Arista Networks, Inc.

NYSE:ANET 株式レポート

時価総額：US$185.2b

Arista Networks 配当と自社株買い

配当金 基準チェック /06

Arista Networks配当金を支払った記録がありません。

主要情報

n/a

配当利回り

0.4%

バイバック利回り

総株主利回り0.4%
将来の配当利回り0%
配当成長n/a
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向n/a

最近の配当と自社株買いの更新

Recent updates

ナラティブ更新 • 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.
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
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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...
分析記事 • 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 Alpha
新しいナラティブ • 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: ANETの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: ANETの配当金が増加しているかどうかを判断するにはデータが不十分です。

配当利回り対市場

Arista Networks 配当利回り対市場
ANET 配当利回りは市場と比べてどうか？
セグメント配当利回り
会社 (ANET)n/a
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Communications)2.0%
アナリスト予想 (ANET) (最長3年)0%

注目すべき配当: ANETは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: ANETは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。

株主への利益配当

収益カバレッジ: ANETの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。

株主配当金

キャッシュフローカバレッジ: ANETが配当金を報告していないため、配当金の持続可能性を計算できません。

高配当企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/07 12:35
終値2026/05/07 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Company
Benjamin ReitzesBarclays
Timothy LongBarclays