/ANET
Arista Networks, Inc.
ANET • NYSEANET • NYSE • Technology
$134.83+8.21%+10.23
$134.83+8.21%(+10.23)Technology
GoAI Score
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Valuation
50Fair Value
Sentiment
100Bullish
Risk
62Low Risk
Momentum
59Neutral
Institutional-Grade Intelligence
🏆PRO
Actionable Intelligence
AI-driven stance, execution logic & risk thresholds
Catalyst Roadmap
Event timeline with expected impact & market context
Deep Insights
Fact-checked analysis & score logic breakdown
Financial Statements
Margin Trends
Gross
63.7%▼0.4pp
Revenue after COGS
Operating
42.5%▲0.4pp
After operating expenses
Net
39.0%▼1.7pp
Bottom-line profitability
Gross Margin
Operating Margin
Net Margin
Valuation Snapshot
P/E Ratio
46.9
Price vs earnings
EV/EBITDA
41.8
Enterprise value
FCF Yield
2.6%
Cash generation
Earnings Yield
2.1%
Inverse of P/E
Capital Efficiency
23
GoAI Quality ScoreStrong
ROEReturn on Equity
28.4%Strong
ROAReturn on Assets
18.1%Strong
ROICReturn on Invested Capital
22.5%Strong
Financial Health
Current RatioHealthy
3.05
Short-term solvency (>1.5)
Net Debt / EBITDANet Cash
-0.50x
Debt repayment capacity (<3x)
Income QualityStrong
1.25
Cash backs earnings (>1)
Revenue & Profitability
Revenue
Net Income
Net Loss
Income Statement
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B |
| Gross Profit | $5.74B | $4.49B | $3.63B | $2.68B | $1.88B |
| Gross Margin | 63.7% | 64.1% | 61.9% | 61.1% | 63.8% |
| Operating Income | $3.83B | $2.94B | $2.26B | $1.53B | $924.74M |
| Net Income | $3.51B | $2.85B | $2.09B | $1.35B | $840.85M |
| Net Margin | 39.0% | 40.7% | 35.6% | 30.9% | 28.5% |
| EPS | $2.79 | $2.27 | $1.69 | $1.10 | $0.69 |
Average Price Target
$183.00▲ 35.7% Upside
Past 12 Months
12 Month Forecast
Based on 50 Wall Street analysts offering 12 month price targets for Arista Networks, Inc., the average price target is $183.00, with a high forecast of $200.00 and a low forecast of $165.00. The average price target represents a 35.7% increase from the current price of $134.83.
Highest
$200.00
Average
$183.00
Lowest
$165.00
Rating Distribution
Strong Buy
0
0%
Buy
37
73%
Hold
14
27%
Sell
0
0%
Strong Sell
0
0%
Recent Analyst Ratings
FirmActionRatingDate
Needham● Maintain
Buy
2026-02-18Evercore ISI Group● Maintain
Outperform
2026-02-13Keybanc● Maintain
Overweight
2026-02-13Goldman Sachs● Maintain
Buy
2026-02-13Barclays● Maintain
Overweight
2026-02-13Piper Sandler● Maintain
Overweight
2026-02-13Wells Fargo● Maintain
Overweight
2026-02-13Needham● Maintain
Buy
2026-02-13Rosenblatt● Maintain
Neutral
2026-02-13Rosenblatt● Maintain
Neutral
2026-02-10Earnings History & Surprises
BEAT RATE
100%
Last 18 quarters
AVG SURPRISE
+12.3%
EPS vs Estimate
BEATS / MISSES
18/0
Last 18 quarters
LATEST EPS
$0.82
Q1 '26
QUARTERLY EPS TREND
Estimated
Beat
Miss
QUARTERLY DETAIL
Q1 '26
+8.2%
$0.82 vs $0.76
Q4 '25
+4.5%
$0.75 vs $0.72
Q3 '25
+12.5%
$0.73 vs $0.65
Q2 '25
+10.2%
$0.65 vs $0.59
Q1 '25
+14.6%
$0.65 vs $0.57
Q4 '24
+15.4%
$2.40 vs $2.08
Q3 '24
+7.7%
$2.10 vs $1.95
Q2 '24
+14.4%
$1.99 vs $1.74
Q1 '24
+22.4%
$2.08 vs $1.70
Q4 '23
+15.8%
$1.83 vs $1.58
Q3 '23
+9.7%
$1.58 vs $1.44
Q2 '23
+6.7%
$1.43 vs $1.34
No investor questions available.
Latest News
No news available