Arista Networks, Inc.

NYSE:ANET Stok Raporu

Piyasa değeri: US$214.3b

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 büyümesi23.1%
Gelir büyüme oranı17.4%
Gelecekteki özkaynak getirisi30.12%
Analist kapsamı

Good

Son güncelleme06 May 2026

Gelecekteki son büyüme güncellemeleri

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

Kazanç ve Gelir Büyüme Tahminleri

NYSE:ANET - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
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

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

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 03:33
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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.

AnalistKurum
James KelleherArgus Research Company
Benjamin ReitzesBarclays
Timothy LongBarclays