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ANET
$164.39-$3.26 (-1.92%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$213.9B
1,259M shares
52-week range
$97.14 – $179.80
81% from low
Sector
COMPUTER COMMUNICATIONS EQUIPMENT
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Price (6 mo)
Change+$143.19
Valuation
Financials
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $2.15B | $2.41B | $2.32B | $2.95B | $4.38B | $5.86B | $7.00B | $9.01B |
| Cost of revenue | $778.0M | $866.4M | $835.6M | $1.07B | $1.71B | $2.23B | $2.51B | $3.24B |
| Gross profit | $1.37B | $1.54B | $1.48B | $1.88B | $2.68B | $3.63B | $4.49B | $5.77B |
| Gross margin | 63.8% | 64.1% | 63.9% | 63.8% | 61.1% | 61.9% | 64.1% | 64.1% |
| R&D | $442.5M | $462.8M | $486.6M | $586.8M | $728.4M | $854.9M | $996.7M | $1.24B |
| Operating income | $273.3M | $805.8M | $699.7M | $924.7M | $1.53B | $2.26B | $2.94B | $3.86B |
| EBITDA | $319.2M | $838.6M | $734.8M | $981.2M | $1.64B | $2.49B | $3.33B | $4.32B |
| Net income | $328.1M | $859.9M | $634.6M | $840.9M | $1.35B | $2.09B | $2.85B | $3.51B |
| Net margin | 15.3% | 35.7% | 27.4% | 28.5% | 30.9% | 35.6% | 40.7% | 39.0% |
| EPS (diluted) | 0.25 | 0.66 | 0.50 | 0.66 | 1.07 | 1.65 | 2.23 | 2.75 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $11.6B | $3.63 | $3.45–$3.73 | 15 |
| 2027 | $14.4B | $4.45 | $3.95–$4.85 | 15 |
| 2028 | $17.3B | $5.39 | $4.62–$6.04 | 6 |
| 2029 | $21.5B | $7.09 | $6.80–$7.56 | 4 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$97.97
Price
$164.39
Implied downside
-40%
Peer comparison
Arista Networks
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three-fourths of its sales from North America.
www.arista.com- Employees
- 5,115
- IPO / List date
- Jun 6, 2014
- HQ
- SANTA CLARA, CA
Held by traders on TradeandTell
No one on the platform currently holds ANET.
Super investors & insiders
Institutions holding (13F)
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,330,091 | $163.3M |
| Renaissance Technologiesas of 2026-03-31 | 66,740 | $8.2M |
Insider activity (SEC Form 4)
Stock splits
| Execution date | Ratio |
|---|---|
| 2024-12-04 | 4-for-1 |
| 2021-11-18 | 4-for-1 |
Recent trades on TradeandTell
No one on the platform has traded ANET yet.
