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Arista Networks, Inc. provides high-performance networking solutions for data centers and cloud computing environments critical to AI infrastructure.
- Share Price
- 185.02USD
- Market Cap
- 233.75BUSD
- Revenue
- 11.89BUSD
- Net Income
- 4.75BUSD
- P/E (trailing)
- 49.6x
Financial data: Yahoo Finance, as of 11-Nov-2026
Price & Size
| Price |
185.02 USD |
| Market Cap |
233.75B USD |
| Shares Outstanding |
1.26B |
| Shares Float |
1.05B |
| 52w Low |
114.52 USD |
| 52w High |
217.41 USD |
| Avg Volume |
6.20M |
Valuation
| P/E (trailing) |
49.6x |
| P/E (forward) |
30.6x |
| P/B |
14.21x |
| Enterprise Value |
219.40B USD |
| Book Value / Share |
13.02 USD |
| PEG Ratio |
1.26x |
| P/S |
19.66x |
| EV / Revenue |
18.45x |
| EV / EBITDA |
41.36x |
Income
| Revenue |
11.89B USD |
| Revenue / Share |
9.44 USD |
| EBITDA |
5.30B USD |
| Net Income |
4.75B USD |
| EPS (trailing) |
3.73 USD |
| EPS (forward) |
6.04 USD |
Margins & Profitability
| Gross Margin |
62.9% |
| Operating Margin |
44.9% |
| Profit Margin |
40.0% |
| EBITDA Margin |
44.6% |
| Return on Equity |
33.5% |
| Return on Assets |
15.0% |
Growth
| Revenue Growth |
58.5% |
| Earnings Growth |
82.1% |
Cash & Debt
| Total Cash |
14.36B USD |
| Total Debt |
0 USD |
| Free Cash Flow |
3.00B USD |
| Operating Cash Flow |
5.24B USD |
| Current Ratio |
3.29x |
| Quick Ratio |
2.48x |
Dividend
| Yield |
0.0% |
| Payout Ratio |
0.0% |
Analyst Consensus
| Target (Mean) |
249.07 USD |
| Target (Median) |
246.50 USD |
| Target (High) |
305.00 USD |
| Target (Low) |
201.73 USD |
| Analysts' Rating |
Strong buy |
| # Analysts |
28 |
Identifiers
| ISIN | US0404132054 |
| CUSIP | 040413106 |
| FIGI | BBG0068J0HN3 |
| SEDOL | BN33VM5 |
Sentiment 78.0%
as of 10-Nov-2026
Sentiment is an AI (Grok) reading of market mood over the past 30 days: 0% very negative, 50% neutral, 100% very positive.
Positive drivers
Arista Networks benefited from sustained AI-driven demand for high-speed Ethernet switches in data centers, with major hyperscaler orders boosting revenue visibility. Strong Q3 2026 earnings exceeded expectations, highlighting market share gains in AI networking. Analyst upgrades and positive commentary on 800G/1.6T product ramps reinforced bullish sentiment.
Neutral / mixed
Broader semiconductor sector volatility and macroeconomic uncertainty around interest rates created some mixed signals. Competition from established players like Cisco and emerging alternatives introduced balanced views on long-term dominance. Valuation multiples remained elevated but aligned with AI growth narratives without extreme divergence.
Negative drivers
Potential supply chain constraints for advanced components raised minor concerns about delivery timelines. Some investors flagged risks from customer concentration in a few large cloud providers. Macro headwinds and possible slowdown in AI capex spending tempered enthusiasm in late October.
Bottom line
Overall sentiment remained strongly positive, anchored by Arista's positioning in the AI infrastructure boom. The 30-day window reflected continued optimism tempered by typical sector risks.
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