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ANET Compute / Networking AI data-center networking Open in compare

Arista Networks

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

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Price $140.49 Live
1D Change -0.77% 1 day
Market Cap $176.90B Live
Enterprise Value $164.55B Current
Trailing P/E 48.6 TTM
Forward P/E 31.6 Forward
Price / Sales 18.2 TTM
EV / Revenue 16.9 TTM
Revenue Growth 35.1% YoY latest qtr
Earnings Growth 25.0% YoY latest qtr
Gross Margin 63.5% TTM
Operating Margin 42.7% TTM
Net Margin 38.3% TTM
ROE 31.5% TTM
Free Cash Flow $4.36B TTM
FCF Margin 44.9% TTM
Debt / Equity Latest qtr
Current Ratio 2.83x Latest qtr
Dividend Yield Annualized
Next Earnings Aug 04, 2026 Calendar

Metric timing

This page mixes live market data, trailing fundamentals, and latest reported statement data.

Live / market snapshot

Price, 1D change, market cap, and enterprise value are current market-based figures.

TTM / forward

Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.

Latest quarter / dividend cadence

Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.

Revenue $9.01B Dec 31, 2025

latest annual revenue

Revenue $2.71B Mar 31, 2026

latest quarterly revenue

Net Income $3.51B Dec 31, 2025

latest annual profit

Net Income $1.02B Mar 31, 2026

latest quarterly profit

Dividend / Share $0.00 No regular dividend

annualized per share

Last Dividend No dividend history

latest ex-dividend cash amount

Price chart

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Latest headlines

Recent company headlines. Each link opens the original article in a new tab.

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Why it could benefit going forward

  • 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.

Business snapshot

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.