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Arista Networks (ANET) Stock Price & Analysis

13,116 Followers

ANET Stock Chart & Stats

$197.29-$9.34(-4.52%)
At close: 4:00 PM EST
$160$180$200Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$195.26 - $212.16
52-Week Range
$114.52 - $217.41
Previous Close
$206.63
Volume
N/A
Average Volume (3M)
7.73M
Market Cap
$248.49B
Enterprise Value
$245.87B
Total Cash (Recent Filing)
$14.36B
Total Debt (Recent Filing)
$0
Price to Earnings (P/E)
54.6
Beta
2.14
Next Earnings
Feb 15, 2027 (Est.)
EPS Estimate
1.29
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Exceptional Growth Outlook

The raised FY2026 outlook and strong FY2027 growth framework indicate broad demand across AI, enterprise, campus, and cloud networking. Sustained expansion across multiple end markets can improve scale, support continued investment, and reinforce Arista’s position in infrastructure modernization.

High, Sustainable Profitability

Arista’s exceptional gross, operating, and net margins provide substantial internal funding for research, product development, and go-to-market expansion. Management also guides to 62%-64% gross margins and approximately 49% operating margin, supporting durable earnings power as the business scales.

Conservative Balance Sheet And Cash Generation

Effectively no debt materially limits financial risk and preserves flexibility to fund capacity, innovation, and customer deployments without relying on refinancing. Strong operating and free cash flow, closely tracking net income, also supports the quality and resilience of reported earnings.

Bears Say

Margin Pressure And Rising R&D

The year-over-year gross-margin decline shows that product cost inflation can pressure profitability even during rapid growth. Higher R&D spending is strategically important but may restrain operating leverage if investment intensity remains elevated or new products take longer to scale.

Inventory And Purchase-Commitment Exposure

Higher inventory and large forward purchase commitments increase working-capital exposure before customer deployments are completed. If component timing, product transitions, or demand realization change, cash conversion could remain volatile and excess commitments could weigh on flexibility.

Dependence On Customer Capital Spending Cycles

A meaningful connection to hyperscale and large-cloud infrastructure budgets makes growth sensitive to the timing and intensity of customer investment programs. Even with strong product demand, spending pauses or deployment rescheduling could create uneven revenue and utilization across periods.

Arista Networks News

ANET FAQ

What was Arista Networks’s price range in the past 12 months?
Arista Networks lowest stock price was $114.52 and its highest was $217.41 in the past 12 months.
What is Arista Networks’s market cap?
Arista Networks’s market cap is $248.49B.
When is Arista Networks’s upcoming earnings report date?
Arista Networks’s next earnings report is estimated for Feb 15, 2027 (not yet confirmed), which is in 93 days.
How were Arista Networks’s earnings last quarter?
Arista Networks released its earnings results on Nov 03, 2026. The company reported $1.2 earnings per share for the quarter, beating the consensus estimate of $1.08 by $0.12.
Is Arista Networks overvalued?
According to Wall Street analysts Arista Networks’s price is currently Undervalued.
Does Arista Networks pay dividends?
Arista Networks does not currently pay dividends.
What is Arista Networks’s EPS estimate?
Arista Networks’s EPS estimate is 1.29.
How many shares outstanding does Arista Networks have?
Arista Networks has 1,263,402,300 shares outstanding.
What happened to Arista Networks’s price movement after its last earnings report?
Arista Networks reported an EPS of $1.2 in its last earnings report, beating expectations of $1.08. Following the earnings report the stock price went up 5.044%.
Which hedge fund is a major shareholder of Arista Networks?
Hedge funds hold Arista Networks shares: the largest hedge-fund position in Arista Networks is 71,887,283 shares, and hedge funds decreased their holdings by 1.7M shares last quarter.
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology