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Arphra AIPlain-English read on Arista Networks, Inc.’s valuationAI Issuer Brief
Arphra AILoading cached brief…
Fair value
Football field →Weighted blend
$105.51
-37.60% vs spot
Recommendation
Sell
15 of 16 methods
Method spread
0bull13bear
±5% threshold
Analyst PT consensus: $183.45 (+8.49%)
Candlestick · 1Y
Open in chart workstation →ANET
163.24+71.67%H 179.80L 85.58MA50 155.10MA200 141.41Avg vol 8.7M
Price change · trailing returns
Live| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +3.58% | +11.98% | +19.10% | +26.59% | +34.32% | +29.05% | +77.82% | +313.73% | +647.85% | +3600.00% | +4815.41% |
Insider · 30d
History →Bought
$0
0 txns
Sold
$34.78M
10 txns
Net flow
−$34.78M
Aftermarket
LiveLast trade
$168.23
133 sh
Bid
$168.15
2 sh
Ask
$169.40
10 sh
Spread
$1.250
Recent quarters
All financials →| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q4 Dec 2025 | $2.49B | $955.8M | $0.75 |
| Q3 Sep 2025 | $2.31B | $853M | $0.67 |
| Q2 Jun 2025 | $2.2B | $888.8M | $0.70 |
| Q1 Mar 2025 | $2B | $813.8M | $0.64 |
| Q4 Dec 2024 | $1.93B | $801M | $0.62 |
| Q3 Sep 2024 | $1.81B | $748M | $0.58 |
Sector & industry today
LiveSectors
- Financial Services+1.26%
- Utilities+0.83%
- Communication Services+0.46%
- Energy+0.45%
- Technology+0.34%
- Consumer Defensive-0.21%
- Industrials-0.32%
- Healthcare-0.39%
- Real Estate-0.67%
- Consumer Cyclical-0.94%
- Basic Materials-1.06%
Top industries (issuer's industry highlighted)
- Computer Hardware-0.00%
- Department Stores-6.26%
- Broadcasting-4.30%
- Education & Training Services-3.71%
- Medical - Equipment & Services+3.71%
- Solar-3.63%
- Electronic Gaming & Multimedia+3.56%
- Steel-3.33%
- Real Estate - Development-3.31%
- Trucking-3.16%
- Copper-3.02%
- Coal-2.91%
Analyst view
DB · price_targets + analyst_gradesConsensus target
$183.45
+8.49% upside
Low
$164.00
Median
$185.00
High
$200.00
Recent actions
0 ↑0 ↓8 hold
- May 01, 2026
- Apr 01, 2026
- Mar 01, 2026
- Feb 01, 2026
- Jan 01, 2026
News
DB · news_items- Why Arista Networks Stock Flew More Than 4% Higher on Fridayfool.com·Jun 12, 2026
- Can Arista's Advanced Networking Platform Meet the Growing AI Demand?zacks.com·Jun 11, 2026
- ANET Gains From Robust Liquidity: Will the Trend Persist?zacks.com·Jun 09, 2026
- Arista vs. Nokia: Which Networking Stock is the Better Buy Right Now?zacks.com·Jun 09, 2026
- Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabricsgurufocus.com·Jun 09, 2026
- Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabricsbusinesswire.com·Jun 09, 2026
- Arista Introduces Next-Generation 1.6Terabit Portfolio for AI Fabricsbusinesswire.com·Jun 09, 2026
- Arista Networks: The Quiet Winner Of The AI Arms Raceseekingalpha.com·Jun 09, 2026
Recent analyst activity
DB- Jun 12, 2026GradeOverweight → OverweightArista Networks price target raised to $190 from $180 at Morgan StanleyMorgan Stanley
- Jun 12, 2026PT$190.00Arista Networks price target raised to $190 from $180 at Morgan StanleyMorgan Stanley
- Jun 10, 2026GradeBuyWolfe Research Reiterates Outperform Rating on Arista Networks (ANET)Deutsche Bank
- Jun 10, 2026PT$175.00Wolfe Research Reiterates Outperform Rating on Arista Networks (ANET)Wolfe Research
Peers
- LRCXLam Research Corporation$256.72$321.05B
- AMATApplied Materials, Inc.$389.08$308.78B
- QCOMQUALCOMM Incorporated$177.01$186.57B
- APHAmphenol Corporation$142.30$174.95B
- SHOPShopify Inc.$127.67$166.1B
- APPAppLovin Corporation$460.00$154.68B
- UBERUber Technologies, Inc.$75.12$154.61B
- SONYSony Group Corporation$19.78$118.05B
Total assets
$19.45B
Total debt
$0
Cash & equiv
$1.96B
Operating CF
$4.37B
Free cash flow
$4.25B
Buybacks
-$1.6B
Recent insiders
All →| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 2,076 | $323.38K | Jun 05, 2026 |
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 7,999 | $1.22M | Jun 05, 2026 |
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 15,140 | $2.34M | Jun 05, 2026 |
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 5,199 | $834.42K | Jun 05, 2026 |
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 18,376 | $2.9M | Jun 05, 2026 |
BECHTOLSHEIM ANDREAS 10 percent owner | Sell | 27,027 | $4.29M | Jun 05, 2026 |
Income statement · annual
5y| Period | Revenue | Op income | Net income | EPS | Net margin |
|---|---|---|---|---|---|
| FY 2025 | $9.01B | $3.86B | $3.51B | $2.75 | +38.99% |
| FY 2024 | $7B | $2.94B | $2.85B | $2.23 | +40.73% |
| FY 2023 | $5.86B | $2.26B | $2.09B | $1.65 | +35.62% |
| FY 2022 | $4.38B | $1.53B | $1.35B | $1.07 | +30.87% |
| FY 2021 | $2.95B | $924.74M | $840.85M | $0.66 | +28.52% |