Arista Networks, Inc.
Strong FundamentalsStrong FundamentalsRevenue growing 35% YoY at strong marginsStreet coverage with positive forward estimatesConsistent chatter on X (1.2K/wk), no spike$188.65+2.7%YTD+42.1%1Y+42.9%
Mentions · last 7 days
1,249+46%
Price updated 3d ago·X counts updated 2d ago
AI verdict & sentimentAI analysisGenerated by AI from underlying data
Today's AI verdict on what's driving $ANET, plus how loud the X conversation is and which way it's leaning.
What it does
Plain-English summary of the business — what they sell and how they make money.
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
No material change from last week — STX and WDC (SanDisk spinoff) benefit from LLM training requiring petabyte-scale nearline storage infrastructure.
What this means for $ANET
Partial — Makes high-speed Ethernet switches and EOS software for hyperscale cloud data centers and large enterprise networks; partial earnings exposure to computer hardware demand dynamics through its product portfolio.
Top industry ETF
$SOXXiShares Semiconductor ETF
+75.7%YTD
+114.6%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
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.1.1×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.74%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.+6.4%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.+26.6%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 today0.8% 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.
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
+ 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.
Arista Networks vs. Salesforce: Which Technology Stock Is a Better Buy in 2026?5 High ROE Stocks to Buy as Markets Sway on Intense VolatilityArista Networks vs. CoreWeave: What Revenue Trends Tell Investors About These Artificial Intelligence CompaniesArista Networks Says AI Demand Broadens as Supply Limits Upside to 40% Growth GuideArista Networks, Inc. (NYSE:ANET) Short Interest Update
In themes
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