Arista Networks Gelecekteki Büyüme
Future kriter kontrolleri 4/6
Arista Networks kazanç ve gelirin sırasıyla yıllık 16.5% ve 17.4% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 17.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 30.1% olacağı tahmin edilmektedir.
Anahtar bilgiler
16.5%
Kazanç büyüme oranı
17.72%
EPS büyüme oranı
| Communications kazanç büyümesi | 23.1% |
| Gelir büyüme oranı | 17.4% |
| Gelecekteki özkaynak getirisi | 30.12% |
| Analist kapsamı | Good |
| Son güncelleme | 06 May 2026 |
Gelecekteki son büyüme güncellemeleri
Recent updates
Analiz Güncellemesi • May 02
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.Seeking Alpha • Apr 28
Arista Networks Q1 2026 Earnings Preview: AI Momentum Meets A High Bar
Summary Arista Networks is a prime AI infrastructure play, leveraging strong hyperscale demand and superior Ethernet-based networking solutions. ANET's 1Q26 earnings expectations are high, with consensus revenue at $2.62B (+30% YoY) and EPS of $0.81, reflecting robust growth momentum. Valuation is stretched: forward P/E ~50x, EV/sales 18.5x, and PEG 2.7x, implying the market expects flawless execution and sustained leadership. Short-term risk is elevated; any disappointment in growth, guidance, or AI demand could trigger a sharp de-rating given current lofty expectations. Read the full article on Seeking Alpha
Analiz Güncellemesi • Apr 18
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.
Yeni Analiz • Apr 16
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.Analiz Güncellemesi • Apr 03
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.
Analiz Güncellemesi • Mar 20
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.Analiz Güncellemesi • Mar 06
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.Analiz Güncellemesi • Feb 20
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.Analiz Güncellemesi • Feb 06
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.Analiz Güncellemesi • Jan 23
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.Analiz Güncellemesi • Jan 09
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.Analiz Güncellemesi • Dec 25
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.Analiz Güncellemesi • Dec 11
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.Analiz Güncellemesi • Nov 27
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.Analiz Güncellemesi • Nov 13
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.Analiz Güncellemesi • Oct 30
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.Analiz Güncellemesi • Oct 15
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.Analiz Güncellemesi • Sep 26
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.Analiz Güncellemesi • Sep 11
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.Analiz Güncellemesi • Aug 07
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.Analiz Makalesi • Jul 20
Arista Networks Inc (NYSE:ANET) Looks Just Right With A 30% Price Jump
Arista Networks Inc ( NYSE:ANET ) shares have continued their recent momentum with a 30% gain in the last month alone...Analiz Makalesi • May 23
We Discuss Why The CEO Of Arista Networks Inc (NYSE:ANET) Is Due For A Pay Rise
Key Insights Arista Networks will host its Annual General Meeting on 30th of May CEO Jayshree Ullal's total...Analiz Makalesi • May 14
Arista Networks' (NYSE:ANET) Solid Earnings Are Supported By Other Strong Factors
Investors were underwhelmed by the solid earnings posted by Arista Networks Inc ( NYSE:ANET ) recently. Our analysis...Analiz Makalesi • May 13
Market Participants Recognise Arista Networks Inc's (NYSE:ANET) Earnings Pushing Shares 27% Higher
Arista Networks Inc ( NYSE:ANET ) shareholders are no doubt pleased to see that the share price has bounced 27% in the...Analiz Makalesi • May 09
Arista Networks Inc Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next
Arista Networks Inc ( NYSE:ANET ) last week reported its latest first-quarter results, which makes it a good time for...Seeking Alpha • Apr 28
Arista Networks Q1 Preview: AI-Powered Load Balancing And Observability
Summary I reiterate a "Strong Buy" on Arista Networks Inc., driven by structural growth from Microsoft and Meta CAPEX spendings, with a fair value of $106 per share. Arista's AI-powered services and seamless integration of EOS software with network hardware position it well for AI and cloud workloads. Strong growth in data center networking and new areas like load balancing and observability forecast 20% annual revenue growth and 20bps margin expansion. Key risks include tariffs and CAPEX volatility from Microsoft and Meta, but I remain confident in ANET's ability to navigate these challenges. Read the full article on Seeking AlphaYeni Analiz • Apr 08
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.Seeking Alpha • Mar 28
Arista: What Happens When The Cloud Titans Stop Firing The Capex Cannons?
