Arista Networks, Inc.

NYSE:ANET Voorraadrapport

Marktkapitalisatie: US$214.3b

Arista Networks Toekomstige groei

Future criteriumcontroles 4/6

Arista Networks zal naar verwachting groeien in winst en omzet met respectievelijk 16.5% en 17.4% per jaar. De winst per aandeel zal naar verwachting groeien met 17.7% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 30.1% zijn.

Belangrijke informatie

16.5%

Groei van de winst

17.72%

Groei van de winst per aandeel

Communications winstgroei22.6%
Inkomstengroei17.4%
Toekomstig rendement op eigen vermogen30.12%
Dekking van analisten

Good

Laatst bijgewerkt06 May 2026

Recente toekomstige groei-updates

Recent updates

ANET: AI Data Center Demand And Hyperscaler Ties Support Premium Multiple

Arista Networks' updated analyst price target framework edges higher to reflect slightly stronger modeled revenue growth and a richer assumed future P/E multiple, with analysts citing sustained enthusiasm around AI data center demand, hyperscaler relationships, and recent bullish initiations and target increases across major firms. Analyst Commentary Recent Street research around Arista Networks clusters around AI data center exposure, hyperscaler demand and the company’s role in Ethernet based switching for large scale training and inference clusters.

Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar

Apr 28

ANET: AI Data Centers And XPO Execution Will Drive Future Networking Upside

Arista Networks' fair value estimate has edged up by about $0.44 per share as analysts factor in slightly higher modeled revenue growth, wider profit margins, and a lower future P/E assumption, supported by a recent wave of higher price targets and upbeat views on its AI data center positioning and XPO strategy. Analyst Commentary Recent research on Arista Networks has leaned clearly positive, with a cluster of price target increases and fresh coverage that centers on the company’s role in AI data centers and its XPO strategy.

Arista Networks, Inc. (ANET): The "AI Architect" and the FY2026 Terabit Breakthrough

Arista Networks, Inc. (ANET) , the definitive leader in data-driven networking for the AI era, delivered a historic performance as of Thursday, April 16, 2026 , solidifying its role as the "Better" and essential plumbing of the generative AI revolution.

ANET: AI Data Center Demand Will Sustain Premium Multiple Over Time

Analysts have lifted Arista Networks' fair value estimate by about $13 to $176.46, citing higher expected revenue tied to AI data center demand and continued bullish price target moves from multiple research firms. Analyst Commentary Recent research highlights a cluster of positive views around Arista Networks, centered on its role in AI data centers and large cloud deployments, while also flagging execution and competitive risks investors should keep in mind.

ANET: Fair Value View Will Balance AI Datacenter Demand And Execution Risk

Arista Networks' fair value estimate has been adjusted slightly higher to $149.15, with analysts attributing the move to a modest change in expected revenue growth and continued interest in the company's AI focused data center networking position, as reflected in a series of recent price target increases across the Street. Analyst Commentary Recent Street research around Arista Networks centers on its role in AI focused data center networking, with several firms updating coverage and price targets.

ANET: Diversified AI Compute And 6GW Buildout Will Drive Networking Upside

The analyst price target for Arista Networks has been raised from $194.25 to $207.07 as analysts point to stronger AI related networking demand, including benefits from diversified compute spending and large scale data center deployments tied to recent hyperscaler and chipmaker partnerships. Analyst Commentary Bullish analysts are highlighting Arista Networks as a key beneficiary of large scale AI data center build outs, especially where cloud platforms and chipmakers are broadening their compute choices beyond a single vendor.

ANET: Fair Value View Balances AI Data Center Upside And Execution Risk

Analysts have lifted their Arista Networks fair value estimate from $113.17 to $149.06, pointing to higher assumed revenue growth, a slightly adjusted discount rate, firmer profit margins, and a richer future P/E multiple as key drivers behind the new target range, which is supported by recent price target increases across multiple Wall Street firms. Analyst Commentary Recent Street research around Arista Networks has centered on refreshed price targets and how AI related spending might influence demand for the company’s networking products.

