속보 • May 29
Arista Networks Delivers Q1 Results with AI Demand Outpacing Supply Chain Constraints Arista Networks reported Q1 2026 revenue of US$2.7b, up 35.1% year over year, ahead of analyst expectations and supported by strong demand for AI and specialty networking equipment.
The company introduced AI-focused products such as XPO high-density liquid-cooled pluggable optics and a universal AI spine based on the 7800 platform, targeting efficiency and scalability needs in AI data centers.
Management raised the full-year 2026 revenue growth forecast to about 27.7%, but the stock fell after guidance for Q2 revenue came in slightly below market expectations and supply chain constraints raised concerns about gross margins.
The key tension here is between strong AI-related demand and product traction on one side, and ongoing component shortages and near-term margin pressure on the other.
Investors may want to watch how effectively multi-year purchase commitments for wafers, memory, and optical modules translate into more predictable costs and delivery timelines over the next one to two years. Recent Insider Transactions Derivative • May 26
Co-Founder & Chief Architect notifies of intention to sell stock Andreas Bechtolsheim intends to sell 205k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of May. If the sale is conducted around the recent share price of US$154, it would amount to US$32m. Andreas currently holds 183.64m shares (0.14583983309824713 of the company). Company insiders have collectively sold US$104m more than they bought, via options and on-market transactions in the last 12 months. Valuation Update With 7 Day Price Move • May 13
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$143, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 29x in the Communications industry in the US. Total returns to shareholders of 319% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$150 per share. 공시 • May 08
Arista Networks Inc. Provides Earnings Guidance for the Second Quarter of 2026 Arista Networks Inc. provided earnings guidance for the first second of 2026. For the quarter, the company expects revenue of approximately $2.8 billion. Reported Earnings • May 06
First quarter 2026 earnings: EPS and revenues exceed analyst expectations 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 exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 9.8%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 61% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Apr 23
Co-Founder recently sold US$1.6m worth of stock On the 17th of April, Kenneth Duda sold around 10k shares on-market at roughly US$163 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 US$15m. Valuation Update With 7 Day Price Move • Apr 22
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$178, the stock trades at a forward P/E ratio of 54x. Average forward P/E is 31x in the Communications industry in the US. Total returns to shareholders of 356% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$151 per share. 공시 • Apr 18
Arista Networks, Inc., Annual General Meeting, May 29, 2026 Arista Networks, Inc., Annual General Meeting, May 29, 2026. Recent Insider Transactions Derivative • Apr 15
CEO & Chairperson notifies of intention to sell stock Jayshree Ullal intends to sell 113k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of April. If the sale is conducted around the recent share price of US$150, it would amount to US$17m. For the year to December 2019, Jayshree's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2025, Jayshree's direct individual holding has decreased from 36.50m shares to 29.26m. Company insiders have collectively sold US$99m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Apr 10
Independent Director recently sold US$1.0m worth of stock On the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly US$126 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 US$1.4m. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Apr 08
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$145, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 27x in the Communications industry in the US. Total returns to shareholders of 260% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$154 per share. 공시 • Apr 08
Arista Networks, Inc. to Report Q1, 2026 Results on May 05, 2026 Arista Networks, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 05, 2026 Recent Insider Transactions • Apr 07
Independent Director recently sold US$1.0m worth of stock On the 1st of April, Charles Giancarlo sold around 8k shares on-market at roughly US$126 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 US$1.4m. Insiders have been net sellers, collectively disposing of US$14m more than they bought in the last 12 months. Buy Or Sell Opportunity • Mar 26
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 7.0% to US$123. The fair value is estimated to be US$154, 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 22
Co-Founder recently sold US$1.3m worth of stock On the 17th of March, Kenneth Duda sold around 10k shares on-market at roughly US$134 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 US$1.4m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by US$13m. Recent Insider Transactions Derivative • Mar 19
Co-Founder notifies of intention to sell stock Kenneth Duda intends to sell 96k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of March. If the sale is conducted around the recent share price of US$135, it would amount to US$13m. Since June 2025, Kenneth's direct individual holding has decreased from 3.37m shares to 3.24m. Company insiders have collectively sold US$98m more than they bought, via options and on-market transactions in the last 12 months. 공시 • Mar 12
Arista Networks Announces XPO High Density Liquid Cooled Pluggable Optics Arista 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 22
Co-Founder recently sold US$1.4m worth of stock On the 17th of February, Kenneth Duda sold around 10k shares on-market at roughly US$142 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 US$13m. Price Target Changed • Feb 15
Price target increased by 7.4% to US$177 Up from US$165, the current price target is an average from 24 analysts. New target price is 25% above last closing price of US$142. Stock is up 32% over the past year. The company is forecast to post earnings per share of US$3.27 for next year compared to US$2.79 last year. Reported Earnings • Feb 13
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: US$2.79 (up from US$2.27 in FY 2024). Revenue: US$9.01b (up 29% from FY 2024). Net income: US$3.51b (up 23% from FY 2024). Profit margin: 39% (down from 41% in FY 2024). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 2.8%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Feb 13
Arista Networks Inc. Provides Earnings Guidance for the First Quarter of 2026 Arista 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 • Feb 06
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 2.1% to US$137. The fair value is estimated to be US$113, 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. Valuation Update With 7 Day Price Move • Jan 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$147, the stock trades at a forward P/E ratio of 48x. Average forward P/E is 25x in the Communications industry in the US. Total returns to shareholders of 366% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$110 per share. Recent Insider Transactions • Jan 23
Co-Founder recently sold US$1.3m worth of stock On the 20th of January, Kenneth Duda sold around 10k shares on-market at roughly US$128 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 US$12m. Buy Or Sell Opportunity • Jan 22
Now 26% overvalued Over the last 90 days, the stock has fallen 10% to US$138. The fair value is estimated to be US$110, 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. 공시 • Jan 16
Arista Networks, Inc. to Report Q4, 2025 Results on Feb 12, 2026 Arista Networks, Inc. announced that they will report Q4, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 12, 2026 Recent Insider Transactions Derivative • Jan 04
Independent Director notifies of intention to sell stock Charles Giancarlo intends to sell 32k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$134, it would amount to US$4.3m. Since March 2025, Charles' direct individual holding has decreased from 366.58k shares to 247.36k. Company insiders have collectively sold US$124m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Dec 22
Co-Founder recently sold US$1.2m worth of stock On the 17th of December, Kenneth Duda sold around 10k shares on-market at roughly US$123 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 US$1.4m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by US$12m. Recent Insider Transactions Derivative • Dec 18
Co-Founder notifies of intention to sell stock Kenneth Duda intends to sell 92k shares in the next 90 days after lodging an Intent To Sell Form on the 17th of December. If the sale is conducted around the recent share price of US$126, it would amount to US$12m. Since March 2025, Kenneth's direct individual holding has decreased from 3.55m shares to 3.27m. Company insiders have collectively sold US$119m more than they bought, via options and on-market transactions in the last 12 months. 공시 • Dec 11
Arista Networks Introduces Massive Scale Campus Mobility Arista 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. Recent Insider Transactions Derivative • Dec 04
CEO & Chairperson notifies of intention to sell stock Jayshree Ullal intends to sell 24k shares in the next 90 days after lodging an Intent To Sell Form on the 25th of November. If the sale is conducted around the recent share price of US$122, it would amount to US$2.9m. For the year to December 2018, Jayshree's total compensation was 3% salary and 97% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2024, Jayshree's direct individual holding has decreased from 37.41m shares to 29.15m. Company insiders have collectively sold US$127m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Nov 06
Third quarter 2025 earnings: EPS and revenues exceed analyst expectations 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 exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 1.2%. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 62% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Nov 05
Arista Networks Inc Provides Earnings Guidance for the Fourth Quarter 2025 Arista Networks Inc. provided earnings guidance for the fourth quarter 2025. For the quarter, the company expects revenue of $2.3 billion - $2.4 billion. 공시 • Oct 29
Arista Networks Unveils Next Generation Data and AI Centers Arista 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 23
Co-Founder recently sold US$1.4m worth of stock On the 17th of October, Kenneth Duda sold around 10k shares on-market at roughly US$143 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 US$11m. 공시 • Oct 08
Arista Networks Inc to Report Q3, 2025 Results on Nov 04, 2025 Arista 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 21
Co-Founder recently sold US$1.4m worth of stock On the 17th of September, Kenneth Duda sold around 10k shares on-market at roughly US$142 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 US$9.5m. Price Target Changed • Sep 12
Price target increased by 7.7% to US$153 Up from US$142, the current price target is an average from 24 analysts. New target price is 9.9% above last closing price of US$139. Stock is up 55% over the past year. The company is forecast to post earnings per share of US$2.69 for next year compared to US$2.27 last year. 공시 • Sep 09
Arista Networks Inc Announces Executive Changes On 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. Recent Insider Transactions • Aug 21
Co-Founder recently sold US$1.4m worth of stock On the 18th of August, Kenneth Duda sold around 10k shares on-market at roughly US$137 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 US$8.1m. Valuation Update With 7 Day Price Move • Aug 13
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to US$141, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 23x in the Communications industry in the US. Total returns to shareholders of 335% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$92.15 per share. Reported Earnings • Aug 06
Second quarter 2025 earnings: EPS and revenues exceed analyst expectations Second quarter 2025 results: EPS: US$0.71 (up from US$0.53 in 2Q 2024). Revenue: US$2.20b (up 30% from 2Q 2024). Net income: US$888.8m (up 34% from 2Q 2024). Profit margin: 40% (in line with 2Q 2024). Revenue exceeded analyst estimates by 4.5%. Earnings per share (EPS) also surpassed analyst estimates by 17%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 63% per year, which means it is tracking significantly ahead of earnings growth. Price Target Changed • Aug 06
