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ANET 
Arista Networks (ANET)
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Upturn Advisory Summary
12/05/2025: ANET (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
28 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $164.08
1 Year Target Price $164.08
| 15 | Strong Buy |
| 7 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 79.19% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 12/05/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 161.93B USD | Price to earnings Ratio 48.71 | 1Y Target Price 164.08 |
Price to earnings Ratio 48.71 | 1Y Target Price 164.08 | ||
Volume (30-day avg) 28 | Beta 1.41 | 52 Weeks Range 59.43 - 164.94 | Updated Date 12/7/2025 |
52 Weeks Range 59.43 - 164.94 | Updated Date 12/7/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.64 |
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 2025-11-10 | When After Market | Estimate 0.71 | Actual 0.75 |
Profitability
Profit Margin 39.73% | Operating Margin (TTM) 42.38% |
Management Effectiveness
Return on Assets (TTM) 14.66% | Return on Equity (TTM) 31.74% |
Valuation
Trailing PE 48.71 | Forward PE 44.05 | Enterprise Value 151825267151 | Price to Sales(TTM) 19.17 |
Enterprise Value 151825267151 | Price to Sales(TTM) 19.17 | ||
Enterprise Value to Revenue 17.97 | Enterprise Value to EBITDA 41.17 | Shares Outstanding 1259285070 | Shares Floating 1041453939 |
Shares Outstanding 1259285070 | Shares Floating 1041453939 | ||
Percent Insiders 17.94 | Percent Institutions 70.1 |
Upturn AI SWOT
Arista Networks
Company Overview
History and Background
Arista Networks was founded in 2004 by David Cheriton, Andy Bechtolsheim, Kenneth Duda, and Michael Wu. Initially focused on developing high-performance networking solutions for data centers, the company has grown to become a leading provider of cloud networking solutions. Key milestones include its IPO in 2014 and its expansion into campus networking and network security.
Core Business Areas
- Cloud Networking: Arista's primary focus is on providing software-driven, cloud networking solutions for large-scale data centers and cloud computing environments. This includes high-performance switches, routing, and network operating systems designed for automation and programmability.
- Campus Networks: Arista has expanded its offerings to include solutions for enterprise campus networks, providing wired and wireless connectivity, security, and management.
- Network Security: The company integrates security features into its networking platforms, offering solutions for threat detection, mitigation, and compliance.
Leadership and Structure
Arista Networks is led by a seasoned executive team, including its Chairman and CEO, Jayshree Ullal. The company operates with a functional organizational structure, emphasizing engineering, sales, and customer support excellence.
Top Products and Market Share
Key Offerings
- CloudVision: A cloud-native network management and telemetry platform that provides visibility, automation, and programmability across Arista's entire network portfolio. It is crucial for managing large, complex cloud environments. Competitors include Cisco's DNA Center, Juniper Networks' Mist AI, and various open-source orchestration tools.
- Arista EOS (Extensible Operating System): Arista's proprietary network operating system that offers advanced features, programmability, and reliability for its switching and routing platforms. It is a core differentiator. Competitors for the underlying hardware and OS include Cisco, Juniper Networks, and Dell EMC Networking.
- 7000 Series Switches: High-density, high-performance data center switches designed for top-of-rack (ToR) and spine-leaf architectures. These are Arista's flagship products for hyperscale and enterprise data centers. Competitors include Cisco Nexus series, Juniper QFX series, and NVIDIA (Mellanox) Spectrum switches.
- Wi-Fi 6 Access Points and Gateways: Arista's expansion into the campus networking market with enterprise-grade wireless solutions, competing with established players like Cisco Meraki, Aruba Networks (HPE), and Ruckus Networks (CommScope).
Market Dynamics
Industry Overview
The networking industry, particularly in cloud and data center segments, is characterized by rapid technological advancement, increasing demand for higher bandwidth and lower latency, and a strong push towards software-defined networking (SDN) and automation. Cloud adoption, AI/ML workloads, and 5G deployment are key drivers.
