Arista Networks/$ANET

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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, or EOS, 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 quarters of its sales from North America.

Ticker

$ANET

Sector

Communication

Primary listing

NYSE

Employees

4,412

Arista Networks Metrics

BasicAdvanced
$170B
51.20
$2.63
1.39
-

Bulls say / Bears say

Arista posted second-quarter 2025 revenue of $2.205 billion, up 30.4% year-over-year, surpassing the consensus estimate of $2.11 billion on robust AI-driven networking demand (Reuters)
The company projected third-quarter revenue of about $2.25 billion versus analysts’ $2.11 billion consensus, signaling continued resilient demand for its Ethernet switches and routers in data centers (Reuters)
U.S. tariff policies are expected to benefit Arista by helping it win new contracts from hyperscale clients and further boost its market share against non-U.S. competitors (Reuters)
Fourth-quarter 2025 revenue guidance of $2.3–2.4 billion, in line with analyst expectations, caused shares to plunge about 9% as investors had anticipated an upside given the ongoing AI spending boom (Reuters)
Emerging “whitebox” competition, where cloud providers build in-house networking hardware, threatens to erode Arista’s core market share and margin profile in its high-speed switch segment (Barron’s)
High customer concentration poses risk: Microsoft and Meta collectively accounted for roughly 35% of Arista’s revenue in 2024, leaving the company vulnerable to shifts in hyperscaler capital spending (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 8 Nov 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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