Arista Networks, Inc. ANET
Nov 4, 2026, 12:24 PM EST
- YTD
- +36.40%
- 1 year
- +16.39%
- Market cap
- 225.64B
- Revenue (ttm)
- 10.54B
- Profit margin
- 38.37%
- EPS (ttm)
- 3.73
- Shares out
- 1.26B
- P/E ratio
- 47.96
- Forward P/E
- 32.53
- YTD return
- +36.40%
- 1-year return
- +16.39%
- Volume
- 11.87M
- Avg volume
- 5.95M
- Open
- 179.00
- Previous close
- 169.91
- Day's range
- 177.00 – 188.51
- 52-week range
- 116.13 – 216.74
- Beta
- 1.64
- Analysts
- Strong Buy
- Price target
- 245.50 (+37.4%)
- Earnings date
- Feb 11, 2027
30m -6.18 (-3.34%)
Key statistics
- Enterprise value
- 193.67B
- PEG ratio
- 1.21
- Price / sales
- 20.33
- Price / book
- 14.48
- Dividend yield
- 0.00%
- Payout ratio
- 0.00%
- Revenue growth
- 37.70%
- Free cash flow
- 3.89B
- Total cash
- 13.34B
- Total debt
- 0
- Return on equity
- 31.48%
- Short % of float
- 1.17%
- 50-day average
- 194.73
- 200-day average
- 165.34
Analyst view
Consensus: strong buy
- Target (low)
- 205.00
- Target (mean)
- 245.50
- Target (high)
- 290.00
- Strong buy7
- Buy22
- Hold1
- Sell0
- Strong sell0
Next earnings
Feb 11, 2027
Expected Feb 11, 2027. Consensus EPS estimate 1.08.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Feb 11, 2027 | Dec 30, 2026 | 1.14 | — | — | — |
| Nov 3, 2026 | Sep 30, 2026 | 1.08 | 1.20 | +0.12 | +11.11% |
| Aug 4, 2026 | Jun 30, 2026 | 0.886 | 1.02 | +0.13 | +15.12% |
| May 5, 2026 | Mar 31, 2026 | 0.808 | 0.87 | +0.06 | +7.67% |
| Feb 12, 2026 | Dec 31, 2025 | 0.758 | 0.82 | +0.06 | +8.18% |
| Nov 4, 2025 | Sep 30, 2025 | 0.718 | 0.75 | +0.03 | +4.46% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 19, 2026 | TD Cowen | main | Buy | Buy |
| Oct 8, 2026 | Citigroup | main | Buy | Buy |
| Sep 30, 2026 | Bernstein | init | — | Outperform |
| Sep 1, 2026 | Deutsche Bank | init | Hold | Buy |
| Aug 6, 2026 | Barclays | main | Overweight | Overweight |
| Aug 5, 2026 | UBS | main | Buy | Buy |
About Arista Networks, Inc.
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.
- Sector
- Technology
- Industry
- Computer Hardware
- Country
- United States
- Website
- arista.com
News
Barclays Maintains Overweight on Arista Networks, Lowers Price Target to $236
Wells Fargo Maintains Overweight on Arista Networks, Lowers Price Target to $245
Arista Networks Q3 Earnings Call Maps Out 2027 AI Expansion Truist Securities Maintains Buy on Arista Networks, Raises Price Target to $240
Arista Says Its AI Business Will Double to $7 Billion
Stock Market Today: Dow Jones, S&P 500, Nasdaq 100 Futures Rise as Democrats Take Control of Congress—AMD, AMGN, NVO in Focus (UPDATED) Morgan Stanley Maintains Overweight on Arista Networks, Raises Price Target to $230
Arista’s AI Growth Story Builds, but Scale-Up Revenue May Have to Wait
SpaceX, AMD, Arista, Block, Super Micro, and More Stocks That Explain Today's Market
Treasury's Refunding Details Are Up Next as Five Large Companies Report Higher Revenue
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BECHTOLSHEIM ANDREAS V | Beneficial Owner of more than 10% of a Class of Security | Sale | Sep 16, 2026 | 0 |
| BREITHAUPT CHANTELLE YVETTE | Chief Financial Officer | Sale | Oct 5, 2026 | 68,697 |
| CHEW LEWIS | Director | Conversion of Exercise of derivative security | Aug 19, 2026 | 31,770 |
| DUDA KENNETH | President | Conversion of Exercise of derivative security | Oct 19, 2026 | 3,064,950 |
| GIANCARLO CHARLES H | Director | Conversion of Exercise of derivative security | Aug 19, 2026 | 185,842 |
| NIGHTINGALE TODD | President | Conversion of Exercise of derivative security | Aug 19, 2026 | 69,463 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.25% | 91,383,843 | 15.52B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 5.45% | 68,688,349 | 11.67B | Jun 29, 2026 |
| State Street Corporation | 3.82% | 48,165,803 | 8.18B | Jun 29, 2026 |
| FMR, LLC | 3.75% | 47,349,865 | 8.04B | Jun 29, 2026 |
| Geode Capital Management, LLC | 2.18% | 27,505,753 | 4.67B | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 2.05% | 25,808,745 | 4.38B | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.69% | 33,978,531 | 5.77B | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.12% | 26,756,038 | 4.55B | Jun 29, 2026 |
| iShares Trust-iShares Core S&P 500 ETF | 1.11% | 13,948,755 | 2.37B | Sep 29, 2026 |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 1.06% | 13,403,384 | 2.28B | Aug 30, 2026 |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 1.03% | 12,951,670 | 2.20B | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 0.91% | 11,534,354 | 1.96B | Jun 29, 2026 |