Positioning
Arista Networks is positioned as a leader in high-performance cloud networking, challenging traditional networking giants like Cisco. Its strengths lie in its focus on data center and cloud-native solutions, innovative architecture, and strong customer relationships with hyperscale providers and large enterprises. Its competitive advantage stems from its EOS operating system, programmable architecture, and a go-to-market strategy that emphasizes customer choice and open standards.
Total Addressable Market (TAM)
The global network infrastructure market is a multi-hundred billion dollar market, with the data center networking segment alone projected to be worth tens of billions and growing. Arista is strongly positioned within the high-performance data center and cloud networking segments of this TAM, and is actively expanding into the campus and security markets.
Upturn SWOT Analysis
Strengths
- Strong focus on high-performance cloud networking.
- Innovative and programmable EOS operating system.
- Strong relationships with hyperscale cloud providers.
- Agile and customer-centric engineering approach.
- Growing market share in data center switching.
Weaknesses
- Historically less presence in the traditional enterprise campus market compared to competitors.
- Reliance on third-party ASIC development.
- Competition from established networking giants with broader portfolios.
Opportunities
- Continued growth in cloud and hyperscale data centers.
- Expansion into the enterprise campus market.
- Increasing demand for network security solutions.
- Leveraging AI/ML workloads for network optimization.
- Partnerships and integrations with cloud service providers.
Threats
- Intense competition and price pressure.
- Rapid technological changes requiring continuous innovation.
- Geopolitical factors affecting supply chains.
- Potential commoditization of certain networking hardware components.
- Emergence of new networking paradigms or technologies.
Competitors and Market Share
Key Competitors
- Cisco Systems (CSCO)
- Juniper Networks (JNPR)
- Dell Technologies (DELL) - Networking segment
- HPE (Aruba Networks) (HPE)
Competitive Landscape
Arista competes primarily on performance, programmability, and a cloud-native approach, often outperforming competitors in high-density, high-performance data center environments. Its weakness can be its less extensive enterprise support and traditional campus networking portfolio compared to giants like Cisco, though it is rapidly closing this gap. Arista's open approach and focus on software differentiation are key advantages.
Major Acquisitions
Big Switch Networks
- Year: 2020
- Acquisition Price (USD millions): 340
- Strategic Rationale: Acquired to strengthen Arista's network visibility, analytics, and network packet broker capabilities, enhancing its cloud networking and security portfolio.
Sansay
- Year: 2022
- Acquisition Price (USD millions):
- Strategic Rationale: Acquired to enhance Arista's cloud-native capabilities and software development talent, particularly in areas relevant to cloud networking and automation.
Growth Trajectory and Initiatives
Historical Growth: Arista has experienced impressive historical growth, transitioning from a niche data center networking provider to a major player in the broader networking industry. This growth has been fueled by its successful product innovation, strong customer adoption, and strategic market expansion.
Future Projections: Analyst projections generally indicate continued strong revenue growth for Arista Networks, driven by the ongoing digital transformation, cloud migration, and increasing network complexity. Growth is expected across its core data center business and its expanding campus and cloud security portfolios.
Recent Initiatives: Recent initiatives include the deepening of its cloud networking solutions, expansion into campus networking with Wi-Fi 6, and enhancing its network security offerings. The company is also investing heavily in AI/ML capabilities to further differentiate its platforms.
Summary
Arista Networks is a strong player in the high-performance cloud networking market, demonstrating consistent revenue growth and profitability. Its innovative EOS operating system and focus on hyperscale data centers are key strengths. While it faces intense competition from established players, its strategic expansion into campus networking and its commitment to software-driven solutions position it well for future growth. Arista needs to continue its aggressive innovation to maintain its competitive edge and capture broader market share.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Arista Networks Investor Relations
- SEC Filings (10-K, 10-Q)
- Industry Analyst Reports (Gartner, IDC)
- Financial News Outlets (Bloomberg, Wall Street Journal)
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information as of the latest available data. Market share figures are estimates and may vary depending on the source and methodology. This information is for informational purposes only and should not be considered investment advice. Investors should conduct their own due diligence 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 | 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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