1ANET Stock Chart & Stats
€153.94
€0.74(0.48%)
At close: 4:00 PM EDT
€153.94
€0.74(0.48%)
Day’s Range― - ―
52-Week Range€94.30 - €201.00
Previous CloseN/A
Volume235.00
Average Volume (3M)282.00
Market Cap
€218.95B
Enterprise Value€203.42K
Total Cash (Recent Filing)€13.34B
Total Debt (Recent Filing)€0.00
Price to Earnings (P/E)62.6
Beta0.77
Next Earnings
Nov 02, 2026EPS Estimate
0.92Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)3.21
Shares Outstanding1,261,224,600
10 Day Avg. Volume215
30 Day Avg. Volume282
Financial Highlights & Ratios
PEG Ratio2.05
Price to Book (P/B)13.32
Price to Sales (P/S)18.30
P/FCF Ratio38.76
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€212.57Price Target Upside38.08% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering18
EPS Forecast (FY)3.55
Revenue Forecast (FY)€10.95B
Bulls Say, Bears Say
Bulls Say
Cash Generation QualityNear-parity free cash flow and net income demonstrates high earnings quality and durable internal funding. Strong FCF supports sustained R&D, product investment, and capital allocation flexibility, lowering reliance on external financing and providing a lasting cushion through cyclical demand shifts.
Debt-light, Strong Balance SheetEffectively zero debt and a materially stronger equity base give the company long-term financial flexibility to invest, expand capacity, or pursue M&A without leverage risk. This conservatism reduces solvency and refinancing risk and supports resilient operations across multi-quarter industry cycles.
AI Product Momentum & Raised GuidanceRapid customer adoption of AI-focused networking products indicates a structural shift in demand toward higher-bandwidth, software-enabled offerings. This opens a large TAM, diversifies revenue beyond legacy data-center refreshes, and supports sustainable top-line growth and sticky product ecosystems over multiple years.
Bears Say
Persistent Supply-chain TightnessOngoing component scarcity and limited customer visibility are structural constraints that can cap shipment ability, force expensive sourcing choices, and lengthen lead times. Over a multi-quarter horizon this reduces planning accuracy, can inflate procurement costs, and pressure margins and customer fulfillment.
Large Multiyear Purchase CommitmentsVery large forward commitments lock cash and vendor exposure for years, reducing capital allocation flexibility. If demand shifts or component pricing falls, these obligations can depress returns or force opportunistic inventory build, compounding balance-sheet and cash-flow rigidity over the medium term.
Elevated Inventory And Working-capital VolatilityHigh inventory levels and rising receivable days indicate working-capital tied up and cash conversion risk. Volatile customer acceptance and deferred revenue profiles can cause quarter-to-quarter cash swings, reducing predictability and requiring larger liquidity buffers to sustain operations reliably.
Arista Networks News
1ANET FAQ
What was Arista Networks’s price range in the past 12 months?
Arista Networks lowest stock price was €94.30 and its highest was €201.00 in the past 12 months.
What is Arista Networks’s market cap?
Arista Networks’s market cap is €218.95B.
When is Arista Networks’s upcoming earnings report date?
Arista Networks’s upcoming earnings report date is Nov 02, 2026 which is in 66 days.
How were Arista Networks’s earnings last quarter?
Arista Networks released its earnings results on Aug 04, 2026. The company reported €0.876 earnings per share for the quarter, beating the consensus estimate of €0.761 by €0.115.
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 0.92.
How many shares outstanding does Arista Networks have?
Arista Networks has 1,261,224,600 shares outstanding.
What happened to Arista Networks’s price movement after its last earnings report?
Arista Networks reported an EPS of €0.876 in its last earnings report, beating expectations of €0.761. Following the earnings report the stock price went up 2.713%.
Which hedge fund is a major shareholder of Arista Networks?
Currently, no hedge funds are holding shares in IT:1ANET
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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10
Analyst Consensus
Strong Buy
Average Price Target:
€212.57 (38.08% Upside)
€212.57 (38.08% Upside)
Blogger Sentiment
Bullish
IT:1ANET Sentiment 86%
Sector Average 59%
Sector Average 59%
News Sentiment
Very Bullish
Bullish news 88%
Bearish news 12%
Bearish news 12%
Technicals
SMA
Positive
20 days / 200 days
Momentum
52.56%
12-Months-Change
Fundamentals
Return on Equity
―
Trailing 12-Months
Asset Growth
43.46%
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.
1ANET Company Deck
1ANET Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a strongly positive operational and financial picture: record quarterly revenue, robust profitability (near-50% operating margin), large cash balance and accelerated FY2026 revenue guidance to $12.6B driven by AI momentum and product innovation. Management also outlined meaningful supply-chain remediation progress (multiyear commitments, vendor qualification, added manufacturing/distribution capacity) and expanding international sales. Key risks highlighted include ongoing industry supply tightness with limited visibility (~2 quarters), YoY gross margin decline driven by mix and rising memory/silicon costs, elevated inventory and large purchase commitments that can strain near-term cash flow dynamics. Overall, the positives (revenue/guidance beat, margin targets, AI customer traction and product road map) materially outweigh the lowlights (supply constraints, margin pressure and working capital volatility).View all IT:1ANET earnings summaries1ANET Revenue Breakdown
84.13% Product
15.87% Service

1ANET Stock 12 Month Forecast
All Analysts
Top Analysts
Average Price Target
€212.57
▲(38.08% Upside)
Technical Analysis
1 Day
3 Days
1 Week
1 Month
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