ANET
Technology · Computer Hardware
Performance
ANET (ANET) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
ANET (ANET) operates in the Computer Hardware space within the Technology sector. With a market cap of $212.9B, it qualifies as a large-cap company. The company is growing revenue strongly while maintaining healthy profitability — a combination that investors typically reward with a premium valuation.
- Forward P/E (38.0×) is lower than trailing P/E (58.1×) — analysts expect earnings to improve
- Revenue grew 35% year-over-year — exceptional top-line expansion
- Earnings grew 25% YoY — bottom-line is expanding fast
- Exceptional profit margin of 38.3% — the business retains a large share of each dollar earned
- ROE of 31.5% shows management efficiently converts equity into profit
- Current ratio of 2.8× — ample short-term liquidity
- High P/E of 58.1× implies high expectations already priced in — leaves little room for disappointment
- No dividend history — total return depends entirely on price appreciation
- Price is near its 52-week high — limited near-term upside, higher pullback risk
- High beta of 1.61 — this stock is significantly more volatile than the broader market
Verdict
Buy / Hold
More positives than negatives. Fundamentals support holding while monitoring key risks.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
This stock does not pay dividends.
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Aug 4, 2026
49
days
EPS (TTM)
$2.91
P/E (TTM)
58.1
Fwd P/E
38.0
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $169.09
Graham Number
√(22.5 × EPS × Book Value)
$26.48
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
N/A
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
6/10
86% score
Pays dividends
No dividend history found
Dividend consistency (5Y+)
Uninterrupted dividend payments for at least 5 years
ROE above 10%
31.5%Return on equity — measures how efficiently capital is used
Positive profit margin
38.3%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+35.1%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+25.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
Low financial leverage reduces risk of distress
Current ratio above 1
2.83×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$1.5B/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
Stock must distribute income to shareholders
Related Assets
Technology
About ANET
Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.
Sector
Technology
Industry
Computer Hardware
Location
Santa Clara, United States
Employees
5,115