Arista Networks stock
ANETNYSEArista Networks, Inc., TechnologyISIN US0404132054
83Score 83 out of 100, Strong
Price and trend
87 / 100
Price history
+46% in one yearThe chart shows daily closes over 12 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 18% above it.
Since July 2025 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 61).
The price is 9.3% below its 52-week high. Largest decline in 12 years: 52% (April 2019 to March 2020).
Chart figures for advanced users
- SMA 50$192.40
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$166.82
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)61
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$116.13
- The lowest closing price of the last twelve months.
- Resistance$216.74
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Arista Networks, Inc. belongs to the Computer Hardware industry (United States) and, with a market value of $248.49B, is the largest of 46 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $9.01B (up 28.6% year on year) and earnings of $3.51B (up 23.1%).
- For fiscal 2026, analysts expect on average revenue of $13.18B (up 46.4%) and adjusted earnings per share of $4.30 (up 45.6%).
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- MEQIRI Score 83 out of 100 (Strong): rank 9 of 857 in Technology, median 61.
- The P/E is 52.9 (Computer Hardware median 19.4, own median of recent years 37.7).
- Our model puts fair value at $109.67, with the price 79% above it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings per share growingUp 39.9% a year since 2020.Growth 100
- Growing faster than its industryRevenue up 31.2% a year since 2020, Computer Hardware median 4.9%.Growth 100
- High marginNet margin 40% over the last 12 months, Computer Hardware median 4.6%.Profitability 97
Weaknesses
- Richly valuedP/E 52.9, Computer Hardware median 19.4, own median 37.7.Valuation 22
- Above fair valuePrice 79% above the fair value of $109.67.Valuation 22
- Volatile share priceVolatility 57% a year over the last 12 months.
Its standout strengths are growth and fundamentals, while valuation holds the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 81 to 83.
Fundamentals are strong, with stable profits and strong cash generation.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among the 100 largest stocks.
From 2016 to 2025, 7 in 100 such stocks fell 30% or more within a year, against a group average of 9 in 100.
What drives the risk
- high growth grade (crashed more often in the backtest)
- high price swings
What lowers it
- solid fundamentals
- very large company
Valuation
Valuation signal
Significantly overvaluedIn our model the price counts as cheap below $78.34 and expensive above $182.79 (uncertainty high, based on the price swings of the past year).
The two parts of the fair value come to $147.15 (cash-flow model) and $72.20 (industry comparison), and the gap between them shows how uncertain the estimate is. The price is above both.
Calculated with a cost of equity of 10.9%. At 11.9% the fair value would be $99.40, at 9.9% it would be $123.40.
Valuation metrics
Half from the cash-flow model, half from earnings times the industry P/E (19.4).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 40.7% on the twelve months before. Revenue has grown strongly since 2011, at around 35% per year.
Margins
- Gross margin
- Operating margin
- Net margin
In fiscal 2025: gross 64%, operating 43%, net 39%.
Debt & balance sheet
latest quarterNo financial debt is reported on the balance sheet.
Earnings
- Next earnings
- 11 Feb 2027in 91 days
- Last reported
- 3 Nov 2026EPS reported $1.20 (expected $1.08)above expectations
Analyst estimates
Analysts have raised their 2027 earnings estimate by 11.4% since 15 Oct 2026.
- Earnings per share
- $4.30+4.4%
- Revenue
- $13.18B+3.9%
- Earnings per share
- $5.86+11.4%
- Revenue
- $18.11B+9.2%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook raised
Share price after the results: +6.7%2026 revenue guidance raised for the third time to about $12.6 billion (up 40%); operating margin target raised to 48% to 49%.
