Technology
Arista Networks, Inc.(ANET)
Live Price
Offline$163.24
+4.37% today
1Y Change
+84.52%
Window
Jun 23, 2025 โ Jun 18, 2026
- Market Cap
- $217.36B
- Revenue Growth
- +28.6%
- EPS Growth
- +22.9%
- Dividend Yield
- 0.0%
Coverage: 249 bars ยท Jun 23, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Arista Networks, Inc. (ANET) is a Technology stock with a market cap of $217.36B and listed on NYSE. The stock last traded around $163.24 and up 84.5% across the available one-year price window (Jun 23, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +28.6%, EPS growth of +22.9%, a dividend yield of 0.0%. What stands out right now is revenue +28.6%, EPS +22.9%, free cash flow +15.7% with operating margin 42.8% and ROIC 22.6%. Valuation already assumes a fairly strong business story at P/E 61.8 and price/sales 24.1. Overall, the current profile looks closer to a quality compounder than a generic broad-market placeholder. Stock Foundry combines ANET price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Technology peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+28.6% vs +11.9% peer median
Operating Margin
Above sector median
+42.8% vs +22.0% peer median
P/E
Above sector median
61.8 vs 18.5 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +28.6% and EPS at +22.9%, with operating margin around 42.8%.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -10.0% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | -13.6% | -16.3% | +2.4% |
2026 Feb 12, 2026 | +8.2% | +4.8% | -1.7% | -1.1% |
2025 Nov 4, 2025 | +4.5% | -8.6% | -12.1% | -16.8% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
ANET
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
ANET Max Drawdown
-28.33%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ANET and SPY.
Company Overview
Arista Networks, Inc.
New York Stock Exchange
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.
- Leadership
- Jayshree V. Ullal
- IPO Date
- Jun 6, 2014
- Employees
- 4.4k
- Street Address
- 5453 Great America Parkway
- Mailing
- Santa Clara, CA, 95054
- Region
- Santa Clara, CA, US
- Reporting Currency
- USD
- Investor Line
- 408 547 5500
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 61.8
- EV/EBITDA
- 54.8
- Price/Sales
- 24.1
- Price/Book
- 17.6
Growth
- Revenue
- +28.6%
- EPS
- +22.9%
- Free Cash Flow
- +15.7%
Profitability
- Gross Margin
- 64.1%
- Operating Margin
- 42.8%
- Net Margin
- 39.0%
- ROE
- 31.0%
- ROIC
- 22.6%
Balance Sheet
- Debt/Equity
- โ
- Current Ratio
- 3.05
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.