Nama Insights

Arista Networks (ANET)

Technology · Computer Hardware · NYSE

S&P 500
Arista Networks (ANET) is a Technology company in the Computer Hardware industry. It has a market capitalization of $215.79B, a trailing price-to-earnings ratio of 43.7 and a free-cash-flow yield of 1.9%. Over the most recent reported fiscal year, revenue grew 28.6% and free cash flow per share grew 16.2%. Nama's AI scorecard rates it Strong Buy, 8.9 out of 10. On 12-month momentum it ranks in the leading band of its market.
AI scorecard
Strong Buy · 8.9/10
The top band of the Fundamental Verdict (8.6–10). As of Nov 7, 2026.
Momentum
Leading · +61.0% over 12 months ex. last
Top 20% of its market on the past year's steady rise.
Shariah screen
Shariah Compliant
Passes our debt, cash and income screen; not a scholar's ruling.
Off its high
-21.4%
How far the last close sits under the highest price of the past five years.
Market cap$215.79B
Trailing P/E43.7
Price / book14.6
Price / sales20.4
FCF yield1.9%
Dividend yield—
Gross margin63.0%
Operating margin43.1%
Net margin38.4%
Revenue growth (YoY)+28.6%
Revenue growth (3-yr annual)+27.1%
EPS growth (YoY)+29.4%
FCF/share growth (YoY)+16.2%
Beta1.6
ExchangeNYSE
SectorTechnology
IndustryComputer Hardware

ANET earnings

Next report: Feb 9, 2027 (Q4 2026, EPS estimate $1.31). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 3, 2026 $1.20 $1.08 +11.1% $3.66B
Q2 2026 Aug 4, 2026 $1.02 $0.89 +14.6% $3.04B
Q1 2026 May 5, 2026 $0.87 $0.81 +7.4% $2.71B
Q4 2025 Feb 12, 2026 $0.82 $0.76 +7.9% $2.49B

ANET analyst price target

Median target $249.00 from 28 analysts, ranging $205.00 – $291.00.

Computer Hardware peers

TickerCompanyMarket capP/E
DELL Dell Technologies $208.88B 17.9
SNDK Sandisk $118.82B 7.0
STX Seagate Technology $105.83B 22.4
WDC Western Digital $98.74B 20.2
P Everpure $32.24B 39.6
HPQ HP $25.66B 8.3
SMCI Super Micro Computer $18.89B 5.7
IONQ IonQ $14.01B —
Explore live ANET data on Nama Insights →

Recent Congressional trades

Arista Networks trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Alan Armstrong Senate Buy $1,001 - $15,000 Jul 21, 2026
Dan Newhouse House Buy $1,001 - $15,000 Jul 17, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Apr 7, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Feb 13, 2026
Gilbert Cisneros House Sell $1,001 - $15,000 Jan 12, 2026
Gilbert Cisneros House Buy $1,001 - $15,000 Dec 15, 2025
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Gilbert Cisneros House Buy $1,001 - $15,000 Nov 18, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Oct 10, 2025
Lisa McClain House Buy $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Buy $1,001 - $15,000 Sep 12, 2025
Valerie Hoyle House Sell $1,001 - $15,000 Sep 12, 2025

ANET FAQ

Is ANET a buy?
Nama's AI scorecard currently rates Arista Networks Strong Buy (8.9 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is ANET's P/E ratio?
Arista Networks trades at a trailing price-to-earnings ratio of 43.7.
When does ANET report earnings?
Arista Networks's next scheduled report is on Feb 9, 2027. Analysts expect EPS of $1.31.
What is the ANET price target?
The median analyst price target from 28 analysts is $249.00, with a range of $205.00 – $291.00.
Is ANET Shariah compliant?
Nama's AAOIFI-style screen reads Arista Networks as Shariah Compliant. Passes our debt, cash and income screen; not a scholar's ruling.