“We have increased our fiscal 2026 operating margin target now at a range of 48% to 49%, while maintaining an expected tax rate of 21.5%.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 4 Aug 2026 (fiscal Q2 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 7 insiders sold, $856.96M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
- Bechtolsheim AndreasSale
6 Nov 2026, Major holder
- Shares
- 260,000
- Price
- $168.96
- Value
- $43.93M
- Bechtolsheim AndreasSale
5 Nov 2026, Major holder
- Shares
- 260,000
- Price
- $165.45
- Value
- $43.02M
- Templeton Mark BSale
2 Nov 2026, Board
- Shares
- 5,000
- Price
- $165.85
- Value
- $829,255
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- Bechtolsheim AndreasSale
30 Oct 2026, Major holder
- Shares
- 267,892
- Price
- $171.19
- Value
- $45.86M
- Duda KennethSale
20 Oct 2026, President and CTO
- Shares
- 43,333
- Price
- $180.91
- Value
- $7.84M
- Ullal JayshreeSale
9 Oct 2026, CEO and Chairperson
- Shares
- 111,897
- Price
- $217.10
- Value
- $24.29M
- Ullal JayshreeSale
8 Oct 2026, CEO and Chairperson
- Shares
- 23,990
- Price
- $217.05
- Value
- $5.21M
- Ullal JayshreeSale
7 Oct 2026, CEO and Chairperson
- Shares
- 83,132
- Price
- $217.14
- Value
- $18.05M
- Ullal JayshreeSale
6 Oct 2026, CEO and Chairperson
- Shares
- 394,609
- Price
- $212.09
- Value
- $83.69M
- Breithaupt Chantelle YvetteSale
6 Oct 2026, Senior Vice President, CFO
- Shares
- 1,224
- Price
- $215.00
- Value
- $263,160
- Templeton Mark BSale
1 Oct 2026, Board
- Shares
- 5,000
- Price
- $204.37
- Value
- $1.02M
- Ullal JayshreeSale
25 Sept 2026, CEO and Chairperson
- Shares
- 53,674
- Price
- $211.40
- Value
- $11.35M
- Duda KennethSale
21 Sept 2026, President and CTO
- Shares
- 43,333
- Price
- $203.50
- Value
- $8.82M
- Bechtolsheim AndreasSale
17 Sept 2026, Major holder
- Shares
- 300,000
- Price
- $198.95
- Value
- $59.69M
- Templeton Mark BSale
8 Sept 2026, Board
- Shares
- 5,000
- Price
- $197.16
- Value
- $985,788
- Breithaupt Chantelle YvetteSale
1 Sept 2026, Senior Vice President, CFO
- Shares
- 612
- Price
- $195.77
- Value
- $119,811
- Bechtolsheim AndreasSale
27 Aug 2026, Major holder
- Shares
- 300,000
- Price
- $202.60
- Value
- $60.78M
- Ullal JayshreeSale
25 Aug 2026, CEO and Chairperson
- Shares
- 13,809
- Price
- $191.79
- Value
- $2.65M
- Battles Kelly BodnarSale
21 Aug 2026, Board
- Shares
- 422
- Price
- $187.34
- Value
- $79,057
- Duda KennethSale
20 Aug 2026, President and CTO
- Shares
- 43,333
- Price
- $185.42
- Value
- $8.03M
- Ullal JayshreeSale
12 Aug 2026, CEO and Chairperson
- Shares
- 486,455
- Price
- $208.13
- Value
- $101.25M
- Bechtolsheim AndreasSale
6 Aug 2026, Major holder
- Shares
- 411,848
- Price
- $192.75
- Value
- $79.38M
- Bechtolsheim AndreasSale
5 Aug 2026, Major holder
- Shares
- 300,000
- Price
- $203.30
- Value
- $60.99M
- Ullal JayshreeSale
5 Aug 2026, CEO and Chairperson
- Shares
- 767,029
- Price
- $201.22
- Value
- $154.34M
- Ullal JayshreeSale
5 Aug 2026, CEO and Chairperson
- Shares
- 516
- Price
- $201.24
- Value
- $103,840
- Ullal JayshreeSale
5 Aug 2026, CEO and Chairperson
- Shares
- 165,717
- Price
- $201.22
- Value
- $33.35M
- Giancarlo Charles HSale
3 Aug 2026, Board
- Shares
- 5,857
- Price
- $179.54
- Value
- $1.05M
Partial trades from one filing are shown in one row, with the average price.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Arista Networks
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
857 rated companies in Technology
- This company
- 83
- Sector median
- 61
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Computer Hardware
The next smaller companies by market value
- Dell TechnologiesDELL $237.59B68
- SandiskSNDK $139.11B78
- Seagate Technology HoldingsSTX $126.65B73
- Western DigitalWDC $117.28B69
- Hygon Information Technology688041.SS $68.28B52
- Hewlett Packard EnterpriseHPE $66.7B62
- Hangzhou Hikvision Digital Technology002415.SZ $47.06B76
- Quanta Computer2382.TW $37.19B62
ETFs that hold Arista Networks
Held by 118 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Amundi MSCI Robotics & AI UCITS ETF AccGOAI | 4.08% | 0.40% | €1.14B |
| Amundi MSCI Digital Economy UCITS ETF AccEBUY | 3.59% | 0.45% | €96.36M |
| UBS Factor MSCI USA Quality Screened UCITS ETF hEUR accUBUX | 2.58% | 0.28% | €1.14B |
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| iShares Digital Security UCITS ETFIS4S | 2.47% | 0.40% | €1.9B |
| L&G Artificial Intelligence UCITS ETFXMLD | 1.94% | 0.49% | €1.96B |
| Xtrackers Artificial Intelligence & Big Data UCITS ETF 1CXAIX | 1.83% | 0.35% | €7.53B |
| Invesco Artificial Intelligence Enablers UCITS ETF AccumUSDIVAI | 1.80% | 0.35% | €35.63M |
| iShares Edge MSCI USA Quality Factor UCITS ETFQDVB | 1.23% | 0.20% | €1.89B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Strong, published since 7 Nov 2026 (in the score history since 28 Feb 2019)
- Valuation signal Overvalued since 10 Nov 2026, previously Fairly valued
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.