Arista Networks/$ANET

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About Arista Networks

Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.

Ticker

$ANET

Primary listing

NYSE

Industry

Communications Equipment

Employees

4,412

ISIN

US0404132054

Arista Networks Metrics

BasicAdvanced
$121B
40.64
$2.37
1.38
-

Bulls say / Bears say

Arista Networks achieved its first $2 billion quarter in Q1 2025, doubling revenues 11 quarters after reaching $1 billion, driven by strong momentum in generative AI and data center cloud. (seekingalpha.com)
Citi added Arista Networks to its US Focus List, citing the company's growing AI opportunity and making it its top networking pick for 2024. (seekingalpha.com)
Arista Networks unveiled Etherlink AI platforms supporting AI cluster sizes from thousands to hundreds of thousands of XPUs, offering superior application performance compared to multi-tier networks. (advfn.com)
Arista Networks' stock experienced a 6% decline in extended trading despite projecting fourth-quarter revenue above estimates, indicating potential investor concerns over valuation or future growth sustainability. (usnews.com)
The company's adjusted gross margin of 64.6% in Q3 2024 showed a slight decrease from 65.4% in the previous quarter, suggesting potential pressure on profitability. (usnews.com)
Arista Networks' stock price has surged 83% in 2024, which may lead to concerns about overvaluation and potential market correction. (usnews.com)
Data summarised monthly by Lightyear AI. Last updated on 23 Jun 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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