale will join the company on or about July 1, 2025. Mr. Nightingale has served as the Chief Executive Officer and member of the Board of Directors of Fastly Inc. from September 2022 to June 2025. Prior to Fastly Inc., Mr. Nightingale served as the Executive Vice President and General Manager of Enterprise Networking and Cloud at Cisco Systems Inc. from March 2020 to September 2022. Mr. Nightingale served as the Senior Vice President and General Manager of Cisco Meraki from June 2016 to March 2020. Prior to that, he held various roles as a Vice President at Cisco Meraki. Mr. Nightingale holds a Bachelor of Science in electrical engineering and computer science from Massachusetts Institute of Technology as well as a Masters in engineering from Massachusetts Institute of Technology.Buy Or Sell Opportunity • Jun 03Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €76.99. The fair value is estimated to be €63.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.お知らせ • May 16Arista Networks Reportedly to Acquire VeloCloud from BroadcomArista Networks Inc. (NYSE:ANET) is reportedly in the process of acquiring VeloCloud (VeloCloud Networks, Inc.), which is a networking business unit owned by Broadcom Inc. (NasdaqGS:AVGO), according to The Information. VeloCloud provides both networking software and hardware to major clients, including telecom service providers. Although the exact price of the deal is unknown, it is expected to be under $1 billion, as the unit was generating around $300 million in annual recurring revenue as of October 2024. Interestingly, VeloCloud specializes in software-defined wide-area networking (SD-WAN), which is a technology that allows companies with many remote employees or branch offices to securely connect to corporate networks using the internet. It also helps protect sensitive data by encrypting connections to cloud applications. Unsurprisingly, this technology is becoming increasingly important as more businesses operate in hybrid and remote environments. It is worth noting that Arista, which competes with Cisco, launched its own SD-WAN product in 2023 and is now looking to expand in that space. The company plans to hire about half of VeloCloud’s 1,000 employees and has already begun offering positions. VeloCloud was originally acquired by VMware in 2017 for $450 million, and later became part of Broadcom when it bought VMware in 2023. Both Arista and Broadcom declined to comment on the deal.Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €87.65, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.16 per share.Buy Or Sell Opportunity • May 12Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €82.14. The fair value is estimated to be €65.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.Recent Insider Transactions • May 09Co-Founder recently sold €1.3m worth of stockOn the 6th of May, Kenneth Duda sold around 16k shares on-market at roughly €79.37 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €8.7m.Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.65 (vs US$0.51 in 1Q 2024)First quarter 2025 results: EPS: US$0.65 (up from US$0.51 in 1Q 2024). Revenue: US$2.00b (up 28% from 1Q 2024). Net income: US$813.8m (up 28% from 1Q 2024). Profit margin: 41% (in line with 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.株主還元1ANETIT CommunicationsIT 市場7D-20.4%2.1%3.6%1Y43.5%86.2%19.5%株主還元を見る業界別リターン: 1ANET過去 1 年間で86.2 % の収益を上げたItalian Communications業界を下回りました。リターン対市場: 1ANET過去 1 年間で19.5 % の収益を上げたItalian市場を上回りました。価格変動Is 1ANET's price volatile compared to industry and market?1ANET volatility1ANET Average Weekly Movement8.9%Communications Industry Average Movement7.1%Market Average Movement5.2%10% most volatile stocks in IT Market8.2%10% least volatile stocks in IT Market3.1%安定した株価: 1ANETの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1ANETの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト20045,115Jayshree Ullalwww.arista.com米州、欧州、中東、アフリカ、アジア太平洋地域で、AI、データセンター、キャンパス、ルーティング環境向けのデータ主導型クライアント・トゥ・クラウド・ネットワーキング・ソリューションの開発、マーケティング、販売を行っている。