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ANET Arista Networks, Inc.

USTechnology
$185.38+2.39%OpenMarket Cap: $233.42B

As of 2026-07-09 09:47

Why ANET matters now

Arista Networks, Inc. (ANET) is a US stock in Technology. The latest InvestLog snapshot shows $185.38 with +2.39% on the session and $233.42B 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 $42.7M of ANET". The latest indexable market news headline is "Arista Networks Is Expensive, But Still Worth It" from Seeking Alpha.

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

PeriodRevenueNet IncomeEPS
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

Strong Buy: 8Buy: 22Hold: 1Sell: 0Strong Sell: 0
KeybancOverweight
2026-06-18
Morgan StanleyOverweight
2026-06-12
B of A SecuritiesBuy
2026-06-08
BarclaysOverweight
2026-05-07
Piper SandlerOverweight
2026-05-06

Trading Activity

Insider Trades

BECHTOLSHEIM ANDREAS10 percent owner
Sell2026-06-17
BECHTOLSHEIM ANDREAS10 percent owner
Sell2026-06-17
BECHTOLSHEIM ANDREAS10 percent owner
Sell2026-06-17
BECHTOLSHEIM ANDREAS10 percent owner
Sell2026-06-17
BECHTOLSHEIM ANDREAS10 percent owner
Sell2026-06-17

Congress Trades

Gilbert CisnerosSell
2026-04-08

Related AI Research

Insider SaleJul 6, 2026

Bechtolsheim Andreas sells $42.7M of ANETBechtolsheim Andreas 内部减持 Arista网络 (ANET) $42.7M

On July 1, 2026, Andreas Becholsheim, a 10% beneficial owner of Arista Networks (ticker: ANET), sold 260,000 shares of common stock via open-market transactions, at an average price of $164.2026年7月1日,Arista Networks(股票代码:ANET)的10%大股东BECHTOLSHEIM ANDREAS通过场内公开市场交易出售260,000股公司普通股,每股成交均价为164.22美元,交易总价值为42,696,873美元。该笔交易于2026年7月6日通过SEC Form 4文件正式提交备案,同日备案的还有该人士多笔小额场内减持交易,股份数量从90股至47,597股不等。

Sector ThemeJun 23, 2026

Technology theme cluster: 3 signals across 3 tickersTechnology 板块主题聚类:3 个标的

On June 23, 2026, three technology sector public companies disclosed planned insider stock sales via SEC Form 144 filings, totaling approximately $69.2026年6月23日,科技板块内3家上市公司的核心高管分别提交美国SEC Form 144文件,计划公开出售所持本公司普通股,总公告出售规模约6950万美元:其中Arista Networks(ANET)首席执行官Kenneth Duda计划出售价值1210万美元的股票,Cloudflare(NET)联合创始人Matthew。

Form 144 SaleJun 22, 2026

Kenneth Duda files Form 144 planned sale of ANET worth $12.1MKenneth Duda 提交 Form 144,计划减持 Arista网络 (ANET) $12.1M

On June 22, 2026, Kenneth Duda, an executive at Arista Networks (ticker: ANET), filed a Form 144 with the SEC disclosing a planned sale of 69,332 common shares, with an aggregate market value of.2026年6月22日,网络设备制造商Arista Networks(股票代码:ANET)的高管Kenneth Duda向美国SEC提交了Form 144文件,计划出售69,332股公司普通股,按当前市值计算总价值约1210万美元,拟出售日期与文件提交日一致。完整SEC备案文件可通过 Form 144是美国SEC要求内幕人士、关联方提交的拟出售股票通知,仅代表出售意向,并非已完成的股票交易。

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.