ANET Share Price Performance
US$117.43
15.81 (15.56%)
28.3% undervalued intrinsic discount
US$163.87
Fair Value
Price US$117.43
AnalystConsensusTarget US$163.87
Kafka US$151.30
AnalystHighTarget US$147.50
Fair ValueUS$163.87
Share Pricen/a
Arista Networks Inc Stock Price
- 5 Narratives written by author
- 2 Comments on narratives written by author
- 556 Fair Values set on narratives written by author
ANET Community Narratives
AN
Fair Value US$163.87 28.3% undervalued intrinsic discount
Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties
3users have liked this narrative
1users have commented on this narrative
214users have followed this narrative
KA
Fair Value US$151.3 22.4% undervalued intrinsic discount
Scenario: 15% yearly Revenue Growth (past 5 years is cumulative 34.4%!), 35% Margin, 10% risk discount.
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
AN
Fair Value US$130 9.7% undervalued intrinsic discount
Cloud And AI Adoption Will Drive Secular Network Growth
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
Scenario: 15% yearly Revenue Growth (past 5 years is cumulative 34.4%!), 35% Margin, 10% risk discount.
Conservatively assumes: 15% yearly Revenue Growth Rate (currently 17.22% as of 2025-11-12), assuming demand for network switches eventually tapers off. 35% Net Profit Margin due to increased competition for Market Share, Compensation, R&D, etc (currently a whopping 39.73% as of 2025-11-12).Read more
0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
KA
US$151.3
22.4% undervalued intrinsic discount
Kafka Fair Value
Revenue growth
15% p.a.
Profit Margin
35%
Future PE
51.5x
Share price in 2030
US$243.67
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%.Read more
12users have liked this narrative
0users have commented on this narrative
50users have followed this narrative
TO
US$127.06
7.6% undervalued intrinsic discount
Tokyo Fair Value
Revenue growth
15% p.a.
Profit Margin
37.64%
Future PE
49.55x
Share price in 2029
US$175.11
Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties
Key Takeaways Leadership in open, high-bandwidth networking and AI infrastructure positions Arista to capture sustained growth and expand its market share amid industry migration from proprietary systems. Increased focus on software-driven platforms, automation, and enterprise expansion boosts recurring revenue, diversifies the customer base, and enhances long-term earnings stability.Read more
3users have liked this narrative
1users have commented on this narrative
214users have followed this narrative
AN
US$163.87
28.3% undervalued intrinsic discount
AnalystConsensusTarget Fair Value
Revenue growth
21.19% p.a.
Profit Margin
37.63%
Future PE
45.89x
Share price in 2028
US$206.45
Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects
Key Takeaways Heavy dependence on large cloud and AI customers, shifting industry technology, and hyperscaler in-house hardware pose risks to revenue stability and margin resilience. Global protectionism, sustainability pressures, and intensifying competition may increase costs, limit market expansion, and compress future profitability.Read more
0users have liked this narrative
0users have commented on this narrative
8users have followed this narrative
AN
US$113.17
3.8% overvalued intrinsic discount
AnalystLowTarget Fair Value
Revenue growth
16.77% p.a.
Profit Margin
38.21%
Future PE
36.87x
Share price in 2028
US$142.87
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.Read more
0users have liked this narrative
0users have commented on this narrative
13users have followed this narrative
AN
US$130
9.7% undervalued intrinsic discount
AnalystHighTarget Fair Value
Revenue growth
27.42% p.a.
Profit Margin
38.3%
Future PE
34.2x
Share price in 2028
US$160.72
Recently Updated Narratives
KA
Scenario: 15% yearly Revenue Growth (past 5 years is cumulative 34.4%!), 35% Margin, 10% risk discount.
Fair Value: US$151.3 22.4% undervalued intrinsic discount
4 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
TO
The "Porsche" of Internet Switches
Fair Value: US$127.06 7.6% undervalued intrinsic discount
50 followersusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties
Fair Value: US$163.87 28.3% undervalued intrinsic discount
214 followersusers have followed this narrative
1 commentusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Arista Networks Inc Key Details
About ANET
- Founded
- 2004
- Employees
- 4412
- CEO
- WebsiteView website
Arista Networks Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
