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Arista Networks (ANET) Stock Price & Analysis

ANET Stock Chart & Stats

MX$3,161.94-MX$313.06(-9.01%)
At close:
Mex$3KMex$3.5KMex$4K3 Aug17 Aug31 Aug14 Sep29 Sep12 Oct26 Oct
Day’s Range
MXN 3,138.62 - MXN 3,175.00
52-Week Range
MXN 2,100.00 - MXN 4,000.00
Previous Close
MXN 3,475.00
Volume
611
Average Volume (3M)
830
Market Cap
MXN 4.00T
Enterprise Value
MXN 203.42B
Total Cash (Recent Filing)
MXN 13.34B
Total Debt (Recent Filing)
MXN 0
Price to Earnings (P/E)
52.6
Beta
-0.12
Next Earnings
Nov 03, 2026 (Est.)
EPS Estimate
20.07
Next Dividend Ex-Date
N/A
Dividend Yield
N/A

Bulls Say, Bears Say

Bulls Say

Accelerating Revenue And AI Demand

Raised guidance and expanding AI-fabric demand indicate that Arista is capturing a structurally important networking cycle, not merely benefiting from temporary sales strength. Higher adoption across cloud and AI infrastructure can broaden the installed base and support sustained growth over the next several quarters.

Exceptional Profitability

Very high gross and net margins demonstrate substantial operating discipline and a differentiated product offering. Maintaining this profitability while revenue scales gives Arista meaningful capacity to fund product development, support customer expansion, and absorb portions of future cost pressure.

Strong Balance Sheet And Cash Generation

Cash generation that nearly matches net income, combined with effectively no debt, provides unusual financial flexibility. Arista can support capacity expansion, product investment, and customer growth without relying heavily on borrowing, strengthening resilience through changing infrastructure cycles.

Bears Say

Persistent Component-cost Pressure On Margins

Higher memory and silicon costs have already reduced gross margin year over year, creating a durable execution challenge as demand scales. If component inflation or unfavorable product mix persists, Arista may need to accept lower profitability or spend more effort defending its margin targets.

Industry Supply Tightness And Limited Visibility

Limited supply visibility makes production planning and customer fulfillment less predictable, even amid strong demand. Continued tightness can delay revenue recognition, increase procurement costs, and require more conservative operating decisions, creating execution risk over the next several quarters.

Elevated Inventory And Purchase Commitments

Large component commitments and elevated inventory tie up substantial cash before demand and product mix are fully realized. This reduces near-term flexibility and raises the risk of working-capital volatility or margin pressure if customer timing changes or component requirements shift.

Arista Networks News

ANET FAQ

What was Arista Networks’s price range in the past 12 months?
Arista Networks lowest stock price was Mex$2100.00 and its highest was Mex$4000.00 in the past 12 months.
What is Arista Networks’s market cap?
Arista Networks’s market cap is Mex$4.00T.
When is Arista Networks’s upcoming earnings report date?
Arista Networks’s next earnings report is estimated for Nov 03, 2026 (not yet confirmed), which is today.
How were Arista Networks’s earnings last quarter?
Arista Networks released its earnings results on Aug 04, 2026. The company reported Mex$18.952 earnings per share for the quarter, beating the consensus estimate of Mex$16.463 by Mex$2.49.
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 20.07.
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 Mex$18.952 in its last earnings report, beating expectations of Mex$16.463. Following the earnings report the stock price went up 5.666%.
Which hedge fund is a major shareholder of Arista Networks?
Hedge funds hold Arista Networks shares: hedge funds decreased their holdings by 1.2M 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