Arista Networks, Inc. ANET
Composite 65/100; the shares have moved about 59% annualised. Names that move more contribute more risk for the same amount invested, and our composite reflects how strong the evidence for this one is right now.
Valuation ranks 16/100 — a strong mark against it.
Balance-sheet strength ranks 92/100 — a strong point in its favour. Momentum ranks 77/100 — a strong point in its favour. Growth ranks 77/100 — a strong point in its favour.
Valuation ranks 16/100 — a strong mark against it.
What the company does Arista Networks designs and sells cloud networking solutions for AI, data centers, campus, and routing environments. Its Extensible Operating System (EOS) and network applications serve internet companies, cloud providers, financial firms, and others globally.
Key financials Arista reports strong profitability with gross 63% and net 38.4% margins. Revenue and EPS growth are 37.7% and 35.7%, respectively. Quality metrics include ROE 31.5% and ROA 14.1%, with a current ratio of 2.96.
Stock health The stock shows positive momentum with 51.89% over six months and 38.60% over twelve months. Sideravia scores Quality 76.4, Growth 74.1, Strength 90.4, and Momentum 72.8, indicating strong fundamentals and positive trends.
Price vs fair value The stock trades at a discount of 27.80% versus the analyst mean target of 241.82. - Recent headlines highlight Arista as a key AI infrastructure player (The AI Infrastructure Stock Nobody Talks About Enough, 2026-09-02). - Deutsche Bank identifies Arista among top AI hardware picks (Deutsche Bank Names 2 Stocks for AI's Next Wave, 2026-09-01). - Analysts emphasize networking as critical to AI infrastructure (How networking became the critical layer of AI, 2026-08-29).
Looking forward Forward P/E of 36.68 and PEG of 0.57 suggest growth is priced at a premium. Valuation metrics like EV/EBITDA 50.32 and P/E 60.08 remain elevated, reflecting high expectations for continued AI-driven demand.
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Data as of 2026-09-04, compiled from third-party sources; errors and delays are possible and figures are not warranted. Investing puts your capital at risk; past performance does not predict future results. We publish our full track record, including the calls that lost, and our conflicts of interest.