Arista Networks (ANET)
Information Technology · Data Center and Enterprise Networking · NYSE
A leader in high-performance, open-standards Ethernet networking solutions powering the world's largest AI, cloud, and enterprise data centers.
What Arista Networks does
Arista Networks provides data-driven, client-to-cloud networking solutions designed for AI, data centers, and enterprise environments. The company's platform is anchored by its Extensible Operating System (EOS) and Network Data Lake (NetDL), offering a unified approach to interconnecting AI, data center, campus, and wide-area networks. Its solutions emphasize high-speed Ethernet switching, open standards, and intelligent automation to simplify network operations.
Themes: AI infrastructure, cloud networking, hyperscale data centers, network automation, Ethernet for AI (Scale Out), enterprise digital transformation
Fundamentals
- Price$210.97 as of 2026-10-08 close
- Market cap$266.1B as of 2026-07-30 (share count; price 2026-10-08)
- 1-year return+34.1% 2025-10-08 close $157.36 → 2026-10-08 close $210.97
- P/E66.53 as of 2026-10-08
- Net margin+39.0% FY2025, SEC XBRL
- Gross margin+64.1% FY2025, SEC XBRL
- ROE+28.4% FY2025, SEC XBRL
- Debt / equity0.00 as of 2026-09-03
- Revenue growth (YoY)+32.6% as of 2026-09-03
- Revenue CAGR (3y)+27.1% SEC XBRL
- Beta1.76 as of 2026-09-03
- Last reported earnings2026-08-04 SEC EDGAR Form 8-K (Item 2.02)
How ANET compares in its sector
- price-to-earnings ratiomiddle range 253 covered Information Technology peers, as of 2026-10-08
- net profit margintop 10% 380 covered Information Technology peers, as of 2026-09-03
- operating margintop 10% 375 covered Information Technology peers, as of 2026-09-03
- gross marginmiddle range 311 covered Information Technology peers, as of 2026-09-03
- return on equitytop 25% 370 covered Information Technology peers, as of 2026-09-03
- 3-year revenue CAGRtop 25% 385 covered Information Technology peers
- free cash flow (absolute dollars, latest fiscal year)top 10% 382 covered Information Technology peers, as of FY2025
Position among covered Information Technology companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
ANET is in the Top 10 — Information Technology.
Top 10 — Information Technology — since 1 Sep 2026
Top 10 score
73.8 #15 of 1,379 scored · #4 of 203 in Information Technology
Financial health 95th (free cash flow margin 47.2%, debt to equity 0) and profitability 91st (operating margin 42.8%, return on equity 28.4%); weakest is valuation (17th, price to book 18, price to earnings 66.5).
Top 10 — Information Technology
In this list since 1 Sep 2026 — currently 4th in the list (37 days)
- Entered 1 Sep 2026: score 69.8, rank 8 (not compared with 18 Aug 2026 — those rows were scored under method version 1, this pass under 3, and the formula changed between them, so a score is only comparable within one version).
- Held its place at 1 rebalance on 1 Oct 2026.
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
How Arista Networks looks technically
Arista Networks (ANET) is trading 31.5% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 305 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 20, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 60, neither overbought (above 70) nor oversold (below 30). It made a new 20-day high about 2 trading days ago. It is 2.9% below its 52-week high (its highest price of the past year).
Trend
8
| Distance from the 200-day | it is trading 31.5% above its 200-day average, the long-term trend line — a longer-term uptrend | +31.5% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $196.95 | $196.95 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $160.40 | $160.40 |
| Swing structure | each recent peak has been higher than the one before it and each dip has been shallower — the pattern chart-watchers call an uptrend, which describes where price has already been and not where it goes next | higher highs and higher lows |
| Last swing turn | its last significant turn was a swing high 13 calendar days ago — the swings before that are what the structure reading is measured on | 13 sessions |
| Wave structure | its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in the fourth leg, a pullback against that upward direction; the labelling fails if price closes below 200.675. It is one of several labellings that fit, and it describes the swings already printed, not what comes next. The same swings also read as a completed three-part correction. | possible upward five-wave sequence, in wave 4 (one of several readings) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 305 trading days ago — a "golden cross", a bullish long-term signal | 305 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 20, below the 25 that marks a real trend), though buyers have been pushing harder than sellers lately — pressure, not a trend | 19.8 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 60, neither overbought (above 70) nor oversold (below 30) | 60.0 |
|---|---|---|
| Position in its 14-day range | it is trading in the upper half of its 14-day range ($198.76 to $217.32) — its "stochastic" reading is 66 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 65.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in positive territory (momentum leaning bullish) | 15 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $217.32 | $217.32 |
|---|---|---|
| From the 52-week high | it is 2.9% below its 52-week high (its highest price of the past year) | -2.9% |
| Above the 52-week low | it is 83.8% above its 52-week low (its lowest price of the past year) | +83.8% |
| Below the 52-week high | it is 2.9% below its highest point of the past year | 2.9% |
| Since a 20-day breakout | it made a new 20-day high about 2 trading days ago | 2 sessions |
| Since a 55-day breakout | it made a new 55-day high about 2 trading days ago | 2 sessions |
