Arista Networks Inc

ANET

138.78 (0.62%) 0.86

174.30(B)

Information Technology

Communications Equipment

Arista Networks Inc engages in the development marketing and sale of data-driven client to cloud networking solutions for AI data center campus and routing environments in the Americas Europe the Middle East Africa and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS) a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center cloud and AI networking cognitive adjacencies and cognitive network software and services. It also provides post contract customer support services such as technical support hardware repair and replacement parts beyond standard warranty bug fixes patches and upgrade services. The company serves a range of industries comprising internet companies cloud service providers financial services organizations government agencies media and entertainment healthcare oil and gas education manufacturing industrial and others. It markets and sells its products through distributors system integrators value-added resellers and original equipment manufacturer partners as well as through its direct sales force. The company was formerly known as Arastra Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara California.

My Holdings:

(?% ownership)

Shares:

Cost basis:

Market cap:$174.30(B)

EV:$173.42(B)

Total Equity:$10.12(B)

Div. yield:0.00%

Earnings date:Aug-05-2025

P/E:57.59

P/E (fwd):54.00

P/FCF:46.11

P/S:23.48

P/B:17.24

EPS:$2.4

EPS (fwd):$2.6

FCF/share:$3.0

Dividend/share:$0.0

Book value/share:$8.1

ROIC:33.7%

ROA:24.2%

ROE:33.7%

Gross margin:64.1%

Net margin:40.7%

Valuation Summary TTM Financials Growth Estimates Historical Data KPIs Similar Companies Ownership Tools

ANET Valuation & Price Targets

Current Price

138.78

PE Valuation

N/A

PEvaluation is not available for ANET.

Analyst targets

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No analyst estimates for ANET.

DCF

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DCF (exit mult.)

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Future P/E

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Peter Lynch FV

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Graham No.

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DDM

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PEvaluation

69% overvalued

Low

$31.8

Mid

$42.5

High

$53.1

Current price

$138.8

Fair P/E

Margin of safety

EPS

Market Model

Economic moat: None/narrow

Estimated EPS

	Low	Avg	High	#
FY+1	2.5	2.6	2.7	26
FY+2	2.8	3.0	3.3	26
FY+3	3.2	3.6	4.2	13
FY+4	4.2	4.4	4.7	2
FY+5	4.7	4.7	4.7	1

Analyst Price Targets

20% overvalued

Low

$82

Mid

$112

High

$130

Current price

$139

Strong Buy5

Buy17

Hold6

Sell0

Strong Sell1

Estimated EPS

	Low	Avg	High	#
FY+1	2.5	2.6	2.7	26
FY+2	2.8	3.0	3.3	26
FY+3	3.2	3.6	4.2	13
FY+4	4.2	4.4	4.7	2
FY+5	4.7	4.7	4.7	1

Discounted Cash Flow

Forecast years
Terminal Growth Rate
Discount Rate

Free cash flow estimates:

Y+1 est.

Y+2 est.

0.00%

Y+3 est.

0.00%

Y+4 est.

0.00%

Y+5 est.

0.00%

Discounted Cash Flow (exit mult.)

Forecast years
Exit FCF Multiple
Discount Rate

Free cash flow estimates:

Y+1 est.

Y+2 est.

0.00%

Y+3 est.

0.00%

Y+4 est.

0.00%

Y+5 est.

0.00%

Future P/E Valuation

Projection Years
Base Revenue
Revenue Growth Rate
Final Net Margin
Final P/E Ratio
Discount Rate

Peter Lynch Fair Value

Earnings Per Share
Growth Rate (*)

(*) Growth rate is capped between 0 and 25

Graham Formula

Earnings Per Share
Expected Growth Rate
Government Bond Rate

(*) Growth rate is capped to 25

Dividend Discount Model

Annual Dividend
First Stage Length (Years)
First Stage Growth Rate
Final Growth Rate
Discount Rate

(*) First stage rowth rate is capped to 20%

Summary

TTM Financials

Income (TTM)

Revenue$7.44(B)

Gross profit$4.77(B)

EBITDA$3.19(B)

Net income$3.03(B)

Gross margin64.1%

Operating margin42.3%

Net margin40.7%

Shares outstanding:1.26(B)

Balance sheet

Total assets$14.51(B)

