ANET Arista Networks, Inc.
USTechnologyAs of 2026-08-24
Why ANET matters now
Arista Networks, Inc. (ANET) is a US stock in Technology. The latest InvestLog snapshot shows $188.15 with -0.27% on the session and $236.91B in market capitalization; recent performance reads 1-month +19.84% and YTD +29.49%.
The latest financial table shown here is Q1 2026, with revenue of $2.71B, net income of $1.02B, and EPS of $0.80. Investors can compare that operating picture with valuation signals such as P/E 52.84 and FCF yield 2.5%.
InvestLog's latest related AI research is a Insider Sale note titled "Bechtolsheim Andreas sells $79.4M of ANET". The latest indexable market news headline is "Barbara Oil Co. Makes New Investment in Arista Networks, Inc. ANET" from Defense World.
Additional event context on this page matters because analyst consensus is Buy with a median target of $187.00; recent insider activity includes BECHTOLSHEIM ANDREAS filing S-Sale; recent congressional disclosure data includes Gilbert Cisneros Sale. These signals are research inputs, not a recommendation.
Valuation
P/E (TTM)
52.84
PEG
2.29
P/B
15.82
P/S
22.00
EV/EBITDA
45.36
DCF Value
$97.42
FCF Yield
2.5%
Div Yield
0.0%
Margins & Returns
Gross Margin
63.5%
Operating Margin
42.8%
Net Margin
38.3%
ROE
30.6%
ROA
17.2%
ROIC
22.4%
Financials
| Period | Revenue | Net Income | EPS |
|---|---|---|---|
| Q1 2026 | $2.71B | $1.02B | $0.80 |
| Q4 2025 | $2.49B | $955.8M | $0.75 |
| FY 2025 | $9.01B | $3.51B | $2.75 |
| Q3 2025 | $2.31B | $853.0M | $0.67 |
Analyst Ratings
Consensus
Buy
Target (Consensus)
$185.45
Target (Median)
$187.00
Target Range
$164.00 - $200.00
Trading Activity
Insider Trades
Congress Trades
Related AI Research
Bechtolsheim Andreas sells $79.4M of ANETBechtolsheim Andreas 内部减持 Arista网络 (ANET) $79.4M
On August 10, 2026, a U.S. Securities and Exchange Commission (SEC) Form 4 filing disclosed that Andreas Bechtolsheim, a 10 percent owner of Arista Networks (ticker: ANET), sold 411,848 shares of.2026年8月10日提交的美国SEC Form 4文件显示，Arista Networks（股票代码：ANET）10%大股东BECHTOLSHEIM ANDREAS于2026年8月6日通过场内公开市场交易出售411,848股公司普通股，交易总价值约79,383,281美元，该减持规模占公司当前2412亿美元总市值的0.033%。
ANET earnings call: guidance, demand, margins, analyst Q&AArista (ANET) 电话会要点：指引、需求、利润率、分析师问答
Chantelle Breithaupt: Reflecting our strong momentum, we are raising our 2026 fiscal year outlook to 40% revenue growth, equating to approximately $12.6 billion.尚特尔·布赖索普特：鉴于我们强劲的增长势头，我们将2026财年展望上调至收入增长40%，约合126亿美元。
ANET earnings release — EPS beat +15.1% · revenue beat +7.3%Arista (ANET) 财报发布 — EPS 高于预期+15.1% · 营收 高于预期+7.3%
Arista Networks, Inc. reported EPS $1.02 vs $0.89 estimate and revenue $3.0B vs $2.8B estimate.Arista 公布财报：EPS $1.02 vs $0.89 预期，营收 $3.0B vs $2.8B 预期。
Related Stocks
Latest News
Company Info
Sector
Technology
Industry
Computer Hardware
Country
US
Exchange
—
Beta
1.61
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.