Price target increased by 20% to US$131 Up from US$110, the current price target is an average from 24 analysts. New target price is 5.3% below last closing price of US$139. Stock is up 75% over the past year. The company is forecast to post earnings per share of US$2.67 for next year compared to US$2.27 last year. Recent Insider Transactions • Jul 22
Co-Founder recently sold US$1.1m worth of stock On the 17th of July, Kenneth Duda sold around 10k shares on-market at roughly US$111 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 US$1.4m. Kenneth has been a net seller over the last 12 months, reducing personal holdings by US$6.7m. 공시 • Jul 09
Arista Networks Inc to Report Q2, 2025 Results on Aug 05, 2025 Arista Networks Inc announced that they will report Q2, 2025 results After-Market on Aug 05, 2025 Valuation Update With 7 Day Price Move • Jun 27
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$99.39, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 22x in the Communications industry in the US. Total returns to shareholders of 326% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$72.17 per share. Buy Or Sell Opportunity • Jun 24
Now 26% overvalued after recent price rise Over the last 90 days, the stock has risen 13% to US$91.95. The fair value is estimated to be US$72.87, 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. 공시 • Jun 19
Arista Networks Inc Appoints Todd Nightingale as President and Chief Operating Officer, Effective on or About July 1, 2025 Arista 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 02
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 5.0% to US$89.78. The fair value is estimated to be US$72.94, 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. 공시 • May 16
Arista Networks Reportedly to Acquire VeloCloud from Broadcom Arista 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. Buy Or Sell Opportunity • May 12
Now 25% overvalued Over the last 90 days, the stock has fallen 21% to US$92.32. The fair value is estimated to be US$73.69, 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 09
Co-Founder recently sold US$1.4m worth of stock On the 6th of May, Kenneth Duda sold around 16k shares on-market at roughly US$90.07 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 US$9.4m. Reported Earnings • May 07
First quarter 2025 earnings: EPS and revenues exceed analyst expectations 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 exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Communications industry in the US. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 50% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Apr 28
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$77.91, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 11x in the Communications industry in the US. Total returns to shareholders of 164% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$79.48 per share. 공시 • Apr 18
Arista Networks Inc, Annual General Meeting, May 30, 2025 Arista Networks Inc, Annual General Meeting, May 30, 2025. Price Target Changed • Apr 15
Price target decreased by 7.0% to US$108 Down from US$116, the current price target is an average from 23 analysts. New target price is 48% above last closing price of US$73.20. Stock is up 11% over the past year. The company is forecast to post earnings per share of US$2.35 for next year compared to US$2.27 last year. New Risk • Apr 09
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (11% average weekly change). Significant insider selling over the past 3 months (US$1.4m sold). 공시 • Apr 09
Arista Networks Inc to Report Q1, 2025 Results on May 06, 2025 Arista Networks Inc announced that they will report Q1, 2025 results After-Market on May 06, 2025 Valuation Update With 7 Day Price Move • Apr 04
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$64.37, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 5x in the Communications industry in the US. Total returns to shareholders of 97% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$79.66 per share. 공시 • Mar 20
Arista Networks Inc Announces Management Changes On March 14, 2025, the Board of Directors of Arista Networks Inc. increased the size of the Board to nine members and appointed Greg Lavender to serve as an independent member of Arista’s Board, effective immediately. Mr. Lavender will serve as a Class III director with a term expiring at Arista’s 2026 annual meeting of stockholders. Dr. Lavender was also appointed to the Audit Committee of the Board, effective immediately. Dr. Lavender, age 64, serves as the Chief Technology Officer for Intel Corporation, a semiconductor manufacturing company, since November 2023. Prior to becoming the Chief Technology Officer at Intel Corporation, Dr. Lavender was the Corporate Chief Technology Officer and Senior Vice President /General Manager of the Software and Advanced Technology Group of Intel Corporation from June 2021 to November 2023. From January 2018 to June 2021, Dr. Lavender, held senior positions, including Senior Vice President and Chief Technology Officer, at VMware, a software development company. Prior to VMware, Dr. Lavender held leadership positions at Citigroup, Cisco Systems and Sun Microsystems. Dr. Lavender also serves as a member of the Board of Advisors to Virginia Tech’s College of Engineering and is a member of the Department of Computer Sciences Advisory Council to The University of Texas at Austin. Before Dr. Lavender’s career in tech began, he was on the faculty of the University of Texas at Austin for 14 years, including three years as Associate Chairman for Academics. Dr. Lavender holds a B.S. degree in computer science (applied mathematics) from the University of Georgia, and a M.S. in computer science (software engineering) and PhD in computer science (networking and distributed systems) from Virginia Tech. On March 14, 2025, John McCool, notified Arista of his intention to step down as the Chief Platform Officer, Senior Vice President of Engineering and Operations, effective April 7, 2025, and will remain with Arista as a senior advisor to the Chief Executive Officer. Mr. McCool also plans to take a leave of absence for personal reasons with the expectation that he will return to Arista upon completion of his leave. Mr. McCool’s decision was not the result of any disagreement with Arista. Alex Rose, Vice President, Hardware Engineering, and Mike Kappus, AVP, Manufacturing, will assume Mr. McCool’s responsibilities in managing the hardware engineering team and the manufacturing team, respectively. 