Current assets$12.28(B)

Total liabilities$4.40(B)

Current liabilities$3.12(B)

Cash & Short-term inv.$8.15(B)

Long-term debt$0

Total intangibles$324.90(M)

PP&E$123.90(M)

Cash flow (TTM)

FCF$3.79(B)

CapEx$-51.03(M)

Dividends paid$0

Stock issued$63.18(M)

Stock repurchased$-1.22(B)

Stock-based comp.$371.16(M)

Debt issued$0

Debt repaid$0

Per share data (TTM)

Growth Estimates

Revenue

CAGR: 16.4%

FY+1$8.42(B)

FY+2(+18.0%)$9.94(B)

FY+3(+18.0%)$11.73(B)

FY+4(+20.3%)$14.10(B)

FY+5(+9.5%)$15.44(B)

Net Income

CAGR: 15.1%

FY+1$3.28(B)

FY+2(+17.2%)$3.85(B)

FY+3(+20.5%)$4.64(B)

FY+4(+19.6%)$5.54(B)

FY+5(+4.1%)$5.77(B)

EPS

CAGR: 16.5%

FY+1$2.57

FY+2(+16.7%)$3.00

FY+3(+20.7%)$3.62

FY+4(+22.1%)$4.42

FY+5(+7.0%)$4.73

FCF per share

CAGR: 25.0%

FY+1$2.60

FY+2(+25.0%)$3.25

FY+3(+23.7%)$4.02

FY+4(+26.4%)$5.08

Historical Financials

Showing limited histrical data.

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YearlyQuarterly

Income

RevenueOperating IncomeNet IncomeCOGSGross ProfitTotal OpEx.R&DSG&AInterest ExpenseInterest IncomePre-tax incomeIncome tax

Cash flow

Stock-based Comp.FCFCFONet IncomeD&ACFFStock IssuedStock RepurchasedDebt IssuedDebt RepaidDividend PaidCFIAcquisitionsDivestituresCapital Expenditures

Balance sheet

Total AssetsTotal LiabilitiesCurrent assetsCash and EquivalentsShort-term investmentsInventoriesReceivablesNon-current assetsNet PP&EIntangible AssetsGoodwillCurrent liabilitiesAccounts payableNon-current liabilitiesLong-Term DebtTotal Equity

Per share data

EPS (Basic)FCF/ShareDividend/ShareEPS (Diluted)Book value/ShareCash & ST inv./ShareDebt/Share

Ratios

P/EP/SEV/EarningsP/FCFP/BEV/FCFDebt/EquityPayout ratio

Margins

Net Income MarginOperating MarginGross MarginEBITDA MarginFCF Margin

Returns

ROICROAROCEROE

Shares outstanding

Shares (Basic)Shares (Diluted)

Market Cap.

Market Cap.

KPIs

Gross Profit By Segment

ProductService

Revenue By Geography

AmericasEMEAAPAC

Revenue By Segment

ProductService

Similar Companies

Ownership

Major holders

Insiders: 18.02%
Institutions: 69.84%
Other: 12.15%

Institutional ownership

Insider transactions

Show:

