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ANANET

Arista Networks, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 35% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.6K/wk), no spike
$ANET·$238B·Computer Hardware·Technology
$195.69+0.2%YTD+42.1%1Y+44.0%
Mentions · last 7 days
2026-08-22: 275 posts2026-08-23: 266 posts2026-08-24: 212 posts1,641+28%
Price updated 10h ago·X counts updated 7d ago
ANANET
$ANETArista Networks, Inc.
$195.69+0.16%1.6k posts+28%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ANET, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-01

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

AI-networking core is compounding, but co-founder Bechtolsheim just sold $61M into the strength.

Arista Networks builds the switches and software that wire together AI clusters and hyperscale data centers, and it's the natural picks-and-shovels play alongside Nvidia on the AI-infra buildout. The business is firing and the tape is coiled near the highs.

What the setup actually shows:

  • The growth is textbook — last quarter revenue grew 35% YoY to $2.71B at a 62% gross margin and 43% operating margin, and consensus for the year is $11.6B with $3.64 EPS; that combination of scale and margin is rare in networking.
  • Multiple is stretched but earned — 52x trailing and 20x sales are premium prices, but the 40%+ EPS growth trajectory and zero long-term debt make it defensible in the current cycle.
  • Insider tape is heavy and specific — co-founder Andy Bechtolsheim sold $60.78M in a single print on Aug 27, CEO Jayshree Ullal sold $2.65M, and CTO Todd Nightingale monetized $11.8M via F-InKind; the crowd noting these are 10b5-1 plans is technically correct but doesn't change the direction.
  • Coiled at the highs — 81% of the 52-week range, 30% above the 200-day, but volume is only 69% of average; buyers are firm but not committed enough yet to break the tape into a fresh accumulation phase.

The coil resolves higher on a Nov 3 print that shows hyperscaler capex staying on ANET's platform (Meta, Microsoft named) and a fresh multi-quarter RPO number; a hint of AI-networking share loss to Nvidia's Spectrum-X or a soft Q4 guide is what would flip the coil to a real give-back.

Agrees with X sentimentX is right that the post-earnings pullback set up the bounce and the fundamentals fully back it; the crowd is under-weighting the size and specificity of Bechtolsheim's $61M sale, which is the one signal worth naming alongside the bullish frame.

What to watch: Nov 3 earnings — hyperscaler mix commentary, updated RPO, and any Spectrum-X share-loss commentary; a soft Q4 guide is the invalidation trigger.

On the calendar: 2026-11-03 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment30 posts analyzed · as of 2026-08-31

X is decidedly bullish on Arista, framing the post-earnings pullback and +5.92% bounce as a buyable setup after strong Q2 results and AI networking demand. Swing traders eye the $203 breakout level and cheer 55% YTD gains and 40%+ EPS growth. A dissenting minority calls it a laggy theme they regret, and insider Form 4 sales get flagged, though most posters note they're pre-set 10b5-1 plans.

Read the AI verdict + X sentiment for $ANET

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes high-speed Ethernet switches and EOS software for hyperscale cloud data centers and large enterprise networks.

Industry overviewAI analysisGenerated by AI from underlying data

Where Computer Hardware sits in its cycle right now — and what that implies for $ANET.

Computer Hardware · Technology

AI server infrastructure buildout drives compute shipment volumes; Dell and HPE are riding the same hyperscaler capex wave that lifted NVDA. Non-AI commercial refresh remains soft, so the bull case is concentrated in AI infrastructure exposure.

What this means for $ANET

Partial — cloud infrastructure exposure benefits indirectly from hyperscaler capex; core business is Arista Networks, Inc.

Top industry ETF

$SOXXiShares Semiconductor ETF
+75.7%YTD
+110.5%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
52.2How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
22.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
42.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
20.0Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
30.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
63.5%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 4, 2026$1.02$0.89+15.1%
Q1 2026May 5, 2026$0.87$0.81+7.7%
Q4 2025Feb 12, 2026$0.82$0.76+8.2%
Q3 2025Nov 4, 2025$0.75$0.72+4.5%
Next earningsTue, Nov 3·consensus EPS $1.06

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$2.7B+35.1%61.9%42.7%$0.81$1.6B
Q4 FY25$2.5B+28.9%62.9%41.5%$0.76$1.2B
Q3 FY25$2.3B+27.5%64.6%42.4%$0.68$1.2B
Q2 FY25$2.2B+30.4%65.2%44.7%$0.71$1.2B

Forward consensus

4-year forecast · up to 21 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$11.6B$11.5B – $11.8B$3.64$3.56 – $3.7520
FY27$14.4B$13.8B – $15.5B$4.47$4.13 – $4.9421
FY28$17.4B$15.1B – $19.2B$5.47$4.71 – $6.1519
FY29$22.0B$20.8B – $23.5B$7.15$6.64 – $7.8010

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.81%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+8.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+29.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 1.0B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.615-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 27Andreas Bechtolsheim10% owner300.0K sh$60.8MSellAug 25Jayshree UllalCEO13.8K sh$2.6MSellAug 21Battles Kelly BodnarDirector422 sh$79KSellAug 20Kenneth DudaCTO43.3K sh$8.0MSellAug 12Jayshree UllalCEO486.5K sh$101.2MSellAug 6Andreas Bechtolsheim10% owner411.8K sh$79.4MSellAug 5Andreas Bechtolsheim10% owner291.8K sh$59.4MSellAug 5Jayshree UllalCEO763.2K sh$153.5MSellAug 3Charles H GiancarloDirector8.0K sh$1.4MSellJul 20Kenneth DudaCTO43.3K sh$7.4M
1–10 of 38
+ 41 other (23 exempts · 8 awards · 7 inkinds · 3 others) in window

See when $ANET insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KShareholder voteJun 28-K — Item 5.07: Shareholder vote
AI summary

Arista Networks held its 2026 Annual Meeting on May 29, 2026; stockholders voted on election of three Class III directors, advisory say-on-pay, and ratification of Ernst & Young as auditor. Routine annual meeting.

+ 10 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs · 2 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Trump Warns Against Killing the Data Center 'Golden Goose': 5 Stocks to Watchbenzinga.com·18h agoThese 2 Computer and Technology Stocks Could Beat Earnings: Why They Should Be on Your Radarzacks.com·21h agoArista Networks Stock: Buy or Sell?fool.com·4d ago4 Cloud Computing Stocks to Profit Amid Intense Market Volatilityzacks.com·4d agoIs It Worth Investing in Arista Networks (ANET) Based on Wall Street's Bullish Views?zacks.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

AI Infrastructure

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Voices on X · top 15 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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