Arista Networks
$ 132.89
3.20%
25 Feb - close price
- Market Cap 167,346,405,000 USD
- Current Price $ 132.89
- High / Low $ 133.78 / 128.64
- Stock P/E 48.32
- Book Value 9.85
- EPS 2.75
- Next Earning Report 2026-05-04
- Dividend Per Share N/A
- Dividend Yield 0 %
- Next Dividend Date -
- ROA 0.14 %
- ROE 0.31 %
- 52 Week High 164.94
- 52 Week Low 59.43
About
Arista Networks (formerly Arastra) is an American computer networking company headquartered in Santa Clara, California. The company designs and sells multilayer network switches to deliver software-defined networking (SDN) solutions for large datacenter, cloud computing, high-performance computing, and high-frequency trading environments.
Analyst Target Price
$178.06
Quarterly Earnings
| Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | Mar 2024 | Dec 2023 | Sep 2023 | Jun 2023 | Mar 2023 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Reported Date | 2026-02-16 | 2025-11-10 | 2025-08-05 | 2025-05-06 | 2025-02-18 | 2024-11-07 | 2024-07-30 | 2024-05-07 | 2024-02-12 | 2023-10-30 | 2023-07-31 | 2023-05-01 |
| Reported EPS | 0.82 | 0.75 | 0.73 | 0.65 | 0.65 | 0.6 | 0.53 | 0.5 | 0.52 | 0.46 | 0.4 | 1.43 |
| Estimated EPS | 0.7571 | 0.71 | 0.65 | 0.59 | 0.57 | 0.52 | 0.49 | 0.43 | 0.43 | 0.4 | 0.36 | 1.34 |
| Surprise | 0.0629 | 0.04 | 0.08 | 0.06 | 0.08 | 0.08 | 0.04 | 0.07 | 0.09 | 0.06 | 0.04 | 0.09 |
| Surprise Percentage | 8.308% | 5.6338% | 12.3077% | 10.1695% | 14.0351% | 15.3846% | 8.1633% | 16.2791% | 20.9302% | 15% | 11.1111% | 6.7164% |
Next Quarterly Earnings
| Mar 2026 | |
|---|---|
| Reported Date | 2026-05-04 |
| Fiscal Date Ending | 2026-03-31 |
| Estimated EPS | 0.7587 |
| Currency | USD |
Next Dividend Records
| Dividend per share (year): | - |
| Dividend Yield | - |
| Next Dividend Date | - |
| Ex-Dividend Date | - |
Recent News: ANET
2026-02-26 09:57:44
This article evaluates Arista Networks (ANET) following a tech rebound and raised AI growth guidance, noting its 3.2% daily gain and 37.9% annual return. While Simply Wall St's narrative suggests Arista is 4.6% overvalued at $127.06 due to a focus on its premium future earnings multiple, a DCF model indicates it might be 13.1% undervalued at $152.87. Investors are encouraged to consider both perspectives and associated risks in forming their own conclusions.
2026-02-26 09:56:44
Clifford Swan Investment Counsel LLC reduced its stake in Arista Networks (NYSE:ANET) by 4.3% in the third quarter, selling 25,056 shares to hold 551,229 shares valued at $80.32 million. Despite this trimming, ANET remains its 7th-largest holding. The company reported strong quarterly earnings, beating analyst expectations with $0.82 EPS and $2.49 billion in revenue, and analysts maintain a "Moderate Buy" rating with an average target price of $176.88.
2026-02-26 06:25:43
Arista Networks (ANET) stock surged 53% over nine months due to a 21% revenue increase driven by demand from AI and cloud giants, despite a slight dip in net income margin. While the company achieved record profitability, concerns linger regarding customer concentration with two "AI Titan" customers and a decrease in gross margin. Post-earnings, the stock experienced a pullback, suggesting market caution regarding valuation and dependency on these major clients.
2026-02-26 06:02:38
Intuit (INTU) stock has recently fallen 32.1% due to concerns over AI disruption and slower core software growth. Despite this, the company has strong fundamentals, including 17.1% LTM revenue growth and a 26.7% operating margin, though it trades at a high valuation making it fairly priced. Historically, INTU has shown resilience during downturns, recovering effectively after significant drops, suggesting investors should consider its long-term stability.
2026-02-26 02:21:44
Arista Networks (NYSE:ANET) Director Kelly Bodnar Battles sold 422 shares of the company's stock on February 23rd for $54,041.32, reducing her stake by 4.24%. This transaction comes after Arista reported strong quarterly earnings, beating analyst expectations with $0.82 EPS and $2.49 billion in revenue, leading to a 3.2% stock price increase. Analysts maintain a "Moderate Buy" rating with a consensus price target around $176.88, with several firms raising their targets.
2026-02-26 00:49:43
Arista Networks director Kelly Battles sold 422 shares of common stock totaling $54,042 on February 23, 2026, through a pre-arranged trading plan. The sales occurred at weighted average prices between $126.8497 and $131.464, with the stock currently trading at $132.89. Despite the director's sale, Arista Networks recently reported strong Q4 2025 earnings and increased its fiscal 2026 AI revenue target to $3.25 billion, leading to raised price targets from analysts.