Buys

Sells

Grants

	Date	Shares	Total ($)	Price ($)	Name	Title
Sell	2025-07-29	588,000	70,061,858	119.2	ULLAL JAYSHREE	Chief Executive Officer
Sell	2025-07-28	527,302	60,949,419	115.6	ULLAL JAYSHREE	Chief Executive Officer
Sell	2025-07-25	864	99,081	114.7	BATTLES KELLY BODNAR	Director
Sell	2025-07-25	60,698	6,981,539	115.0	ULLAL JAYSHREE	Chief Executive Officer
Grant	2025-07-17	30,000	105,450	3.5	DUDA KENNETH	Chief Technology Officer
Sell	2025-07-17	56,000	6,226,748	111.2	DUDA KENNETH	Chief Technology Officer
Sell	2025-07-01	8,000	794,906	99.4	GIANCARLO CHARLES H	Director
Sell	2025-06-30	841,912	86,236,431	102.4	ULLAL JAYSHREE	Chief Executive Officer
Sell	2025-06-27	2,016	205,616	102.0	ULLAL JAYSHREE	Chief Executive Officer
Sell	2025-06-26	117,782	12,017,580	102.0	ULLAL JAYSHREE	Chief Executive Officer
Grant	2025-06-17	30,000	105,450	3.5	DUDA KENNETH	Officer and Director
Sell	2025-06-17	56,000	5,164,868	92.2	DUDA KENNETH	Officer and Director
Grant	2025-06-09	50,000	0	0.0	GIANCARLO CHARLES H	Director
Sell	2025-06-02	8,000	705,440	88.2	GIANCARLO CHARLES H	Director
Sell	2025-05-21	168	15,826	94.2	WASSENAAR YVONNE	Director
Grant	2025-05-12	2,304	0	0.0	WASSENAAR YVONNE	Director
Grant	2025-05-06	80,000	281,200	3.5	DUDA KENNETH	Chief Technology Officer
Sell	2025-05-06	160,000	14,411,584	90.1	DUDA KENNETH	Chief Technology Officer
Sell	2025-05-01	8,000	708,675	88.6	GIANCARLO CHARLES H	Director
Sell	2025-04-22	1,492	102,180	68.5	BATTLES KELLY BODNAR	Director
Grant	2025-04-07	80,000	5,453,600	68.2	DUDA KENNETH	Chief Technology Officer
Sell	2025-04-07	159,970	10,683,848	66.8	DUDA KENNETH	Chief Technology Officer
Sell	2025-04-07	30	2,112	70.4	DUDA KENNETH	Chief Technology Officer
Sell	2025-04-01	8,000	620,386	77.5	GIANCARLO CHARLES H	Director
Grant	2025-03-06	80,000	322,304	4.0	DUDA KENNETH	Chief Technology Officer
Sell	2025-03-06	160,000	13,576,071	84.9	DUDA KENNETH	Chief Technology Officer
Sell	2025-03-03	8,000	712,235	89.0	GIANCARLO CHARLES H	Director
Sell	2025-03-03	51,848	4,593,257	88.6	TAXAY MARC	General Counsel
Sell	2025-02-26	17,433	1,683,584	96.6	MCCOOL JOHN F.	Officer
Sell	2025-02-24	17,433	1,623,655	93.1	MCCOOL JOHN F.	Officer
Sell	2025-02-24	138,351	12,988,491	93.9	ULLAL JAYSHREE	Chief Executive Officer
Sell	2025-02-21	168	17,233	102.6	WASSENAAR YVONNE	Director
Sell	2025-02-19	112	11,436	102.1	MCCOOL JOHN F.	Officer
Sell	2025-02-14	1,488	159,409	107.1	BATTLES KELLY BODNAR	Director
Grant	2025-02-06	80,000	322,304	4.0	DUDA KENNETH	Chief Technology Officer
Sell	2025-02-06	160,000	18,497,049	115.6	DUDA KENNETH	Chief Technology Officer
Sell	2025-02-03	8,000	896,158	112.0	GIANCARLO CHARLES H	Director
Sell	2025-01-21	168	20,331	121.0	WASSENAAR YVONNE	Director
Grant	2025-01-06	80,000	322,304	4.0	DUDA KENNETH	Chief Technology Officer
Sell	2025-01-06	160,000	18,955,756	118.5	DUDA KENNETH	Chief Technology Officer
Sell	2025-01-02	8,000	892,090	111.5	GIANCARLO CHARLES H	Director
Grant	2024-12-11	936,000	0	0.0	ULLAL JAYSHREE	Chief Executive Officer
Sell	2024-12-09	288	31,306	108.7	MCCOOL JOHN F.	Officer
Grant	2024-12-06	80,000	322,304	4.0	DUDA KENNETH	Chief Technology Officer
