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ANET Stock Chart & Stats
$173.99
-$2.62(-1.48%)
At close: 4:00 PM EDT
$173.99
-$2.62(-1.48%)
Day’s Range― - ―
52-Week Range$114.52 - $214.89
Previous CloseN/A
Volume4.72M
Average Volume (3M)7.68M
Market Cap
$231.75B
Enterprise Value$203.42K
Total Cash (Recent Filing)$13.34B
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)58.8
Beta2.09
Next Earnings
Nov 02, 2026EPS Estimate
1.08Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)3.21
Shares Outstanding1,261,224,600
10 Day Avg. Volume6,555,635
30 Day Avg. Volume7,680,102
Financial Highlights & Ratios
PEG Ratio2.05
Price to Book (P/B)13.32
Price to Sales (P/S)18.30
P/FCF Ratio38.76
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$247.80Price Target Upside42.42% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering18
EPS Forecast (FY)4.09
Revenue Forecast (FY)$12.63B
Bulls Say, Bears Say
Bulls Say
Cash Generation QualityNear-parity free cash flow and net income demonstrates high earnings quality and durable internal funding. Strong FCF supports sustained R&D, product investment, and capital allocation flexibility, lowering reliance on external financing and providing a lasting cushion through cyclical demand shifts.
Debt-light, Strong Balance SheetEffectively zero debt and a materially stronger equity base give the company long-term financial flexibility to invest, expand capacity, or pursue M&A without leverage risk. This conservatism reduces solvency and refinancing risk and supports resilient operations across multi-quarter industry cycles.
AI Product Momentum & Raised GuidanceRapid customer adoption of AI-focused networking products indicates a structural shift in demand toward higher-bandwidth, software-enabled offerings. This opens a large TAM, diversifies revenue beyond legacy data-center refreshes, and supports sustainable top-line growth and sticky product ecosystems over multiple years.
Bears Say
Persistent Supply-chain TightnessOngoing component scarcity and limited customer visibility are structural constraints that can cap shipment ability, force expensive sourcing choices, and lengthen lead times. Over a multi-quarter horizon this reduces planning accuracy, can inflate procurement costs, and pressure margins and customer fulfillment.
Large Multiyear Purchase CommitmentsVery large forward commitments lock cash and vendor exposure for years, reducing capital allocation flexibility. If demand shifts or component pricing falls, these obligations can depress returns or force opportunistic inventory build, compounding balance-sheet and cash-flow rigidity over the medium term.
Elevated Inventory And Working-capital VolatilityHigh inventory levels and rising receivable days indicate working-capital tied up and cash conversion risk. Volatile customer acceptance and deferred revenue profiles can cause quarter-to-quarter cash swings, reducing predictability and requiring larger liquidity buffers to sustain operations reliably.
Arista Networks News
ANET FAQ
What was Arista Networks’s price range in the past 12 months?
Arista Networks lowest stock price was $114.52 and its highest was $214.89 in the past 12 months.
What is Arista Networks’s market cap?
Arista Networks’s market cap is $231.75B.
When is Arista Networks’s upcoming earnings report date?
Arista Networks’s upcoming earnings report date is Nov 02, 2026 which is in 71 days.
How were Arista Networks’s earnings last quarter?
Arista Networks released its earnings results on Aug 04, 2026. The company reported $1.02 earnings per share for the quarter, beating the consensus estimate of $0.886 by $0.134.
Is Arista Networks overvalued?
According to Wall Street analysts Arista Networks’s price is currently Undervalued.
Does Arista Networks pay dividends?
Arista Networks does not currently pay dividends.
What is Arista Networks’s EPS estimate?
Arista Networks’s EPS estimate is 1.08.
How many shares outstanding does Arista Networks have?
Arista Networks has 1,261,224,600 shares outstanding.
What happened to Arista Networks’s price movement after its last earnings report?
Arista Networks reported an EPS of $1.02 in its last earnings report, beating expectations of $0.886. Following the earnings report the stock price went up 3.569%.
Which hedge fund is a major shareholder of Arista Networks?
Currently, no hedge funds are holding shares in ANET
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arista Networks Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$247.80 (42.42% Upside)
$247.80 (42.42% Upside)
Blogger Sentiment
Bullish
ANET Sentiment 86%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 1.2M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.4%
Last 30 Days ▲ 0.2%
Last 30 Days ▲ 0.2%
News Sentiment
Very Bullish
Bullish news 90%
Bearish news 10%
Bearish news 10%
Technicals
SMA
Positive
20 days / 200 days
Momentum
49.42%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
43.46%
Trailing 12-Months
Company Description
Arista Networks
Arista Networks, Inc. (ANET) designs, manufactures, and sells data-driven networking solutions primarily for large-scale data centers, cloud computing environments, and enterprise networks. The company’s core offerings include high-performance Ethernet switching and routing platforms (notably data center and campus switches), along with its software operating system and network management/automation tools that help customers build and operate modern networks for applications such as cloud services, AI/ML workloads, and high-performance computing.
ANET Company Deck
ANET Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: record quarterly revenue, robust profitability (near-50% operating margin), large cash balance and accelerated FY2026 revenue guidance to $12.6B driven by AI momentum and product innovation. Management also outlined meaningful supply-chain remediation progress (multiyear commitments, vendor qualification, added manufacturing/distribution capacity) and expanding international sales. Key risks highlighted include ongoing industry supply tightness with limited visibility (~2 quarters), YoY gross margin decline driven by mix and rising memory/silicon costs, elevated inventory and large purchase commitments that can strain near-term cash flow dynamics. Overall, the positives (revenue/guidance beat, margin targets, AI customer traction and product road map) materially outweigh the lowlights (supply constraints, margin pressure and working capital volatility).View all ANET earnings summariesANET Revenue Breakdown
84.13% Product
15.87% Service
ANET Stock 12 Month Forecast
Average Price Target
$247.80
▲(42.42% Upside)
Technical Analysis
Ownership Overview
16.71% Insiders
18.13% Mutual Funds
12.44% Other Institutional Investors
32.85% Public Companies and Individual Investors