Arista Networks Inc ANET

$170.80 +11.64 (7.31%)

Valuation

Market cap
215,789,056,000
Revenue TTM
$9,005,700,000
Net income TTM
$3,511,400,000
P/E (trailing)
44.21
P/E (forward)
41.59
Profit margin
38.99%
Debt to equity
0.00

Trading

Volume
11,982,800
Avg volume
6,053,172
Day's range
$167.00 – $173.60
Shares out
1,263,402,000
Stochastic %K
38%
Beta
1.61
Analysts
Strong Buy
Price target
$251.62

Price

Company profile

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 se...

Show more

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.

Industry
Computer Hardware
Sector
Technology
Phone
408 547 5500
Website
https://www.arista.com
Address
5453 Great America Parkway, Santa Clara, United States

Latest news

Stocktwits

thatsolardude365 Nov 8, 11:04 AM
$ANET switches shipped into a hall are booked as growth before that hall earns a dollar. seems like the order is real, the tenant revenue behind it is still a forecast, and forecasts get cut first
0 replies
thatsolardude365 Nov 8, 8:25 AM
$ANET networking for ai clusters only grows while clusters keep getting built. seems like the switch is essential right up until the build slows, then it is just expensive inventory
0 replies
thatsolardude365 Nov 8, 7:10 AM
$ANET a network built for training traffic still has to earn on inference traffic that may never scale. seems like gear sized for the biggest model run looks oversized when usage is just chat windows
0 replies
thatsolardude365 Nov 8, 1:24 AM
$ANET shorter lead times sound like supply healing. seems like they can also mean orders were pulled forward and the forward part is over, and networking feels a capex pause in weeks, not quarters
0 replies
thatsolardude365 Nov 7, 10:04 PM
$ANET customers can stretch a network refresh, they cannot stretch a debt payment. seems like that mismatch is the whole ai build in one line, flexible demand against fixed bills
0 replies
BullseyeGains Nov 7, 8:23 PM
$AVGO $MRVL $ANET $ALAB $CRDO 🎯 We were adamant about getting out of AI networking at the late June/early July peak while the crowd was still buying. That's part of the job. 📉 Multiples have come down hard since, and with new limits on data centers in several states, hyperscalers will push to get more out of what they already have. That's a tailwind for custom chips from Broadcom and Marvell and for the connectivity names like Arista, Astera Labs and Credo. 📈 We feel the bottoming process is firmly underway and are adding selectively. Our new system is up nearly 23% since Oct 26 while SPY is down about 3.5%. Our profile shows how we've been profiting through this volatility.
0 replies
thatsolardude365 Nov 7, 8:18 PM
$ANET a switch sold into a hall that slips a year is not growth, it is inventory with a logo. seems like lead times that looked like demand in the boom look like overordering in the audit
0 replies
thatsolardude365 Nov 7, 5:50 PM
$ANET a switch sale follows the hall, not the keynote. seems like if halls pause, the network layer pauses with them, no matter how essential the pitch calls it
0 replies