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Technology - Computer Hardware - NYSE - US
$ 68.17
5.9 %
$ 86 B
Market Cap
30.57
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ANET stock under the worst case scenario is HIDDEN Compared to the current market price of 68.2 USD, Arista Networks, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ANET stock under the base case scenario is HIDDEN Compared to the current market price of 68.2 USD, Arista Networks, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ANET stock under the best case scenario is HIDDEN Compared to the current market price of 68.2 USD, Arista Networks, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ANET

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$130.0$130.0$120.0$120.0$110.0$110.0$100.0$100.0$90.0$90.0$80.0$80.0$70.0$70.0$60.0$60.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
7 B REVENUE
19.50%
2.94 B OPERATING INCOME
30.45%
2.85 B NET INCOME
36.64%
3.71 B OPERATING CASH FLOW
82.31%
-2.46 B INVESTING CASH FLOW
-257.46%
-422 M FINANCING CASH FLOW
-403.66%
1.93 B REVENUE
6.60%
800 M OPERATING INCOME
1.83%
801 M NET INCOME
7.09%
1.03 B OPERATING CASH FLOW
-12.22%
-1.31 B INVESTING CASH FLOW
-250.37%
-130 M FINANCING CASH FLOW
-133.77%
Balance Sheet Arista Networks, Inc.
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Current Assets 11.9 B
Cash & Short-Term Investments 8.3 B
Receivables 1.14 B
Other Current Assets 2.47 B
Non-Current Assets 2.13 B
Long-Term Investments 0
PP&E 98.8 M
Other Non-Current Assets 2.03 B
59.13 %8.12 %17.57 %14.48 %Total Assets$14.0b
Current Liabilities 2.73 B
Accounts Payable 381 M
Short-Term Debt 0
Other Current Liabilities 2.35 B
Non-Current Liabilities 1.32 B
Long-Term Debt 0
Other Non-Current Liabilities 1.32 B
9.41 %58.07 %32.52 %Total Liabilities$4.0b
EFFICIENCY
Earnings Waterfall Arista Networks, Inc.
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Revenue 7 B
Cost Of Revenue 2.51 B
Gross Profit 4.49 B
Operating Expenses 1.55 B
Operating Income 2.94 B
Other Expenses 92.6 M
Net Income 2.85 B
8b8b7b7b6b6b5b5b4b4b3b3b2b2b1b1b007b(3b)4b(2b)3b(93m)3bRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
64.13% GROSS MARGIN
64.13%
42.05% OPERATING MARGIN
42.05%
40.73% NET MARGIN
40.73%
28.54% ROE
28.54%
20.31% ROA
20.31%
22.74% ROIC
22.74%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Arista Networks, Inc.
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4b4b4b4b3b3b3b3b2b2b2b2b1b1b500m500m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 2.85 B
Depreciation & Amortization 1.57 M
Capital Expenditures -32 M
Stock-Based Compensation 355 M
Change in Working Capital 985 M
Others 1.04 B
Free Cash Flow 3.68 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Arista Networks, Inc.
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Wall Street analysts predict an average 1-year price target for ANET of $331 , with forecasts ranging from a low of $115 to a high of $430 .
ANET Lowest Price Target Wall Street Target
115 USD 68.70%
ANET Average Price Target Wall Street Target
331 USD 385.99%
ANET Highest Price Target Wall Street Target
430 USD 530.78%
Price
Max Price Target
Min Price Target
Average Price Target
4504504004003503503003002502502002001501501001005050May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
5. COMPETITION
slide 2 of 13
6. Ownership
Insider Ownership Arista Networks, Inc.
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Sold
0-3 MONTHS
55.4 M USD 7
3-6 MONTHS
65.4 M USD 6
6-9 MONTHS
55.4 M USD 6
9-12 MONTHS
88.9 M USD 8
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
5 High ROE Stocks to Buy as Markets Face Tariff Bloodbath ANET, GLW, JAZZ, AES and PPC are some of the stocks with high ROE to profit from as markets recoiled on tariff war. zacks.com - 1 week ago
Arista Networks, Inc. (ANET) is Attracting Investor Attention: Here is What You Should Know Arista Networks (ANET) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects. zacks.com - 2 weeks ago
Why Arista Networks Stock Plummeted Today Arista Networks (ANET -11.20%) stock got hit with big sell-offs Thursday as the market reacted to the Trump administration's new tariff policies. The company's share price ended the day down 11.1% in a session that saw the S&P 500 fall 4.9% and the Nasdaq Composite sink 6%. fool.com - 2 weeks ago
