View ValuationArista Networks 향후 성장Future 기준 점검 4/6Arista Networks (는) 각각 연간 16.5% 및 17.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 30.1% 로 예상됩니다.핵심 정보16.5%이익 성장률17.80%EPS 성장률Communications 이익 성장15.7%매출 성장률17.5%향후 자기자본이익률30.11%애널리스트 커버리지Good마지막 업데이트10 May 2026최근 향후 성장 업데이트공지 • 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.공지 • 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.공지 • 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.공지 • 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.모든 업데이트 보기Recent updates공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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, 2025공지 • 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.공지 • 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.공지 • 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.이익 및 매출 성장 예측BIT:1ANET - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202817,2456,2576,3716,1651712/31/202714,2855,2365,5935,5192712/31/202611,5934,2695,1305,107253/31/20269,7103,7215,2785,424N/A12/31/20259,0063,5114,2524,372N/A9/30/20258,4483,3574,0464,141N/A6/30/20257,9513,2523,9754,047N/A3/31/20257,4373,0283,7853,836N/A12/31/20247,0032,8523,6763,708N/A9/30/20246,6132,6653,1783,204N/A6/30/20246,3122,4622,6982,728N/A3/31/20246,0802,2892,1352,173N/A12/31/20235,8602,0872,0002,034N/A9/30/20235,5951,9011,5091,548N/A6/30/20235,2631,709945983N/A3/31/20234,8561,517615650N/A12/31/20224,3811,352448493N/A9/30/20223,9301,165634678N/A6/30/20223,5021,035737816N/A3/31/20223,158933904978N/A12/31/20212,9488419511,016N/A9/30/20212,772785914978N/A6/30/20212,629729900920N/A3/31/20212,462676778795N/A12/31/20202,318635720735N/A9/30/20202,222712865875N/A6/30/20202,271753917930N/A3/31/20202,338797974988N/A12/31/20192,411859N/A963N/A9/30/20192,454769N/A932N/A6/30/20192,363729N/A543N/A3/31/20192,274384N/A478N/A12/31/20182,151328N/A503N/A9/30/20182,024261N/A391N/A6/30/20181,898227N/A716N/A3/31/20181,783484N/A664N/A12/31/20171,646422N/A632N/A9/30/20171,506377N/A514N/A6/30/20171,359295N/A274N/A3/31/20171,222231N/A260N/A12/31/20161,129183N/A174N/A9/30/20161,047168N/A225N/A6/30/2016974145N/A269N/A3/31/2016901130N/A257N/A12/31/2015838119N/A238N/A9/30/2015766104N/A117N/A6/30/201570496N/A141N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 1ANET 의 연간 예상 수익 증가율(16.5%)이 saving rate(3.3%)보다 높습니다.수익 vs 시장: 1ANET 의 연간 수익(16.5%)이 Italian 시장(10.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 1ANET 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 1ANET 의 수익(연간 17.5%)이 Italian 시장(연간 5.6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 1ANET 의 수익(연간 17.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 1ANET의 자본 수익률은 3년 후 30.1%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/11 10:15종가2026/05/11 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Arista Networks, Inc.는 60명의 분석가가 다루고 있습니다. 이 중 27명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James KelleherArgus Research CompanyBenjamin ReitzesBarclaysTimothy LongBarclays57명의 분석가 더 보기
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.