| All-time high | its highest closing price on record is $416.20 (set on 2024-12-03) | $416.20 |
| Given back of the 52-week move | over the past year its closes ranged ($116.13 to $215.83), and it has given back only a small part of its rise from last year’s low — 5% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $151.03 to $154.22. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 4.9% |
| From the all-time high | it is 49.3% below its all-time high | -49.3% |
| Nearest price level | it is trading 1.2% below a resistance level at $213.42 — a price it turned at twice since 2026-08-05, most recently on 2026-09-25. Since 2024-10-08 it has 13 such levels below the current price and 1 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +1.2% |
| All-time low | its lowest closing price on record is $3.28 (set on 2016-02-09) | $3.28 |
| Above the all-time low | it is 6328.9% above its all-time low | +6,329% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are narrower than usual versus its own recent 6-month history (tighter than about 88% of it) | 12th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $7.01 between its high and its low — about 3.3% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $7.01 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $190.80 and $216.73 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $190.80 – $203.77 – $216.73 |
| Typical daily range (% of price) | its price moves about 3.3% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.3% |
| Stretch from the 200-day average | it is trading 7.2 daily ranges above its 200-day average price (31.5% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 7.2 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.01× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.1% since the prior reading | +0.1% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating has improved toward "buy" since the prior reading | 0.01 toward buy |
Candlestick patterns
1
| Since a doji | 5 sessions ago it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | 5 sessions ago |
|---|
Price gaps
3
| Gap at the open | it opened on 2026-10-08 1.1% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and traded back through that level before the close | -1.1% |
|---|---|---|
| Open gap | it gapped 2.4% above the previous close 16 sessions ago and has not traded back through the level it left behind at 192.84 — an "unfilled gap", which describes a price range no trade has since crossed and is not a forecast that it will be crossed | +2.4% |
| Gap filled | a 2.1% gap up opened on 2026-09-21 has been "filled" 10 sessions ago — price traded back through the level the gap left behind, and it took 3 sessions to close | 10 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock beat the market by 7.2 percentage points (the stock gained 8.2% while the market gained 1.0%) | +7.2% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 12.7 percentage points (the stock gained 16.5% while the market gained 3.8%) | +12.7% |
| vs market, 6 months | over the past 6 months this stock beat the market by 49.7 percentage points (the stock gained 67.1% while the market gained 17.5%) | +49.6% |
| vs market, 12 months | over the past 12 months this stock beat the market by 19.1 percentage points (the stock gained 34.1% while the market gained 15.0%) | +19.1% |
Signal agreement
2
| Bullish technical signals | 6 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, a fresh 20-day high, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 6 of 9 |
|---|---|---|
| Bearish technical signals | 0 of the 9 technical signals we can compute for it are currently in a bearish state — these describe past price behaviour, not a forecast | 0 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 11% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 2.6% of the share price. | +10.8% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 33% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $158.87 — a volume-weighted average of daily closes over 191 sessions, not a true tick-by-tick VWAP. | +32.8% |
|---|---|---|
| Vs the average paid since it last reported | the price is 7% above the average price paid since it last reported on 2026-08-04 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $197.94 — a volume-weighted average of daily closes over 47 sessions, not a true tick-by-tick VWAP. | +6.6% |
Symmetrical triangle, either side — broke out · entry $196.56 · 40 sessions in
Price levels it has turned at before
ANET last closed at $210.97 on 2026-10-08. Since 2024-10-08 it has turned at 13 prices below its last close and 1 above; the 3 nearest below and the nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $213.42 | Resistance | 1.2% above the last close | turned there twice · 2026-08-05 to 2026-09-25 |
| $184.85 | Support | 12.4% below the last close | turned there twice · 2026-08-21 to 2026-09-14 |
| $179.90 | Support | 14.7% below the last close | turned there four times · 2026-04-24 to 2026-09-03 |
| $162.47 | Support | 23.0% below the last close | turned there twice · 2025-10-10 to 2026-04-28 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a five-part upward sequence — what Elliott-wave chartists call an impulse — now in leg 4 of five, a pullback against that direction.
This labelling fails — stops being a possible reading at all — if it closes below $200.68.
This is one of several labellings that fit the same swings, so treat it as a reading rather than the reading. It was chosen from 2 labellings that survived the rules, counting shorter readings of the same bars.
On past moves of this shape the leg has usually ended somewhere between $200.68 and $205.89 — that is where it has tended to end if the count holds, not a forecast of where the price goes.
Alternate reading: The same swings also read as a completed three-part correction, which fails on a close above $212.00.
