Key Statistics
Financial Performance
The Signal Report
PREMIUMBased on our analysis, Arista Networks, Inc. demonstrates strong buy fundamentals. with revenue reaching $10.5B and growing at 37.7% year-over-year. Our fair value estimate of $242.21 suggests +16.8% upside from current levels of $207.35. The company maintains a competitive position in Technology, s...
🔒 Members Only →Wall Street Consensus
Total Returns
Company Profile
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 beyon
| Period Ending: |
|---|
| Total Revenues |
| Gross Profit |
| Period Ending: |
|---|
| Total Assets |
| Total Liabilities |
Arista Networks, Inc. reported earnings results for the periods shown below. 7 of the last 8 quarters have reported results.
Arista Pushes Open Ethernet Into the Rack Where Nvidia Sets the Rules
Arista Networks has unveiled an open rack-scale architecture designed to push Ethernet directly into accelerator cluster…
Google Is Taking AI Compute to Orbit, and Planet Labs Builds the Hardware
Google will launch the first Project Suncatcher prototype around Oct. 1, a refrigerator-sized satellite carrying four Tr…
The Network, Explained: AI's Third Bottleneck Hides Between the Chips
The AI buildout's first two bottlenecks — memory and power — get all the headlines. The third is the network between the…
Networking Is the New GPU: Arista's Numbers Prove It
Arista Networks just posted its first $3 billion quarter — revenue up 37.7 percent, EPS up 39.7 percent — and raised its…
The Nvidia Paradox: How Losing the Top Spot Makes Arista an Even Better Bet
Nvidia ($NVDA) just overtook Arista ($ANET) as the #1 data center Ethernet switch vendor with 21.5% market share. But he…
Every GPU Cluster Needs One of These. Arista Just Quietly Built a $201B Moat.
Arista Networks ($ANET) is the undisputed leader in AI data center networking with TTM revenue of $9.71B (+35% YoY), zer…
You Can't Run AI on Wishes. You Run It on Switches. Arista Owns the Layer Nobody Talks About.
Arista Networks is the quiet monopoly running through every hyperscale AI data center on the planet. AI networking reven…
The Insider Sale That Wasn't: Arista's Pullback Is an AI Networking Gift
Arista Networks dropped 13% from highs after co-founder Andy Bechtolsheim sold 0.25% of his stake. But with 35%+ revenue…
$PL Just Beat On Earnings, Raised Guidance, and Said Defense Is Booming. The Stock Dropped 26% Anyway.
Planet Labs reported Q1 FY2027 results with $94M in revenue (up 42% YoY), raised full-year guidance, and highlighted boo…