Arista Networks Inc ANET

$168.86 -15.36 (-8.34%)

Valuation

Market cap
212,970,464,000
Revenue TTM
$9,005,700,000
Net income TTM
$3,511,400,000
P/E (trailing)
58.30
P/E (forward)
48.67
Profit margin
38.99%
Debt to equity
0.00

Trading

Volume
8,348,300
Avg volume
5,343,428
Day's range
$166.86 – $174.99
Shares out
1,261,225,000
Stochastic %K
8%
Beta
1.60
Analysts
Strong Buy
Price target
$247.64

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...

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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

GlobalTradersAcademy Nov 1, 4:35 PM
$2.7M of options premium hit $ANET, mostly puts. “Options traders are leaning downside on Arista Networks after the jump in attention, with most of today's premium in puts. It's down about 2% from a week ago, at its lowest level in a month. $SPY $QQQ The breakdown covers the biggest contracts behind the flow and where the money is leaning. Anyone else watching this flow on $ANET? Full story: https://globaltradersacademy.com/articles/arista-networks-anet-options-flow-2-7m-in-premium-80-in-puts-as-the-stock-trends?utm_source=stocktwits&utm_medium=social Free 14-day trial: https://globaltradersacademy.com/start-trial?a=stocktwits&sym=ANET&tool=options
0 replies
QualityDip Nov 1, 3:50 PM
$ANET closed Friday at 168.86. Since the Aug 4 Q2 report, the market has paid about 194.71 on average (volume-weighted). Price is now 13% under that, and 22% off the 52-week high, with no new earnings or major 8-K since. So nothing new on file, just selling. DCF reality check though: trailing free cash flow is about 5.16B, roughly 4.04 per share, a ~2.4% FCF yield. A plain 2-stage DCF (FCF/share grows 15%/yr for 5 years fading to 3%, 9.5% discount rate) lands near 125. Revenue compounded ~27%/yr FY22-FY25, so the market is betting that pace holds far longer than a 15% model allows. My read: cheap vs. where it traded after its own last report, not cheap vs. cash flow. Q3 should land soon (last year's came Nov 4), and that resets the average either way. Info only, not advice.
0 replies
KryptonResearch14 Nov 1, 11:30 AM
$ANET Deferred revenue hit 6.87 billion dollars at June 30, up from 4.06 billion a year earlier. Total future revenue from contract liabilities, deferred revenue and other performance obligations was 8.4 billion, about 91 percent of it expected within two years. The 10-Q says product deferrals relate to contracts with acceptance clauses, so a chunk of the gear is shipped but not yet accepted. Non-cancelable purchase commitments were 9.7 billion against that, 9.4 billion of it due within 12 months. Two end customers were 26 percent and 16 percent of 2025 revenue. Arista reports Tuesday.
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InvestAlphaPro Oct 30, 11:20 PM
Notable Earnings for the Week: Nov 2–6th, 2026. 🍎 $AAPL headlines Monday after the close Revenue should land near top of guide. Margins are the test. The breakdown 👇 •EPS est: $1.98 vs $1.85 yr ago •Rev est: $113.3B, top of guide •Gross margin guide: 47–48% vs 50.1% •Implied move: ±4.2% Supporting cast: • $PLTR Mon AMC: ±12.4% implied, EPS est $0.33. • $AMD Tue AMC: ~$13B rev guide, EPS est $1.68. • $ANET Tue AMC: ±10.9% implied, AI networking. • $ARM Wed AMC: ±15.1% implied, week's biggest. • $APP Wed AMC: EPS est $3.94 vs $2.45 yr ago. • $IREN Thu AMC: first FY27 print, AI cloud check. Why it matters: memory costs are hitting Apple's margins while AMD, Arm and Arista show whether AI spend is still accelerating. Then Friday's 8:30am ET jobs report gets the last word. JOLTS Tue, ADP Wed. Which print moves your portfolio most? I Long $PLTR $APP $IREN | NFA | DYOR View on X: https://x.com/InvestAlphaPro/status/2116304245137785309
0 replies
deeprocks Oct 30, 7:19 PM
$ANET this is absolutely crazy. Only thing to do is logout and revisit in a week
0 replies
GlobalTradersAcademy Oct 30, 7:11 PM
$ANET reports earnings soon, and options traders are bracing for a big move. See what the options market is pricing in and which way the money leans. The stock is down about 2% from a week ago, at its lowest level in a month. $SPY $QQQ Full read has the key price levels to watch. What's your read on $ANET here? Full story: https://globaltradersacademy.com/articles/arista-networks-earnings-options-market-bets-on-a-10-move-in-anet?utm_source=stocktwits&utm_medium=social Free 14-day trial: https://globaltradersacademy.com/start-trial?a=stocktwits&sym=ANET&tool=terminal
0 replies
MonsterMash420 Oct 30, 6:40 PM
$ANET If this drops below 164 at close expect further drops . At that point I will wait until further consolidation to buy more.
0 replies
GlobalTradersAcademy Oct 30, 5:59 PM
$196K just went into $ANET calls. $ANET reports quarterly results on Tuesday, Nov 3 after the close. $SPY $QQQ Full read has the biggest contracts behind the flow and where the money is leaning. Anyone else watching this flow on $ANET? Full story: https://globaltradersacademy.com/articles/unusual-options-activity-ahead-of-arista-networks-anet-earnings-196k-bet-on?utm_source=stocktwits&utm_medium=social Free 14-day trial: https://globaltradersacademy.com/start-trial?a=stocktwits&sym=ANET&tool=options
0 replies