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Arista Networks, Inc. provides high-performance networking solutions for data centers and cloud computing environments critical to AI infrastructure.
Snapshot
| Country |
USA
|
| Exchange | NYSE |
| AI Layer |
infra
|
| Category |
3.40 Networking Hardware & Silicon
|
| Sentiment |
78.0% |
| USD Mkt Cap | 251.73B |
| USD Revenue | 10.54B |
| USD Net Income | 4.04B |
| P/E | 63.36 |
| fwd P/E | 38.68 |
| PEG | 1.44 |
| Price 3M | +20.4% |
| Price 6M | +48.4% |
| Price 1Y | +42.2% |
| Price 2Y | +123.1% |
| USD Share Price | 198.22 |
Price & Size
| Price |
199.59 USD |
| Market Cap |
251.73B USD |
| Shares Outstanding |
1.26B |
| Shares Float |
1.05B |
| 52w Low |
114.52 USD |
| 52w High |
214.89 USD |
| Avg Volume |
7.27M |
Valuation
| P/E (trailing) |
63.4x |
| P/E (forward) |
38.7x |
| P/B |
17.01x |
| Enterprise Value |
238.38B USD |
| Book Value / Share |
11.73 USD |
| PEG Ratio |
1.44x |
| P/S |
23.88x |
| EV / Revenue |
22.61x |
| EV / EBITDA |
51.38x |
Income
| Revenue |
10.54B USD |
| Revenue / Share |
8.38 USD |
| EBITDA |
4.64B USD |
| Net Income |
4.04B USD |
| EPS (trailing) |
3.15 USD |
| EPS (forward) |
5.16 USD |
Margins & Profitability
| Gross Margin |
63.0% |
| Operating Margin |
45.4% |
| Profit Margin |
38.4% |
| EBITDA Margin |
44.0% |
| Return on Equity |
31.5% |
| Return on Assets |
14.1% |
Growth
| Revenue Growth |
37.7% |
| Earnings Growth |
35.7% |
Cash & Debt
| Total Cash |
13.34B USD |
| Total Debt |
0 USD |
| Free Cash Flow |
3.89B USD |
| Operating Cash Flow |
5.31B USD |
| Current Ratio |
2.96x |
| Quick Ratio |
2.29x |
Analyst Consensus
| Target (Mean) |
241.04 USD |
| Target (Median) |
246.50 USD |
| Target (High) |
289.00 USD |
| Target (Low) |
185.00 USD |
| Recommendation |
strong_buy |
| # Analysts |
28 |
Identifiers
| ISIN | US0404132054 |
| CUSIP | 040413106 |
| FIGI | BBG0068J0HN3 |
| SEDOL | BN33VM5 |
Sentiment 78.0%
as of Sep 12, 2026
Positive drivers
Arista Networks reported strong quarterly earnings driven by surging demand for its high-speed Ethernet switches used in AI data centers. The company expanded its market share in the AI networking space with new product launches. Positive analyst upgrades highlighted its technological leadership.
Neutral / mixed
Broader market conditions in the tech sector showed mixed signals with fluctuating interest rates. Competition from Cisco and other players remained steady without major shifts. Regulatory scrutiny on AI infrastructure investments introduced some uncertainty.
Negative drivers
Potential delays in customer deployments due to power constraints in data centers weighed on sentiment. Macroeconomic concerns over global economic slowdown affected investor confidence. Stock volatility increased amid profit-taking after recent gains.
Bottom line
Overall, sentiment for ANET remains bullish due to its pivotal role in the AI infrastructure boom, though tempered by external economic factors.