ANET: Cross Vendor AI Networking For AI Data Centers Will Drive Upside

Analysts have made a modest upward adjustment to their fair value estimate for Arista Networks to about $194 per share, citing ongoing work to build a cross vendor AI networking ecosystem, expectations for medium term revenue growth, and sensitivity to valuation as operating margins are anticipated to dip slightly next year. Analyst Commentary Recent research suggests that Arista Networks is increasingly viewed as a key beneficiary of growing AI networking demand, with some bullish analysts flagging its role in a cross vendor ecosystem that links AI networks with computing infrastructure.

ANET: Cross Vendor AI Networking Ecosystem Will Drive Future Upside

Analysts have trimmed their price expectations for Arista Networks by a small amount, citing a still-strong AI networking ecosystem, high medium term revenue growth, slightly softer operating margins, and a valuation they view as expensive. Analyst Commentary Recent commentary on Arista Networks highlights a mix of caution on valuation and margins alongside confidence in the company’s role in AI networking.

ANET: AI Networking Ecosystem Will Support Future Upside Despite Margin Concerns

Analysts have lifted their fair value estimate for Arista Networks from $130.00 to about $193.28, reflecting updated assumptions around slightly higher discount rates, modestly softer margin expectations, and ongoing AI driven growth potential despite recent debates on valuation and rating changes. Analyst Commentary Recent research highlights a mix of enthusiasm and caution around Arista Networks, with bullish analysts focused on the company’s role in AI networking and more conservative views pointing to valuation and margin pressures.

ANET: AI Networking Demand Will Sustain Premium Multiple Despite Moderating Margins

Analysts have modestly increased their price target on Arista Networks to $171, citing continued AI driven networking demand and solid, though slightly slower, growth and margin profiles that support maintaining a premium valuation. Analyst Commentary Recent Street research reflects a balanced but still constructive view on Arista Networks, with analysts weighing accelerating AI driven demand against slowing growth rates and a rich valuation.

ANET: AI Networking Demand Will Sustain High Margins Despite Future Normalization Concerns

Analysts have modestly raised their price targets for Arista Networks into the mid to high $170s, citing sustained AI driven networking demand, resilient high margin profiles despite slightly softer long term margin guidance, and upgraded multi year revenue growth expectations. Analyst Commentary Street research remains broadly constructive on Arista Networks, with most firms lifting price targets to reflect stronger medium term growth and sustained AI networking tailwinds, even as some caution emerges around valuation and future margin normalization.

ANET: AI Demand Will Sustain High Margin Momentum Despite Rising Competition

Arista Networks’ analyst price target has edged up slightly to around $164, as analysts cite ongoing revenue and profit margin strength. This comes despite conservative margin forecasts and a more competitive AI networking environment.

ANET: AI Networking Momentum Will Drive Long-Term Revenue Strength

Arista Networks’ fair value estimate has increased modestly from $159.80 to $163.87, as analysts cite ongoing momentum in AI networking and manageable adjustments to revenue growth and profit margin expectations. Analyst Commentary Recent analyst research presents a mixed outlook for Arista Networks, reflecting optimism about its AI-driven growth potential as well as concerns about valuation and future profit margins.

Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties

Arista Networks' analyst price target has been raised modestly, with updated estimates reflecting improved growth and margin outlooks as analysts cite continued strength in AI networking demand and reassuring long-term guidance. Analyst Commentary Following recent company updates and strong industry trends, Wall Street analysts have weighed in on Arista Networks, offering both bullish and bearish perspectives.

Adoption Of AI And Open Ethernet Will Expand Future Markets

The analyst price target for Arista Networks has increased from approximately $156 to $160, as analysts cite ongoing strong demand, resilient long-term growth projections, and positive sentiment following recent updates in margin and revenue outlooks. Analyst Commentary Recent analyst updates have highlighted both optimism and caution regarding Arista Networks’ long-term prospects and valuation following new guidance and price target changes.

