Arista Networks (ANET)

Currency in USD
192.32
-4.99(-2.53%)
Closed·
198.01+5.69(+2.96%)
·
ANET is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
189.43197.11
52 wk Range
114.52214.89
Key Statistics
Prev. Close
192.32
Open
192.41
Day's Range
189.43-197.11
52 wk Range
114.52-214.89
Volume
7.77M
Average Volume (3m)
9.4M
1-Year Change
38.0816%
Book Value / Share
11.75
Fair Value
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Fair Value Upside
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ANET Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
238.63
Upside
+24.08%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales growth in the current year

Arista Networks News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Neutral
Technical Indicators
Sell
Moving Averages
Neutral

Analyst Ratings

30 Buy
0 Hold
0 Sell
Ratings:
30 analysts
Overall Consensus
Strong Buy

Analysts 12-Month Price Target:

Average 238.63
(+24.08% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Barclays
Buy289.00+50.27%195.00MaintainAug 06, 2026
UBS
Buy259.00+34.67%187.00MaintainAug 05, 2026
TD Cowen
Buy250.00+29.99%210.00MaintainAug 05, 2026
Wells Fargo
Buy255.00+32.59%200.00MaintainAug 05, 2026
Piper Sandler
Buy240.00+24.79%181.00MaintainAug 05, 2026

Arista Networks SWOT Analysis


AI-Driven Momentum
Arista Networks capitalizes on AI and cloud computing trends, with ambitious revenue targets and involvement in major AI cluster networking buildouts
Financial Strength
Explore Arista's robust financial performance, exceeding analyst expectations with impressive revenue growth and profit margins
Market Dynamics
Delve into Arista's evolving customer base and its impact on revenue distribution, highlighting both opportunities and potential risks
Future Outlook
Analyst price targets range from $100 to $151, reflecting optimism about Arista's growth potential in the expanding data center market
Read full SWOT analysis

Arista Networks Earnings Call Summary for Q2/2026

  • Arista Networks posted Q2 revenue of $3.04B, up 37.7% YoY, and EPS of $1.02, beating estimates of $2.83B and $0.88; shares surged 11.8%.
  • Company raised full-year 2026 revenue guidance to $12.6B (40% growth), marking third upward revision; Q3 revenue outlook set at $3.3B.
  • AI fabrics expected to generate at least $3.5B in 2026 revenue, with campus networking contributing minimum $1.25B to growth.
  • Gross margin of 63.4% declined 220bps YoY due to product mix; management cited supply chain constraints persisting through 2028 as key risk.
  • CEO Ullal noted milestone $3B quarter versus $2.9B full-year 2021 revenue; firm holds $13.3B cash with operating margin guidance of 48-49%.
Last Updated: 2026-08-04, 05:30 p/m
Read Full Transcript

Earnings

Latest Release
Aug 04, 2026
EPS / Forecast
1.02 / 0.88
Revenue / Forecast
3.04B / 2.83B
EPS Revisions
Last 90 days

ANET Income Statement

Compare ANET to Peers and Sector

Metrics to compare
ANET
Peers
Sector
Relationship
P/E Ratio
60.0x80.0x12.7x
PEG Ratio
2.500.750.01
Price/Book
16.4x20.2x2.4x
Price / LTM Sales
23.0x15.2x2.3x
Upside (Analyst Target)
27.4%35.0%32.3%
Fair Value Upside
Unlock−14.8%3.8%Unlock

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
468.74M37.22%92.49B
Other Institutional Investors
442.80M35.17%87.37B
Public Companies & Retail Investors
347.66M27.61%68.60B
Total
1.26B100.00%248.45B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.7.30%91,907,64218,134,297
Vanguard Capital Management, LLC5.42%68,270,20613,470,394

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FAQ

What Is the Arista Networks (ANET) Stock Price Today?

The Arista Networks stock price today is 192.32 USD.

What Stock Exchange Does Arista Networks Trade On?

Arista Networks is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Arista Networks?

The stock symbol for Arista Networks is "ANET."

What Is the Arista Networks Market Cap?

As of today, Arista Networks market cap is 242.56B USD.

What Is Arista Networks's Earnings Per Share (TTM)?

The Arista Networks EPS (TTM) is 3.21.

When Is the Next Arista Networks Earnings Date?

Arista Networks will release its next earnings report on Nov 02, 2026.

From a Technical Analysis Perspective, Is ANET a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Strong Buy.

How Many Times Has Arista Networks Stock Split?

Arista Networks has split 2 times.

How Many Employees Does Arista Networks Have?

Arista Networks has 5115 employees.

What is the current trading status of Arista Networks (ANET)?

As of Aug 07, 2026, Arista Networks (ANET) is trading at a price of 192.32 USD, with a previous close of 192.32 USD. The stock has fluctuated within a day range of 189.43 USD to 197.11 USD, while its 52-week range spans from 114.52 USD to 214.89 USD.

What Is Arista Networks (ANET) Price Target According to Analysts?

The average 12-month price target for Arista Networks is 238.63 USD, with a high estimate of 289 USD and a low estimate of 182 USD. 30 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Strong Buy. The stock has an +24.08% Upside potential.

What Is the ANET Premarket Price?

ANET's last pre-market stock price is 198.01 USD. The pre-market share volume is 74,410.00, and the stock has decreased by 5.69, or 2.96%.

What Is the ANET After Hours Price?

ANET's last after hours stock price is 193.01 USD, the stock has decreased by 0.69, or 0.36%.
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