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Arista Networks, Inc. (ANET)

170.80 +11.64 (+7.31%)
At close: November 6 at 4:00:03 PM EST
170.80 0.00 (0.00%)
After hours: 7:59:37 PM EST
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34m ago
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Arista Networks reported record third-quarter revenue of $3.66 billion, up 58.5% year over year, and raised its 2026 outlook. Management also outlined approximately $18.5 billion of 2027 revenue, supported by expected AI networking growth and expanding enterprise demand. The company’s results and outlook drove renewed investor interest after a policy-related selloff in AI infrastructure stocks.

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  • Previous Close 159.16
  • Open 172.80
  • Bid 170.00 x 30000
  • Ask 172.00 x 40000
  • Day's Range 167.15 - 173.20
  • 52 Week Range 114.52 - 217.41
  • Volume 11,975,777
  • Avg. Volume 6,117,815
  • Market Cap (intraday) 215.789B
  • Beta (5Y Monthly) 1.64
  • PE Ratio (TTM) 45.79
  • EPS (TTM) 3.73
  • Earnings Date Nov 3, 2026
  • Forward Dividend & Yield -- (0.00%)
  • 1y Target Est 250.00
  • Morningstar Rating Rating available with Stock Picks access

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.

www.arista.com

5,115

Full Time Employees

December 31

Fiscal Year Ends

Technology

Sector

Recent News

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Performance Overview

Trailing total returns as of 11/6/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

ANET
30.35%
S&P 500 (^GSPC)
7.76%

1-Year Return

ANET
27.44%
S&P 500 (^GSPC)
9.77%

3-Year Return

ANET
221.04%
S&P 500 (^GSPC)
68.96%

5-Year Return

ANET
415.10%
S&P 500 (^GSPC)
57.04%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 3.66B
Earnings 1.56B
Profit Margin 42.66%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
1B
2B
3B
38.0%
39.0%
40.0%
41.0%
42.0%

Analyst Insights

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Analyst Price Targets

205.00
250.00 Average
170.80 Current
305.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 11/4/2026
Analyst UBS
Rating Action Maintains
Rating Buy
Price Action Raises
Price Target 259 -> 291

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    39.97%

  • Return on Assets (ttm)

    15.04%

  • Return on Equity (ttm)

    33.52%

  • Revenue (ttm)

    11.89B

  • Net Income Avi to Common (ttm)

    4.75B

  • Diluted EPS (ttm)

    3.73

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    14.36B

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    3B

Company Insights

Research Reports

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