Arista Networks/$ANET
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Arista Networks
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three-fourths of its sales from North America.
- Ticker
- $ANET
- Sector
- Communication
- Primary listing
- NYSE
- Employees
- 5,115
- Headquarters
- Santa Clara, United States
- Website
- www.arista.com
Arista Networks Metrics
BasicAdvanced
$235B
49.91
$3.73
1.64
-
Price and volume
Market cap
$235B
Beta
1.64
52-week high
$217.41
52-week low
$114.52
Average daily volume
7.1M
Financial strength
Current ratio
3.293
Quick ratio
2.482
Profitability
EBITDA (TTM)
5,304.2
Gross margin (TTM)
62.88%
Net profit margin (TTM)
39.97%
Operating margin (TTM)
43.83%
Effective tax rate (TTM)
18.47%
Revenue per employee (TTM)
$2,320,000
Management effectiveness
Return on assets (TTM)
15.04%
Return on equity (TTM)
33.52%
Valuation
Price to earnings (TTM)
49.911
Price to revenue (TTM)
19.72
Price to book
14.29
Price to tangible book (TTM)
14.66
Price to free cash flow (TTM)
46.731
Free cash flow yield (TTM)
2.14%
Free cash flow per share (TTM)
3.984
Growth
Revenue change (TTM)
40.74%
Earnings per share change (TTM)
41.85%
3-year revenue growth (CAGR)
28.56%
10-year revenue growth (CAGR)
27.51%
3-year earnings per share growth (CAGR)
35.39%
10-year earnings per share growth (CAGR)
38.42%
What the Analysts think about Arista Networks
Analyst ratings (Buy, Hold, Sell) for Arista Networks stock.
Analyst projections of the future price of Arista Networks stock.
Bulls say / Bears say
Third-quarter revenue rose 58.5% year on year to $3.66 billion, and Arista’s fourth-quarter revenue guidance is $3.9–$4.0 billion. Its initial 2027 outlook calls for 38%–40% growth, suggesting the current expansion has room to continue. (Arista Networks)
Arista has launched an open Ethernet rack-scale portfolio with major technology partners, including Microsoft, Meta, AMD and Qualcomm. Its designs can connect up to 144 accelerators in one rack and scale across racks, giving it a new way to compete for AI-networking spend. (Arista Networks)
Arista is seeking growth beyond its cloud customers by expanding into campus and branch networking. That could broaden its sales base as demand for AI infrastructure drives its core business. (Reuters)
Arista says the long-term path of AI-networking demand is uncertain and that customers may alter or cut planned purchases. Delays or failed customer trials could also make revenue more volatile and leave it with excess inventory. (U.S. Securities and Exchange Commission)
Gross margin is under pressure: GAAP gross margin fell to 63.6% in the third quarter from 64.6% a year earlier, and to 62.9% for the first nine months from 64.5%. Arista attributed the decline partly to higher product costs, which could limit the profit it earns from rapid growth. (U.S. Securities and Exchange Commission)
Nvidia’s bundled GPUs and proprietary networking remain a strong rival to Arista’s Ethernet approach. Arista’s scale-up trials are not expected to begin until 2027, with production targeted for 2028, leaving time for competitors to entrench their position. (Fierce Network, The Motley Fool)
Data summarised monthly by Lightyear AI. Last updated on 9 Nov 2026.
Arista Networks Financial Performance
Revenues and expenses
Arista Networks Earnings Performance
Company profitability
Upcoming events
No upcoming events
Arista Networks News
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Funds containing Arista Networks
AllUSDEURGBP
Fund name | Fund size | $ANET weighting |
|---|---|---|
iShares AI Innovation Active£IART | $304M | 2.60% |
iShares Digital Security€L0CK | $1.9B | 2.49% |
Xtrackers Artificial Intelligence And Big Data£XAIX | $9B | 1.94% |
L&G Artificial Intelligence$AIAI | $2.1B | 1.94% |
L&G Artificial Intelligence£AIAG | $2.1B | 1.94% |
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