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Arista Networks, Inc. ANET SPXR3KAITECH

Technology · Computer Hardware · United States
https://www.arista.com
Company Profile ↓
$193.78
+40.41% 1Y
Mkt Cap$244.40B
P/E61.52
P/B16.07
52W High$210.50
52W Low$116.13
Book Value$11.74
EPS (TTM)$3.15

Company Overview

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.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 31.5%, reflecting efficient use of shareholder capital.

Healthy Capital Returns

Return on capital employed stands at 27.4%.

Consistent Profit Growth

Net profit has compounded at 53.0% per year over the last five years.

Steady Revenue Expansion

Revenue has grown at a 37.7% CAGR over the past five years.

Healthy Margins

Maintains a net profit margin of 38.4%.

Conservative Balance Sheet

Carries low leverage with a debt-to-equity ratio of 0.36.

Recent Developments

  • Dec 2025 Revenue of $9.01B (+28.6% YoY); net profit $3.51B.
  • Trailing 12 Months Year-on-year growth — revenue +37.7%, earnings +35.7%.
  • 5-Year Trend Long-term compounding — revenue CAGR 37.7%, profit CAGR 53.0%.

Growth & Price Performance

Compounded Sales Growth

5 Years:37.72%
1 Year:37.70%

Compounded Profit Growth

5 Years:52.99%
1 Year:35.70%

Stock Price Performance

1 Year:+40.41%
6 Months:+45.82%
3 Months:+25.61%
1 Month:+0.76%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

AI Exposure AI AI Networking
Core Focus

400/800G Ethernet switches for AI back-end fabrics; Etherlink architecture vs InfiniBand.

Key Initiatives
  • AI networking for data centres Arista's high-speed Ethernet switches and EOS software connect GPU clusters — its AI back-end networking is a major growth driver with large hyperscaler deployments.
  • Ultra Ethernet & AI fabrics Arista is a leader in Ethernet-based AI fabrics, positioned as the open alternative to InfiniBand for large AI clusters.
  • AI-driven network operations EOS and CloudVision use telemetry and analytics to automate and optimise large networks.
Why Investors Should Care
  • Premier AI-data-centre networking play with ~38% net margins and ROE ~32%.
  • Ethernet-for-AI adoption is a multi-year tailwind tied to GPU-cluster scaling.
  • Strong free cash flow and a net-cash balance sheet.
  • Hyperscaler customer concentration and competition (NVIDIA, Cisco) are key risks.
AI InvestmentSignificant ASIC + EOS software R&D.
AI RevenueAI back-end revenue scaling; major Meta/Microsoft wins.
ROI (Now)Operating margin >40% (best-in-class).
ROI (Expected)AI cluster Ethernet share gain from InfiniBand.

Curated from public filings and analyst commentary; figures are illustrative.

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Price Chart

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Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 31.5%.
  • Healthy ROCE of 27.4%.
  • Excellent profit margin of 38.4%.
  • Compounding revenue at 37.7% over 5 years.
  • Profit CAGR of 53.0% over 5 years.
  • Generates positive free cash flow.

CONS

  • Trading at a high P/E of 61.5.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
61.52
Industry PE
32.42
Forward P/E
37.95
PEG Ratio
2.52
Book Value
$11.74
Price to Book
16.07
P/S
22.57
EV/EBITDA
49.40
Dividend Yield
0.00%

Growth (CAGR)

Revenue 5Y
37.72%
Profit 5Y
52.99%
Revenue (YoY)
37.70%
Earnings (YoY)
35.70%

Profitability & Returns

ROCE
27.40%
ROE
31.48%
ROA
14.12%
Profit Margin
38.37%
Op Margin
45.39%
Gross Margin
63.00%
EPS (Latest Qtr)
$0.95
EPS (TTM)
$3.15

Balance Sheet & Liquidity

Debt/Equity
0.36
Quick Ratio
2.29
Current Ratio
2.96
Debt
$0
Total Assets
$23.72B
Current Assets
$18.56B
Working Capital
$11.01B

