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Arista Networks Inc.
ANET
215.83 (-0.79%) 1.71
Market cap
$272.21(B)
Earnings date
Nov-02-2026
Category
Sector
Information Technology
Industry
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. Arista Networks Inc. was formerly known as Arastra Inc. and changed its name to Arista Networks Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara California.
EV: $270.91(B)
Total Equity: $14.80(B)
Debt/Equity: 0.00
Dividend/share: $0.0
Div. yield: 0.00%
P/E: 67.24
Forward P/E: 52.51
P/FCF: 52.77
P/S: 25.76
P/B: 18.40
EPS: $3.2
EPS (fwd): $4.1
FCF/share: $4.1
Revenue/share: $8.4
Book value/share: $11.7
ROIC: 31.7%
ROA: 21.7%
ROE: 31.7%
Margins: Gross | Op. | Net
63.0% | 42.9% | 38.4%
0.0%of Portfolio
My holdings
Day change
Total change

ANET Valuation & Price Targets

Favorite Valuation Methods

PEvaluation
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Analyst targets
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DCF (2-stage)
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More Valuation Methods

DCF (simple)
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DCF (exit mult.)
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DDM
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EPS growth
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Revenue growth
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Peter Lynch FV
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Graham No.
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PEvaluation

CURRENT PRICE
$216
58% Overvalued
BEAR
BASE
BULL
Fair P/E
Margin of safety
EPS
Market Model
ROICRevenue growthFCF MarginShares outstan...Debt/EquityDebt/EBITDA
Economic moat: None/narrow

EPS Estimates

LowAvgHigh#
FY+14.04.14.228
FY+24.75.25.728
FY+35.26.47.019
FY+47.67.88.03
FY+59.29.29.21

Analyst Price Targets

CURRENT PRICE
$216
14% Undervalued
BEAR
BASE
BULL

Analyst Recommendations

Strong Buy7
Buy23
Hold1
Sell0
Strong Sell0

2-stage DCF

First Stage Duration: 5 Years
Starting Free Cash Flow
First Stage Growth Rate
Low
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High
Terminal Growth Rate
Low
Mid
High
Discount Rate

Discounted Cash Flow

Forecast years: 5 Years
Terminal Growth Rate
Low
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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: 5 Years
Exit FCF Multiple
Low
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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%

Dividend Discount Model

Annual Dividend
First Stage Length (Years): 0 Years
First Stage Growth Rate
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Final Growth Rate
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EPS Growth

Forecast years: 5 Years
Starting EPS
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Final P/E
Low
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High
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Revenue Growth Valuation

Forecast Years: 10 Years
Base Revenue
Revenue Growth Rate
Low
Mid
High
Final Net Margin
Low
Mid
High
Final P/E Ratio
Low
Mid
High
Discount Rate

Peter Lynch Fair Value

Earnings Per Share
Growth Rate
Low
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High

Graham Formula

Earnings Per Share
EPS Growth (7-10 years)
Low
Mid
High
Government Bond Rate