同社のクラウド・ネットワーキング・ソリューションは、パブリッシュ・サブスクライブ型状態共有ネットワーキング・オペレーティング・システムであるExtensible Operating System（EOS）と、一連のネットワーク・アプリケーションの組み合わせで構成されている。同社はデータセンター、クラウド、AIネットワーキング、コグニティブ・アドジェンシー、コグニティブ・ネットワーク・ソフトウェアとサービスを提供している。また、技術サポート、標準保証を超えるハードウェアの修理や交換部品、バグフィックス、パッチ、アップグレードサービスなど、契約後のカスタマーサポートサービスも提供している。同社は、インターネット企業、クラウドサービスプロバイダー、金融サービス機関、政府機関、メディア・エンターテインメント、ヘルスケア、石油・ガス、教育、製造、産業など、さまざまな業界にサービスを提供している。ディストリビューター、システムインテグレーター、付加価値再販業者、相手先ブランド製造業者、および直販業者を通じて製品を販売。旧社名はAristra, Inc.で、2008年10月に社名をArista Networks Inc.に変更した。Arista Networks Inc.は2004年に法人化され、カリフォルニア州サンタクララに本社を置いている。もっと見るArista Networks, Inc. 基礎のまとめArista Networks の収益と売上を時価総額と比較するとどうか。1ANET 基礎統計学時価総額€145.89b収益（TTM）€3.16b売上高(TTM)€8.25b46.2xPER（株価収益率17.7xP/Sレシオ1ANET は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1ANET 損益計算書（TTM）収益US$9.71b売上原価US$3.54b売上総利益US$6.17bその他の費用US$2.45b収益US$3.72b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）2.95グロス・マージン63.54%純利益率38.32%有利子負債／自己資本比率0%1ANET の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/11 14:23終値2026/05/11 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Arista Networks, Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。60 アナリスト機関James KelleherArgus Research CompanyBenjamin ReitzesBarclaysTimothy LongBarclays57 その他のアナリストを表示
お知らせ • May 08Arista Networks Inc. Provides Earnings Guidance for the Second Quarter of 2026Arista Networks Inc. provided earnings guidance for the first second of 2026. For the quarter, the company expects revenue of approximately $2.8 billion.
New Risk • May 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Significant insider selling over the past 3 months (€4.6m sold).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.81 (vs US$0.65 in 1Q 2025)First quarter 2026 results: EPS: US$0.81 (up from US$0.65 in 1Q 2025). Revenue: US$2.71b (up 35% from 1Q 2025). Net income: US$1.02b (up 26% from 1Q 2025). Profit margin: 38% (down from 41% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.
Recent Insider Transactions • Apr 23Co-Founder recently sold €1.4m worth of stockOn the 17th of April, Kenneth Duda sold around 10k shares on-market at roughly €138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €13m.
お知らせ • Apr 18Arista Networks, Inc., Annual General Meeting, May 29, 2026Arista Networks, Inc., Annual General Meeting, May 29, 2026.
Recent Insider Transactions • Apr 10Independent Director recently sold €868k worth of stockOn the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly €108 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
お知らせ • May 08Arista Networks Inc. Provides Earnings Guidance for the Second Quarter of 2026Arista Networks Inc. provided earnings guidance for the first second of 2026. For the quarter, the company expects revenue of approximately $2.8 billion.
New Risk • May 06New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 7.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.3% average weekly change). Minor Risk Significant insider selling over the past 3 months (€4.6m sold).
Reported Earnings • May 06First quarter 2026 earnings released: EPS: US$0.81 (vs US$0.65 in 1Q 2025)First quarter 2026 results: EPS: US$0.81 (up from US$0.65 in 1Q 2025). Revenue: US$2.71b (up 35% from 1Q 2025). Net income: US$1.02b (up 26% from 1Q 2025). Profit margin: 38% (down from 41% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Communications industry in Europe.
Recent Insider Transactions • Apr 23Co-Founder recently sold €1.4m worth of stockOn the 17th of April, Kenneth Duda sold around 10k shares on-market at roughly €138 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €13m.
お知らせ • Apr 18Arista Networks, Inc., Annual General Meeting, May 29, 2026Arista Networks, Inc., Annual General Meeting, May 29, 2026.
Recent Insider Transactions • Apr 10Independent Director recently sold €868k worth of stockOn the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly €108 per share. This transaction amounted to 3.6% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €123, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 14x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €144 per share.
