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Compute Stack AI Platforms Power Buildout Robotics
ANET Compute / Networking

Arista Networks

AI data-center networking

Detail page

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

Price $139.64
1D change -1.49%
Market cap $175.83B
Sector Technology

Shared metric table

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Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

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Metric ANET
Price $139.64
1D Change -1.49%
Market Cap $175.83B
Enterprise Value $166.14B
Trailing P/E 48.0
Forward P/E 31.6
Price / Sales 18.1
EV / Revenue 17.1
Revenue Growth 35.1%
Earnings Growth 25.0%
Gross Margin 63.5%
Operating Margin 42.7%
Net Margin 38.3%
ROE 31.5%
Free Cash Flow $4.36B
FCF Margin 44.9%
Debt / Equity —
Current Ratio 2.83x
Dividend Yield —
Next Earnings Aug 04, 2026
Quarterly Revenue $2.49B
Revenue QoQ +7.8%
Quarterly Net Income $955.8M
Net Income QoQ +12.1%

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.