Adoption Of AI And Open Ethernet Will Expand Future Markets

Analysts have raised Arista Networks’ price target, now $156.38 (up from $142.63), driven by confidence in stronger long-term revenue growth and continued outperformance in AI and cloud infrastructure, although near-term caution remains due to margin normalization and recent share price strength. Analyst Commentary Bullish analysts are raising price targets due to Arista's upwardly revised 2026 revenue outlook (about 20% growth to $10.5B) and company guidance for sustained mid-teens long-term sales growth, along with robust gross and EBIT margins.

Adoption Of AI And Open Ethernet Will Expand Future Markets

Arista Networks' price target was raised to $142.63 as strong Q2 results, accelerating product billings, and optimism for AI and cloud-driven growth outweighed concerns over a near-term run-up, with analysts seeing upside on pullbacks. Analyst Commentary Bullish analysts cite strong Q2 results, with product billings accelerating above 50% growth at large scale and upside performance across all business metrics.

Adoption Of AI And Open Ethernet Will Expand Future Markets

Arista Networks’ fair value estimate has increased, reflecting stronger expected revenue growth and a higher future P/E multiple, resulting in the analyst price target rising from $111.62 to $133.46. What's in the News Arista Networks provided revenue guidance for Q3 2025, expecting $2.25 billion.

Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump

Jul 20
Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump

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

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

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

Mar 10

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

Feb 25

Winst- en omzetgroeiprognoses

NYSE:ANET - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/202817,2576,2826,4146,09616
12/31/202714,2095,2055,6205,45127
12/31/202611,5984,2765,1565,08422
3/31/20269,7103,7215,2785,424N/A
12/31/20259,0063,5114,2524,372N/A
9/30/20258,4483,3574,0464,141N/A
6/30/20257,9513,2523,9754,047N/A
3/31/20257,4373,0283,7853,836N/A
12/31/20247,0032,8523,6763,708N/A
9/30/20246,6132,6653,1783,204N/A
6/30/20246,3122,4622,6982,728N/A
3/31/20246,0802,2892,1352,173N/A
12/31/20235,8602,0872,0002,034N/A
9/30/20235,5951,9011,5091,548N/A
6/30/20235,2631,709945983N/A
3/31/20234,8561,517615650N/A
12/31/20224,3811,352448493N/A
9/30/20223,9301,165634678N/A
6/30/20223,5021,035737816N/A
3/31/20223,158933904978N/A
12/31/20212,9488419511,016N/A
9/30/20212,772785914978N/A
6/30/20212,629729900920N/A
3/31/20212,462676778795N/A
12/31/20202,318635720735N/A
9/30/20202,222712865875N/A
6/30/20202,271753917930N/A
3/31/20202,338797974988N/A
12/31/20192,411859N/A963N/A
9/30/20192,454769N/A932N/A
6/30/20192,363729N/A543N/A
3/31/20192,274384N/A478N/A
12/31/20182,151328N/A503N/A
9/30/20182,024261N/A391N/A
6/30/20181,898227N/A716N/A
3/31/20181,783484N/A664N/A
12/31/20171,646422N/A632N/A
9/30/20171,506377N/A514N/A
6/30/20171,359295N/A274N/A
3/31/20171,222231N/A260N/A
12/31/20161,129183N/A174N/A
9/30/20161,047168N/A225N/A
6/30/2016974145N/A269N/A
3/31/2016901130N/A257N/A
12/31/2015838119N/A238N/A
9/30/2015766104N/A117N/A
6/30/201570496N/A141N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei ANET ( 16.5% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van ANET ( 16.5% per jaar) zal naar verwachting sneller groeien dan de US markt ( 16.1% per jaar).

Hoge groeiwinsten: De winst van ANET zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van ANET ( 17.4% per jaar) zal naar verwachting sneller groeien dan de markt US ( 11.3% per jaar).

Hoge groei-inkomsten: De omzet van ANET ( 17.4% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen ANET zal naar verwachting over 3 jaar hoog zijn ( 30.1 %)

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/06 22:30
Aandelenkoers aan het einde van de dag2026/05/06 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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 over hoe je onze rapporten kunt gebruiken 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 60 analisten. 27 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
Benjamin ReitzesBarclays
Timothy LongBarclays