Wall Street Analysts See Arista Networks (ANET) as a Buy: Should You Invest? Investors often turn to recommendations made by Wall Street analysts before making a Buy, Sell, or Hold decision about a stock. While media reports about rating changes by these brokerage-firm employed (or sell-side) analysts often affect a stock's price, do they really matter? zacks.com - 2 weeks ago
Can ANET Stock Revive its Growth Momentum After the Sudden Slide? With healthy revenue-generating potential driven by robust demand trends, ANET appears poised for solid growth momentum in the long run. zacks.com - 2 weeks ago
Invest in These 5 AI Wealth Destroyers of Q1 Set for a Big Jump in Q2 Five AI stocks currently looks very promising for the rest of 2025 despite negative returns in Q1. These are: APP, APH, AVGO, ANET, MRVL. zacks.com - 2 weeks ago
Arista Networks (ANET) Stock Declines While Market Improves: Some Information for Investors In the latest trading session, Arista Networks (ANET) closed at $77.48, marking a -0.59% move from the previous day. zacks.com - 2 weeks ago
2 Stock-Split AI Stocks to Buy Before They Soar 85% and 105%, According to Certain Wall Street Analysts Super Micro Computer (SMCI -1.27%) completed a 10-for-1 stock split in October 2024, and Arista Networks (ANET -1.28%) completed a 4-for-1 stock split in December 2024. Interestingly, neither stock has beaten the S&P 500 (SNPINDEX: ^GSPC) since the splits were announced, which is somewhat atypical. fool.com - 3 weeks ago
Arista Networks: A Dominant AI Market Force On Sale Arista Networks remains a market leader in AI connectivity and networking solutions, despite temporary setbacks from trade tensions and tariff uncertainties. The Ethernet switching market for data centers is projected to grow in double digits, with Arista Networks continuing to outpace market growth. Arista's valuation is attractive at 24x forward EBITDA, presenting a compelling buying opportunity given its 25% EBITDA growth and market leadership. seekingalpha.com - 3 weeks ago
Arista: A New Growth Chapter With Technology For The AI Infrastructure Boom Arista Networks Inc is a high-growth IT stock with a strong position in AI infrastructure, making it a compelling buy despite recent market volatility. The company's valuation, while not a bargain in terms of the current EV/S ratio, is justified by its continued market shares gains and its projected free cash flow margin of 44%. The company is a leader in the AI Networking space and revenues from the company is projecting $750 million in incremental revenue from back-end AI networking connections. seekingalpha.com - 3 weeks ago
5 High-Quality AI-Infrastructure Stocks to Buy at Lucrative Valuations Five high-quality AI stocks are currently available on the dip at attractive valuations. These are ANET, PATH, JBL, BWXT and FIVN. zacks.com - 3 weeks ago
S&P 500 Gains and Losses Today: Supermicro, Arista Networks, and Nvidia Lead Tech Selloff Major U.S. equities indexes sputtered in the midweek trading session following reports that President Trump would announce levies on vehicles imported to the U.S. investopedia.com - 3 weeks ago
8. Profile Summary

Arista Networks, Inc. ANET

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COUNTRY US
INDUSTRY Computer Hardware
MARKET CAP $ 86 B
Dividend Yield 0.00%
Description 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.
Contact 5453 Great America Parkway, Santa Clara, CA, 95054 https://www.arista.com
IPO Date June 6, 2014
Employees 4412
Officers Dr. Andreas B. Bechtolsheim Ph.D. Co-Founder & Chief Architect Mr. Christopher Schmidt Chief Sales Officer Mr. Marc Taxay J.D. Senior Vice President & General Counsel Mr. Rahul Kashyap Chief Information Security Officer & Vice President of Cybersecurity Ms. Jayshree V. Ullal President, Chief Executive Officer & Chairperson Ms. Chantelle Breithaupt Senior Vice President & Chief Financial Officer Ms. Liz Stine Director of Investor Relations Advocacy Ms. Isabelle Bertin-Bailly Group Vice President of Worldwide Human Resources & Operations Mr. Kenneth Duda Ph.D. Co-Founder, Chief Technology Officer, Senior Vice President of Software Engineering and Director Mr. Mark Foss Senior Vice President of Global Operations & Marketing