Arista Networks, Inc.(ANET) - Stock detail

Arista Networks, Inc.

US
ANET
Arista Networks Inc(Listing date: 06/06/2014)

Arista Networks, Inc. was incorporated in the State of Delaware in October 2004. The company is an industry leader in networking for data-driven, client-to-cloud large-scale data center, campus, and routing environments. Its platform delivers availability, agility, automation, analytics, and security through an advanced network operating stack.

AI Rating

Rating methodology
Latest close (chg%)156.40+3.06%
Buy price
156.40
Target price185.00
Sell price134.00
P/E TTM55.58
P/E65.41
Confidence70%
Risk score60/100
AI Summary
Arista Networks presents a high-conviction opportunity as a leader in AI infrastructure with strong fundamentals (35% YoY revenue growth, 38% net margins). Current price offers reasonable entry during consolidation near average holder cost. Supply chain constraints are viewed as temporary industry-wide issues that create future backlog visibility.

Alpha Score

0-10
  • Trend（Score 4/10）

    ANET is in high-volatility consolidation within a defined range following a major bearish catalyst, with no clear directional breakout signal.

  • Valuation（Score 4/10）

    Valuation metrics indicate the stock is trading at a significant premium with P/E of 55.58x (TTM) and P/S of 20.28x. The high multiples are partially justified by exceptional growth but leave little room for error. The stock appears in the lower end of a fair valuation range relative to growth potential but is not deeply undervalued.

  • Financial strength（Score 8/10）
    Arista Networks exhibits a strong and healthy financial position with robust liquidity (current ratio 2.83), moderate leverage (debt-to-asset ratio 37.72%), and exceptional asset efficiency (ROA-TTM 20.25%).
  • Profitability（Score 9/10）
    Arista Networks demonstrates exceptional and consistent profitability with accelerating revenue growth of 35.13% year-over-year in Q1 2026 and industry-leading margins including 37.76% net margin and 31.22% ROE.
  • Sentiment（Score 0/10）
    No summary available
Latest price
$156.40+3.06%
Market cap196.94B
P/E TTM55.58
P/E65.41
Volume5.31M
Turnover822.52M