Zacks Investment Research·1d ago
Arista Networks (ANET) Surpasses Market Returns: Some Facts Worth KnowingIn the most recent trading session, Arista Networks (ANET) closed at $205, indicating a +2.81% shift from the previous trading day.
Arista Networks is capitalizing on the accelerating adoption of AI back-end Ethernet networking, evidenced by revenue growth accelerating to 37.7% year-over-year in Q2 2026, the fastest in the reported period. The company's asset-light model, with capital expe...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth accelerated to 37.7% year-over-year in Q2 2026, with operating margin expanding to 45.4% from 44.7% a year earlier, though gross margin dipped to 62.9% from 65.2% due to a mix shift toward cloud titan sales.
Arista is positioned to benefit from the ongoing buildout of AI-driven data center infrastructure, driven by strong hyperscale demand.
The company is projected to achieve year-over-year revenue growth of around 30%, fueled by increased capital investments from cloud service providers.
Arista's adoption of XPOspec and XPO/LPO technologies, along with strong partnerships, enhances its market position.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $1.02+15.1% vs $0.89 | $3.0B+7.3% vs $2.8B |
Q2 2026 May 5, 2026 | $0.87+7.7% vs $0.81 | $2.7B+3.4% vs $2.6B |
Q1 2026 Feb 12, 2026 | $0.82+8.2% vs $0.76 | $2.5B+4.3% vs $2.4B |
Q4 2025 Nov 4, 2025 | $0.75+4.5% vs $0.72 | $2.3B+1.9% vs $2.3B |
In the most recent trading session, Arista Networks (ANET) closed at $205, indicating a +2.81% shift from the previous trading day.
Vertiv and Arista offer AI data-center exposure beyond GPUs, spanning power, cooling and networking as hyperscalers expand capacity.
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Benchmark ANET against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arista Networks, Inc. (ANET)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $205.19 | $258.37B | 74.61 | 28.6% | 38.99% | 31.4% | — | |
| $106.44 | $419.53B | 31.96 | 11.77% | 20.95% | 27.39% | — | |
| $22.11 | $2.89B | 170.08 | -70.3% | 3.28% | 50.74% | — | |
| $368.56 | $52.17B | 433.60 | 18.79% | 10.87% | 22.82% | — | |
| $22.38 | $600.68M | -19.63 | 2.91% | -5.91% | -8.42% | — | |
| $61.04 | $80.83B | -1368.61 | 14.06% | 6.57% | 10.85% | — |
Arista Networks, Inc. (ANET) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arista Networks, Inc. (ANET) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 2, 2026·SEC
May 5, 2026·SEC
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Arista Networks, Inc. (ANET) stock FAQ — growth, dividends, profitability & financials explained
Arista Networks, Inc. (ANET) reported $10.54B in revenue for fiscal year 2025. This represents a 5350% increase from $193.4M in 2012.
Arista Networks, Inc. (ANET) grew revenue by 28.6% over the past year. This is strong growth.
Yes, Arista Networks, Inc. (ANET) is profitable, generating $4.04B in net income for fiscal year 2025 (39.0% net margin).
Arista Networks, Inc. (ANET) has a return on equity (ROE) of 31.4%. This is excellent, indicating efficient use of shareholder capital.
Arista Networks, Inc. (ANET) generated $5.16B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