Summary Arista Networks' stock has fallen ~25% YTD, entering bear market territory, with valuation still high despite recent declines. Arista's growth is heavily reliant on major customers like Meta and Microsoft, making it vulnerable to cyclical spending patterns as these companies have temporarily stepped up their capex spending. 35% of Arista's revenue is derived from Meta and Microsoft, with roughly ~50% from cloud titans overall, creating huge customer concentration. Margins are also facing downward pressure, with earnings growth expected at only 10% y/y in FY25, forcing the question of why Arista is worth a 30+ P/E ratio. Read the full article on Seeking AlphaSeeking Alpha • Mar 10
Arista Networks: Dramatic Buying Opportunity After Capitulation (Rating Upgrade)
Summary Arista Networks' investors have endured a torrid time since the stock peaked in late January. A bear market followed, and it worsened, giving up nearly six months of gains in a few weeks. While ANET was assessed as expensive previously, it's no longer that expensive anymore. So, good news, right? Arista Networks remains a leader in AI high-speed networking switching solutions, and counts Meta and Microsoft as core tech partners. I argue why the selloff has opened up an incredible opportunity for investors to engage and add ANET, as the market took the pessimism too far. Read the full article on Seeking AlphaSeeking Alpha • Feb 25
Arista Networks: Sentiment, Not Fundamentals, Gave You This Buying Opportunity
Summary Fundamentals alone don't drive stock movements. Sentiment plays a crucial role, as seen with Arista Networks' recent performance despite strong earnings. I called the stock's sentiment would peak around $125-$130, leading to a predictable pullback regardless of positive earnings or news like DeepSeek. Fundamentally, the company is seeing an increase in customer spend and is now pushing into the "back end" of the data center successfully where Nvidia dominates. Watch for Arista Networks to bottom near the high $80s, setting up for a potential rally in 2025 with a sentiment reset and strong business fundamentals. Read the full article on Seeking AlphaKazanç ve Gelir Büyüme Tahminleri
| Tarih | Gelir | Kazançlar | Serbest Nakit Akışı | Faaliyetlerden Nakit | Avg. Analist Sayısı |
|---|---|---|---|---|---|
| 12/31/2028 | 17,257 | 6,282 | 6,414 | 6,096 | 16 |
| 12/31/2027 | 14,209 | 5,205 | 5,620 | 5,451 | 27 |
| 12/31/2026 | 11,598 | 4,276 | 5,156 | 5,084 | 22 |
| 3/31/2026 | 9,710 | 3,721 | 5,278 | 5,424 | N/A |
| 12/31/2025 | 9,006 | 3,511 | 4,252 | 4,372 | N/A |
| 9/30/2025 | 8,448 | 3,357 | 4,046 | 4,141 | N/A |
| 6/30/2025 | 7,951 | 3,252 | 3,975 | 4,047 | N/A |
| 3/31/2025 | 7,437 | 3,028 | 3,785 | 3,836 | N/A |
| 12/31/2024 | 7,003 | 2,852 | 3,676 | 3,708 | N/A |
| 9/30/2024 | 6,613 | 2,665 | 3,178 | 3,204 | N/A |
