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Upturn AI SWOT - About
ANET 
Arista Networks (ANET)
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Upturn Advisory Summary
07/03/2025: ANET (3-star) is a STRONG-BUY. BUY since 40 days. Profits (18.59%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $105.64
1 Year Target Price $105.64
| 15 | Strong Buy |
| 7 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 47.81% | Avg. Invested days 51 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 07/03/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 128.76B USD | Price to earnings Ratio 43.26 | 1Y Target Price 105.64 |
Price to earnings Ratio 43.26 | 1Y Target Price 105.64 | ||
Volume (30-day avg) 28 | Beta 1.38 | 52 Weeks Range 59.43 - 133.57 | Updated Date 07/5/2025 |
52 Weeks Range 59.43 - 133.57 | Updated Date 07/5/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.37 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 40.72% | Operating Margin (TTM) 42.84% |
Management Effectiveness
Return on Assets (TTM) 15.68% | Return on Equity (TTM) 33.68% |
Valuation
Trailing PE 43.26 | Forward PE 39.68 | Enterprise Value 124349506106 | Price to Sales(TTM) 17.31 |
Enterprise Value 124349506106 | Price to Sales(TTM) 17.31 | ||
Enterprise Value to Revenue 16.72 | Enterprise Value to EBITDA 38.82 | Shares Outstanding 1255920000 | Shares Floating 1029466238 |
Shares Outstanding 1255920000 | Shares Floating 1029466238 | ||
Percent Insiders 18.02 | Percent Institutions 69.61 |
Upturn AI SWOT
Arista Networks
Company Overview
History and Background
Arista Networks was founded in 2008 by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda. It emerged to challenge established networking vendors with a focus on software-defined networking (SDN) and cloud networking solutions. Arista quickly gained traction for its high-performance, scalable, and programmable network switches designed for data centers and cloud environments.
Core Business Areas
- Cloud Networking: Offers high-performance network switches and software solutions for cloud data centers, enabling scalability, automation, and visibility.
- Data Center Networking: Provides networking solutions optimized for modern data center architectures, focusing on low latency, high bandwidth, and virtualization.
- Campus Networking: Extends its networking solutions to enterprise campus environments, delivering unified wired and wireless connectivity with consistent policies and management.
Leadership and Structure
Jayshree Ullal is the CEO of Arista Networks. The company operates with a functional organizational structure, emphasizing product development, sales, marketing, and customer support.
Top Products and Market Share
Key Offerings
- 7000 Series Switches: A flagship line of high-performance data center switches known for their low latency and scalability. Arista holds a significant share in the 400G and 800G Ethernet switch market. Competitors include Cisco, Juniper Networks, and Huawei.
- EOS (Extensible Operating System): Arista's network operating system that provides a unified platform for network automation, monitoring, and security. EOS helps Arista to distinguish itself from its competition through its extensible design. Competitors are Cisco's IOS, Juniper's Junos.
Market Dynamics
Industry Overview
The networking industry is experiencing growth driven by cloud computing, data center modernization, and the increasing demand for bandwidth. Trends include the adoption of SDN, network virtualization, and automation.
Positioning
Arista Networks is a leading provider of cloud networking solutions, known for its innovative technology, open architecture, and strong customer relationships. It competes with established vendors by offering high-performance and cost-effective solutions.
Total Addressable Market (TAM)
The TAM for data center and cloud networking is estimated to be in the tens of billions of dollars annually. Arista Networks is well-positioned to capture a significant portion of this market with its strong product portfolio and competitive advantages.
Upturn SWOT Analysis
Strengths
- High-performance products
- Open architecture
- Strong software capabilities (EOS)
- Focus on cloud networking
- Strong customer relationships
Weaknesses
- Reliance on a few key customers
- Limited presence in certain market segments (e.g., service provider)
- Exposure to supply chain disruptions
- Concentration of revenue in North America
Opportunities
- Expanding into new market segments (e.g., campus networking, security)
- Leveraging AI/ML for network automation and analytics
- Partnerships with cloud providers
- Growth in emerging markets
Threats
- Intense competition from established vendors
- Technological advancements (e.g., disaggregated networking)
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- CSCO
- JNPR
- HPE
Competitive Landscape
Arista Networks competes effectively with Cisco, Juniper Networks, and Hewlett Packard Enterprise (HPE) by offering innovative technology, open standards, and a strong focus on customer satisfaction.
Major Acquisitions
Big Switch Networks
- Year: 2020
- Acquisition Price (USD millions):
- Strategic Rationale: Enhanced Arista's network monitoring and visibility capabilities.
Growth Trajectory and Initiatives
Historical Growth: Arista Networks has experienced significant growth in recent years, driven by the adoption of its cloud networking solutions.
Future Projections: Analysts project continued revenue growth for Arista Networks, driven by the expansion of cloud computing and data center modernization. Earnings are expected to increase as well.
Recent Initiatives: Recent initiatives include expanding its campus networking offerings, investing in AI/ML capabilities, and forging partnerships with leading cloud providers.
Summary
Arista Networks exhibits strength in cloud networking, underpinned by innovative technology and strong financials. While facing competitive pressures, its strategic initiatives and growth trajectory are promising. It needs to cautiously watch for emerging market pressures and be wary of larger competitors with more diverse holdings. Continued product differentiation is crucial.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Analyst Reports
- Company Presentations
- Third-party Market Research
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions and company performance are subject to change. Please do your own research before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arista Networks
Exchange NYSE | Headquaters Santa Clara, CA, United States | ||
IPO Launch date 2014-06-06 | President, CEO & Chairperson Ms. Jayshree V. Ullal | ||
Sector Technology | Industry Computer Hardware | Full time employees 4412 | Website https://www.arista.com |
Full time employees 4412 | Website https://www.arista.com | ||
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 beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
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