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Upturn AI SWOT - About
ANET 
Arista Networks (ANET)
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Upturn Advisory Summary
09/12/2025: ANET (5-star) is a STRONG-BUY. BUY since 89 days. Simulated Profits (61.24%). 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 $153.17
1 Year Target Price $153.17
| 15 | Strong Buy |
| 7 | Buy |
| 5 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 100.97% | Avg. Invested days 58 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 175.20B USD | Price to earnings Ratio 54.66 | 1Y Target Price 153.17 |
Price to earnings Ratio 54.66 | 1Y Target Price 153.17 | ||
Volume (30-day avg) 28 | Beta 1.5 | 52 Weeks Range 59.43 - 156.32 | Updated Date 09/13/2025 |
52 Weeks Range 59.43 - 156.32 | Updated Date 09/13/2025 | ||
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 54.66 | Forward PE 42.37 | Enterprise Value 170786906457 | Price to Sales(TTM) 22.03 |
Enterprise Value 170786906457 | Price to Sales(TTM) 22.03 | ||
Enterprise Value to Revenue 21.48 | Enterprise Value to EBITDA 48.97 | Shares Outstanding 1256870016 | Shares Floating 1036662566 |
Shares Outstanding 1256870016 | Shares Floating 1036662566 | ||
Percent Insiders 18 | Percent Institutions 69.08 |
Upturn AI SWOT
Arista Networks
Company Overview
History and Background
Arista Networks was founded in 2008 by Andreas von Bechtolsheim, David Cheriton, and Kenneth Duda. It emerged from stealth mode in 2010, focusing on cloud networking solutions. Arista quickly gained recognition for its data center switches using Extensible Operating System (EOS).
Core Business Areas
- Cloud Networking: Arista develops and sells multi-cloud networking solutions, primarily data center switches, for large enterprises, cloud service providers, and financial institutions.
- Software Defined Networking (SDN): Arista offers software-defined networking solutions that enable automation and programmability of network infrastructure.
- Data Center Networking: Focuses on providing high-performance, low-latency networking solutions for data centers, optimizing network performance and efficiency.
Leadership and Structure
Jayshree Ullal is the CEO of Arista Networks. The company has a functional organizational structure, with departments focusing on engineering, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- 7000 Series Switches: High-performance data center switches with advanced features like telemetry and programmability. They hold a significant market share in the high-end data center switching market. Key competitors are Cisco (CSCO) and Juniper Networks (JNPR).
- Extensible Operating System (EOS): A Linux-based network operating system that provides a consistent platform for all Arista switches, enabling automation and programmability. It does not directly generate revenue, but it's a core differentiator. The competitors are Cisco's IOS-XR and Juniper's Junos.
- CloudVision: A network management and orchestration platform that provides a centralized view of the network, enabling automation and monitoring. Revenue contributed is growing. Competitors are Cisco DNA Center and VMware NSX.
Market Dynamics
Industry Overview
The networking industry is undergoing significant changes, driven by the growth of cloud computing, data centers, and AI/ML workloads. Demand for high-bandwidth, low-latency networking solutions is increasing.
Positioning
Arista Networks is positioned as a leader in cloud networking, known for its innovative technology, high-performance products, and open approach. It competes primarily with Cisco and Juniper.
Total Addressable Market (TAM)
The global data center and cloud networking market is projected to reach hundreds of billions USD. Arista is well-positioned to capture a significant share of this TAM, focusing on high-growth segments like hyperscale data centers and enterprise cloud deployments.
Upturn SWOT Analysis
Strengths
- Strong technology leadership
- Innovative EOS platform
- High-performance products
- Strong customer relationships
- Agile and responsive to market changes
Weaknesses
- Reliance on a few key suppliers
- Smaller product portfolio compared to competitors
- Potential impact from component shortages
- Vulnerable to competition from large networking vendors
Opportunities
- Growing demand for cloud networking
- Expansion into new markets (e.g., campus networking)
- Increased adoption of SDN and automation
- Growth in AI/ML workloads driving network upgrades
- Strategic partnerships
Threats
- Intense competition from Cisco and Juniper
- Potential for disruptive technologies
- Economic downturn impacting IT spending
- Supply chain disruptions
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- CSCO
- JNPR
- HPE
Competitive Landscape
Aristau2019s advantages include its focus on cloud networking, its innovative EOS platform, and its agile approach. Disadvantages include its smaller product portfolio and reliance on key suppliers compared to Cisco.
Major Acquisitions
Big Switch Networks
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquired Big Switch to add network monitoring and visibility capabilities to its portfolio.
Untangle
- Year: 2022
- Acquisition Price (USD millions): 0
- Strategic Rationale: Acquired Untangle, a network security provider, to expand its security offerings for distributed enterprises.
Growth Trajectory and Initiatives
Historical Growth: Arista has experienced rapid growth since its inception, driven by its innovative technology and strong market position.
Future Projections: Analysts project continued growth for Arista, driven by the increasing adoption of cloud networking and the company's expansion into new markets.
Recent Initiatives: Arista has recently focused on expanding its product portfolio, investing in R&D, and forging strategic partnerships to drive future growth.
Summary
Arista Networks is a strong company with solid fundamentals and a leading position in cloud networking. Its innovative technology and agile approach have driven significant growth. However, Arista faces intense competition and must carefully manage its supply chain and expand its product portfolio to maintain its growth trajectory. Market conditions are highly favorable due to the increasing adoption of cloud networking.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Analyst Reports (e.g., from Gartner, Forrester)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a 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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