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Last updated 5 minutes ago

ANET·Arista Networks Inc

$.
+. (+.%)
After Hours
High
$188.00
Open
$185.30
Market Cap
232.56B
52W High
$189.82
Low
$182.50
P. Close
$186.96
P/E
62.51
52W Low
$102.68
Fwd P/E
209.43
DailyIQ Est.
$196.85
Technical Score (1D)
100
BUY
News Sentiment
83
BULLISH
Arista Networks just met the CAN SLIM growth screen, a rare technical milestone that signals strong earnings momentum and low risk. The company posted a 33.85 % increase in EPS, a figure that far exceeds the typical growth threshold for the screen. Zero debt on the balance sheet further reduces financial risk and improves the company’s capacity to invest in growth initiatives. A 91.88 relative strength rating places ANET well above its peers, suggesting that the market is rewarding the company’s performance. These developments imply that the stock could continue to attract institutional capital over the next 1–10 trading days as investors seek high‑growth, low‑risk opportunities. The market will likely monitor whether ANET’s upcoming guidance remains in line with the momentum that earned it the CAN SLIM designation. Any downgrade in earnings guidance or a shift in the company’s strategic focus could erode the confidence that has built up. Traders should also watch for changes in institutional ownership levels, as continued buying would reinforce the positive trend. Finally, keep an eye on broader market sentiment, because a shift in risk appetite could affect the relative strength rating and the stock’s momentum.
Earnings Summary
Arista Networks, headquartered in Santa Clara, delivers advanced networking solutions that enable cloud connectivity for data centers, AI workloads, campus networks, and routing environments, positioning it within the high‑growth computer hardware sector. The company’s flagship Extensible Operating System (EOS) underpins a broad portfolio of cognitive network software and services, supporting diverse industries such as finance, technology, and healthcare. In the most recent quarters, Arista posted EPS of $0.65 in Q4 2024 and Q1 2025, surpassing estimates of $0.57 and $0.59 respectively, and continued to beat expectations with $0.73 EPS in Q2 2025 and $0.75 in Q3 2025, both above the $0.65 and $0.71 forecasts; revenue grew from $1.93 billion in Q4 2024 to $2.20 billion in Q2 2025, a 14.5% YoY increase, and reached $2.31 billion in Q3 2025, reflecting a 4.6% quarterly rise. The company’s revenue trajectory has been consistently upward, with a 27.7% YoY growth in FY2026 guidance, while EPS has accelerated from $0.65 in Q4 2024 to $0.87 in Q1 2026, indicating robust profitability momentum; however, revenue fell short of the $2.61 billion estimate in Q4 2025, underscoring occasional margin pressure. Recent insider activity, highlighted by the sale of 260,000 shares by Andreas Bechtolsheim, has drawn analyst attention and may influence short‑term volatility, yet the company’s strong earnings and AI‑centric product launches, such as the 7060XE7 Series, suggest continued demand from hyperscale customers. Investors should watch for the upcoming Q2 2026 earnings release to assess whether AI‑related revenue meets guidance, how capital allocation decisions—particularly share repurchases or new issuances—affect shareholder value, and whether the concentration of hyperscale clients remains stable amid broader macro‑economic shifts in data‑center spending.

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 $187.62, giving Arista Networks Inc a market cap of 232.56B and a P/E ratio of 62.5. Today's range spans $182.50–$188.00, with shares opening at $185.30 and moving up $0.66 (0.4%) from the prior close. DailyIQ's technical score sits at 100/100 (BUY) with a news sentiment reading of 83/100.

Over the past year ANET has traded between $102.68 and $189.82 - the current price is +82.7% off the 52-week low and -1.2% from the high. 36 analysts cover the stock with a Buy consensus and a mean 12-month target of $190.09 (range $164.00–$220.00), implying upside of +1.3%.

The combination of bullish technicals and bullish sentiment for Arista Networks Inc (ANET) is the kind of setup that shows up in systematic screens before the more discretionary investors arrive. Score 100/100 (BUY), price $187.62 (near 52-week highs), sentiment 83/100. The current P/E ratio stands at 62.5. At 232.56B in Technology market cap, this large-cap name has the right size to matter to a wide range of buyers. Annual range: $102.68–$189.82.

What makes ANET's BUY setup (100/100) particularly actionable at 232.56B in Technology capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $187.62 (near 52-week highs in $102.68–$189.82), with sentiment running bullish at 83/100, the setup rewards conviction-sized positioning more than it does speculative small bets.