Arista Networks (CH:ANET)
NYSE:ANET
ANET Stock Chart & Stats
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Bulls Say, Bears Say
Bulls Say
High ProfitabilitySustained industry-leading margins give Arista durable pricing power and superior cash conversion versus peers. High gross and net margins support continued R&D and product investment, fund strategic initiatives (AI fabrics, XPO optics), and provide a structural cushion against cyclical revenue softness.
Very Conservative Balance SheetNear-zero leverage provides long-term financial flexibility to absorb supply-driven working-capital swings, fund multi-year purchase commitments, pursue opportunistic M&A, and sustain investments without refinancing risk, lowering capital-structure vulnerability in stressed cycles.
Strong Cash GenerationRobust operating and free cash flow underpins durable self-funding of R&D, capital expenditures for AI-scale products, and customer support services. High-quality cash conversion enables strategic inventory build and optional shareholder returns without compromising core operations.
Bears Say
Prolonged Supply ConstraintsMulti-year component shortages force elevated purchase commitments and inventory builds, increase procurement costs, and limit shipment cadence. Structural supply tightness can cap near-term revenue capture, raise working-capital needs, and create persistent cost pressure on margins.
Margin Pressure From Mix & CostsEven with strong headline margins, persistent mix shifts toward lower-margin or supply-premium-filled orders and higher procurement costs can compress sustainable margins. Over time this reduces reinvestment capacity and increases execution risk if component premiums persist.
Revenue Recognition & Working-capital VolatilityExtended acceptance cycles and growing deferred revenue reduce near-term revenue visibility and create quarter-to-quarter recognition swings. This structural timing variability complicates forecasting, cash-flow predictability, and working-capital planning, especially amid inventory and commitment increases.
Arista Networks News
ANET FAQ
What was Arista Networks’s price range in the past 12 months?
Currently, no data Available
What is Arista Networks’s market cap?
Arista Networks’s market cap is CHF172.65B.
When is Arista Networks’s upcoming earnings report date?
Arista Networks’s upcoming earnings report date is Aug 03, 2026 which is in 41 days.
How were Arista Networks’s earnings last quarter?
Arista Networks released its earnings results on May 05, 2026. The company reported $0.703 earnings per share for the quarter, beating the consensus estimate of $0.653 by $0.05.
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 0.71.
How many shares outstanding does Arista Networks have?
Currently, no data Available
What happened to Arista Networks’s price movement after its last earnings report?
Arista Networks reported an EPS of $0.703 in its last earnings report, beating expectations of $0.653. Following the earnings report the stock price went same N/A.
Which hedge fund is a major shareholder of Arista Networks?
Currently, no hedge funds are holding shares in CH:ANET
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
Arista Networks Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
CHF151.96 (― Downside)
CHF151.96 (― Downside)
Insider Transactions
Sold Shares
Worth CHF798.5K over
the Last 3 Months
the Last 3 Months
News Sentiment
Very Bullish
Bullish news 80%
Bearish news 20%
Bearish news 20%
Technicals
SMA
Positive
20 days / 200 days
Momentum
88.02%
12-Months-Change
Fundamentals
Return on Equity
30.58%
Trailing 12-Months
Asset Growth
49.20%
Trailing 12-Months
Company Description
Arista Networks
Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.
ANET Company Deck
ANET Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed strong commercial and financial momentum: high revenue growth (Q1 revenue +35.1% YoY), robust profitability, record operating cash flow, a raised full-year revenue target and an increased AI sales target. Product and market advances (number-one share >10GbE, >100 vendors endorsing XPO, numerous enterprise and cloud wins) support durable demand. Key concerns centered on industry-wide supply constraints (extended lead times, higher procurement costs), gross margin pressure from mix and supply premiums, deferred revenue/acceptance timing volatility, and elevated purchase commitments and inventory. Overall, the positives (growth, profitability, cash, AI traction, product leadership) outweigh the operational and supply-chain headwinds, but management expects supply-driven volatility in near-term quarters.View all CH:ANET earnings summariesANET Revenue Breakdown
84.13% Product
15.87% Service
ANET Stock 12 Month Forecast
Average Price Target
$151.96
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