Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
24 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Compute Stack AI Platforms Power Buildout Robotics
ANET Compute / Networking

Arista Networks

AI data-center networking

Detail page

Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there.

Price $131.22
1D change -3.70%
Market cap $165.24B
Sector Technology

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric ANET
Price $131.22
1D Change -3.70%
Market Cap $165.24B
Enterprise Value $154.16B
Trailing P/E 47.5
Forward P/E 30.8
Price / Sales 18.3
EV / Revenue 17.1
Revenue Growth 28.9%
Earnings Growth 19.1%
Gross Margin 64.1%
Operating Margin 41.5%
Net Margin 39.0%
ROE 31.4%
Free Cash Flow $3.39B
FCF Margin 37.6%
Debt / Equity 0.18x
Current Ratio 3.05x
Dividend Yield —
Next Earnings May 05, 2026
Quarterly Revenue $2.49B
Revenue QoQ +7.8%
Quarterly Net Income $955.8M
Net Income QoQ +12.1%

ANET thesis lens

AI data-center networking

Why it could benefit

  • Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there.
  • Ethernet's role in AI data centers keeps growing as architectures evolve.
  • Arista is leveraged to both hyperscaler and enterprise data-center modernization.

Moat / edge

  • Strong software layer and operational simplicity.
  • Trusted relationships with sophisticated cloud customers.
  • High-performance Ethernet expertise.

What to watch

  • AI-cluster networking mix versus traditional cloud networking.
  • Customer concentration and spending cadence.
  • Competition from incumbents and custom architectures.

Key risks

  • Large orders can be lumpy quarter to quarter.
  • If architecture choices shift, product mix could change quickly.