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Stock Arista Networks, Inc. ANET

Arista Networks, Inc. — Investlytic score 3/5 on the five criteria.

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60/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 3/5 criteria met. Data as of 01/11/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ✅ Debt passed
  • ❌ P/E failed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: -3.49%

Price change 2019 → 2020: 42.88%

Price change 2020 → 2021: 97.91%

Price change 2021 → 2022: -15.58%

Price change 2022 → 2023: 94.07%

Price change 2023 → 2024: 87.72%

Price change 2024 → 2025: 18.55%

Price change 2025 → 2026: 28.87%

Price change 2026 (year to date): 26.39%

Financial growth

Revenue CAGR (8 years): 22.70%

Earnings CAGR (8 years): 40.30%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 0.00

Debt/equity < 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 48.80

P/E > 25.0 (maximum threshold).

Correction (6 months)

Current correction: 22.09% from the high over 6 months.

Excessive correction (> 20.0%).

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Criteria of the Investlytic model

- / 5
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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
Arista Networks, Inc.48.80.00+34.6 %🔒
Shopify Inc.99.70.01+61.0 %–
Salesforce, Inc.16.60.19+24.1 %★ 4/5
Marvell Technology, Inc.59.50.32+6.9 %–
Accenture plc18.90.26+7.6 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by Arista Networks, Inc. over the latest fiscal years.

Revenue
9.0 bn USD
fiscal year 2025
Net income
3.5 bn USD
fiscal year 2025
Net margin
39.0 %
fiscal year 2025
Average annual growth
+31.2 %
Revenue growth over 5 years
Average annual growth
+26.8 %
Revenue growth over 10 years
Market cap
215 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
20202.3 bn635 m27.4 %n/a
20212.9 bn841 m28.5 %+27.2 %
20224.4 bn1.4 bn30.9 %+48.6 %
20235.9 bn2.1 bn35.6 %+33.8 %
20247.0 bn2.9 bn40.7 %+19.5 %
20259.0 bn3.5 bn39.0 %+28.6 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by Arista Networks, Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
solid accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
17.36
safe zone (above 2.99)
Piotroski Score
5 / 9
4 to 6: average accounts
DCF Value
92.41 USD
DCF below share price · share price 168.88 USD, gap -45.3 %
Net Debt / EBITDA
-0.39 x
net cash
Fiscal year20212022202320242025
Cash and investments3.4 bn3.0 bn5.0 bn8.3 bn10.7 bn
Total Debt56.5 m44.0 m000
Net Debt-564 m-628 m-1.9 bn-2.8 bn-2.0 bn
Equity4.0 bn4.9 bn7.2 bn10.0 bn12.4 bn
Total assets5.7 bn6.8 bn10.0 bn14.0 bn19.4 bn
Operating cash flow1.0 bn493 m2.0 bn3.7 bn4.4 bn
Investments (capex)64.7 m44.6 m34.4 m32.0 m120 m
Free cash-flow951 m448 m2.0 bn3.7 bn4.3 bn
Share buybacks412 m670 m112 m424 m1.6 bn
Dividends paid00000

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)45.31 x
Price / book value13.11 x
Return on Equity (ROE)33.3 %
Return on Invested Capital (ROIC)22.9 %
Net margin40.0 %
Debt / equity0.00 x
Current ratio3.29 x
Free cash-flow yield2.3 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

Arista Networks, Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
49.4
49.9 % above the sector
Sector median P/E
32.9
technology, NYSE
Sector over 10 years
38.6
10-year median, range 20.6 to 69.2

Direct competitors

CompanyMarket cap (USD)P/ENet margin
Arista Networks, Inc.213 bn48.839.0 %
Cisco Systems, Inc. CSCO412 bn25.618.0 %
Hewlett Packard Enterprise Company HPE73.1 bn22.00.2 %
Dell Technologies Inc. DELL270 bn23.14.8 %
International Business Machines Corporation IBM244 bn21.715.7 %
NetApp, Inc. NTAP39.1 bn24.418.1 %
Sector median (NYSE)32.9

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering Arista Networks, Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
buy
53 analysts
Average price target
226.64 USD
from 164.00 USD to 289.00 USD, 34 targets over 12 months
Gap with the share price
+34.2 %
price 168.86 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 41hold 12sell 0strong sell 0

Analysts' average target 226.64 USD, DCF value 92.41 USD, share price 168.86 USD.

