ANET

Arista Networks, Inc.

TechnologyComputer HardwareNASDAQ

$134.13

-$1.91 (-1.43%)today

Conviction

0/ 10

Fair Value$177.74

Upside+32.51%

Signal0

Market Cap$146.3B

52W Range$59.43–$164.94

Next EarningsMay 5

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$57.28

Current Price$120.77

Upside / Down-52.6%

P(Undervalued)0.0%

P(20%+ Up)0.0%

P(15%+ Down)100.0%

Fair Value Distribution — percentile bands

0.0% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

38.0%/yr

±2.0% · revenue growth to justify current price

FCF-Based Reverse DCF

30.8%/yr

±3.3% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

KEY VALUE DRIVERS

Spearman correlation — what moves this valuation most

Quick Take

Arista Networks, Inc.

Trailing P/E42.2x

Forward P/E27.3x

P/S16.2x

EPS (TTM)$2.75

Analyst Target$177.74

Analyst Upside32.5%

No Eagle analysis yet. Request a full review including conviction score, bull/bear cases, and thesis.

Bull Case

No analysis yet

Bear Case

No analysis yet

Research Feed

sec_10kFeb 28

Conviction: unchanged

ANET FY2025 10-K: AI Ethernet Dominance, Historic Margins, Concentration Risk Intact

ANET delivered 28.6% revenue growth in FY2025 (~.0B), operating margins hit a 'historic milestone' of 47.5%, and Q4 EPS of $0.82 beat consensus by $0.07. Q1 2026 guidance of ~$2.60B implies continued ...