ANET Arista Networks, Inc.
USTechnologyAs of 2026-10-08
Why ANET matters now
Arista Networks, Inc. (ANET) is a US stock in Technology. The latest InvestLog snapshot shows $210.85 with -2.31% on the session and $265.50B 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 "Ullal Jayshree sells $97.6M of ANET". The latest indexable market news headline is "Arista Stock Rises 64.7% YTD: Is There More Upside Ahead?" from Zacks Investment Research.
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
Ullal Jayshree sells $97.6M of ANETUllal Jayshree 内部减持 Arista网络 (ANET) $97.6M
Ullal Jayshree (Director, Officer, CEO and Chairperson) sold 460,374 shares of Arista Networks, Inc. (ANET) on 2026-10-06, at an average price of $212.09, for approximately $97.6M.Ullal Jayshree（Director, Officer, CEO and Chairperson）于 2026-10-06 卖出 Arista Networks, Inc.（ANET）460,374 股，平均价格 $212.09，合计约 $97.6M。该交易于 2026-10-08 通过 SEC 原始 Form 4 披露。
Bernstein initiates coverage of ANET with OutperformBernstein 首次覆盖 Arista网络 (ANET)，初始评级 跑赢大市（Outperform）
On 2026-09-30, Bernstein initiated coverage of ANET with a Outperform rating.Bernstein 于 2026-09-30 首次覆盖 ANET，初始评级为 跑赢大市（Outperform）。
Ullal Jayshree sells $13.2M of ANETUllal Jayshree 内部减持 Arista网络 (ANET) $13.2M
Ullal Jayshree (Director, Officer, CEO and Chairperson) sold 62,622 shares of Arista Networks, Inc. (ANET) on 2026-09-25, at an average price of $211.40, for approximately $13.2M.Ullal Jayshree（Director, Officer, CEO and Chairperson）于 2026-09-25 卖出 Arista Networks, Inc.（ANET）62,622 股，平均价格 $211.40，合计约 $13.2M。该交易于 2026-09-29 通过 SEC 原始 Form 4 披露。
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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.