お知らせ • Apr 08Arista Networks, Inc. to Report Q1, 2026 Results on May 05, 2026Arista Networks, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026
Buy Or Sell Opportunity • Mar 26Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 2.5% to €109. The fair value is estimated to be €138, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Recent Insider Transactions • Mar 22Co-Founder recently sold €1.2m worth of stockOn the 17th of March, Kenneth Duda sold around 10k shares on-market at roughly €116 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.
お知らせ • Mar 12Arista Networks Announces XPO High Density Liquid Cooled Pluggable OpticsArista Networks announced the formation of a multi-source agreement (MSA) for XPO, a revolutionary 12.8 Tbps liquid cooled optics module that supports a front panel density of 204.8 Tbps per open compute rack unit, a 4X improvement compared to 1600G-OSFP optics. XPO was designed specifically to support AI networking including scale-up, scale-out, scale-across, and metro reach fabrics, offering the following key innovations: · Record-Breaking Throughput: Delivers 12.8 Tbps per pluggable module. · Unprecedented Rack Density: Achieves 204.8 Tbps per OCP rack unit. · Integrated Cold Plate: Capable of cooling up to 400W power per module. · Universality: Supports all industry optics standards (DR, FR, LR, SR, ZR/ZR+) as well as next-generation coherent-lite, slow&wide, copper, and RF-Microwave. · Flexibility: Supports linear, half-retimed, or fully-retimed interface architectures.
Recent Insider Transactions • Feb 21Co-Founder recently sold €1.2m worth of stockOn the 17th of February, Kenneth Duda sold around 10k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.
Buy Or Sell Opportunity • Feb 13Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €119. The fair value is estimated to be €98.84, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 29%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
お知らせ • Feb 13Arista Networks Inc. Provides Earnings Guidance for the First Quarter of 2026Arista Networks Inc. provided earnings guidance for the first quarter of 2026. For the period, the company expects Revenue of approximately $2.6 billion.
Buy Or Sell Opportunity • Jan 26Now 23% overvaluedOver the last 90 days, the stock has fallen 9.7% to €121. The fair value is estimated to be €98.77, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 32%. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Recent Insider Transactions • Jan 23Co-Founder recently sold €1.1m worth of stockOn the 20th of January, Kenneth Duda sold around 10k shares on-market at roughly €109 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €10m.
お知らせ • Jan 16Arista Networks, Inc. to Report Q4, 2025 Results on Feb 12, 2026Arista Networks, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026
New Risk • Jan 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 6.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (6.8% average weekly change). Minor Risk Significant insider selling over the past 3 months (€2.3m sold).
Recent Insider Transactions • Dec 22Co-Founder recently sold €1.0m worth of stockOn the 17th of December, Kenneth Duda sold around 10k shares on-market at roughly €105 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.2m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €11m.
お知らせ • Dec 11Arista Networks Introduces Massive Scale Campus MobilityArista Networks announced significant advancements for Cognitive Campus scale including the introduction of Arista Virtual Ethernet Segment with Proxy ARP (Arista VESPA) for WLAN mobility, enabling customers to deploy large-scale mobility domains. The company also announced an expansion of Arista AVA®? (Autonomous Virtual Assist) agentic AI, designed to further streamline AI Ops use cases as well as key additions to its campus switching portfolio that bring the power, reliability, and operational simplicity of Arista's EOS®? (Extensible Operating System) to outdoor environments. Arista VESPA addresses critical scaling limits faced by major enterprises as they experience exponential growth in the number of clients and IoT devices. By bringing consistent, large-scale principles typically used in the data center to campus networks, Arista VESPA enables customers to design massive Wi-Fi roaming domain networks with over 500,000 clients. This ensures a highly resilient architecture with sub-second failover while removing the architectural complexity and hardware dependency of traditional controller-based solutions. AI for Networking with AVA now delivers a truly unified agentic AI framework for networking, establishing a foundation for autonomous, self-driving networks. This combination creates a single source of truth and the necessary context that enables AI agents, whether from Arista or third parties via the Model Context Protocol (MCP), to make truly intelligent, informed decisions across the entire infrastructure. These foundational elements enable AVA's expanded capabilities, including: Multi-domain Event Correlation across wired, wireless, data center, and security to pinpoint a single root cause. Agentic Conversational and Troubleshooting Capabilities in Ask AVA for sophisticated, multi-turn dialogue that follows train of thought. Continuous Monitoring and Automated Root Cause Analysis for proactive issue identification. Cognitive Campus for the Industrial Edge: Arista is also introducing two new ruggedized platforms, 710HXP-28TXH and 710HXP-20TNH, expanding Arista's portfolio to support demanding industrial or outdoor environments across various sectors. The new platforms include: A 20-port Din Rail switch with an IP50 rating. A 1RU 24-port switch with an IP30 rating. Both platforms are specifically engineered for harsh environments and can withstand extreme temperatures, vibrations, and shocks. Equipped with multi-gig and high-power 90W ports, they are designed to support next-generation devices such as Wi-Fi 7 access points and high-powered outdoor security cameras. By supporting Arista EOS and CloudVision, these ruggedized switches ensure a single, consistent operational model. All the newly announced software capabilities and switch platforms are expected to be generally available by first quarter' 2026.
