Technology / Computer HardwareUpdated 2026-05-10 22:07 UTC

ANET stock hub

Arista Networks is a premier hyper-growth compounder in data center networking, benefiting significantly from cloud computing expansion and AI infrastructure tailwinds. Its software-driven EOS model drives industry-leading margins and robust revenue growth. Anchored heavily on forward earnings (60% weight) to capture near-term momentum, our composite fair value lands tightly at $184.49, implying substantial 30% upside. Elite ROIC and robust structural demand perfectly justify the aggressive valuation architecture.

Read full analysis Valuation Archive

Fair value midpoint

$184

$104 - $276

Upside to midpoint

+30.1%

Based on latest report

Confidence

88/100

Data quality and model convergence

Market cap

$178.5B

NYSE

Our take

Research highlights

What our analysis says

Pulled from the latest published report. The full reasoning lives under /analysis.

Biggest opportunity

Bull case

Bull: Rapid adoption of AI Ethernet networking and sweeping upgrades to 800G switches drive intense port demand. Arista takes significant share from legacy players, sustaining a hyper-growth velocity that entirely defies standard base-case normalization models.

ANET is rated Strong Buy at $141.77 versus the reconciled fair value midpoint of $184.49, implying +30.13% upside/downside. Confidence is separately disclosed at 88/100.

Market data

Live price

Current market quote for this ticker.

Current price

ANET

In the news

Latest news · ANET

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Analysis map

Jump into the research surface

These links all point into /analysis/*, so a hub rollback leaves the report reader and legacy redirects live.

Forecast

Targets

Bull, base, and bear cases with expected-return framing.

Valuation

Models

Fair-value bridge, DCF, owner earnings, and peer multiples.

Sensitivity

Grid

Cost-of-equity and terminal-growth stress table.

Risks

Bear case

Kill scenarios, soft-pass flags, and downside catalysts.

Earnings

Decision tree

Next earnings setup and beat / inline / miss thresholds.

Position sizing

Checkpoints

Entry, exit, conviction, and quarterly monitoring rules.

Financials

History

Revenue, margins, cash flow, and balance-sheet context.

Peers

Comps

Relative valuation and profitability against the cohort.

Moat

Durability

Economic-profit evidence and competitive advantage risk.

Industry cycle

Context

Sector phase, capital cycle, and secular tailwinds.

Scorecard

Factors

Six-factor overlay and 9-category weighted scorecard.

Recommendation

Verdict

Final action, action steps, opportunity, and biggest risk.

Perspectives

Lenses

Growth, value, and income investor reads.

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E32

P25 12.5P50 22.3P75 38.6

Trailing P/E0

P25 16.3P50 33.5P75 65.6

ROE31.5

P25 -30.7P50 1.5P75 14.4

ROIC237.4

P25 -18.6P50 1.9P75 13.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Our take

Indicator catalog

All ANET market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

265

Groups with data

Currency

USD

Showing 265 of 265 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001596532
Company name	Arista Networks, Inc.
Country	United States
Country code	US
Cusip	040413205
Employees	5,115
Employees Change	703%
Employees Change Percent	15.93
Enterprise value	$166.2B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Computer Hardware
IPO Date	2014-06-06
Isin	US0404132054
Last refreshed	2026-05-10
Market cap	$178.5B
Market cap category	Large-Cap
Price	$142
Price currency	USD
Rev Per Employee	1,898,318.67x
Sector	Technology
Sic	3576
Symbol	ANET
Tags	artificial-intelligence
Website	https://www.arista.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	2.08%
EV Earnings	44.66x
EV Sales Forward	13.66x
EV/EBIT	39.99x
EV/EBITDA	39.22x
EV/FCF	31.48x
EV/Sales	17.11x
FCF yield	2.96%
Forward P/E	37.45x
P/B ratio	13.24x
P/E ratio	48.72x
P/S ratio	18.39x
PE Ratio10 Y	38.6x
PE Ratio3 Y	40.62x
PE Ratio5 Y	38.8x
PEG ratio	1.96x
PS Forward	14.68x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	42.79%
EBITDA Margin	43.64%
FCF margin	54.36%
Gross margin	63.54%
Gross Profit	$6.2B
Gross Profit Growth	29.45%
Gross Profit Growth Q	31.4%
Gross Profit Growth3 Y	28.22%
Gross Profit Growth5 Y	31.5%
Net Income	$3.7B
Net Income Growth	22.86%
Net Income Growth Q	25.69%
Net Income Growth Quarters	21%
Net Income Growth Years	5%
Net Income Growth3 Y	34.87%
Net Income Growth5 Y	40.63%
Pretax Margin	47.03%
Profit Margin	38.32%
Profit Per Employee	$727,370
Profitable Years	15
ROA	14.36
Roa5y	14.58
ROCE	27.52
ROE	31.52
Roe5y	30.52
ROIC	237.4
Roic5y	129.4

