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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 (538/wk), no spike
$ANET·$261B·Computer Hardware·Technology
$210.97-2.3%YTD+57.4%1Y+34.1%
Price updated 4h ago·X counts updated 4d ago
ANANET
$ANETArista Networks, Inc.
$210.97-2.25%538 posts1.2×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ANET on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

538X posts · last 7 days
Sep 21Oct 4
Chatter Meter
1.2×
QuietNormal · 1×Loud

How loud $ANET's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 92% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-10-02

Arista Networks is bullish on a cleared pivot — $ANET broke above the $200 Century Mark and the 206.13 early pivot of a shallow (-15.6%) cup base, with the 214.89 standard pivot still above. The honest overhang is the 21M ANET supply unlock from December 2026 through June 2027, which bulls flag as something to calculate before the window opens. Hardware stocks broadly are in bases that look constructive.

Read what X is saying about $ANET

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ANET — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-10-03

The move is getting stronger, with heavier trading behind it.

The AI-networking leader just cleared the $200 pivot — now the only real question is how the Dec-June supply unlock gets absorbed.

Arista Networks is the Ethernet-switching leader for AI and cloud data centers — the one most reliably named alongside Nvidia when hyperscalers list their critical dependencies. The thesis is that the AI build-out keeps pulling Arista's addressable market higher before the market expected it to.

  • The P&L is reaccelerating, not maturing: Q2 revenue grew 35% YoY to $2.71B at a 43% operating margin, with EPS beats of 15% and 8% on the last two prints — this is a company whose margin profile actually improved as revenue scaled, which is the opposite of what late-cycle hardware usually does.
  • The one honest overhang is the 21M-share supply unlock scheduled across Dec 2026 through June 2027 — that's roughly 7% of float printing against bullish catalysts, so the setup needs the earnings line to keep running or the unlock becomes the headline.

At 92% of 52-week range above the $206 pivot with the standard pivot at $214 above, Nov 3 earnings is the chance to extend the move. A clean revenue beat with sustained 40%+ operating margin is what trips the next leg; a decel from the 35% YoY band or any hyperscaler-concentration color is the first real risk.

Agrees with X sentimentThe 'cleared pivot' bull read matches the fundamentals, and flagging the Dec-June unlock as something to calculate rather than ignore is honest. Both bull and risk views in the thread are grounded.

What to watch: Nov 3 Q3 earnings — revenue growth rate, operating margin, and any specific color on 2027 hyperscaler commit volume. A 35%+ revenue beat plus 42%+ operating margin is the trigger; margin decel is the first invalidation.

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

event ahead 30dsupply unlock

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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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

No material change from last week — hyperscaler AI server capex continues to drive the cycle.

What this means for $ANET

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

Top industry ETF

$SOXXiShares Semiconductor ETF
+83.9%YTD
+93.2%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 $1.08

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

5-year forecast · up to 22 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$12.7B$12.5B – $12.9B$4.11$3.66 – $4.2521
FY27$16.5B$15.5B – $17.2B$5.24$4.59 – $5.6922
FY28$20.5B$16.8B – $23.6B$6.43$5.88 – $6.9722
FY29$25.1B$23.0B – $26.9B$8.04$7.16 – $8.7914
FY30$36.5B$33.4B – $39.1B$10.11$9.00 – $11.0611

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.1.0×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.99%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.+10.2%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.+34.7%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.β1.605-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

SellOct 1Mark B TempletonDirector5.0K sh$1.0MSellSep 25Jayshree UllalCEO53.7K sh$11.3MSellSep 21Kenneth DudaCTO43.3K sh$8.8MSellSep 17Andreas Bechtolsheim10% owner300.0K sh$59.7MSellSep 8Mark B TempletonDirector5.0K sh$986KSellSep 1Breithaupt Chantelle YvetteCFO612 sh$120KSellAug 27Andreas Bechtolsheim10% owner300.0K sh$60.8MSellAug 25Jayshree UllalCEO13.8K sh$2.6MSellAug 21Battles Kelly BodnarDirector422 sh$79KSellAug 20Kenneth DudaCTO18.4K sh$3.4M
1–10 of 43
+ 45 other (24 exempts · 8 awards · 7 inkinds · 6 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.

+ 9 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 SD) in window

Recent news

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

Arista Stock Rises 64.7% YTD: Is There More Upside Ahead?zacks.com·13h agoCan Arista's New Rack-Scale Ethernet Solutions for AI Stoke Growth?zacks.com·13h agoHWG Holdings LP Buys 18,117 Shares of Arista Networks, Inc. $ANETdefenseworld.net·18h ago66,887 Shares in Arista Networks, Inc. $ANET Bought by Alkeme Wealth LLCdefenseworld.net·19h agoArista Networks (ANET) Registers a Bigger Fall Than the Market: Important Facts to Notezacks.com·1d ago

In themes

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

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Voices on X · last 7 days

No standout posts about $ANET on X in the 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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