Price (90d)
$203.62Signal Score (90d)
125Quote
Valuation & Ratios
Returns & Efficiency
Revenue & Net Income (Annual)
| Fiscal Year | Revenue | Net Income | EPS |
|---|---|---|---|
| 2025 | $9.01B | $3.51B | $2.79 |
| 2024 | $7.00B | $2.85B | $2.27 |
| 2023 | $5.86B | $2.09B | $1.69 |
| 2022 | $4.38B | $1.35B | $1.10 |
| 2021 | $2.95B | $840.85M | $0.69 |
Social Signal Score
Earnings
Tue, Nov 3(in 3 months)
Consensus estimate $1.06 per share
Typical surprise +10.2% (median, so one quarter with a near-zero estimate can't distort it)
- Tue, Aug 4$1.02 vs $0.89beat
- Tue, May 5$0.87 vs $0.81beat
- Thu, Feb 12$0.82 vs $0.76beat
- Tue, Nov 4$0.75 vs $0.72beat
- Tue, Aug 5$0.73 vs $0.65beat
- Tue, May 6$0.65 vs $0.59beat
Estimates and results for ANET via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.
Valuation
Project earnings forward and see what return today's price implies.
Seeded from ANET's reported EPS growth of 41.8% a year over 4 years. Historical EPS growth of 42% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.
- EPS in 5 years
- $10.36
- Implied price
- $487.10
- Return from $198.82
- 19.6% a year
To earn 15.0% a year on these assumptions you'd need to buy at $242.17 — today's price is already 17.9% below that.
How sensitive is that answer?
Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.
| growth \ P/E | 33 | 40 | 47 | 54 | 61 |
|---|---|---|---|---|---|
| 20.0% | 2.9% | 6.9% | 10.4% | 13.5% | 16.3% |
| 25.0% | 7.2% | 11.4% | 15.0% | 18.3% | 21.2% |
| 30.0% | 11.5% | 15.8% | 19.6% | 23.0% | 26.0% |
| 35.0% | 15.7% | 20.3% | 24.2% | 27.7% | 30.9% |
| 40.0% | 20.0% | 24.7% | 28.8% | 32.5% | 35.7% |
This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.
Mentions (14)
- Newsfool.com·14h ago·Positive
Arista Networks vs. International Business Machines: Which Technology Stock Is a Better Buy in 2026? Arista Networks dominates the high-speed switching market for cloud titans and artificial intelligence infrastructure. International Business Machines leverages a massive software and consulting ecosystem to lead enterprise hybrid cloud adoption.
View source ↗ - News (Marketaux)insidermonkey.com·1d ago·Positive
Jim Cramer Said Arista Networks, Inc. (NYSE:ANET) and Snowflake Inc. (NYSE:SNOW) Were Worth It Networking equipment and software provid[+319 characters]
View source ↗ - Newszacks.com·3d ago·Neutral
Is Arista Networks (ANET) a Buy as Wall Street Analysts Look Optimistic? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter?
View source ↗ - News (RSS)seekingalpha·3d ago·Neutral
SA analyst upgrades/downgrades: INTC, AMD, ANET, GILD
View source ↗ - Newszacks.com·4d ago·Neutral
Arista Networks (ANET) Is Up 4.61% in One Week: What You Should Know Does Arista Networks (ANET) have what it takes to be a top stock pick for momentum investors? Let's find out.
View source ↗ - Newsseekingalpha.com·4d ago·Neutral
Arista Networks: Hefty Growth Premium Baked In - AI Pick/Shovel Status Proven Multi-year AI capex boom, growing ASIC market size, along with expanded Ethernet TAM across 1.6/3.2 Tbps and scale-up/out/across underpin ANET's robust growth prospects. This is aided by META/MSFT comprising 42% of its FY2025 revenue and potentially GOOG from FY2026 onwards, with the growing compute backlog sustaining the aggressive AI capex trends. ANET's melt-up has triggered the expensive P/E of 46.75x and 3Y PEG of
View source ↗ - News (Marketaux)insidermonkey.com·4d ago·Positive
Arista’s (ANET) Record Quarter Reignites The AI Networking Debate Arista Networks (N[+202 characters]
View source ↗ - Newszacks.com·5d ago·Positive
Does Arista Networks (ANET) Have the Potential to Rally 26.33% as Wall Street Analysts Expect? The mean of analysts' price targets for Arista Networks (ANET) points to a 26.3% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock.
View source ↗ - Newszacks.com·5d ago·Positive
Arista Witnesses an Uptrend in Estimate Revision: Is it Worth Buying? ANET's estimates are rising as strong Q2 growth, AI and cloud demand and Arista 2.0 strategy bolster its prospects.
View source ↗ - News (Marketaux)finance.yahoo.com·5d ago·Positive
Adobe vs. Arista Networks: Which Technology Stock Is a Better Buy in 2026? Choosing between Adobe (NASDAQ:ADBE) and[+277 characters]
View source ↗ - Newsfool.com·5d ago·Positive
Arista Networks vs. Arm: Comparing Revenue Growth Trajectories for These Artificial Intelligence Companies Arista Networks currently demonstrates a stronger and more consistent upward revenue trajectory than Arm over the analyzed periods. Over the course of the previous eight consecutive quarters, Arista Networks has consistently maintained a pattern of positive quarter-over-quarter revenue growth, whereas Arm has recorded a fluctuating trajectory featuring a combination of sequential increases
View source ↗ - Newsseekingalpha.com·6d ago·Positive
Arista Networks: Strong Quarterly Earnings Keeps The Buy Thesis Intact Arista Networks continues to deliver robust earnings, consistently beating expectations by 10-15% and justifying its premium valuation. ANET benefits directly from hyperscaler capex supercycle, with cloud giants' spending driving strong revenue and earnings growth through at least 2027. Despite a 40x headline P/E, ANET's PEG ratio is mid-range, and true forward multiples may be closer to 35x given persistent outperformance.
View source ↗ - Newsseekingalpha.com·6d ago·Positive
Arista Networks: Despite Clear AI Tailwinds, Gains Will Be More Limited Here (Downgrade) Arista Networks has surged to all-time highs, driven by ~40% revenue and earnings growth amid robust AI data center demand. ANET's 'AI spine' products have become the gold standard for modern data centers, cementing its leadership over legacy competitors like Cisco. Despite outstanding Rule of 40 performance (~80), margin pressures from memory shortages and concerns over one-time sales temper the bullish cas
View source ↗ - Newsseekingalpha.com·7d ago·Positive
Why Arista Networks Is A Buy Despite Rising Competition Arista Networks remains a buy as robust demand drives record Q2 revenues, up 37.7% YoY, and top-line outperformance vs. expectations. The company raised 2026 revenue growth guidance from 28% to 40% YoY, reflecting accelerating momentum. Despite a 220 bps dip in gross margin due to customer mix, operating margin expanded 110 bps YoY, highlighting effective expense discipline and operating leverage.
View source ↗