Необязательная аналитика продукта
С вашего разрешения мы используем ограниченную аналитику с защитой конфиденциальности, чтобы понять, какие исследовательские сценарии работают. Мы не используем рекламные трекеры или запись сеансов. Этот выбор можно изменить в настройках. Прочитайте Политику конфиденциальности.
Arista Networks Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $244.4B |
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| Revenue (ttm) | 10.5B |
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| Net income (ttm) | 4B |
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| EPS (ttm) | $3.16 |
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| Shares out | 1.3B |
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| P/E (trailing) | 59.1x |
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| P/E (forward) | 36.9x |
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| Volume | 3,596,014 |
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| Beta | 1.60 |
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Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $2.95B | $4.38B | $5.86B | $7.00B | $9.01B | +32.2% |
| Gross profit | $1.88B | $2.68B | $3.63B | $4.49B | $5.77B | +32.3% |
| Operating income | $924.7M | $1.53B | $2.26B | $2.94B | $3.86B | +42.9% |
| Net income | $840.9M | $1.35B | $2.09B | $2.85B | $3.51B | +43.0% |
| EPS (diluted) | $0.66 | $1.07 | $1.65 | $2.23 | $2.75 | +43.0% |
| EBITDA | $981.2M | $1.64B | $2.49B | $3.33B | $4.32B | +44.9% |
| R&D | $586.8M | $728.4M | $854.9M | $996.7M | $1.24B | +20.5% |
| SG&A | $83.1M | $93.2M | $119.1M | $122.7M | $141.9M | +14.3% |
Recent company headlines from major financial publishers.
The base path holds if both dated FY2027 estimates are met and operating cash remains above reported profit. It fails if annual revenue growth breaches the thesis floor before FY2029.
The bull path needs FY2027 companywide revenue and adjusted earnings above their dated analyst means. Operating margin at or above FY2025's level and operating and free cash flow at or above FY2025 amounts would let higher sales lift profit and cash. It fades if product demand weakens and the smaller service line cannot offset lost sales.
| Ke ↓ / g → | 1.0% | 1.5% | 2.0% | 2.5% | 3.0% |
|---|---|---|---|---|---|
| 8.8% | $69.0 | $70.5 | $72.3 | $74.3 | $76.7 |
| 9.8% | $63.8 | $65.0 | $66.3 | $67.7 | $69.4 |
| 10.8% | $59.5 | $60.3 | $61.3 | $62.4 | $63.7 |
| 11.8% | $55.7 | $56.4 | $57.1 | $58.0 | $58.9 |
| 12.8% | $52.4 | $52.9 | $53.5 | $54.2 | $54.9 |
Upcoming earnings date and setup when available.
Рейтинг, который имело опубликованное в каждом месяце издание исследования. Рейтинг сравнивает цену на дату анализа со справедливой стоимостью; он не показывает, оправдалась ли оценка.
| Год | янв. | февр. | март | апр. | май | июнь | июль | авг. | сент. | окт. | нояб. | дек. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