Reported Earnings • Nov 06Third quarter 2025 earnings released: EPS: US$0.68 (vs US$0.59 in 3Q 2024)Third quarter 2025 results: EPS: US$0.68 (up from US$0.59 in 3Q 2024). Revenue: US$2.31b (up 28% from 3Q 2024). Net income: US$853.0m (up 14% from 3Q 2024). Profit margin: 37% (down from 41% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Communications industry in Europe.
お知らせ • Nov 05Arista Networks Inc Provides Earnings Guidance for the Fourth Quarter 2025Arista Networks Inc. provided earnings guidance for the fourth quarter 2025. For the quarter, the company expects revenue of $2.3 billion - $2.4 billion.
お知らせ • Oct 29Arista Networks Unveils Next Generation Data and AI CentersArista Networks announced the next generation family of R4 Series platforms for AI, data center (DC), and routed backbone deployment. The R4 family of routers helps customers reduce the total cost of ownership (TCO) while ensuring high performance, low AI job completion time, low power consumption, and integrated security. Arista enables high capacity DC/AI clusters with a dense 800 Gbps R4 system, thereby setting a new benchmark with the introduction of 3.2 Tbps HyperPorts. This offers distributed AI workloads with ultra-capacity for distributed scale-ac across and multiplanar networking. The new R4 series routers deliver a broad and deep portfolio of fixed and modular solutions for scalable and multiple use cases. The density and flexibility provided by Arista's new R4 family optimize customer network architectures with efficient two-tier leaf-and-spine designs. All R4 products deliver a rich suite of Arista EOS (Extensible Operating System) L3 features required for modern architectures using EVPN, VXLAN, MPLS, and SR/SRv6. Each R4 system ensures predictable latency via hierarchical deep packet buffering, coupled with scalable protection against packet loss during transient congestion. Customer use cases for AI centers include high-scale backbones, DC Interconnect, lossless AI training and inference, and scale-ac across routing. AI Centers demand high speed transport in very high port densities. Arista meets this challenge by offering a wide range of density options for 800 Gbps across its broad portfolio. Petabit scale across cloud/AI titans, neoclouds, service provider, and enterprise customer segments is now possible. "When Magnite needed to build next-generation data center solution for AI and other advanced computing needs, Arista was the clear choice given their high quality offering. This ultra capacity can enable 44% shorter job completion time for AI bandwidth flows compared to traditional load balancing over four separate 800 Gbps ports. Complementary Spine with 7280R4 The 7280R4 complements the 7800R4 in a compact fixed form factor. The 7280R4 and 7800R4 are based on the flagship and highly deployed Arista EOS. The data plane forwarding features are also consistent across both product lines. Customers can right-size their solutions to match needed port speeds, densities, space, and network architectures. Key 7280R4 family enhancements include: 32-port 800 GbE system, ideal for an AI/DC spine or backbone router; 64-port 100 GbE with 10-port 800 GbE systems, ideal for an AI/DC leaf. The 7020R4 Ethernet leaf switches for high-speed direct server connectivity as an AI or DC leaf. The 7020 R4 family is ideal for customers with complex workloads, heterogeneous environments, and high-end workstations that expect a rich feature set, high logical scale, and deep packet buffering for congestion control. Key additions in the 7020R4 family include 10GbE Ethernet with copper or 25GbE SFP port options, and 100 GbE uplinks with wirespeed TunnelSec encryption per port for cybersecurity protection. Availability: 7800R4 modular systems are shipping now. Two new 7800R4 linecards are shipping now. Two new 7280R4 platforms are shipping now. New 7020R4 Chassis platforms - first quarter '26. New 7800R4 with HyperPort - first quarter'26.