Average target over the last 3 months: 247.80 USD (10 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202612.7 bn5.3 bn4.11 (4.04 / 4.21)41.018
202716.5 bn6.7 bn5.25 (4.78 / 5.63)32.218
202820.6 bn8.2 bn6.60 (5.97 / 7.09)25.612

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 12 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
19/10/2026TD CowenBuyBuy
08/10/2026CitigroupBuyBuy
01/09/2026Deutsche BankHoldBuy
06/08/2026BarclaysOverweightOverweight
05/08/2026Piper SandlerOverweightOverweight

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

Arista Networks, Inc.: dividend history, last distributions, stock splits and earnings releases.

No known dividend for this company.

Earnings releases

DatePublished EPSExpected EPSSurprise
04/08/20261.020.89+15.1 %
05/05/20260.870.81+7.7 %
12/02/20260.820.76+8.2 %
04/11/20250.750.72+4.5 %
05/08/20250.730.65+12.5 %
06/05/20250.650.59+10.2 %

Stock splits

DateOperation
04/12/2024split: 4 shares for 1
18/11/2021split: 4 shares for 1

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in Arista Networks, Inc.

Free float
83.3 %
share of freely traded shares
Institutions
72.1 %
2,363 declared holders, 2026Q2
Large funds tracked
31
hold the stock as of 2026Q2
Executives (insiders)
0 / 200
0 purchases, 200 sales in 130 days
US elected officials
14
8 purchases, 6 sales in 12 months

Indices: S&P 500 (since 28/08/2018).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
State Street96.3 m16.4 bn0.2 %+106.0 %2026Q2
BlackRock91.4 m15.5 bn0.2 %-0.6 %2026Q2
Vanguard Group101 m13.3 bn0.2 %+1.2 %2025Q4
Fidelity47.3 m8.0 bn0.3 %-9.5 %2026Q2
Geode Capital Management27.5 m4.7 bn0.2 %+1.0 %2026Q2
T. Rowe Price23.2 m3.9 bn0.4 %-20.8 %2026Q2
Morgan Stanley19.7 m3.3 bn0.2 %+6.4 %2026Q2
Capital Research Global Investors13.2 m2.2 bn0.3 %-10.8 %2026Q2

Latest insider transactions

DatePersonSideAmount
02/11/2026Templeton Mark Bsale229,694 USD
02/11/2026Templeton Mark Bsale198,004 USD
02/11/2026Templeton Mark Bsale149,728 USD
02/11/2026Templeton Mark Bsale167,405 USD
02/11/2026Templeton Mark Bsale84,424 USD
30/10/2026Bechtolsheim Andreassale6.6 m USD

Elected officials' disclosures

DateOfficialSideAmount
04/08/2026Michael McCaulsale$15,001 - $50,000
27/03/2026Alan Armstrongpurchase$1,001 - $15,000
10/07/2026Daniel Milton Newhousepurchase$1,001 - $15,000
25/03/2026Gilbert Cisnerossale$1,001 - $15,000
12/02/2026Tony Wiedsale$100,001 - $250,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 06/06/2014
ISIN code
US0404132054
Workforce
4,412
full-time employees
Chief executive
Jayshree V. Ullal

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about Arista Networks, Inc.

What is the Arista Networks, Inc. share price?

Latest recorded price: 170.80 USD on 06/11/2026, for a market cap of 215 bn USD.

What is the revenue of Arista Networks, Inc.?

9.0 bn USD for fiscal year 2025, with net income of 3.5 bn USD (net margin 39.0 %).

What do analysts say about Arista Networks, Inc.?

Out of 53 analysts: 41 buy or strong buy, 12 hold, 0 sell or strong sell. Average price target: 226.64 USD, i.e. +34.2 % from the share price.

What is the P/E ratio of Arista Networks, Inc.?

Trailing 12-month P/E of 49.4, against 32.9 for the sector median on the same exchange (10-year median: 38.6).

Is Arista Networks, Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US0404132054).

How many employees does Arista Networks, Inc. have?

4,412 full-time employees according to the latest published profile.

Who runs Arista Networks, Inc.?

Jayshree V. Ullal is the company's chief executive.

Which large funds own Arista Networks, Inc.?

As of 2026Q2, among the large funds tracked: State Street, BlackRock, Vanguard Group, Fidelity, Geode Capital Management.

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