ANET

Prezzo Arista Networks, Inc.

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ANET
$141,38
+$0,55(+0,39%)

*Data last updated: 2026-05-10 06:47 (UTC+8)

As of 2026-05-10 06:47, Arista Networks, Inc. (ANET) is priced at $141,38, with a total market cap of $178,51B, a P/E ratio of 46,94, and a dividend yield of 0,00%. Today, the stock price fluctuated between $138,59 and $143,99. The current price is 2,01% above the day's low and 1,81% below the day's high, with a trading volume of 17,47M. Over the past 52 weeks, ANET has traded between $126,25 to $179,40, and the current price is -21,19% away from the 52-week high.

ANET Key Stats

Yesterday's Close$141,75
Market Cap$178,51B
Volume17,47M
P/E Ratio46,94
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)2,95
Net Income (FY)$3,51B
Revenue (FY)$9,00B
Earnings Date2026-08-04
EPS Estimate0,86
Revenue Estimate$2,81B
Shares Outstanding1,25B
Beta (1Y)1.673

About ANET

Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, 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.
SectorTechnology
IndustryComputer Hardware
CEOJayshree V. Ullal
HeadquartersSanta Clara,CA,US
Official Websitehttps://www.arista.com
Employees (FY)5,11K
Average Revenue (1Y)$1,76M
Net Income per Employee$686,49K

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Hot Posts su Arista Networks, Inc. (ANET)

ForkLibertarian

ForkLibertarian

1 ore fa
Key Morningstar Metrics for Arista Networks ------------------------------------------- * Fair Value Estimate : $190.00 * Morningstar Rating : ★★★ * Morningstar Economic Moat Rating : Wide * Morningstar Uncertainty Rating : High What We Thought of Arista Networks’ Earnings -------------------------------------------- Arista Networks’ ANET first-quarter revenue and operating margin came in ahead of guidance, and management raised its full-year outlook for total revenue and artificial intelligence revenue. Shares dropped 13% after hours, likely due to full-year guidance missing even stronger expectations. **Why it matters:** Arista’s fundamentals are excellent. First-quarter revenue rose 35% year over year, and second-quarter guidance implies 29% year-on-year growth. AI infrastructure spending is supporting robust networking demand, benefiting Arista in the medium term, in our view. * Investors are used to beat-and-raises, as Arista guides conservatively. New guidance met our above-sell-side-consensus model, which was likely below buy-side investor “bogeys.” We focus on the long-term growth trend, which is highly positive, as we know AI sales can be lumpy quarter to quarter. * Arista again noted supply constraints, with lead times reaching 52 weeks. We view 35% growth as extremely impressive amid supply constraints. We expect supply to undershoot demand for the foreseeable future, lengthening the current period of immense shipment growth for Arista. **The bottom line:** We raise our fair value estimate for wide-moat Arista to $190 per share from $175, driven by a stronger forecast for high-speed data center revenue growth over the next three years. After the aftermarket selloff, we see shares as attractive. * We forecast above management guidance, at 30% growth in 2026. Thereafter, we project 25% revenue growth in 2027 and 20% in 2028, followed by mid-teens growth. On top of this, we expect modest non-GAAP operating margin expansion to 49% by 2028, up from 48% in 2025. **Coming up:** Specifically, Arista raised its 2026 sales guide to $11.5 billion (from $11.25 billion) and its 2026 AI sales guide to $3.5 billion (from $3.25 billion). The entire higher guide is generated by AI. We model $200 million above both these figures, and we view management’s outlook as conservative.
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ForkLibertarian

