Technology
Arista Networks, Inc.(ANET)
Data coverage status · 6 need attention
Quote through 2026-08-05T13:30:00Z · Stale
Quote synced 2026-08-05T13:31:42.151385Z
Daily bars through 2026-08-04 · Delayed
Daily bars synced 2026-08-05T02:56:46.123723Z
Fundamentals through 2025-12-31 · Stale
Fundamentals synced 2026-08-05T20:32:43.138618Z
Forecasts: Stale
Forecasts synced 2026-05-04T10:24:52.794731Z
Ownership through 2025-12-31 · Stale
Ownership synced 2026-08-05T20:32:43.138618Z
Short interest through 2025-12-31 · Stale
Short interest synced 2026-08-05T20:32:43.138618Z
News through 2026-07-16T00:40:55Z · Stale
News synced 2026-07-16T15:09:17.124886Z
Company profile: Delayed
Company profile synced 2026-05-06T22:03:36.368324Z
Regular-session price
Offline$213.01
+11.81% regular session
1Y Change
+70.16%
Window
Aug 5, 2025 → Aug 5, 2026
- Market Cap
- $217.36B
- P/E
- 61.8
- Trailing
- 52W Range
- $106.99 - $194.35
- Volume
- 8.99K
- 0.0x RVOL
Investment Snapshot
Valuation, growth, profitability, catalysts, and benchmark context.
1D
+11.8%
1M
+16.0%
6M
+56.2%
YTD
+50.4%
1Y
+70.2%
- Market Cap
- $217.36B
- NYSE
- P/E
- 61.8
- Trailing valuation
- Revenue Growth
- +28.6%
- TTM growth
- EPS Growth
- +22.9%
- TTM earnings growth
- Operating Margin
- 42.8%
- TTM profitability
- Forward P/E
- —
- Waiting on consensus EPS
- Next Earnings
- Aug 5, 2026
- Today
- 52W Position
- 100%
- $106.99 - $194.35
- Volume
- 0.0x
- 8.99K shares latest
- Benchmark
- +47.58 pts
- vs SPY over 1Y
- Dividend
- $0.00 annual
- No dividend date in database
Coverage: 251 bars · Aug 5, 2025 → Aug 5, 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 listed on NYSE. The stock last traded around $213.01 and up 70.2% across the available one-year price window (Aug 5, 2025 → Aug 5, 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 +11.8% peer median
Operating Margin
Above sector median
+42.8% vs +27.8% peer median
P/E
Above sector median
61.8 vs 19.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
Q2 2026 was reported on May 5, 2026 with an EPS surprise of +7.4%.
The operating story is still moving forward
Revenue is running at +28.6% and EPS at +22.9%, with operating margin around 42.8%.
The next real check-in already has a date
The next earnings event is scheduled for Aug 5, 2026, which is the clearest near-term catalyst for confirming whether the current trend is holding up.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -9.3% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Delta | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 May 5, 2026 | +7.4% | -13.6% | -16.3% | +2.4% |
Q1 2026 Mar 6, 2026 | +445.5% | +3.2% | +0.5% | -5.0% |
Q4 2025 Nov 4, 2025 | +5.6% | -8.6% | -12.1% | -16.8% |
Benchmark Edge
ANET vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
Relative Read
Mixed setup vs SPY
ANET is 47.58 pts ahead over the shared 1Y window.
ANET had 19.19 pts deeper max drawdown than SPY.
ANET beat SPY in 2 of 2 calendar years shown and trailed in 0.
ANET
+70.16%
Normalized return
SPY
+22.58%
S&P 500
Excess Return
+47.58 pts
Relative to SPY
ANET Max Drawdown
-28.33%
Trailing 1Y
SPY Max Drawdown
-9.13%
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for ANET and SPY.
| Year | ANET | SPY | Excess | Leader |
|---|---|---|---|---|
| 2026 | +50.44% | +12.67% | +37.77 pts | ANET |
| 2025 | +12.12% | +9.40% | +2.72 pts | ANET |
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
Statistics & 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
- —
- Current Ratio
- 2.32
Ownership & Float
- Float
- 1.04B
- Short Interest
- 1.9%
- Insider Owned
- 17.3%
- Institutional Owned
- 72.9%
Earnings Reports
Latest News
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.