COMPANY WORKBOOK · ANET
Arista Networks, Inc.
Networking · Computer Hardware
$190.51+3.04%
85/100
PRICE ACTION
One-year history
COMPANY SNAPSHOT
What it does
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. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.
- Exchange
- NYQ
- Country
- United States
- Employees
- 5.12K
- Website
- https://www.arista.com
Model breakdown
Current v1 weighting: 25% momentum, 25% technicals, 30% fundamentals and 20% thematic fit.
Networking
High-speed switching for scale-out AI clusters.
WHY NOW
Score changes, earnings revisions and theme-level catalysts will populate this section as the data model expands.
KEY RISK
Valuation compression, execution risk and a breakdown in the underlying thematic demand signal.
FUNDAMENTAL OUTPUT
Financial quality and growth
TRAILING P/E65.69
FORWARD P/E42.64
PRICE / SALES24.71
EV / EBITDA52.03
REVENUE GROWTH35.1%
EARNINGS GROWTH25.0%
GROSS MARGIN63.5%
OPERATING MARGIN42.7%
PROFIT MARGIN38.3%
RETURN ON EQUITY31.5%
FREE CASH FLOW4.36B
TOTAL DEBT0
Trend structure
- 20-day return
- 14.4%
- 60-day return
- 34.4%
- 200-day return
- 32.9%
- Distance from 52W high
- 0.0%
- 50-day moving average
- $168.31
- 200-day moving average
- $146.31
Young Bull coverage
No published research has been linked to this ticker yet.
RELEVANT FILES