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Upturn AI SWOT - About
ANET 
Arista Networks (ANET)
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Upturn Advisory Summary
10/31/2025: ANET (5-star) is a STRONG-BUY. BUY since 5 days. Simulated Profits (0.56%). Updated daily EoD!
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 $159.79
1 Year Target Price $159.79
| 15 | Strong Buy |
| 7 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 101.23% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/31/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 199.14B USD | Price to earnings Ratio 61.84 | 1Y Target Price 159.79 |
Price to earnings Ratio 61.84 | 1Y Target Price 159.79 | ||
Volume (30-day avg) 28 | Beta 1.48 | 52 Weeks Range 59.43 - 164.94 | Updated Date 11/1/2025 |
52 Weeks Range 59.43 - 164.94 | Updated Date 11/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.55 |
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 40.9% | Operating Margin (TTM) 44.73% |
Management Effectiveness
Return on Assets (TTM) 15.23% | Return on Equity (TTM) 33.64% |
Valuation
Trailing PE 61.84 | Forward PE 44.05 | Enterprise Value 177159213939 | Price to Sales(TTM) 25.05 |
Enterprise Value 177159213939 | Price to Sales(TTM) 25.05 | ||
Enterprise Value to Revenue 22.28 | Enterprise Value to EBITDA 50.8 | Shares Outstanding 1256865381 | Shares Floating 1038070255 |
Shares Outstanding 1256865381 | Shares Floating 1038070255 | ||
Percent Insiders 17.97 | Percent Institutions 69.42 |
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 address the limitations of existing network infrastructure in data centers, particularly for cloud computing and high-performance applications. Arista rapidly gained recognition for its software-driven, open-standards approach to networking.
Core Business Areas
- Cloud Networking: Arista's core business revolves around providing cloud networking solutions for data centers and enterprise networks. These solutions include high-performance switches, software-defined networking (SDN) platforms, and network automation tools.
- Data Center Solutions: Arista's solutions are designed to meet the demanding requirements of modern data centers. The company offers a range of switches, routers, and software that optimize network performance, improve scalability, and reduce operational costs.
- Campus Networking: Arista provides wired and wireless solutions for enterprise campus environments, with a focus on security, automation, and user experience. Their campus switches and access points are designed to deliver high-performance connectivity and simplified network management.
Leadership and Structure
Jayshree Ullal serves as the CEO of Arista Networks. The company operates with a functional organizational structure, with key departments including Engineering, Sales, Marketing, and Operations.
Top Products and Market Share
Key Offerings
- 7000 Series Switches: High-performance data center switches used for building scalable and resilient networks. Arista is estimated to hold a significant market share in the high-speed data center switching market. Competitors include Cisco and Juniper Networks.
- EOS (Extensible Operating System): A Linux-based network operating system that provides a foundation for Arista's hardware and software solutions. EOS enables network automation, programmability, and visibility. There are no direct competitors to EOS, it is Arista's proprietary platform.
- CloudVision: A network management platform that provides centralized control and visibility across Arista networks. CloudVision offers features such as network automation, analytics, and monitoring. Competitors include Cisco DNA Center and Juniper Apstra.
Market Dynamics
Industry Overview
The networking industry is undergoing a transformation driven by cloud computing, virtualization, and the increasing demand for bandwidth. Companies are seeking more agile, scalable, and cost-effective networking solutions.
Positioning
Arista Networks is positioned as a leader in cloud networking solutions, known for its innovation, open-standards approach, and strong focus on software-defined networking. Its competitive advantages include its high-performance hardware, flexible EOS operating system, and comprehensive network management platform.
Total Addressable Market (TAM)
The TAM for data center and enterprise networking is estimated to be in the tens of billions of dollars annually. Arista is well-positioned to capture a significant share of this market with its innovative products and strong customer relationships.
Upturn SWOT Analysis
Strengths
- Innovative product portfolio
- Strong software-defined networking (SDN) capabilities
- Open-standards approach
- High-performance hardware
- Strong customer relationships
Weaknesses
- Reliance on a limited number of customers for a significant portion of revenue
- Potential impact from legal disputes
- Limited presence in certain market segments
Opportunities
- Expanding into new market segments such as campus networking and security
- Capitalizing on the growth of cloud computing and virtualization
- Developing new software and automation capabilities
- Increasing its presence in international markets
Threats
- Intense competition from established players like Cisco and Juniper Networks
- Rapid technological changes in the networking industry
- Economic downturns that could impact IT spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CSCO
- JNPR
Competitive Landscape
Arista Networks competes primarily with Cisco Systems and Juniper Networks. Arista's advantages include its innovative products, open-standards approach, and strong software capabilities. Its disadvantages include its smaller size and limited presence in certain market segments.
Major Acquisitions
Big Switch Networks
- Year: 2020
- Acquisition Price (USD millions): 68
- Strategic Rationale: To enhance 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 increasing adoption of cloud computing and the demand for high-performance networking solutions.
Future Projections: Analysts project continued growth for Arista Networks, driven by its innovative products, strong customer relationships, and expanding market opportunities. Revenue and EPS are expected to increase at a healthy rate in the coming years.
Recent Initiatives: Recent strategic initiatives include expanding its campus networking offerings, investing in new software capabilities, and increasing its presence in international markets.
Summary
Arista Networks is a strong player in the cloud networking market, known for its innovation and software-driven approach. Its financial performance is robust, and it has a clear growth trajectory. Intense competition and the need to stay ahead of technological changes are key considerations.
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Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Website
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor.
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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