Ownership

Promoter Holding
17.25%
Chg in Prom Hold
0.01%
FII / Inst Holding
73.30%
Chg in FII Hold
-0.31%

Financial Snapshot

Enterprise Value
$244.40B
Total Revenue (TTM)
$10.54B
EBITDA
$4.64B
Free Cash Flow
$3.89B
Operating Cash Flow
$5.31B
Shares Outstanding
1.26B
Gross Margin
63.00%
Payout Ratio
0.00%

Peer comparison

Peer companies in the same sector (Technology).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ANET Arista Networks, Inc. SPXR3KAITECH 193.78 61.52 $244.40B 0.00% 27.40% 31.48% 37.72% 52.99%
2 NVDA NVIDIA Corporation NDXSPXR3KAITECH 230.36 35.28 $5.58T 0.46% 74.66% 114.29% 24.64% 32.12%
3 AAPL Apple Inc. NDXSPXR3KTECH 319.97 36.69 $4.67T 0.35% 68.72% 148.75% 1.81% 3.92%
4 MSFT Microsoft Corporation NDXSPXR3KAITECH 499.70 27.85 $3.71T 0.73% 26.33% 34.04% 9.93% 11.90%
5 TSM Taiwan Semiconductor Manufacturing Company Limited AITECH 426.34 37.46 $2.21T 0.91% 30.20% 39.97% 18.94% 19.57%
6 AVGO Broadcom Inc. NDXSPXR3KAITECH 357.90 59.55 $1.70T 0.62% 16.70% 37.28% 17.04% 54.08%
7 MU Micron Technology, Inc. NDXSPXR3KAITECH 1,016.59 22.97 $1.15T 0.06% 13.69% 66.64% 13.68% 26.02%
8 AMD Advanced Micro Devices, Inc. NDXSPXR3KAITECH 477.57 122.14 $779.62B 0.00% 5.47% 10.20% 11.81% 66.28%
9 ASML ASML Holding N.V. NDXAITECH 1,714.88 58.49 $658.69B 0.53% 42.97% 53.94% 15.55% 19.55%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue ------335.48M405.21M437.63M467.87M472.49M519.85M563.31M595.73M595.42M608.32M654.41M552.55M523.03M540.57M605.43M648.48M667.56M707.32M748.70M877.07M1.05B1.18B1.35B1.46B1.51B1.57B1.69B-2.00B2.20B2.31B2.49B2.71B3.04B
Cost of Revenue ----------------------------------728.70M766.20M818.10M924.00M1.03B-
Gross Profit 141.75M156.17M155.09M171.45M186.42M210.16M214.21M259.78M280.62M307.17M302.92M333.88M361.58M374.99M380.57M390.19M417.27M356.30M338.25M344.09M384.96M414.58M425.27M454.18M478.62M553.85M643.26M709.98M804.51M884.13M942.42M1.00B1.10B-1.28B1.44B1.49B1.56B1.68B1.91B
Operating Expenses ----------------------------------417.30M452.40M512.00M530.90M519.00M-
Operating Income 31.30M49.40M49.73M53.16M63.02M77.50M73.42M116.63M140.83M139.39M138.74M-239.80M180.77M193.64M194.34M206.84M228.61M175.99M149.66M166.99M188.40M194.64M206.29M219.37M233.29M277.99M362.85M417.35M484.58M530.06M602.70M660.20M699.60M-858.80M986.20M978.20M1.03B1.16B1.38B
EBITDA ----------------------------------872.60M999.00M1.00B1.06B1.18B-
Interest Expense ----------------------------------------
Pretax Income ----------------------------------955.00M1.08B1.08B1.14B1.27B-
Tax Provision ----------------------------------141.20M191.40M224.10M181.60M248.50M-
Net Income 28.69M43.92M35.24M38.90M51.26M58.78M82.96M102.69M133.72M103.83M144.54M-155.27M168.52M170.32M201.03M189.25M208.90M260.69M138.43M144.79M168.38M182.96M180.37M196.89M224.31M272.26M299.10M354.00M436.47M491.88M545.33M637.70M665.40M-813.80M888.80M853.00M955.80M1.02B1.21B
Diluted EPS 0.390.600.480.530.690.791.071.301.681.291.79-2.082.082.102.472.332.593.251.731.832.122.310.570.620.700.850.941.131.381.551.720.500.52-0.640.700.670.750.800.95
R&D Expense 58.75M57.41M62.52M69.02M70.65M71.40M81.61M81.19M79.61M107.18M102.36M104.08M117.59M118.44M119.67M114.30M118.73M110.06M113.15M111.54M128.05M133.85M132.49M143.29M153.09M172.01M178.16M187.81M201.41M229.68M212.35M208.40M267.50M235.80M266.40M296.50M326.00M-343.70M348.20M

