Arista Networks（ANET）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、販売に従事。 詳細
ANET Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$127.06
FV
45.4% 割高 内在価値ディスカウント15.00%
Revenue growth p.a.
1.4k
users have viewed this narrative14users have liked this narrative
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Arista Networks, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$184.69 |
| 52週高値 | US$181.27 |
| 52週安値 | US$102.68 |
| ベータ | 1.6 |
| 1ヶ月の変化 | 21.38% |
| 3ヶ月変化 | 25.34% |
| 1年変化 | 73.76% |
| 3年間の変化 | 338.15% |
| 5年間の変化 | 702.89% |
| IPOからの変化 | 5,272.80% |
最新ニュース
Seeking Alpha • Jul 08
Arista Networks Is Expensive, But Still Worth It
Summary I reiterate Arista Networks as a Strong Buy with a $216 price target, implying ~30% upside from current levels of $166. My key growth drivers are AI Fabrics, 800G switching, Campus expansion, software/services, deferred revenue conversion, and operating leverage, which together support my 2028 non-GAAP EPS estimate of about $5.03. I arrive at my price target by applying a 43x FWD non-GAAP P/E multiple to 2028 estimated non-GAAP EPS of $5.03. The main risk is still customer concentration, but I believe ANET’s growth quality, cash generation, and AI infrastructure relevance still support the Strong Buy rating. Read the full article on Seeking Alpha
ナラティブの更新 • Jul 02
ANET: Fair Value View Will Weigh AI Networking Demand Against Execution Risk
Arista Networks' analyst price target has been revised higher to $200 from a prior cluster around the mid $180s. This change is supported by analysts citing strong demand signals from AI related networking refresh cycles, clearer views on supply and deferred revenue, and multiple recent target increases, even as some firms trim focus lists or conviction lists for portfolio reasons.Recent updates
Seeking Alpha • Jul 08
Arista Networks Is Expensive, But Still Worth It
Summary I reiterate Arista Networks as a Strong Buy with a $216 price target, implying ~30% upside from current levels of $166. My key growth drivers are AI Fabrics, 800G switching, Campus expansion, software/services, deferred revenue conversion, and operating leverage, which together support my 2028 non-GAAP EPS estimate of about $5.03. I arrive at my price target by applying a 43x FWD non-GAAP P/E multiple to 2028 estimated non-GAAP EPS of $5.03. The main risk is still customer concentration, but I believe ANET’s growth quality, cash generation, and AI infrastructure relevance still support the Strong Buy rating. Read the full article on Seeking Alphaナラティブの更新 • Jul 02
ANET: Fair Value View Will Weigh AI Networking Demand Against Execution Risk
Arista Networks' analyst price target has been revised higher to $200 from a prior cluster around the mid $180s. This change is supported by analysts citing strong demand signals from AI related networking refresh cycles, clearer views on supply and deferred revenue, and multiple recent target increases, even as some firms trim focus lists or conviction lists for portfolio reasons.分析記事 • Jun 21
Arista Networks (ANET) Stock Could Be 10.7% Undervalued As AI Networking Demand Builds
Fresh research commentary on Arista Networks (ANET) is drawing investor focus to the company’s role in high-speed networking for AI and cloud data centers, as customers increasingly weigh best-of-breed options over bundled solutions. See our latest analysis for Arista Networks. Against this backdrop, Arista Networks’ share price has gathered momentum, with a 10.15% 1‑month share price return and 24.87% 3‑month share price return. Its 1‑year total shareholder return of 96.72% points to...
ナラティブの更新 • Jun 18
ANET: AI Networking Refresh And Backlog Strength Will Support Future Premium Multiple
Arista Networks' analyst price target has been revised slightly higher to about $190 from about $188, with analysts citing ongoing interest in the company as a way to gain exposure to an AI driven front-end networking refresh cycle and related AI traffic workloads. Analyst Commentary Recent research on Arista Networks highlights a mix of enthusiasm around AI driven networking use cases and some caution about how much of that optimism is already reflected in the valuation.
ナラティブの更新 • Jun 03
ANET: AI Ethernet Clusters And XPO Optics Will Drive Future Networking Upside
Analysts lifted their fair value estimate for Arista Networks by about $5 to $212.88, citing refreshed price targets across the Street and growing focus on the company's role in AI driven data center and campus networking workloads. Analyst Commentary Bullish analysts are leaning into the AI driven networking theme around Arista Networks, pointing to refreshed price targets and upgrades as support for higher fair value estimates.ナラティブの更新 • May 20
ANET: Ethernet AI Backend Share Gains Will Drive Future Premium Multiple
Analysts have raised their price target on Arista Networks to $188.20 from $180.33, citing broad Street optimism around the company's role in Ethernet based AI data centers, emerging "thematic AI growth vectors" such as inference workloads, and potential share gains across AI backend and campus networking. Analyst Commentary Street research around Arista Networks is clustered around the same core idea, that Ethernet based AI data centers, inference heavy workloads, and share opportunities in AI backend and campus networking are central to the long term story.分析記事 • May 13
We Think Arista Networks' (NYSE:ANET) Solid Earnings Are Understated
Despite posting healthy earnings, Arista Networks, Inc.'s ( NYSE:ANET ) stock has been quite weak. We have done some...ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...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 Alpha株主還元
| ANET | US Communications | US 市場 | |
|---|---|---|---|
| 7D | 15.4% | -1.3% | -0.4% |
| 1Y | 73.8% | 73.3% | 18.4% |
業界別リターン: ANET過去 1 年間で73.3 % のリターンをもたらしたUS Communications業界と一致しました。
リターン対市場: ANET過去 1 年間で18.4 % の収益を上げたUS市場を上回りました。
価格変動
| ANET volatility | |
|---|---|
| ANET Average Weekly Movement | 8.8% |
| Communications Industry Average Movement | 10.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: ANET 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ANETの 週次ボラティリティ ( 9% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2004 | 5,115 | Jayshree Ullal | www.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、販売に従事。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。同社は、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を通じて、また直販部隊を通じて製品を販売する。Arista Networks, Inc.の前身はArastra, Inc.で、2008年10月に社名をArista Networks, Inc.に変更した。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。
Arista Networks, Inc. 基礎のまとめ
| ANET 基礎統計学 | |
|---|---|
| 時価総額 | US$227.98b |
| 収益（TTM） | US$3.72b |
| 売上高(TTM) | US$9.71b |
62.5x
PER（株価収益率24.0x
P/SレシオANET は割高か？
公正価値と評価分析を参照収益と収入
| ANET 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
Aug 04, 2026
| 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% |
ANET の長期的なパフォーマンスは？
過去の実績と比較を見る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 | 2026/07/09 22:07 |
| 終値 | 2026/07/09 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
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。54
| アナリスト | 機関 |
|---|---|
| James Kelleher | Argus Research Company |
| Benjamin Reitzes | Barclays |
| Timothy Long | Barclays |