Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$251.7B
1,261M shares
52-week range
$114.52 – $214.89
74% from low
Sector
COMPUTER COMMUNICATIONS EQUIPMENT
Exchange
NYSE
CS
P/S (TTM)
22.8
EV / FCF (TTM)
46.3
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.comNo one on the platform currently holds ANET.
| Institution | Shares | Reported |
|---|---|---|
| Bridgewater Associatesas of 2026-03-31 | 1,330,091 | $163.3M |
| Renaissance Technologiesas of 2026-03-31 | 66,740 | $8.2M |
| Execution date | Ratio |
|---|---|
| 2024-12-04 | 4-for-1 |
| 2021-11-18 | 4-for-1 |
No one on the platform has traded ANET yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 30.6% | 31.6% | 32.7% | — | — | — |
| Rev. Growth % | 28.6% | 31.2% | ||||
| Profit Margin % | 39.0% | 34.9% | 29.5% | |||
| Free Cash Flow Margin % | 47.2% | 35.3% | 31.6% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +10.7% on the P/E track.
At today's price, your expected annual return is +19.6% on the P/E track.
At today's price, your expected annual return is +26.3% on the P/E track.
Also held through funds
2 more books hold ANET indirectly · AVUS 0.3% of fund, VTI 0.3% of fund
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $12.7B | +42.4% | $4.11 | $3.68–$4.29 | 46.0× | 17 |
| 2027 | $16.5B | +29.9% | $5.22 | $4.54–$5.75 | 36.1× | 18 |
| 2028 | $20.4B | +23.8% | $6.39 | $5.77–$7.03 | 29.5× | 11 |
| 2029 | $24.1B | +18.3% | $7.87 | $6.85–$8.48 | 24.0× | 4 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.89 | $1.02 | +15.1% |
| 2026-05-05 | $0.81 | $0.87 | +7.7% |
| 2026-02-12 | $0.76 | $0.82 | +8.2% |
| 2025-11-04 | $0.72 | $0.75 | +4.5% |
| 2025-08-05 | $0.65 | $0.73 | +12.5% |
| 2025-05-06 | $0.59 | $0.65 | +10.2% |
| 2025-02-18 | $0.57 | $0.65 | +14.6% |
| 2024-11-07 | $0.52 |
| $0.60 |
| +15.4% |
| $92.8B |
| — |
| LRCXLam Research Corporation | $273.49 | -8.29% | $342.0B | — |
| NOWServiceNow, Inc. | $142.35 | +7.41% | $147.2B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$ANET this is at a junction imo….we may break lower?…watching if bullish trend continues?
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$ANET 📈 - Looking good on daily! Range: 180 - 200 🚀 Break above 200 will go for new all-time highs!
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$ANET Networking for AI clusters. Its cycle tracks hyperscaler capex, and hyperscaler capex tracks a pace nobody has committed to keeping. Techdamentals IV Calculator 👇 https://techdamentals.com/v/ANET Educational, not advice.
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$ANET Gap waiting at that $171 area. If the markets continue to bleed that would be a good area to take a stab at this one. Also the area from May when it tanked. So it's an important zone for support. GLTY.
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$ANET $CIEN $CLS $ALAB $CRDO Absolutely brutal day for these names, especially Astera and Credo. We're all cash right now and have some great trade ideas for tomorrow. Check out our profile and join Bullseye Private Alerts. First 2 weeks are on us.
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A look at how the leaders acted 9/14/26: 4/9 Up Today 📈 $CRWD $OKTA New Closing Highs! 🤖 Cyber Security on 🔥 ⚠️ $ANET Closes < 10/20EMAs 🤮 HPE -10.8% SKHY -7.6% 🔁 CRWD/OKTA In, LITE/MU Out https://join.marketpulsetrader.com/NDST ANET CRWD DE DELL HPE NET OKTA SKHY VLO
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$ANET strong support here. Volume looks bullish. Growth on fundamental side is strong as well. https://youtu.be/IB5x8A_dpU4
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$ANET Getting woodshedded today what a volatile MF !!!
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$MRVL talk about AI controlling people and the internet but Altman alone just got everyone scared of technology in my opinion! I might say it’s true that AI needs safety measures but it’s all overdone as tech is still here to stay! $ANET $CRDO $GFS
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$ANET (-5.3% in pre-market) is trading back at the bottom of this symmetrical triangle, with the 50 DMA right below it. Probably not a bad spot for entry here as Arista nears the apex of the triangle and ultimately should see a breakout in the near future 📈 - $220/share price target announced by Deutsche Bank recently🐂
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.