Recent Insider Transactions • Oct 23Co-Founder recently sold €1.2m worth of stockOn the 17th of October, Kenneth Duda sold around 10k shares on-market at roughly €122 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €9.7m.
お知らせ • Oct 08Arista Networks Inc to Report Q3, 2025 Results on Nov 04, 2025Arista Networks Inc announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 04, 2025
Recent Insider Transactions • Sep 21Co-Founder recently sold €1.2m worth of stockOn the 17th of September, Kenneth Duda sold around 10k shares on-market at roughly €120 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €8.5m.
お知らせ • Sep 09Arista Networks Inc Announces Executive ChangesOn September 5, 2025, the Board of Directors of Arista Networks Inc. appointed Kenneth Duda, the Company’s current Chief Technology Officer and Senior Vice President, Engineering, as the Company’s President and Chief Technology Officer, effective September 5, 2025. Mr. Duda’s expanded role will oversee cloud and AI systems engineering and business development. Mr. Duda, age 54, is one of founders and has served in various roles with them from 2004 to present. Mr. Duda has served as a member of board of directors since December 2023. Since September 2011, Mr. Duda has served as our Technology Officer and Senior Vice President of Software Engineering. Mr. Duda holds B.S. and M.S. degrees in Computer Science and Electrical Engineering from the Massachusetts Institute of Technology and a Ph.D. degree in Computer Science from Stanford University. There are no family relationships between Mr. Duda and any director or executive officer of the Company, and the Company has not entered into any transactions with Mr. Duda that are reportable pursuant to Item 404(a) of Regulation S-K. Except as described above, there are no arrangements or understandings between Mr. Duda and any other persons pursuant to which he will be appointed as an executive officer of the Company. The Company has not entered into any agreements or arrangements with Mr. Duda in connection with his appointment to the role of President and Chief Technology Officer. In September 2025, the Company appointed Tyson Lamoreaux as Senior Vice President of Cloud and AI Networking. Mr. Lamoreaux has over twenty-five years of networking and systems experience. He will be joining Mr. Duda’s team, reporting to Hugh Holbrook, the Company’s Chief Development Officer, as part of the strategic expansion of Mr. Duda’s role to cover cloud and AI systems engineering and business development.
Buy Or Sell Opportunity • Sep 02Now 48% overvalued after recent price riseOver the last 90 days, the stock has risen 36% to €114. The fair value is estimated to be €77.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 24% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Valuation Update With 7 Day Price Move • Sep 01Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to €92.39, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 18x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €62.53 per share.
Recent Insider Transactions • Aug 21Co-Founder recently sold €1.2m worth of stockOn the 18th of August, Kenneth Duda sold around 10k shares on-market at roughly €117 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €7.3m.
お知らせ • Aug 06+ 1 more updateArista Networks Inc Raises Earnings Guidance for 2025Arista Networks Inc. raised earnings guidance for 2025. For the period, the company raised 2025 annual growth to 25%, now targeting $8.75 billion in revenue, which is an incremental $550 million more due to the increased momentum that the company is experiencing across AI, cloud and enterprise sectors.
Recent Insider Transactions • Jul 23Co-Founder recently sold €959k worth of stockOn the 17th of July, Kenneth Duda sold around 10k shares on-market at roughly €95.95 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger sale worth €1.3m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €6.1m.
