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Silicon Stack Data Center Fabric AI Software Power + Grid Robotics
ANET AI Data Center Fabric

Arista Networks

AI data-center networking

Detail page

Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there.

Price $188.67
1D change -1.90%
Market cap $237.96B
Sector Technology

Shared metric table

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Metric ANET
Price $188.67
1D Change -1.90%
Market Cap $237.96B
Enterprise Value $224.61B
Trailing P/E 59.9
Forward P/E 36.7
PEG Ratio 2.52x
Price / Sales 22.6
EV / Revenue 21.3
Revenue Growth 37.7%
Earnings Growth 35.7%
Gross Margin 63.0%
Operating Margin 45.4%
Net Margin 38.4%
ROE 31.5%
Free Cash Flow $3.89B
FCF Margin 36.9%
Debt / Equity —
Current Ratio 2.96x
Dividend Yield 0.00%
Next Earnings Nov 03, 2026
Quarterly Revenue $3.04B
Revenue QoQ +12.1%
Quarterly Net Income $1.21B
Net Income QoQ +18.6%

ANET thesis lens

AI data-center networking

Why it could benefit

  • Large AI clusters need fast, reliable, scale-out networking, and Arista is a leader there.
  • Ethernet's role in AI data centers keeps growing as architectures evolve.
  • Arista is leveraged to both hyperscaler and enterprise data-center modernization.

Moat / edge

  • Strong software layer and operational simplicity.
  • Trusted relationships with sophisticated cloud customers.
  • High-performance Ethernet expertise.

What to watch

  • AI-cluster networking mix versus traditional cloud networking.
  • Customer concentration and spending cadence.
  • Competition from incumbents and custom architectures.

Key risks

  • Large orders can be lumpy quarter to quarter.
  • If architecture choices shift, product mix could change quickly.