Arista NetworksANET

Buy more

Buy more on a dip to our buy price, which is under today's $206.

8 good· Earnings beat
2 to watch· Funds trimming

$205.77+9.09 (+4.62%)

Price at 3:01 PM ET

After hours · opens in 17h 23m

NYSE · Technology · Communications Equipment · Very large company

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What would change it

Sources

From the 10-Q for the quarter to Sep 30, reported Nov 3
Yahoo Finance daily closes to Nov 11

Any one could move it to Keep

Next report

below20%
sales growth

Compared with the S&P 500

12 points
worse in one day
28 points
worse in five trading days

+52.5% in a yearsince Nov 11, 2025

Earnings report

Latest results

Reported Nov 3 after the close

EPS: $1.11; vs $0.99 expected, beat by 12%
The stock: +5%; On Nov 4, usually 6.4%

The news behind our call

written Oct 16, 10:33 AM ETOct 16, 10:33 AM ET · 12 articles · 5 sources

Arista supplies high-speed switches and networking software for AI data centers.
Arista remains above its long-term average despite the recent pullback.

What changed

From Yahoo Finance, Applied Materials, Inc. via Yahoo Finance, Arista Networks via Yahoo Finance and 3 more

Analyst ratings shifted: 2 fewer buy, 1 fewer hold
29 buy, 0 hold, 0 sell, against 31 buy, 1 hold, 0 sell the month before.
Analysts · This month
Arista Networks (ANET) Guides higher, is the stock overvalued following earnings?
Today
Bullish analyst views and momentum lift Arista shares
Recent coverage points to a bullish technical rebound, with Arista moving above its 50-day average, while analysts’ consensus targets imply substantial upside. That combination can plausibly support a nearly 4% gain, although the articles do not identify a specific company announcement or fundamental catalyst.
Move · Today
Why is Arista Networks stock rallying today?
Today
Cisco (CSCO) vs. ANET and HPE: Can AI networking turn strong orders into lasting earnings growth?
Today
Arista Networks put in a strong bullish candle Wednesday, rising more than 6% and moving back above its 50-day moving average.
Today
The open question under Arista Networks stock's price
Today
Wall Street analysts think Arista Networks (ANET) could surge 27.15%: Read this before placing a bet
Today

Overview

In plain numbers

Revenue grew 41% from a year earlier, to $11.9B in the last twelve months.
It keeps 44 cents of every revenue dollar as operating profit, up from 31 cents in FY 2021.
It turned 42% of revenue into free cash flow: $5.0B in the last twelve months.

Key figures

Revenue (TTM): $11.9B
Revenue growth, 1 year: +40.7%
Net income: $4.8B
EPS (diluted): $3.73
Gross margin: 62.9%

Operating margin: 43.8%
Return on equity: 33.5%
Return on capital: 239.9%
Current ratio: 3.29
Buyback yield: 0.14%

Revenue by region

period ending Jun 30, 2026

Americas$8.4B · 80%
EMEA$1.3B · 12%
APAC$826M · 7.8%

Key facts

Company value: $216B
Price / last year's earnings: 60.0×
Today's range: 190.82206.86

Past year's range: 116.13216.74
Yesterday's close: $196.68
Swings vs the market: 1.6×bigger

Compare ANET with

Why it moved

Bullish analyst views and momentum lift Arista sharesNov 12 +4.6%