お知らせ • Jul 09Arista Networks Inc to Report Q2, 2025 Results on Aug 05, 2025Arista Networks Inc announced that they will report Q2, 2025 results After-Market on Aug 05, 2025
お知らせ • Jul 02+ 1 more updateArista Networks Inc (NYSE:ANET) acquired VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO).Arista Networks Inc (NYSE:ANET) acquired VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO) on July 1, 2025. Barclays Capital Inc. acted as financial advisor to Broadcom Inc. (NasdaqGS:AVGO). Arista Networks Inc (NYSE:ANET) completed the acquisition of VeloCloud® SD-WAN portfolio of Broadcom Inc. (NasdaqGS:AVGO) on July 1, 2025.
Buy Or Sell Opportunity • Jun 24Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €79.47. The fair value is estimated to be €63.51, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • Jun 19Arista Networks Inc Appoints Todd Nightingale as President and Chief Operating Officer, Effective on or About July 1, 2025Arista Networks Inc. announced on June 13, 2025, the company appointed Todd Nightingale, age 45, to serve as the company’s president and chief operating officer. Mr. Nightingale will join the company on or about July 1, 2025. Mr. Nightingale has served as the Chief Executive Officer and member of the Board of Directors of Fastly Inc. from September 2022 to June 2025. Prior to Fastly Inc., Mr. Nightingale served as the Executive Vice President and General Manager of Enterprise Networking and Cloud at Cisco Systems Inc. from March 2020 to September 2022. Mr. Nightingale served as the Senior Vice President and General Manager of Cisco Meraki from June 2016 to March 2020. Prior to that, he held various roles as a Vice President at Cisco Meraki. Mr. Nightingale holds a Bachelor of Science in electrical engineering and computer science from Massachusetts Institute of Technology as well as a Masters in engineering from Massachusetts Institute of Technology.
Buy Or Sell Opportunity • Jun 03Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €76.99. The fair value is estimated to be €63.08, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
お知らせ • May 16Arista Networks Reportedly to Acquire VeloCloud from BroadcomArista Networks Inc. (NYSE:ANET) is reportedly in the process of acquiring VeloCloud (VeloCloud Networks, Inc.), which is a networking business unit owned by Broadcom Inc. (NasdaqGS:AVGO), according to The Information. VeloCloud provides both networking software and hardware to major clients, including telecom service providers. Although the exact price of the deal is unknown, it is expected to be under $1 billion, as the unit was generating around $300 million in annual recurring revenue as of October 2024. Interestingly, VeloCloud specializes in software-defined wide-area networking (SD-WAN), which is a technology that allows companies with many remote employees or branch offices to securely connect to corporate networks using the internet. It also helps protect sensitive data by encrypting connections to cloud applications. Unsurprisingly, this technology is becoming increasingly important as more businesses operate in hybrid and remote environments. It is worth noting that Arista, which competes with Cisco, launched its own SD-WAN product in 2023 and is now looking to expand in that space. The company plans to hire about half of VeloCloud’s 1,000 employees and has already begun offering positions. VeloCloud was originally acquired by VMware in 2017 for $450 million, and later became part of Broadcom when it bought VMware in 2023. Both Arista and Broadcom declined to comment on the deal.
Valuation Update With 7 Day Price Move • May 14Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €87.65, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Communications industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.16 per share.
Buy Or Sell Opportunity • May 12Now 25% overvaluedThe stock has been flat over the last 90 days, currently trading at €82.14. The fair value is estimated to be €65.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 26% over the last 3 years. Earnings per share has grown by 37%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 13% per annum over the same time period.
Recent Insider Transactions • May 09Co-Founder recently sold €1.3m worth of stockOn the 6th of May, Kenneth Duda sold around 16k shares on-market at roughly €79.37 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Kenneth has been a net seller over the last 12 months, reducing personal holdings by €8.7m.
Reported Earnings • May 07First quarter 2025 earnings released: EPS: US$0.65 (vs US$0.51 in 1Q 2024)First quarter 2025 results: EPS: US$0.65 (up from US$0.51 in 1Q 2024). Revenue: US$2.00b (up 28% from 1Q 2024). Net income: US$813.8m (up 28% from 1Q 2024). Profit margin: 41% (in line with 1Q 2024). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Communications industry in Europe.
