Key facts, as of
As of September 29, 2026, Arista Networks (ANET) trades at $202.86, up 41.5% over the past year. Its 52-week range runs from $114.52 to $214.89; the price is 5.6% below that high. It sits 28.6% above its 200-day average of $157.77, the usual sign of a long-term uptrend. Its 30-day volatility is 39.1% annualized, which we rate high risk. It has a trailing P/E of 64.4.
Cite: Portfolio Terminal, "Arista Networks (ANET) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/anet
Where it trades today
trading 88% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Execution usually depends on product cycles, cloud demand, and how efficiently new AI or software capex converts into durable revenue.
- ANET trades at 64.4x earnings, well above the technology average of 28.5x, so the market is already pricing in above-consensus execution.
- Recent realized volatility is running around 39.1%, above the sector norm of 28.0%, so position sizing matters more than usual.
- Relative performance versus AAPL, MSFT, NVDA matters here because leadership inside technology rarely stays static for long.
Portfolio Use Case
- ANET is more useful for investors comparing conviction names inside technology than for someone looking for a passive “set and forget” holding.
- This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
- It is best monitored alongside valuation discipline, because strong narratives in technology can stay expensive longer than expected.
What Would Change the View
- A reset in earnings expectations or a faster peer catch-up could compress the premium valuation currently embedded in ANET.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
- There is little income cushion here, so total return depends mainly on price appreciation and execution staying on track.
Methodology
- Price, market cap, beta, yield, and liquidity fields for ANET come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Technology so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as AAPL, MSFT, NVDA.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for ANET. Last refresh: Sep 29, 2026, 10:33 PM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as AAPL, MSFT, NVDA.
What Arista Networks does
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…
What analysts expect
ANET carries a strong buy consensus from 28 analysts, with an average price target of $241.93 versus $202.86 today (+19.3%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
ANET generated $10.54B in trailing revenue (37.7% year over year), with a 38.4% net margin, and $3.89B of free cash flow, supported by $13.34B of net cash.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $9.01B | $5.77B | $3.86B | $3.51B | $2.79 | $4.25B |
| 2024 | $7.00B | $4.49B | $2.94B | $2.85B | $2.27 | $3.68B |
| 2023 | $5.86B | $3.63B | $2.26B | $2.09B | $1.69 | $2.00B |
| 2022 | $4.38B | $2.68B | $1.53B | $1.35B | $1.10 | $448.17M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in technology
High-growth sector driven by innovation, cloud computing, AI, and digital transformation.
The companies it competes with
ANET beside the technology names it is usually measured against.
What the chart is saying
In an uptrend, 5.6% under its 1-year high with no resistance above.
uptrend- Price is 5.9% above its 50-day average and 28.6% above its 200-day.
- RSI at 56 is neither stretched nor washed out.
- Nothing above has stopped it this year; the nearest floor is $187.96 (-7.3%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is ANET a good buy right now?
Arista Networks trades at 64.4x earnings. This is above market average, reflecting growth expectations. Current risk level is High based on 39.1% volatility.
Does ANET pay dividends?
Arista Networks does not currently pay a regular dividend. The company may be reinvesting profits for growth.
How volatile is ANET?
With 30-day annualized volatility of 39.1% and beta of 1.62, ANET is classified as High risk. Expect larger swings than the broader market during volatile periods.
What is the analyst price target for ANET?
The average analyst price target for Arista Networks (ANET) is $241.93 based on 28 analyst estimates, about 19.3% above the current price of $202.86. The published range runs from $190.00 to $289.00.
How much revenue does ANET generate?
Arista Networks reported $10.54B in trailing twelve-month revenue. Revenue growth is running at 37.7% year over year. Net margin sits at 38.4%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare ANET with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.