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Arista Networks NYSE:ANET Stock Report

Last Price

US$77.48

Market Cap

US$98.3b

7D

-11.5%

1Y

3.4%

Updated

31 Mar, 2025

Data

Company Financials +

Arista Networks Inc

NYSE:ANET Stock Report

Market Cap: US$98.3b

ANET Stock Overview

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. More details

ANET fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance6/6
Financial Health6/6
Dividends0/6

Rewards

Trading at 7.8% below our estimate of its fair value

Earnings are forecast to grow 13.47% per year

Earnings grew by 36.6% over the past year

Risk Analysis

Significant insider selling over the past 3 months


Arista Networks Inc Competitors

Motorola Solutions

NYSE:MSI

US$72.3b

Cisco Systems

NasdaqGS:CSCO

US$242.1b

Ubiquiti

NYSE:UI

US$18.8b

F5

NasdaqGS:FFIV

US$15.2b

Price History & Performance

Summary of share price highs, lows and changes for Arista Networks
Historical stock prices
Current Share PriceUS$77.48
52 Week HighUS$133.58
52 Week LowUS$60.08
Beta1.08
1 Month Change-16.73%
3 Month Change-29.90%
1 Year Change3.39%
3 Year Change117.11%
5 Year Change497.15%
Change since IPO2,153.96%

Recent News & Updates

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

Recent updates

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

Jul 14Young 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

If EPS Growth Is Important To You, Arista Networks (NYSE:ANET) Presents An Opportunity

Jun 04
If EPS Growth Is Important To You, Arista Networks (NYSE:ANET) Presents An Opportunity

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

Arista Networks, Inc.'s (NYSE:ANET) Shares May Have Run Too Fast Too Soon

Apr 15
Arista Networks, Inc.'s (NYSE:ANET) Shares May Have Run Too Fast Too Soon

Arista Networks: AI Networking Party Just Starting (Rating Upgrade)

Mar 24

Arista Q4 '23 Earnings Review: Stronger For Longer

Feb 16

Arista Networks: Shares Are Looking Awfully Pricey Heading Into Earnings

Feb 09

Shareholder Returns

ANETUS CommunicationsUS Market
7D-11.5%-2.7%-3.4%
1Y3.4%19.9%6.1%

Return vs Industry: ANET underperformed the US Communications industry which returned 19.9% over the past year.

Return vs Market: ANET underperformed the US Market which returned 6.1% over the past year.

Price Volatility

Is ANET's price volatile compared to industry and market?
ANET volatility
ANET Average Weekly Movement9.8%
Communications Industry Average Movement7.8%
Market Average Movement6.4%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.3%

Stable Share Price: ANET has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: ANET's weekly volatility (10%) has been stable over the past year.

Community vs My Fair Value

Create Narrative

Select a narrative for quick price alerts from the community, or create your own.

ANET logo
Arista Networks
AN
Analyst Price Target
Consensus Narrative from 23 Analysts

Generative AI Focus And Partnerships With Microsoft And Meta Will Drive Future Success

Key Takeaways Strategic AI partnerships and innovative products are driving revenue growth and strengthening net margins through operational efficiencies and market expansion. Emphasis on subscription services and improved supply chain management enhances earnings predictability and boosts operating margins.
View narrative
US$116.17
FV
33.3% undervalued intrinsic discount
19.31%
Revenue growth p.a.
1users have liked this narrative
0users have commented on this narrative
140users have followed this narrative
6 days ago author updated this narrative
ANET logo
Arista Networks
TO
Tokyo
Community Contributor

The "Porsche" of Internet Switches

<<< See also my other Narratives: https://simplywall.st/community/users/3qklxjky >>> 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
39.0% undervalued intrinsic discount
15.00%
Revenue growth p.a.
10users have liked this narrative
0users have commented on this narrative
42users have followed this narrative
3 days ago author updated this narrative
View Arista Networks Community

About the Company

FoundedEmployeesCEOWebsite
20044,412Jayshree Ullalwww.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.

Arista Networks Inc Fundamentals Summary

How do Arista Networks's earnings and revenue compare to its market cap?
ANET fundamental statistics
Market capUS$98.29b
Earnings (TTM)US$2.85b
Revenue (TTM)US$7.00b

34.3x

P/E Ratio

14.0x

P/S Ratio

Is ANET overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
ANET income statement (TTM)
RevenueUS$7.00b
Cost of RevenueUS$2.51b
Gross ProfitUS$4.49b
Other ExpensesUS$1.64b
EarningsUS$2.85b

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)2.26
Gross Margin64.13%
Net Profit Margin40.73%
Debt/Equity Ratio0%

How did ANET perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/03/31 11:23
End of Day Share Price 2025/03/31 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arista Networks Inc is covered by 63 analysts. 26 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Ishan MajumdarBaptista Research
Benjamin ReitzesBarclays