ANETArista Networks

$202.28
Arista Networks logo

Price

$202.28+46%1Y
1M+14%1Y+46%

Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.

Smart Score

Top tier
9/10
Value37
Quality88
Momentum76
Growth81
Strongest Quality, weakest Value · ranked vs Technology peers. The five questions below judge the company on its own terms.
What they do

Arista Networks, Inc. (together with our subsidiaries, “we,” “our,” "Arista," "Company" or “us”) is an industry leader in data-driven, client-to-cloud networking for large AI, data center, campus and routing environments. Our cloud networking solutions consist of our EOS, a set of network applications and our Ethernet switching and routing platforms. We are incorporated in the state of Delaware.

In the company’s own words · 10-K filed Feb 17, 2026 · SEC EDGAR

P/E (TTM)63.8
Market Cap$213.64B
1Y Return+46%
5Y Return+751%

Business segments

Q1 2026 · $2.69B

The company’s own SEC segment disclosure.

  • US$2.27B84%
  • EMEA$235.0M9%
  • Asia Pacific$183.9M7%

Arista Networks (ANET) reported revenue of $3.04B in Q2 2026 (quarter ended June 30, 2026), up 38% from the same quarter a year earlier. That came with a gross margin of 63% and net income of $1.21B (40% of revenue). For the full year FY2025, revenue was $9.01B (+29% year on year) and net income $3.51B. Its largest region in 2026-Q1 was US at $2.27B, 84% of the disclosed total, just ahead of EMEA at 8.7%.

Raw charts

10 series · TTM

As reported to the SEC, without any scoring.