Sell	2024-12-06	160,000	17,326,175	108.3	DUDA KENNETH	Chief Technology Officer
Sell	2024-12-02	2,660	4,363,465	1640.4	TAXAY MARC	General Counsel
Sell	2024-12-02	2,000	3,280,801	1640.4	GIANCARLO CHARLES H	Director
Sell	2024-11-21	1,585	2,567,510	1619.9	MCCOOL JOHN F.	Officer
Sell	2024-11-21	17,759	28,767,449	1619.9	ULLAL JAYSHREE	Chief Executive Officer
Grant	2024-11-06	20,000	341,700	17.1	DUDA KENNETH	Chief Technology Officer
Grant	2024-11-06	20,000	33,849,608	1692.5	DUDA KENNETH	Officer and Director
Sell	2024-11-06	40,000	67,699,216	1692.5	DUDA KENNETH	Chief Technology Officer
Grant	2024-11-04	832	47,079	56.6	ULLAL JAYSHREE	Chief Executive Officer
Sell	2024-11-04	832	1,314,160	1579.5	ULLAL JAYSHREE	Chief Executive Officer
Grant	2024-11-01	624	36,250	58.1	TAXAY MARC	General Counsel
Grant	2024-11-01	584	33,805	57.9	MCCOOL JOHN F.	Officer
Sell	2024-11-01	2,000	3,153,359	1576.7	GIANCARLO CHARLES H	Director
Sell	2024-11-01	584	920,781	1576.7	MCCOOL JOHN F.	Officer
Sell	2024-11-01	624	983,848	1576.7	TAXAY MARC	General Counsel
Sell	2024-10-22	373	591,668	1586.2	BATTLES KELLY BODNAR	Director
Grant	2024-10-07	20,000	341,700	17.1	DUDA KENNETH	Chief Technology Officer
Grant	2024-10-07	20,000	31,403,200	1570.2	DUDA KENNETH	Chief Technology Officer
Sell	2024-10-07	40,000	62,806,400	1570.2	DUDA KENNETH	Chief Technology Officer
Grant	2024-10-02	836	47,305	56.6	ULLAL JAYSHREE	Chief Executive Officer
Sell	2024-10-02	836	1,302,890	1558.5	ULLAL JAYSHREE	Chief Executive Officer
Grant	2024-10-01	624	36,250	58.1	TAXAY MARC	General Counsel
Grant	2024-10-01	580	33,561	57.9	MCCOOL JOHN F.	Officer
Sell	2024-10-01	2,000	3,054,801	1527.4	GIANCARLO CHARLES H	Director
Sell	2024-10-01	580	885,892	1527.4	MCCOOL JOHN F.	Officer
Sell	2024-10-01	624	953,098	1527.4	TAXAY MARC	General Counsel
Sell	2024-09-17	2,000	2,887,600	1443.8	GIANCARLO CHARLES H	Director
Sell	2024-09-16	372	534,430	1436.6	BATTLES KELLY BODNAR	Director
Grant	2024-09-06	20,000	341,700	17.1	DUDA KENNETH	Chief Technology Officer
Grant	2024-09-06	20,000	25,144,808	1257.2	DUDA KENNETH	Chief Technology Officer
Sell	2024-09-06	38,311	48,166,137	1257.2	DUDA KENNETH	Chief Technology Officer
Sell	2024-09-06	1,689	2,123,479	1257.2	DUDA KENNETH	Chief Technology Officer
Grant	2024-09-03	624	36,250	58.1	TAXAY MARC	General Counsel
Grant	2024-09-03	584	33,805	57.9	MCCOOL JOHN F.	Officer
Grant	2024-09-03	832	47,079	56.6	ULLAL JAYSHREE	Chief Executive Officer
Sell	2024-09-03	584	763,218	1306.9	MCCOOL JOHN F.	Officer
Sell	2024-09-03	4,497	5,877,039	1306.9	TAXAY MARC	General Counsel
Sell	2024-09-03	832	1,087,324	1306.9	ULLAL JAYSHREE	Chief Executive Officer
Grant	2024-08-26	20,000	341,700	17.1	DUDA KENNETH	Chief Technology Officer
Grant	2024-08-26	20,000	27,575,192	1378.8	DUDA KENNETH	Chief Technology Officer
Sell	2024-08-26	38,408	52,955,399	1378.8	DUDA KENNETH	Chief Technology Officer
Sell	2024-08-26	1,592	2,194,985	1378.8	DUDA KENNETH	Chief Technology Officer
Sell	2024-08-21	2,575	3,665,666	1423.6	MCCOOL JOHN F.	Officer
Sell	2024-08-21	17,752	25,271,030	1423.6	ULLAL JAYSHREE	Chief Executive Officer
Sell	2024-08-06	216	279,539	1294.2	BATTLES KELLY BODNAR	Director

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