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	42.26%
Cagr1y	64.05%
Cagr3y	60.16%
Cagr5y	47.18%
EPS Growth	22.8
EPS Growth Q	25
EPS Growth Quarters	21
EPS Growth Years	5
EPS Growth3 Y	34.32
EPS Growth5 Y	40.34
FCF Growth	39.44%
FCF Growth Q	167.24%
FCF Growth3 Y	104.77%
FCF Growth5 Y	46.67%
OCF Growth	41.39%
OCF Growth Q	163.91%
OCF Growth10 Y	35.66%
OCF Growth3 Y	102.81%
OCF Growth5 Y	46.82%
Revenue Growth	30.57x
Revenue Growth Q	35.13x
Revenue Growth Quarters	22x
Revenue Growth Years	5x
Revenue Growth3 Y	25.99x
Revenue Growth5 Y	31.58x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.54
Assets	$21.7B
Cash	$12.4B
Current Assets	$18.6B
Current Liabilities	$6.6B
Equity	$13.5B
Liabilities	$8.2B
Long Term Assets	$3.1B
Long Term Liabilities	$1.6B
Net Cash	$12.4B
Net Cash By Market Cap	$6.92
Net Cash Growth	51.58%
Net Debt EBITDA	$-2.92
Net Debt Equity	$-0.92
Net Debt FCF	$-2.34
Tangible Book Value	$12.8B
Tangible Book Value Per Share	$10.16
WACC	13.45

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	2.83
Inventory Turnover	1.63
Net Working Capital	$-356.6M
Quick ratio	2.18
Working Capital	$12B
Working Capital Turnover	$0.92

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	0.52%
Dividend Yield	0%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	3,294.16%
1Y total return	63.99%
200-day SMA	138.6
3Y total return	310.99%
50-day SMA	145.2
50-day SMA vs 200-day SMA	50over200
5Y total return	590.47%
All Time High	179.8
All Time High Change	-21.15%
All Time High Date	2026-04-24
All Time Low	3.28
All Time Low Change	4,219.62%
All Time Low Date	2016-02-09
ATR	8.14
Beta	1.67
Beta1y	1.87
Beta2y	2.04
Ch YTD	8.2
High	144
High52	179.8
High52 Date	2026-04-24
High52ch	-21.15%
Low	138.6
Low52	83.86
Low52 Date	2025-05-30
Low52ch	69.06%
Ma50ch	-2.38%
Premarket Change Percent	0.12
Premarket Price	$142
Premarket Volume	189,121
Price vs 200-day SMA	2.25%
RSI	38.3
RSI Monthly	58.32
RSI Weekly	50.71
Sharpe ratio	1.13x
Sortino ratio	1.81
Total Return	0.52%
Tr YTD	8.2
Tr1m	6.08%
Tr1w	-17.91%
Tr3m	3.11%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	17
Analyst Count Top	12
Analyst Price Target Top	$188
Analyst Ratings	Strong Buy
Analyst Ratings Top	Strong Buy
Earnings EPS Estimate	$0.79
Earnings EPS Estimate Growth	21.54
Earnings Revenue Estimate	2,619,001,328x
Earnings Revenue Estimate Growth	30.62x
Operating Income	$4.2B
Operating Income Growth	32.19
Operating Income Growth Q	34.82
Operating Income Growth3 Y	33.82
Operating Income Growth5 Y	40.79
Operating margin	42.79
Price target	$181
Price Target Change	$27.96
Price Target Change Top	$32.49

