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ANET logo

Arista Networks NYSE:ANET Voorraadrapport

Laatste prijs

US$92.35

Marktkapitalisatie

US$120.3b

7D

-5.0%

1Y

12.5%

Bijgewerkt

13 Jun, 2025

Gegevens

Financiële gegevens bedrijf +

Arista Networks Inc

NYSE:ANET Voorraadrapport

Marktkapitalisatie: US$120.3b

Arista Networks (ANET) Aandelenoverzicht

Arista Networks Inc houdt zich bezig met de ontwikkeling, marketing en verkoop van datagestuurde, client-to-cloud netwerkoplossingen voor AI-, datacenter-, campus- en routeringsomgevingen in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en Azië-Pacific. Meer informatie

Beloningen

De winst zal naar verwachting met 12.58% per jaar groeien

De winst is de afgelopen 5 jaar met 33.4% per jaar gegroeid

Risicoanalyse

Aanzienlijke insider-verkoop in de afgelopen 3 maanden


ANET Community Fair Values

Create Narrative

See what 368 others think this stock is worth. Follow their fair value or set your own to get alerts.

ANET logo
Arista Networks
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts

NVIDIA Partnership And AI Developments Will Open New Markets

Key Takeaways Strategic focus on AI infrastructure and partnerships could drive significant future revenue growth and diversification across various sectors. Large stock repurchase indicates confidence in future earnings growth, potentially enhancing earnings per share through a reduced share count.
View narrative
US$107.05
FV
13.7% undervalued intrinsic discount
18.81%
Revenue growth p.a.
2users have liked this narrative
0users have commented on this narrative
159users have followed this narrative
2 days ago author updated this narrative
ANET logo
Arista Networks
TO
Tokyo
Community Contributor

The "Porsche" of Internet Switches

<<< To see my other narratives, please scroll up and klick on Tokyo (next to my profile picture) >>> My main narrative for ANET: Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI) Very successful introduction of Fast Internet Switches for Brokerage (High Speed Trading) Internet Speed will continuously increase to meet “tactile internet” capabilities (control robots or vehicles over distance (through internet) with nearly no delay) Perfect fit of Arista HW and Arista SW, as known from Apple devices, leads to high customer satisfaction and customer binding I focus also on: More equity than debt. Ratio is at 0%.
View narrative
US$127.06
FV
27.3% undervalued intrinsic discount
15.00%
Revenue growth p.a.
12users have liked this narrative
0users have commented on this narrative
51users have followed this narrative
about 2 months ago author updated this narrative
ANET logo
Arista Networks
AN
AnalystHighTarget
Consensus Narrative from 24 Analysts

Cloud And AI Adoption Will Drive Secular Network Growth

Key Takeaways Rapid adoption of AI, cloud, and IoT technologies is fueling sustained demand for Arista’s advanced networking solutions and expanding its addressable markets. Increasing recurring revenue from software and services enhances profitability and earnings growth, supporting long-term operating leverage and industry outperformance.
View narrative
US$130.00
FV
29.0% undervalued intrinsic discount
26.63%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
6users have followed this narrative
2 days ago author updated this narrative
ANET logo
Arista Networks
AN
AnalystLowTarget
Consensus Narrative from 24 Analysts

Tariff Pressures And Tech Shifts Will Erode Margins

Key Takeaways Dependence on a concentrated customer base and evolving supply chain risks could increase revenue volatility and compress profitability over time. Rising adoption of commoditized, cost-effective alternatives threatens Arista's pricing power and long-term competitive differentiation in the networking market.
View narrative
US$79.00
FV
16.9% overvalued intrinsic discount
11.86%
Revenue growth p.a.
0users have liked this narrative
0users have commented on this narrative
3users have followed this narrative
2 days ago author updated this narrative
View Arista Networks Community

Arista Networks Inc Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor Arista Networks
Historische aandelenkoersen
Huidige aandelenkoersUS$92.35
52 Week HoogtepuntUS$133.58
52 Week LaagUS$59.43
Bèta1.38
1 maand verandering-5.98%
3 maanden verandering10.59%
1 Jaar Verandering12.45%
3 jaar verandering306.20%
5 jaar verandering577.77%
Verandering sinds IPO2,586.55%