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 193.41M361.22M584.11M837.59M1.13B1.65B2.15B2.41B2.32B-4.38B5.86B7.00B9.01B
Cost of Revenue ---------1.07B1.71B2.23B2.51B-
Gross Profit 132.16M238.54M392.09M543.56M723.12M1.06B1.37B1.54B1.48B-2.68B3.63B4.49B5.77B
Operating Expenses ----------1.15B1.37B1.55B1.91B
Operating Income 39.90M66.15M125.51M149.31M243.41M470.27M273.35M805.77M699.68M-1.53B2.26B2.94B3.86B
EBITDA ----------1.59B2.33B3.01B3.93B
Interest Expense --------------
Pretax Income ----------1.58B2.42B3.27B4.25B
Tax Provision ----------229.35M334.70M413.00M738.30M
Net Income 21.35M42.46M86.85M121.10M184.19M423.20M328.12M859.87M634.56M-1.35B2.09B2.85B3.51B
Diluted EPS 0.390.721.291.672.505.354.062.662.00-1.071.652.232.75
R&D Expense 55.16M98.59M148.91M209.45M273.58M349.59M442.47M462.76M486.59M586.75M728.39M854.90M996.70M1.24B

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --364.52M811.02M1.16B1.73B2.46B3.08B4.19B4.74B-6.78B9.96B14.04B19.45B
Current Assets -----------5.55B8.40B11.91B16.39B
Cash & Equivalents 70.72M88.66M113.66M240.03M687.33M567.92M859.19M649.95M1.11B893.22M-671.71M1.94B2.76B1.96B
Inventory -----------1.29B1.95B1.83B2.25B
Receivables ----------516.51M923.10M1.03B1.14B-
Total Liabilities --286.79M255.37M371.74M621.19M798.95M938.59M1.29B1.42B-1.89B2.74B4.05B7.08B
Current Liabilities --209.34M144.37M235.01M459.55M529.90M606.50M597.07M768.24M-1.29B1.92B2.73B5.38B
Long Term Debt --0------------
Total Debt ----------56.53M43.96M---
Total Equity -8.19M18.91M77.73M555.66M788.15M1.11B1.66B2.14B2.89B3.32B-4.89B7.22B9.99B12.37B
Shares Outstanding -----------1.23B1.25B1.26B1.26B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 26.31M34.65M131.88M237.78M174.29M631.63M503.12M963.03M735.11M-492.81M2.03B3.71B4.37B
Investing Cash Flow -12.35M-19.49M-249.36M184.17M-325.77M-391.32M-755.11M-284.07M-608.80M-216.33M-687.50M-2.46B-3.58B
Financing Cash Flow 3.98M9.89M243.98M25.85M32.74M51.47M42.85M-217.96M-346.34M--654.60M-83.80M-421.80M-1.60B
Capital Expenditure -3.31M-20.32M-13.13M-19.99M-21.42M-15.28M-23.83M-15.75M---44.64M-34.40M-32.00M-119.50M
Free Cash Flow 22.99M14.33M118.74M217.79M152.88M616.35M479.29M947.28M--448.17M2.00B3.68B4.25B
Net Change in Cash ----------54.54M1.26B829.10M-800.20M
Share Buybacks -----00266.14M395.17M411.64M670.29M112.30M423.60M1.60B

Ratios (Annual)

Figures in %.

