ANET$131.955
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Powered by LiveAIOverall Analysis
Strong BuyArista Networks demonstrates strong fundamental growth and market positioning, supported by significant thematic tailwinds in AI and cloud networking. While current technical indicators suggest some short-term overbought conditions, the overall outlook remains highly positive for long-term investors.
Thematic
Arista Networks is exceptionally well-positioned to benefit from the accelerated adoption of AI, cloud computing, and high-performance data center networking. Its solutions are critical for the infrastructure underpinning these major technological shifts.
Fundamental
Arista Networks exhibits exceptional financial health, marked by strong revenue growth, impressive profitability, and a robust balance sheet with minimal debt. The company's valuation metrics are elevated, reflecting strong market confidence and growth prospects.
Technical
The stock exhibits a strong long-term uptrend, consistently trading above key moving averages. However, several momentum indicators suggest potential short-term overbought conditions, which could lead to consolidation or a mild pullback before further advances.
| Factor | Score |
|---|---|
| Artificial Intelligence & Cloud Networking | 95 |
| Data Center Modernization | 90 |
| Network Software and Automation | 85 |
| 5G and Edge Computing | 80 |
| Supply Chain Resilience | 75 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 95 |
| Growth | 95 |
| Balance Sheet Health | 98 |
| Cash Flow | 95 |
| Factor | Score |
|---|---|
| Trend Analysis | 85 |
| Momentum Indicators | 60 |
| Volume | 70 |
| Short-term Oscillators | 55 |
| Support/Resistance Levels | 70 |
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Powered by LiveAIBullish Points (6)
Consistent EPS Beat
Arista Networks (ANET) has consistently beaten EPS estimates for the past several quarters, with the latest quarter showing a surprise of 10.95% (reported $0.65 vs. estimate $0.59).
Strong Revenue and Net Income Growth
Annual revenue grew from $4.38 billion in 2022 to $7.00 billion in 2024, with net income increasing from $1.35 billion to $2.85 billion over the same period, showcasing robust top-line and bottom-line expansion. Net margin has also improved from 30.9% in 2022 to 40.7% in 2024.
Bearish Points (6)
High Forward P/E Ratio
The forward P/E ratio for Q1 2025 is 119.6, which is considerably high and suggests that future earnings expectations are significantly priced into the current stock value, increasing the risk of a price correction if growth falters.
Potential Overbought Signals
On shorter timeframes (e.g., 1m, 5m), some oscillators like Stochastic %K and Williams Percent Range are showing 'Sell' or 'Neutral' signals with high values (e.g., RSI at 33.43 on 1m, Stochastic %K at 93.13 on 15m), which could indicate short-term overbought conditions.
Calendar
August 2025
6
Next Earnings Date
H: $0.67
A: $0.65
L: $0.61
H: 2.15B
A: 2.11B
L: 2.10B
Profile
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. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
Seasonals
Price Target
109.20 USD
The 39 analysts offering 1 year price forecasts for ANET have a max estimate of 130.00 and a min estimate of 82.00.
Debt Level and Coverage
Financial Position Analysis
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Capital Structure
Valuation - Summary
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