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Information Technology / Computer Hardware

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.

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.
Biggest risk
InfiniBand Dominance
12-24 months
Recommended action
Strong Buy
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

Polled client-side every 30 s; the bare-URL shell stays cacheable for a full day.

Current price
ANET
Source: backend price pulse endpoint
In the news

Latest headlines

Fetched client-side; each row carries the publisher and the read-out date.

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Calendar

Next earnings

Fetched client-side from the daily earnings-calendar mirror.

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.
Archive
History
Prior monthly reports and rating changes.
Sector context

Where the current metrics sit

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

Forward P/E32
P25 n/aP50 n/aP75 n/a
Trailing P/E0
P25 n/aP50 n/aP75 n/a
ROE31.5
P25 n/aP50 n/aP75 n/a
ROIC237.4
P25 n/aP50 n/aP75 n/a
Benchmarks - 1M
S&P 500n/a
Nasdaq Compositen/a
Dow Jones Industrial Averagen/a
Russell 2000n/a
Our take
Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate
3
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 from the screener mirror.

Performance

ANET stock returns vs the market

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

1Y total return
+64.0%
S&P 500 1Y: n/a
3Y total return
+311.0%
S&P 500 3Y: n/a
5Y total return
+590.5%
S&P 500 5Y: n/a
10Y total return
+3294.2%
S&P 500 10Y: n/a
Ownership

Who owns ANET?

Insider, institutional, and short-interest positioning.

Institutional ownership
+70.5%
Float: +82.8% of shares outstanding
Insider ownership
+17.1%
Stake held by company insiders. Higher generally signals alignment.
Short interest
+1.7%
2.6 days to cover
Y/Y dilution
-0.5%
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.

TickerNameMarket capP/EP/SROIC5Y rev CAGR1Y total returnRating
DDOGDatadog Inc.71.2B525.1x19.4x-3.7%+40.5%+88.8%売り
LLYEli Lilly and Company845.8B33.7x11.7x41.9%+23.2%+23.0%強い買い
NVDANVIDIA Corporation5.2T43.9x24.2x126.3%+66.9%+83.9%買い
AAPLApple Inc.4.3T35.6x9.5x104.3%+6.8%+50.1%売り
ACNAccenture plc110.8B14.8x1.5x27.2%+9.6%-39.5%買い
ADBEAdobe Inc.102.3B14.8x4.2x63.3%+12.3%-34.3%強い買い
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.

Canonical hub: /ja/stocks/ANET. Analysis surface: /ja/stocks/ANET/analysis.