Skip to main content

Go Premium in Our Biggest Sale Ever

UPGRADE NOW
TipRanks
Go Ultimate75% OFF

Arista Networks (ANET) Stock Price & Analysis

13,116 Followers

ANET Stock Chart & Stats

$206.63$9.95(5.06%)
At close: 4:00 PM EST
$160$180$200Aug 17Aug 31Sep 14Sep 28Oct 12Oct 26Nov 9
Day’s Range
$190.82 - $207.17
52-Week Range
$114.52 - $217.41
Previous Close
$196.68
Volume
N/A
Average Volume (3M)
7.58M
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

High Growth Outlook

The raised FY2027 outlook indicates broad-based demand across AI fabrics, cognitive campus and other networking markets. Sustained growth at this scale can expand Arista’s installed base, deepen customer relationships and provide operating leverage while supporting continued investment in product leadership.

Exceptional Profitability

Very high gross, operating and net margins demonstrate strong earnings power and suggest that Arista’s software, EOS and differentiated networking platforms support meaningful customer value. The margin framework also provides resources to fund R&D and commercial expansion without sacrificing profitability.

Debt-Free Balance Sheet

An effectively debt-free balance sheet reduces financial risk and preserves flexibility through networking investment cycles. Combined with strong returns on equity and substantial assets, this position enables Arista to fund product development, inventory commitments and expansion primarily from internal financial strength.

Bears Say

Gross Margin Pressure

The year-over-year gross-margin decline shows that product cost inflation can pressure profitability even while demand remains strong. Although margins remain high, sustained cost pressure or a less favorable product mix could reduce operating leverage and temper the conversion of revenue growth into earnings.

Inventory And Commitment Build

Higher inventory and substantial purchase commitments support expected AI and networking deployments but increase capital tied up ahead of customer acceptance. If deployment timing changes, cash conversion may weaken and the company could face greater working-capital risk while maintaining its growth plan.

Scale-Up Still Early

The delayed scale-up contribution means an important potential growth avenue is not yet a near-term revenue driver. Arista must continue funding development and trials before commercial benefits emerge, while the company’s current growth outlook remains more dependent on established AI and networking use cases.

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 94 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