Recent nieuws en updates

Arista Networks: Amid Tariffs, Slow And Steady Wins The Networking Race

Jun 10

We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

May 23
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

May 14
Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

Recent updates

Arista Networks: Amid Tariffs, Slow And Steady Wins The Networking Race

Jun 10

We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

May 23
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise

Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

May 14
Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors

Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher

Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

May 09
Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability

Apr 28

Estimating The Intrinsic Value Of Arista Networks Inc (NYSE:ANET)

Apr 27
Estimating The Intrinsic Value Of Arista Networks Inc (NYSE:ANET)
author-image

800 Gigabit Ethernet And AI Centers Will Transform Business

Arista Networks' leadership in Ethernet technology and AI-driven solutions is expected to drive significant revenue and market share growth.

Arista: What Happens When The Cloud Titans Stop Firing The Capex Cannons?

Mar 28

Is Now The Time To Look At Buying Arista Networks Inc (NYSE:ANET)?

Mar 23
Is Now The Time To Look At Buying Arista Networks Inc (NYSE:ANET)?

Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)

Mar 10

Why We're Not Concerned Yet About Arista Networks Inc's (NYSE:ANET) 25% Share Price Plunge

Mar 04
Why We're Not Concerned Yet About Arista Networks Inc's (NYSE:ANET) 25% Share Price Plunge

Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity

Feb 25

Arista Networks Earnings: Not Enough Upside For This Inflection Investor

Feb 19

Here's What Arista Networks' (NYSE:ANET) Strong Returns On Capital Mean

Feb 12
Here's What Arista Networks' (NYSE:ANET) Strong Returns On Capital Mean

Arista Networks: Riding The AI Wave

Feb 08

Arista Networks: DeepSeek Threatens To Burst The AI Bubble

Jan 27

Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

Jan 12
Arista Networks Inc's (NYSE:ANET) Popularity With Investors Is Clear

Arista Networks: Priced For Perfection, And Primed For A Fall

Dec 27

Should You Be Adding Arista Networks (NYSE:ANET) To Your Watchlist Today?

Dec 12
Should You Be Adding Arista Networks (NYSE:ANET) To Your Watchlist Today?

Arista Networks: The Front-Runner In AI Networking Solutions

Nov 27

Is Arista Networks, Inc. (NYSE:ANET) Potentially Undervalued?

Nov 24
Is Arista Networks, Inc. (NYSE:ANET) Potentially Undervalued?

Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Nov 12
Shareholders Are Optimistic That Arista Networks (NYSE:ANET) Will Multiply In Value

Arista Networks: Waiting For My Entry Point

Nov 11

Arista Networks Q3 Preview: Making Ethernet Great Again

Nov 02

Arista Networks, Inc. (NYSE:ANET) Looks Just Right With A 26% Price Jump

Oct 06
Arista Networks, Inc. (NYSE:ANET) Looks Just Right With A 26% Price Jump

Estimating The Intrinsic Value Of Arista Networks, Inc. (NYSE:ANET)

Oct 06
Estimating The Intrinsic Value Of Arista Networks, Inc. (NYSE:ANET)

Arista Networks: Richly Valued For Middling Growth Prospects

Oct 01

Arista Networks: The Breakout Appears Imminent

Sep 20

Does Arista Networks (NYSE:ANET) Deserve A Spot On Your Watchlist?

Sep 12
Does Arista Networks (NYSE:ANET) Deserve A Spot On Your Watchlist?

Arista Networks: Buy On Weakness Signal (Technical Analysis)

Sep 01

Arista Networks Is An Excellent Company: Reiterating Buy

Aug 24

What You Can Learn From Arista Networks, Inc.'s (NYSE:ANET) P/E

Aug 19
What You Can Learn From Arista Networks, Inc.'s (NYSE:ANET) P/E

Arista Networks: Pureplay Ethernet Switch Company At Its Peak

Aug 09

We Think Arista Networks' (NYSE:ANET) Profit Is Only A Baseline For What They Can Achieve

Aug 07
We Think Arista Networks' (NYSE:ANET) Profit Is Only A Baseline For What They Can Achieve

Arista Networks, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Aug 01
Arista Networks, Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

Arista Networks Is Poised For A Major Upcycle (Earnings Preview)

Jul 28

Is Now An Opportune Moment To Examine Arista Networks, Inc. (NYSE:ANET)?

Jul 24
Is Now An Opportune Moment To Examine Arista Networks, Inc. (NYSE:ANET)?
author-image

The "Porsche" of Internet Switches

Young company (founded 2004, IPO 2014), disrupting CISCO in the High Speed Switch Market (for Datacenter, Cloud and AI)

Investors Shouldn't Overlook The Favourable Returns On Capital At Arista Networks (NYSE:ANET)

Jul 12
Investors Shouldn't Overlook The Favourable Returns On Capital At Arista Networks (NYSE:ANET)

Arista Networks: Nvidia Isn't The Only AI Gold Rush Beneficiary

Jul 08

Estimating The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Jun 28
Estimating The Fair Value Of Arista Networks, Inc. (NYSE:ANET)

Adding Arista Networks To Our Model Portfolio (Technical Analysis)

Jun 06

Arista Networks: Downgrading The Business On Valuation And Growth Concerns

May 30

Arista Networks Q1 Earnings Trifecta: Strong Earnings, Robust Outlook, New Buyback

May 08

Arista Networks: Take Caution Ahead Of Earnings (Rating Downgrade)

Apr 30

Rendement voor aandeelhouders

ANETUS CommunicationsUS Markt
7D-5.0%-0.6%1.6%
1Y12.5%32.6%11.7%

Rendement versus industrie: ANET presteerde slechter dan de US Communications -sector, die het afgelopen jaar een rendement van 32.6 % opleverde.

Rendement versus markt: ANET kwam overeen met de US markt, die het afgelopen jaar een rendement opleverde van 11.7 %.

Prijsvolatiliteit

Is ANET's price volatile compared to industry and market?
ANET volatility
ANET Average Weekly Movement8.3%
Communications Industry Average Movement7.7%
Market Average Movement7.7%
10% most volatile stocks in US Market17.1%
10% least volatile stocks in US Market4.0%

Stabiele aandelenkoers: ANET heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 8% ) van ANET is het afgelopen jaar stabiel geweest.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
20044,412Jayshree Ullalwww.arista.com

Arista Networks Inc houdt zich bezig met de ontwikkeling, marketing en verkoop van datagestuurde client-to-cloud netwerkoplossingen voor AI, datacenter, campus en routing omgevingen in Noord- en Zuid-Amerika, Europa, het Midden-Oosten, Afrika en Azië-Pacific. De cloudnetwerkoplossingen bestaan uit het Extensible Operating System (EOS), een publish-subscribe state-sharing netwerkbesturingssysteem dat wordt aangeboden in combinatie met een set netwerktoepassingen. Het bedrijf biedt datacenter-, cloud- en AI-netwerken, cognitieve adjacencies en cognitieve netwerksoftware en -diensten.

Arista Networks Inc Samenvatting

Hoe verhouden de winst en inkomsten van Arista Networks zich tot de beurswaarde?
ANET fundamentele statistieken
MarktkapitalisatieUS$120.28b
Inkomsten(TTM)US$3.03b
Inkomsten(TTM)US$7.44b
38.3x
Koers/Winstverhouding
15.6x
P/S-verhouding

Is ANET overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
ANET resultatenrekening (TTM)
InkomstenUS$7.44b
Kosten van inkomstenUS$2.67b
BrutowinstUS$4.77b
Overige uitgavenUS$1.74b
InkomstenUS$3.03b

Laatst gerapporteerde inkomsten

Mar 31, 2025

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)2.41
Brutomarge64.09%
Nettowinstmarge40.72%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde ANET op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2025/06/13 03:04
Aandelenkoers aan het einde van de dag2025/06/13 00:00
Inkomsten2025/03/31
Jaarlijkse inkomsten2024/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren, zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen voor het gebruik van onze rapporten en tutorials op Youtube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Arista Networks Inc wordt gevolgd door 66 analisten. 28 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
James KelleherArgus Research Company
Ishan MajumdarBaptista Research
Timothy LongBarclays