Arista Networks, Inc.
ANET Mega CapTechnology · Computer Hardware
Mis à jour: Jun 18, 2026, 22:21 UTC
Price Chart
Indicateurs clés
Valuation Analysis
About the Company
Arista Networks, Inc. en bref
Arista Networks, Inc. (ANET) is currently trading at 147,97 € with a market capitalization of 186,3 Md €. The trailing P/E ratio stands at 58.33x, with a forward P/E of 38.15x. The 52-week range spans from 74,61 € to 156,74 €; the current price is 5.6% below the yearly high. Year-over-year revenue growth stands at +35.1%. The net profit margin stands at 38.32%.
💰 Dividende
Arista Networks, Inc. currently does not pay a dividend. The company typically reinvests its earnings into growth initiatives and product development.
📊 Avis des analystes
27 analystes évaluent Arista Networks, Inc. (ANET) au consensus : Achat Fort. L'objectif de cours moyen est de 164,88 €, soit un potentiel de +11.42% par rapport au cours actuel. La fourchette des objectifs de cours des analystes va de 142,97 € à 191,79 €.
Arista Networks, Inc. : la thèse d'investissement en détail
Arista Networks, Inc. (ANET) operates in the Technology — specifically Computer Hardware — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.
Le scénario haussier
Top-line momentum is unusually strong with revenue expanding 35.1% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind. With a gross margin near 63.54%, the company sits in the top tier of its industry — these are the kinds of structural margins that protect earnings during downturns. Return on equity of 31.52% places management among the most capital-efficient operators in the public market — every euro of shareholder capital is working hard.
Le scénario baissier
Our valuation screen flags the stock as overvalued — current multiples imply the business needs to deliver well above its recent trajectory to justify the price.
Valorisation en contexte
The EV/EBITDA multiple of 47.01x reflects rich expectations — historically, multiples at this level have proven hard to maintain for more than a few quarters.
À surveiller
- The forward P/E of 38.15x is meaningfully below the trailing 58.33x — analysts expect earnings to step up; the next earnings release is the test.
Thèse d'investissement : forces et faiblesses
- Forte croissance du CA de 35.1% sur un an
- Rentable avec une marge nette de 38.32%
- Rentabilité élevée des capitaux propres (31.52% ROE)
- Marge brute élevée de 63.54% — signe d'un pouvoir de fixation des prix
- Consensus des analystes : Strong Buy
- Free cash flow positif
- –Multiple de valorisation élevé (P/E 58.33x)
- –Actuellement jugée surévaluée
Aperçu technique
Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).
Profil de risque
The data points to above-average price swings.
Trading Data
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