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Last updated 1 hour ago

ANET·Arista Networks Inc

$.
+. (+.%)
High
$159.88
Open
$157.50
Market Cap
193.95B
52W High
$179.80
Low
$153.89
P. Close
$154.03
P/E
52.13
52W Low
$83.86
Fwd P/E
34.62
Mean Target
-
Technical Score (1D)
68
BUY
News Sentiment
78
BULLISH
Arista Networks (ANET) is currently a trending stock, attracting significant investor attention and user engagement on platforms like Zacks.com. This heightened interest comes as the company demonstrates strong financial health, meeting "Caviar Cruise" quality investment criteria with a 151% Return on Invested Capital and a debt-free balance sheet. ANET also boasts a consistent 20% revenue compound annual growth rate and robust cash flow generation, factors that support its long-term potential. However, recent performance shows ANET has underperformed both the S&P 500 and its industry over the past month. Zacks emphasizes that earnings estimate revisions will be a critical valuation driver moving forward. Investors should monitor these revisions closely to understand ANET's future trajectory. The company's year-to-date performance is also being benchmarked against peers like Bandwidth (BAND) and the broader computer and technology sector, offering insights into relative industry stock movements.
Earnings Summary
Arista Networks, a technology company headquartered in Santa Clara, California, specializes in providing advanced networking solutions for data centers, AI applications, campus networks, and routing environments. Operating within the computer hardware industry, Arista's offerings are centered around its Extensible Operating System (EOS) and cognitive network software, designed to facilitate efficient data sharing and network management across various global markets. The company's recent earnings performance shows a consistent upward trend in both earnings per share (EPS) and revenue. In the last two reported quarters, Q1 2026 and Q4 2025, Arista reported actual EPS of $0.87 and $0.82, respectively, compared to estimated figures of $0.80841 and $0.80333. Revenue for these periods was $2.709 billion and $2.4878 billion, respectively. This follows a pattern of exceeding analyst expectations, as seen in Q3 2025 (EPS $0.75 vs $0.71442 est.) and Q2 2025 (EPS $0.73 vs $0.64961 est.). Historically, Arista Networks has demonstrated a strong year-over-year growth trajectory, consistently beating analyst estimates for EPS in the most recent quarters. For instance, the company beat EPS estimates in Q1 2026, Q4 2025, Q3 2025, and Q2 2025. While revenue estimates were not consistently provided in the earlier quarters, the actual revenue figures have shown a positive trend. Recent news indicates that Arista Networks has experienced significant price pressure, linked to broader sector weakness and cautious forward guidance from other companies, leading to downward revisions in analyst price targets. However, analysts also signal continued confidence, with one firm raising its price target due to Arista's strong exposure to the AI market. Investors will be watching for Arista's continued ability to capitalize on the AI trend and translate its strong performance into sustained market gains, particularly in light of recent stock volatility despite positive fundamentals and guidance for Q2 2026 revenue of approximately $2.8 billion.

EPS

EstBeatMiss
$0.55$0.64$0.74$0.83$0.93Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.88 - -
Q1'26$0.81$0.87+7.6%
Q4'25$0.80$0.82+2.1%
Q3'25$0.71$0.75+5.0%
Q2'25$0.65$0.73+12.4%
Q1'25$0.59$0.65+10.0%

Revenue

EstBeatMiss
$1.9B$2.2B$2.4B$2.7B$3.0BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$2.9B - -
Q1'26$2.6B$2.7B+3.4%
Q4'25$2.6B$2.5B-4.6%
Q3'25 - $2.3B -
Q2'25 - $2.2B -
Q1'25 - $2.0B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

ANET Stock Snapshot

ANET is currently trading at $156.10, giving Arista Networks Inc a market cap of 193.95B and a P/E ratio of 52.1. Today's range spans $153.89–$159.88, with shares opening at $157.50 and moving up $2.07 (1.3%) from the prior close. DailyIQ's technical score sits at 68/100 (BUY) with a news sentiment reading of 78/100.

Over the past year ANET has traded between $83.86 and $179.80 - the current price is +86.1% off the 52-week low and -13.2% from the high.

Arista Networks Inc (ANET) sits at $156.10 (in the upper portion of its 52-week range within $83.86–$179.80), scoring 68/100 (BUY) with bullish sentiment at 78/100. At 193.95B in Technology market cap (P/E: 52.1), this large-cap is right in the zone where buy-side analysts get excited and allocation committees approve new position additions. A bullish technical phase with sentiment confirmation is the green light most of them are looking for.

Earnings revision cycles in large-cap Technology names tend to compound: when technicals confirm a BUY thesis (68/100) and news sentiment (78/100, bullish) supports the narrative, analyst upgrades follow price rather than lead it. At $156.10 (in the upper portion of its 52-week range), ANET's position within the $83.86–$179.80 annual range suggests there's room for multiple expansion before the stock encounters meaningful technical resistance.

Recent News Coverage

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