ForkLibertarian

2 ore fa
With the failure of peace talks over the weekend and a renewed surge in oil prices, investors face the continued impact of the damage to Middle East energy infrastructure and limits on shipping through the Strait of Hormuz. In other words, it will be a wait before markets and the global economy return to normal. After last week’s Consumer Price Index report, markets will hit a lull in major economic news. Instead, investors will get a first glimpse of first-quarter earnings as big banks start reporting on Tuesday. In this week’s Markets Brief, we look at what the tea leaves say about the outlook for Federal Reserve rate cuts, a step-back view on the troubles in private credit, and a way for investors to play the continuing artificial intelligence buildout. “Most” Vs. “Many” on Rate Cuts ------------------------------ Just a couple of weeks ago, some bond traders were beginning to think that the Fed’s next move could be to raise interest rates, reversing the expectation of one or two cuts that had been in place before the Iran war. As news of the ceasefire allowed oil prices to fall back from recent highs, the market now shows a 73% chance of no rate cuts in 2026, with almost no chance given to hikes. However, the bond market assigns 24% odds of one rate cut this year. Some analysts point to the past week’s release of minutes from the March Federal Open Market Committee meeting as suggesting that the Fed seems to be in a two-sided position where the next move in rates could be up or down, but the bias is toward cutting. “The minutes from the Fed’s March meeting make it clear that policymakers are grappling with elevated uncertainty for both parts of its mandate, with a small but growing minority favoring a two-sided framework for the next policy move in which rates could come down or go up,” writes Christopher Hodge, chief US economist at Natixis. “However, that minority is outnumbered by those concerned about AI-related downside risk to hiring and the current fragile equilibrium in the labor market. This latter group is larger in both size and in influence, which is why we think the FOMC will be disproportionately responsive to joblessness this year, despite sticky inflation.” Economists at UBS did a deep dive into the wording of the FOMC minutes and came up with the same conclusion. The key was a dissection of the number of times the word “many” was used compared with the word “most” when it came to the economic and policy outlook. “Although ‘many’ thought there might be a reason to raise rates in the future, more, or to be specific, ‘most,’ thought they might need to cut rates more than previously assumed,” UBS economists wrote. Meanwhile, “some” were favoring the two-sided outcome. Out of 12 voting members, “the word ‘some’ would reflect 5 to 7 participants. While 7 might be ‘many,’ 8 or 9 participants almost certainly would no longer be ‘some,’” they explain. The Private Credit Cycle Unfolds -------------------------------- It wasn’t hard to be cynical about private credit markets likely being at a top when money managers pitched the asset class to individual investors by pointing to years of reliably solid returns. These markets boomed in the wake of the 2008 financial crisis as banks, under pressure from regulators, pulled back from lending to smaller, lower-quality business borrowers. The asset class was further fueled by years of lower interest rates, which made its higher yields especially attractive. All that is in the rearview mirror now, with private credit hit by worries that software companies of different stripes—which have been big borrowers in private credit—will see their business models undercut by AI. Now, where there once was hype, there is a lot of handwringing. But Brian Moriarty, principal of fixed-income strategies at Morningstar, wrote recently that private credit is facing its first redemption cycle. Here’s what investors and advisors need to know. Morningstar’s Top Tech Hardware Picks for Optical Networking ------------------------------------------------------------ The Iran war may have rightly diverted investor attention, but the AI infrastructure buildout continues in the background. Morningstar senior analyst William Kerwin recently attended a key fiber optic industry conference, and his takeaway is that companies in the fiber optic space will be growing beneficiaries of the AI boom. > We attended OFC 2026 (formerly the Optical Fiber Communications Conference) and came away bullish on optical connectivity across data centers and artificial intelligence infrastructure. Optical connectivity is a significant bottleneck to, and enabler of, data center and AI model performance. We believe advances in optical technologies will be a key driver to enabling the next generation of generative AI models, and a key driver of stock appreciation throughout technology hardware. > > We see the primary debate for investors playing the optics trend centering around co-packaged optics, and whether it will fully displace copper connectivity. We came away from OFC with conviction in our long-term thesis that co-packaged optics will be complementary to copper connectivity, rather than displacing it. > > > > William Kerwin These are Kerwin’s top picks for the optics trend: * Broadcom AVGO * Marvell Technology MRVL * Arista Networks ANET * Amphenol APH “We see all four as beneficiaries in a transition to CPO, and strong plays on our complementary optical/copper thesis. For Marvell, Arista, and Amphenol, this is the primary driver of our stock calls, while it’s a minority driver for Broadcom,” he explains.
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4 ore fa
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