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    Arista Networks

    ANET
    Last price US$198.82
    Market cap US$235.4b
    12M price change 45.68%
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    Logitech International SALOGI Industry peer NetApp IncNTAP Industry peer Super Micro Computer IncSMCI Industry peer Applied Materials IncAMAT Sector peer
    Overview Earnings Report Price History News Competitors Earnings per Share Return on Equity Net Margin Share Buyback Leverage Financial Statements Financial Ratio
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    Arista Networks Overview

    Industry: Computer Hardware

    Sector: Technology

    Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, telecommunication service providers, 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. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was incorporated in 2004 and is headquartered in Santa Clara, California. Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company's cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching Read More

    Mavefund brings filings, fundamentals, valuation, price history and news for Arista Networks into one research view. The sections below show what strengthens or weakens the research case.

    Score

    Reported Results

    What the company reported, with filing details kept small.

    Filed Aug 04, 2026

    Quarterly result summary

    Revenue was $3B (reported); EPS was $0.95 (reported).

    Revenue $3B reported
    EPS $0.95 reported
    Net income/share $1.06 reported
    Operating income $1.4B +40% YoY

    What changed

    • Revenue reported to $3B; EPS reported to $0.95.
    • Operating income +40% YoY to $1.4B.

    Guidance / outlook

    For the third quarter of 2026, we expect: • Revenue of approximately $3.3 billion; • Non-GAAP operating margin of 48 - 49%; and • Non-GAAP diluted net income per share between $1.06 and $1.08. Guidance for non-GAAP financial measures excludes certain items, including stock-based compensation expense, intangible asset amortization, tax benefits on stock-based awards, the income tax effect on non-GAAP exclusions, and...

    Earnings release Open filing

    Source: SEC EDGAR company-filed earnings materials. Dates are shown only for verification; review the source filing before relying on extracted report details.

    Other recent earnings materials
    SEC filing 10-Q Aug 05, 2026 SEC filing 8-K Aug 04, 2026 SEC filing 10-Q May 06, 2026 SEC filing 8-K May 05, 2026 Earnings release Earnings release May 05, 2026 SEC filing 10-K Feb 17, 2026 Earnings release Earnings release Feb 12, 2026 SEC filing 8-K Feb 12, 2026 SEC filing 10-Q Nov 05, 2025 SEC filing 8-K Nov 04, 2025 Earnings release Earnings release Nov 04, 2025

    Prediction-grade evidence

    Recent News

    Company-relevant articles from sources that pass the Mave Signal relevance and reliability checks.

    Earnings Per Share

    Score 4.00/5
    Arista Networks boasts a high score, as its Earnings Per Share (EPS) has demonstrated consistent growth over the past six years. Notable counterparts in the sector with high scores includes Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    In Computer Hardware industry , Logitech International SA , NetApp Inc , Super Micro Computer Inc are companies with high ratings.

    Return on Equity

    Score 4.63/5
    Arista Networks stands out with a superior score in the Return on Equity (ROE) section, surpassing the sector median value and showcasing its strong performance in this metric. The top companies in the same sector include Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    Arista Netwo... ANET US$235.4b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Net Margin

    Score 4.95/5
    Arista Networks commands a high score, propelled by its net margin consistently outpacing the sector median value and exhibiting continuous growth in recent six years; noteworthy counterparts in the sector, boasting similarly high scores, include Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd
    Arista Netwo... ANET US$235.4b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Share Buyback

    In Computer Hardware industry , Logitech International SA , NetApp Inc , Super Micro Computer Inc are companies with high ratings.

    Leverage

    Score 3.49/5
    Arista Networks attains a commendable score in the category due to its lower leverage ratio over the past six years in comparison to the sector median value. Additionally, other notable companies in the same sector, such as Applied Materials Inc Alphabet Inc Class A Check Point Software Technologies Ltd , also exhibit high scores.
    Arista Netwo... ANET US$235.4b
    Applied Mate... AMAT US$478.4b
    Alphabet Inc... GOOGL US$4.3t
    Check Point ... CHKP US$14.4b

    Financial Statements

    Company-reported SEC EDGAR facts organized into the three core statements.

    Reported currency
    Verified SEC statements load when this section enters view.

    Source: SEC EDGAR companyfacts. Values are standardized company filings for research support, not personalized financial advice.

    Financial Ratio

    Yearly Quarterly

    Financial
    Profitability
    Growth
    Cash Flow
    Financial Health
    Efficiency Ratios

    Arista Networks logo

    Arista Networks

    US$198.82

    US$14.33

    -92.8% vs price

    US$235.4b

    5.38%

    45.68%