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Arista Networks(ANET)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ANET
10/08/2026: ANET (5-star) is a STRONG-BUY. BUY for 77 days. Simulated Profits (20.86%). Updated daily EoD!
Arista Networks is a prominent provider of high-performance cloud networking hardware and software, known for its scalable switches and proprietary EOS platform. The company has a leading position in the hyperscale data center market, consistently capturing value from the rising demand for high-bandwidth connectivity. Its primary growth opportunity lies in enabling massive AI computing clusters through its specialized networking solutions. However, investors should remain mindful of risks including high customer concentration among cloud giants, intense competition from companies like NVIDIA and Cisco, and potential valuation sensitivity. Arista may be best suited for growth-oriented investors who monitor trends in AI infrastructure and data center expansion.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Arista's history of sustained revenue growth and leadership in data center tech appeals to those seeking capital appreciation. |
| Momentum investor | Strong fit while signal remains positive | The stock frequently aligns with bullish trends in cloud and AI infrastructure. |
| Value investor | Mixed fit | The company often trades at a premium valuation relative to traditional networking peers due to its growth profile. |
| Dividend investor | Weak fit | Arista does not pay a dividend, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Mixed fit | The stock's volatility and reliance on hyperscale capital spending introduce risks that may exceed conservative thresholds. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | High-growth tech stocks often experience sharp price corrections during market downturns. |
| Valuation risk | Medium / high | The market often prices Arista for high future growth, leaving little room for error in earnings misses. |
| Competition risk (AI competition) | High | Increased competition from NVIDIA in high-speed AI cluster networking could threaten long-term margins. |
| Business quality | Strong | Arista has demonstrated an ability to maintain high margins through superior software integration. |
| Dividend income | Low / none | The company does not provide a source of yield for investors. |
| Execution risk | Medium | The ability to keep pace with rapid shifts toward specialized AI-networking requirements is critical. |
Price Behavior
Hockey-Stick Growth
The stock demonstrates a Hockey-Stick Growth price path pattern.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 69.53% | Avg. Invested days 47 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 272.21B USD | Price to earnings Ratio 68.09 | 1Y Target Price 242.55 |
Price to earnings Ratio 68.09 | 1Y Target Price 242.55 | ||
Volume (30-day avg) 4.7M shares | Beta 1.6 | 52 Weeks Range 114.52 - 217.32 | Updated Date 10/08/2026 |
52 Weeks Range 114.52 - 217.32 | Updated Date 10/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 3.17 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Product Revenue | Switches, routers, and other networking hardware equipment. | This is the primary way the company makes money—by selling hardware that enables data center connectivity. |
| Service Revenue | Technical support, software updates, and maintenance contracts. | This provides recurring revenue that stabilizes the company's income stream over time. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 68.09 | Forward PE 39.22 | Enterprise Value 243.28B | Price to Sales(TTM) 25.82 |
Enterprise Value 243.28B | Price to Sales(TTM) 25.82 | ||
Enterprise Value to Revenue 23.08 | Enterprise Value to EBITDA 52.44 | Shares Outstanding 1.26B | Shares Floating 1.05B |
Shares Outstanding 1.26B | Shares Floating 1.05B | ||
Percent Insiders 17.25 | Percent Institutions 73.32 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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