ANET
Arista Networks
NYSE: ANET · TECHNOLOGY · COMPUTER HARDWARE
$186.10
-1.67% today
Updated 2026-09-02
Market cap
$246.42B
P/E ratio
63.64
P/S ratio
23.38x
EPS (TTM)
$3.07
Dividend yield
—
52W range
$115 – $215
Volume
7.5M
WallStSmart proprietary scores
76
out of 100
Grade: B+
Buy
Investment rating
10.0
Growth
A+6.8
Quality
B9.5
Profitability
A+5.3
Valuation
C+2/9
Piotroski F-Score
Weak
3.6
Altman Z-Score
Safe zone
—
Industry rank
—
View all highly rated stocks (75+) →246 stocks currently score above 75
Price targets
Analyst target
$181.84
-2.29%
12-Month target
$82.66
-55.58%
Intrinsic (DCF)
$597.48
Margin of safety
+67.30%
7 Strong Buy22 Buy1 Hold0 Sell0 Strong Sell
Price chart
Stock snapshot
Strengths
+ Altman Z 3.59 — safe zone
+ Profit margin 38.40% — above average
+ ROE 27.33% — strong efficiency
+ Free cash flow $1.05B — positive
+ Revenue growth 37.70% QoQ
Risks
- Piotroski 2/9 — weak financial health
- P/E 63.64x — expensive valuation
Key financials
Revenue Net Income Free Cash Flow
| Metric | 2022 | 2023 | 2024 | 2025 | TTM | 2026 (E) |
|---|---|---|---|---|---|---|
| Revenue | $4.38B | $5.86B | $7.00B | $9.01B | $10.54B | $11.6B |
| Net income | $1.35B | $2.09B | $2.85B | $3.51B | $1.21B | — |
| EPS | — | — | — | — | $3.07 | $3.61 |
| Free cash flow | $448.17M | $2.00B | $3.68B | $4.25B | $1.05B | — |
| Profit margin | 30.87% | 35.62% | 40.73% | 38.99% | 38.40% | — |
Recent insider activity
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-08-25 | ULLAL, JAYSHREE | Sale | 10,128 | $191.99 |
| 2026-08-25 | ULLAL, JAYSHREE | Sale | 3,281 | $191.10 |
| 2026-08-25 | ULLAL, JAYSHREE | Sale | 400 | $192.64 |
Peer comparison
| Company | Mkt Cap | Score | Growth | Profit | Value | Quality | MoS | Rating |
|---|---|---|---|---|---|---|---|---|
| ANET | $246.42B | 76 | 10.0 | 9.5 | 5.3 | 6.8 | +67.30% | Strong Buy |
| NVDA | $5.25T | 80 | 10.0 | 10.0 | 5.3 | 8.5 | -52.10% | Exceptional Buy |
| AAPL | $4.67T | 67 | 6.7 | 10.0 | 3.7 | 6.5 | — | Strong Buy |
| MSFT | $3.81T | 72 | 8.7 | 9.5 | 5.0 | 7.0 | — | Strong Buy |
| TSM | $2.16T | 86 | 9.3 | 10.0 | 7.3 | 9.0 | +53.18% | Exceptional Buy |
| AVGO | $1.75T | 80 | 10.0 | 9.5 | 5.7 | 7.0 | — | Exceptional Buy |
Smart narrative
Arista Networks trades at $186.10. representing a P/E of 63.64x trailing earnings. Our Smart Value Score of 76/100 indicates the stock is good. The company scores 2/9 on the Piotroski F-Score. With an Altman Z-Score of 3.59, it sits in the safe zone. TTM revenue stands at $10.54B. with profit margins at 38.40%. Our DCF model estimates intrinsic value at $597.48.
Frequently asked questions
What is Arista Networks's stock price?
Arista Networks (ANET) trades at $186.10, on a P/E of 63.6x and a P/S of 23.4x. Those multiples show what the market is paying for each dollar of earnings and sales, which is the real starting point for judging whether the price is reasonable.
Is Arista Networks overvalued?
Arista Networks carries a Smart Value Score of 76/100 (Grade B+), which we rate Buy. That score blends growth, quality, and valuation into one read. Our DCF puts intrinsic value at $597.48 versus the $186.10 price, a 67.3% margin of safety on a cash flow basis.
What is the price target of Arista Networks (ANET)?
The 12-month analyst consensus target is $181.84, about 2.3% below the current $186.10. A consensus target is the average of Wall Street's 12-month forecasts, so it works as a sentiment gauge rather than a guarantee, and it resets with every earnings cycle.
What is the future stock price of ANET by 2030?
Our research-backed model puts the 2030 base case at $196.73, built from revenue projections, a growth-adjusted P/S multiple, net debt, and share dilution. It is a scenario rather than a prediction, and the bull and bear cases around it matter more than the single number when you are sizing a position.
What is the intrinsic value of Arista Networks (ANET)?
Our DCF model estimates intrinsic value at $597.48, a +67.3% margin of safety versus today's $186.10. Intrinsic value is what the projected cash flows are worth today. A positive reading means the price sits below that estimate, leaving a cushion if growth holds.
What is Arista Networks's revenue?
Arista Networks's trailing twelve-month revenue is $10.54B, and our model projects it reaching about $24.80B by 2030. Revenue scale anchors the valuation multiples and shows whether growth is reaching the top line, so it is best read alongside margin and growth trends to see if that revenue is getting more profitable over time.
Altman Z-Score?
Arista Networks's Altman Z-Score is 3.59, which places it in the safe zone. The Altman Z-Score gauges bankruptcy risk from profitability, leverage, and asset efficiency, and a higher reading points to lower financial distress risk.
Company info
SectorTECHNOLOGY
IndustryCOMPUTER HARDWARE
CountryUSA
ExchangeNYSE
CurrencyUSD
Quick metrics
P/S ratio23.38x
ROE27.33%
Beta1.62
50D MA$180.48
200D MA$150.45
Shares out1.26B
Float1.05B
Short ratio—
Avg volume7.5M
Performance
1 week-7.44%
1 month-2.30%
3 months+12.12%
YTD+42.05%
1 year+35.49%
3 years—
5 years—