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ANET logo

Arista Networks, Inc. Stock Price

NYSE:ANET Community·US$245.9b Market Cap
  • 4 Narratives written by author
  • 1 Comments on narratives written by author
  • 815 Fair Values set on narratives written by author
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ANET Share Price Performance

US$192.93
42.21 (28.01%)
​
US$241.82
Fair Value
US$192.93
42.21 (28.01%)
20.2% undervalued intrinsic discount
US$241.82
Fair Value
Price US$192.93
AnalystConsensusTarget US$241.82
Tokyo US$127.06
AnalystHighTarget US$289.00
Thu, 20 Aug 26
Fair ValueUS$241.82
Share Pricen/a

ANET Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$241.82 20.2% undervalued intrinsic discount

Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties

4users have liked this narrative
1users have commented on this narrative
287users have followed this narrative
TO
Tokyo
Tokyo's
Fair Value
·
Fair Value US$127.06 51.8% overvalued intrinsic discount

The "Porsche" of Internet Switches

14users have liked this narrative
0users have commented on this narrative
96users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$289 33.2% undervalued intrinsic discount

Cloud And AI Adoption Will Drive Secular Network Growth

0users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
ANET logo
Arista Networks
51.8% overvalued intrinsic discount

The "Porsche" of Internet Switches

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TO
Tokyo
Recommended Voice
Tokyo
Updated 18 Apr 2025
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ANET logo
Arista Networks
20.2% undervalued intrinsic discount

Future AI Networking Demand Will Support Expansion Amid Margin Uncertainties

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 20 Aug
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ANET logo
Arista Networks
Fairly Valued intrinsic discount

Reliance On Hyperscale Customers And Rising Pressures Will Undermine Prospects

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AN
AnalystLowTarget
AnalystLowTarget
Updated 3 Sep
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ANET logo
Arista Networks
33.2% undervalued intrinsic discount

Cloud And AI Adoption Will Drive Secular Network Growth

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 5 Aug
Read Narrative

Trending Discussion

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Recently Updated Narratives

TO
Tokyo
ANET logo

The "Porsche" of Internet Switches

Fair Value: US$127.06 51.8% overvalued intrinsic discount
96 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystLowTarget
ANET logo

ANET: Fair Value View Will Balance AI Buildout Upside And Policy Risk

Fair Value: US$194.43 Fairly Valued intrinsic discount
14 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
ANET logo

ANET: AI Networking Cycle Will Support Higher Earnings Power Through 2027

Fair Value: US$241.82 20.2% undervalued intrinsic discount
287 fair values setusers have set this as their fair value
1 commentusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Flawless balance sheet with reasonable growth potential.

1 Risk
3 Rewards
View Full Analysis

Arista Networks, Inc. Key Details

US$10.5b

Revenue

US$3.9b

Cost of Revenue

US$6.6b

Gross Profit

US$2.6b

Other Expenses

US$4.0b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
3.21
63.00%
38.37%
0%
View Full Analysis

About ANET

Founded
2004
Employees
5115
CEO
Jayshree Ullal
WebsiteView website
www.arista.com

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. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

Recent ANET News & Updates

User avatar
Narrative Update • Sep 03

ANET: Fair Value View Will Balance AI Buildout Upside And Policy Risk

Arista Networks' analyst price target has been lifted as analysts point to stronger modeled revenue growth, slightly higher profit margins and an elevated future P/E assumption. They link this to the company’s perceived architectural moat, AI networking exposure and improved supply visibility, moving fair value in this framework from about $165.52 to about $194.43 per share.

Recent updates

No updates

Arista Networks, Inc. Competitors

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