Metric Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % 68.3%66.0%67.1%64.9%64.0%64.5%63.8%64.1%63.9%-61.1%61.9%64.1%64.1%
Operating Margin % 20.6%18.3%21.5%17.8%21.6%28.6%12.7%33.4%30.2%-34.9%38.5%42.0%42.8%
Net Margin % 11.0%11.8%14.9%14.5%16.3%25.7%15.3%35.7%27.4%-30.9%35.6%40.7%39.0%
ROE % 112.9%54.6%15.6%15.4%16.6%25.5%15.3%29.7%19.1%-27.7%28.9%28.5%28.4%
ROCE % -42.6%18.8%16.1%19.2%24.4%11.0%22.5%17.6%-27.9%28.1%26.0%27.4%

Shareholding Pattern

Insiders
17.25%
Institutions
73.30%
Public Float
88.58%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 7.25% 91.38M $17.85B
2 Vanguard Capital Management LLC 5.45% 68.69M $13.42B
3 State Street Corporation 3.82% 48.17M $9.41B
4 FMR, LLC 3.75% 47.35M $9.25B
5 Geode Capital Management, LLC 2.18% 27.51M $5.37B
6 Vanguard Portfolio Management LLC 2.05% 25.81M $5.04B
7 Price (T.Rowe) Associates Inc 1.84% 23.23M $4.54B
8 Morgan Stanley 1.56% 19.70M $3.85B
9 Cresset Asset Management, LLC 1.54% 19.37M $3.78B
10 Capital Research Global Investors 1.04% 13.16M $2.57B

Analyst View

Loading analyst coverage…

Latest News

Recent headlines for ANET

Yahoo Finance Mon, 07 Sep 2026

Here is Why Growth Investors Should Buy Arista Networks (ANET) Now

Arista Networks (ANET) possesses solid growth attributes, which could help it handily outperform the market.

Yahoo Finance Fri, 04 Sep 2026

How Much Track Is Left For ANET Stock?

This AI networking star has a powerful business engine and a stock chart to match, but a recent pullback raises the question of whether the price of admission is simply too high.

Yahoo Finance Fri, 04 Sep 2026

ANET Rises 37.3% in Six Months: Is There More Room to Grow?

Arista Networks has surged 37.3% in six months as AI demand, supply-chain gains and strong cash flow fuel its growth outlook.

Yahoo Finance Fri, 04 Sep 2026

Arista Networks Offers Entry After 42% Gain Amid Earnings Beat; Data Center Demand Surging

Arista Networks is rebounding from its 50-day moving average, offering a buying opportunity after an earnings beat in August.

Yahoo Finance hu, 03 Sep 2026

The "Untouchable" List: Stocks That Short Sellers Won't Dare Bet Against

Why Short Sellers Are Running Scared from These Stocks

Yahoo Finance hu, 03 Sep 2026

Ciena Tumbles 10% as In-Line Guidance Overshadows Earnings Beat, Arista Edges Higher

Ciena just posted a record quarter with earnings well above estimates, yet its stock cratered 10% while networking peers Arista and Cisco held firm or climbed. The divergence points to a specific pressure point that separates Ciena's story …

ANET — Frequently Asked Questions

What is the current share price of Arista Networks, Inc. (ANET)?

As of 2026-09-07 16:24 PDT, Arista Networks, Inc. (ANET) trades at $193.78 on NYSE. Its 52-week range is $116.13 to $210.50.

What is the market capitalisation of ANET?

Arista Networks, Inc. (ANET) has a market capitalisation of $244.40B on NYSE.

What is the P/E ratio of ANET?

ANET trades at a trailing price-to-earnings (P/E) ratio of 61.52. The industry average P/E is 32.42. Its price-to-book (P/B) ratio is 16.07.

What is the return on equity (ROE) of ANET?

ANET has a return on equity (ROE) of 31.48%. Its return on capital employed (ROCE) is 27.40%.

Is ANET a good stock to buy?

This page provides a data-driven analysis of Arista Networks, Inc. (ANET), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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