This reading has stood for 1 trading day, since 2026-10-08.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · Near the 52-week high · Broke out to a new 20-day high · trendless / choppy (low ADX) · beating the market · Stretched far above its 200-day average (6+ daily ranges) | Learn: moving average · golden cross · adx · rsi · breakout · fifty two week high low
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingStrong Buy (1.28 mean, 1=Strong Buy…5=Strong Sell) — 29 analysts
- Mean price target$242.21 range $190.00 – $289.00; median $248.00
Analyst estimates, as of 2026-10-05. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for ANET
- Consensus EPS estimate$1.08 next reporting period, as of 2026-10-05
- Estimate change, 30 days-$0.0001 (-0.0%) from $1.08, on 2026-09-01, 34-day window
- Readings revised upward13% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Significant revenue concentration among a small number of large customers, including hyperscalers.","Exposure to supply chain constraints, particularly in memory and silicon markets.","Intense competition from large system vendors offering integrated hardware and software solutions."]
What changed in the latest 10-Q
AI-assisted comparison of ANET's 10-Q filed 2026-08-05 against the prior one filed 2026-05-06.
Management's Discussion & Analysis (MD&A)
- Reworded:
- Newer filing (filed 2026-08-05) states: 'deliver a comprehensive suite of products and services on a global scale.' Older filing (filed 2026-05-06) states: 'deliver a comprehensive suite of products and services to a global scale.'
- Notes:
- The provided excerpt of the newer filing ends mid-sentence ('their internal cost-reduction'), so only the portion available in both texts could be compared.
- Only one wording change was detected between the two provided excerpts.
Risk Factors
- Added:
- Newer filing (filed 2026-08-05) adds the risk factor: 'Supply chain constraints and inventory imbalances could adversely affect our revenue and gross margins'.
- Removed:
- Older filing (filed 2026-05-06) contains the risk factor: 'key component supply chain constraints and inventory management'.
- Reworded:
- Newer filing (filed 2026-08-05) changes 'we have entered into significant purchase commitments' to 'we enter into significant purchase commitments' in the Risks Related to Our Business and Industry section.
- Older filing (filed 2026-05-06) ends the General Risks section with 'we have not paid dividends in the past and do not intend to pay dividends for the foreseeable futu', while the newer filing (filed 2026-08-05) text is truncated at 'we have not paid dividends in the past and do not intend to pay di'.
- Notes:
- Both filings are truncated at the end of the Risk Factors section, so changes after the truncation point cannot be assessed.
- The comparison is based only on the provided excerpts of the Risk Factors sections.
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 249 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 45 sells ($181M) — 5 selling insiders
- Last 90 days · read to 2026-10-040 buys · 249 sells ($797M) — 7 selling insiders
- Last 180 days · read to 2026-10-040 buys · 451 sells ($1.4B) — 8 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-10-06. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about ANET's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 31 matched disclosures for ANET from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Institutional ownership (13F)
5 institutional 13F filers reported holding ANET as of 2026-06-30 (quarter-end position, filed within 45 days).
- Distinct 13F filers 5
- Reported shares held 198,640,140
- Reported value $33,744,986,933
reported quarterly holdings change (2026-03-31 → 2026-06-30): 0 new, 2 increased, 3 decreased, 1 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Ask about ANET's institutional holders → See what each manager we track holds →
Short interest (FINRA)
ANET had 13,245,323 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
ANET had 1.05% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.04 days to cover at the same settlement.
- Reported short interest (shares) 13,245,323
- Short interest (% of shares outstanding) 1.05%
- Prior settlement (shares) 14,510,842
- Reported change -8.72%
- Days to cover (reported) 3.04
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Cisco Systems (CSCO)
- Juniper Networks (JNPR)
- NVIDIA (NVDA)
- Extreme Networks (EXTR)
- Hewlett Packard Enterprise (HPE)
- Aruba Networks (HPE)
- Dell Technologies (DELL)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Arista Networks (ANET) do?
Arista Networks provides data-driven, client-to-cloud networking solutions designed for AI, data centers, and enterprise environments. The company's platform is anchored by its Extensible Operating System (EOS) and Network Data Lake (NetDL), offering a unified approach to interconnecting AI, data center, campus, and wide-area networks. Its solutions emphasize high-speed Ethernet switching, open standards, and intelligent automation to simplify network operations.
What sector is Arista Networks (ANET) in?
Arista Networks (ANET) is classified in the Information Technology sector. Its industry is Data Center and Enterprise Networking. It trades on NYSE.
Who are Arista Networks's (ANET) competitors?
Notable peers of Arista Networks (ANET) include Cisco Systems, Juniper Networks, NVIDIA, Extreme Networks and Hewlett Packard Enterprise. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in ANET?
Yes — we hold 31 matched STOCK Act disclosures for ANET from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Arista Networks (ANET) overbought or oversold right now?
Arista Networks (ANET) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 60, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on ANET come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest; prices are market data, as of 2026-09-03; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.