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	1,042,550,397%
Float Percent	82.79%
Shares Insiders	17.11%
Shares Institutions	70.6%
Shares Out	1,259,202,593
Shares Qo Q	-0.16%
Shares Yo Y	-0.52%
Short Float	1.66%
Short Ratio	2.56
Short Shares	1.38

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$4.8B
Average Volume	9,832,983.25x
Bv Per Share	10.71
CAPEX	$-145.6M
Ch10y	3,294.1
Ch1m	6.08
Ch1w	-17.91
Ch1y	63.99
Ch3m	3.11
Ch3y	311
Ch5y	590.5
Ch6m	5.29
Change	0.01%
Change From Open	-0.62
Close	141.8
Days Gap	0.63
Depreciation Amortization	82,100,000
Dollar Volume	2,888,080,030.8
Earnings Date	2026-05-05
Earnings Time	amc
EBIT	$4.2B
EBITDA	$4.2B
EPS	$2.91
F Score	4
FCF	$5.3B
FCF EV Yield	3.18x
FCF Per Share	$4.19
Financing CF	-802,100,000
Fiscal Year End	December
Founded	2,004
Goodwill	416,100,000
Graham Number	26.48253
Graham Upside	-81.32
Income Tax	$845.6M
Investing CF	-3,675,600,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-05-05
Last Report Date	2026-03-31
Last Split Date	2024-12-04
Last Split Type	Forward
Last10k Filing Date	2026-02-17
Lynch Fair Value	$72.75
Lynch Upside	-48.68
Ma150	139.4
Ma150ch	1.73%
Ma20	163.9
Ma20ch	-13.51%
Net CF	944,400,000
Next Earnings Date	2026-08-04
Open	142.7
Optionable	Yes
P FCF Ratio	33.82
P OCF Ratio	32.91
Position In Range	58.81
Post Close	141.8
Postmarket Change Percent	-0.28
Postmarket Price	$141
Ppne	250,300,000
Pre Close	141.8
Price Date	2026-05-08
Price EBITDA	$42.13
Ptbv Ratio	13.95
Relative Volume	2.07x
Revenue	9,709,900,000x
SBC By Revenue	4.81x
Share Based Comp	467,100,000
Tax By Revenue	8.71x
Tax Rate	18.52%
Tr6m	5.29%
Us State	California
Views	495
Volume	20,371,588
Z Score	13.67

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

9/10

Business quality stays separate from stock attractiveness.

Forward P/E

32.0x

Valuation uses the full report model stack, not a single multiple.

Next action

Strong Buy

Final action steps are kept in the recommendation tab.

Our take

Income

Does ANET pay a dividend?

Capital-return profile for this ticker.

Performance

ANET stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns ANET?

Insider, institutional, and short-interest positioning.

Institutional ownership

+70.6%

Float: +82.8% of shares outstanding

Insider ownership

+17.1%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

ANET momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

38.3

Neutral momentum band

Price vs 200-day MA

+2.3%

50/200-day relationship not available

Beta (5Y)

1.67

More volatile than the market

Sharpe ratio

1.13

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

ANET vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
DDOG	Datadog Inc.	71.2B	525.2x	19.4x	-3.7%	+40.5%	+88.8%	Vender
LLY	Eli Lilly and Company	845.8B	33.7x	11.7x	41.9%	+23.2%	+23.0%	Compra fuerte
NVDA	NVIDIA Corporation	5.2T	43.9x	24.2x	126.3%	+66.9%	+83.9%	Compra fuerte

Questions

About ANET

Hub-level FAQ points readers to the deeper analysis pages.

What is the current ANET stock rating?

Arista Networks, Inc. is currently shown with Strong Buy in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full ANET analysis?

The full report lives at /stocks/ANET/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for ANET?

The latest report frames ANET around $104 to $276. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the ANET page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.