| 6/30/2024 | 6,312 | 2,462 | 2,698 | 2,728 | N/A |
| 3/31/2024 | 6,080 | 2,289 | 2,135 | 2,173 | N/A |
| 12/31/2023 | 5,860 | 2,087 | 2,000 | 2,034 | N/A |
| 9/30/2023 | 5,595 | 1,901 | 1,509 | 1,548 | N/A |
| 6/30/2023 | 5,263 | 1,709 | 945 | 983 | N/A |
| 3/31/2023 | 4,856 | 1,517 | 615 | 650 | N/A |
| 12/31/2022 | 4,381 | 1,352 | 448 | 493 | N/A |
| 9/30/2022 | 3,930 | 1,165 | 634 | 678 | N/A |
| 6/30/2022 | 3,502 | 1,035 | 737 | 816 | N/A |
| 3/31/2022 | 3,158 | 933 | 904 | 978 | N/A |
| 12/31/2021 | 2,948 | 841 | 951 | 1,016 | N/A |
| 9/30/2021 | 2,772 | 785 | 914 | 978 | N/A |
| 6/30/2021 | 2,629 | 729 | 900 | 920 | N/A |
| 3/31/2021 | 2,462 | 676 | 778 | 795 | N/A |
| 12/31/2020 | 2,318 | 635 | 720 | 735 | N/A |
| 9/30/2020 | 2,222 | 712 | 865 | 875 | N/A |
| 6/30/2020 | 2,271 | 753 | 917 | 930 | N/A |
| 3/31/2020 | 2,338 | 797 | 974 | 988 | N/A |
| 12/31/2019 | 2,411 | 859 | N/A | 963 | N/A |
| 9/30/2019 | 2,454 | 769 | N/A | 932 | N/A |
| 6/30/2019 | 2,363 | 729 | N/A | 543 | N/A |
| 3/31/2019 | 2,274 | 384 | N/A | 478 | N/A |
| 12/31/2018 | 2,151 | 328 | N/A | 503 | N/A |
| 9/30/2018 | 2,024 | 261 | N/A | 391 | N/A |
| 6/30/2018 | 1,898 | 227 | N/A | 716 | N/A |
| 3/31/2018 | 1,783 | 484 | N/A | 664 | N/A |
| 12/31/2017 | 1,646 | 422 | N/A | 632 | N/A |
| 9/30/2017 | 1,506 | 377 | N/A | 514 | N/A |
| 6/30/2017 | 1,359 | 295 | N/A | 274 | N/A |
| 3/31/2017 | 1,222 | 231 | N/A | 260 | N/A |
| 12/31/2016 | 1,129 | 183 | N/A | 174 | N/A |
| 9/30/2016 | 1,047 | 168 | N/A | 225 | N/A |
| 6/30/2016 | 974 | 145 | N/A | 269 | N/A |
| 3/31/2016 | 901 | 130 | N/A | 257 | N/A |
| 12/31/2015 | 838 | 119 | N/A | 238 | N/A |
| 9/30/2015 | 766 | 104 | N/A | 117 | N/A |
| 6/30/2015 | 704 | 96 | N/A | 141 | N/A |
Analist Gelecek Büyüme Tahminleri
Kazançlar ve Tasarruf Oranları: ANET 'nin tahmini kazanç büyümesi (yıllık 16.5% ) tasarruf oranının ( 3.5% ) üzerindedir.
Kazançlar ve Piyasa: ANET şirketinin kazançlarının (yıllık 16.5% ) US pazarından (yıllık 16.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Kazançları: ANET şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.
Gelir ve Pazar: ANET şirketinin gelirinin (yıllık 17.4% ) US pazarından (yıllık 11.4% ) daha hızlı büyümesi öngörülüyor.
Yüksek Büyüme Geliri: ANET şirketinin gelirinin (yıllık 17.4% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.
Hisse Başına Kazanç Büyüme Tahminleri
Gelecekteki Özkaynak Getirisi
Gelecekteki ROE: ANET 'in Özsermaye Getirisi'nin 3 yıl içinde yüksek olması tahmin ediliyor ( 30.1 %)
Büyüyen şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/06 10:55 |
| Gün Sonu Hisse Fiyatı | 2026/05/06 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Arista Networks, Inc. 60 Bu analistlerden 27, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| James Kelleher | Argus Research Company |
| Benjamin Reitzes | Barclays |
| Timothy Long | Barclays |