5.58%
3.01%
17.86%
31.42%
76.06%
266.34%
715.62%
AI Spotlight on ANET
Company Description
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, 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.
Market Data
| Last Price | 113.86 |
| Change Percentage | 5.58% |
| Open | 114.77 |
| Previous Close | 107.84 |
| Market Cap ( Millions) | 143436 |
| Volume | 12562140 |
| Year High | 133.57 |
| Year Low | 60.08 |
| M A 50 | 109.55 |
| M A 200 | 91.37 |
Financial Ratios
| FCF Yield | 2.22% |
| Dividend Yield | 0.00% |
| ROE | 32.54% |
| Debt / Equity | 0.00% |
| Net Debt / EBIDTA | -112.18% |
| Price To Book | 15.49 |
| Price Earnings Ratio | 53.75 |
| Price To FCF | 45.13 |
| Price To sales | 21.69 |
| EV / EBITDA | 49.56 |
News
- Jan -30 - Arista Networks' Stock Plunge: Buying Opportunity for Investors?
- Jan -30 - A Quest That Has Translated Into New Investments
- Jan -29 - Arista Networks (ANET) Rises As Market Takes a Dip: Key Facts
- Jan -29 - Arista Networks (ANET) Surges 6.2%: Is This an Indication of Further Gains?
- Jan -28 - Arista Networks: AI Capex Will Only Expand
- Jan -27 - Why Artificial Intelligence (AI) Hardware Winners Taiwan Semiconductor, Marvell, and Arista Networks Plunged by Double Digits Today
- Jan -27 - Why ANET Is Tumbling Today
- Jan -27 - Arista Networks, Inc. (ANET): AI Partnership and Strong Demand Fuel Robust Growth
- Jan -27 - T Beats Q4 Earnings Estimates on Solid Subscriber Growth
- Jan -27 - Zacks Market Edge Highlights: Red Cat, Barrick Gold, Arista Networks, Nio and Apple
- Jan -24 - Meta Stock Gains. Investors Shrug Off Bigger-Than-Expected $65 Billion AI Spending Plan.
- Jan -24 - Questions and Answers on Your 5 Favorite Stocks
- Jan -24 - VZ Beats Q4 Earnings & Revenue Estimates on Solid Wireless Traction
- Jan -24 - Is It Time To Consider Buying Arista Networks Inc (NYSE:ANET)?
- Jan -24 - If You'd Invested $10,000 in Arista Networks Stock 10 Years Ago, Here's How Much You'd Have Today (Spoiler: Wow, You'd Have a Lot.)
- Jan -24 - Why BofA Is Betting Big on Arista Networks (ANET)?
- Jan -24 - The Zacks Analyst Blog Broadcom, NVIDIA, Amazon.com, Arista Networks and Oracle
- Jan -23 - S&P on Track to Hit New Record High on AI Optimism: 4 Stocks to Buy
- Jan -23 - Network Stocks Are a Winner From Stargate AI News
- Jan -23 - Use Options Leverage To Invest In Streaking Arista Stock
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Cloud Networking Product
Expected Growth : 12.47 %
What the company do ?
Arista Networks' Cloud Networking Product is a software-defined networking solution that provides scalable, secure, and agile cloud infrastructure for modern data centers and cloud environments.
Why we expect these perspectives ?
Arista Networks' Cloud Networking Product growth is driven by increasing adoption of cloud computing, rising demand for scalable and secure networking infrastructure, and growing need for hybrid and multi-cloud environments. Additionally, the product's ability to provide high-performance, low-latency, and programmable networks resonates with customers, contributing to its 12.47% growth.
Segment n°2 -> Cloud Networking Service
Expected Growth : 26.3 %
What the company do ?
Arista Networks' Cloud Networking Service is a cloud-based networking solution that provides scalable, secure, and agile connectivity for hybrid and multi-cloud environments.
Why we expect these perspectives ?
Arista Networks' Cloud Networking Service growth is driven by increasing adoption of cloud computing, rising demand for scalable and secure networking infrastructure, and growing need for hybrid and multi-cloud environments. Additionally, the service's ability to provide real-time visibility, automation, and analytics is fueling its growth, particularly among large enterprises and hyperscalers.
Arista Networks, Inc. Products
| Product Range | What is it ? |
|---|---|
| Arista Switches | Arista Networks offers a range of switches that provide high-performance, low-latency, and scalable networking solutions for data centers, cloud computing, and high-performance computing environments. |
| Arista Routers | Arista's routers provide high-performance, scalable, and secure routing solutions for service providers, enterprises, and cloud providers. |
| Arista Network Management | Arista's network management solutions provide real-time monitoring, automation, and analytics for network infrastructure, enabling network administrators to optimize network performance and troubleshoot issues. |
| Arista CloudVision | Arista's CloudVision is a network management and automation platform that provides real-time visibility, automation, and analytics for cloud, data center, and enterprise networks. |
| Arista Extensible Operating System (EOS) | Arista's EOS is a network operating system that provides a scalable, secure, and programmable infrastructure for data center, cloud, and enterprise networks. |
| Arista Any Cloud | Arista's Any Cloud is a cloud-agnostic platform that enables customers to deploy and manage cloud-native applications across multiple cloud providers. |
Arista Networks, Inc.'s Porter Forces
Threat Of Substitutes
Arista Networks, Inc. faces moderate threat from substitutes, as customers have limited alternatives for high-performance networking solutions.
Bargaining Power Of Customers
Arista Networks, Inc. has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
Arista Networks, Inc. relies on a few key suppliers for components, which gives them some bargaining power, but the company's strong relationships and diversified supply chain mitigate this risk.
Threat Of New Entrants
The high barriers to entry in the networking industry, including significant R&D investments and established relationships with customers, make it difficult for new entrants to compete with Arista Networks, Inc.
Intensity Of Rivalry
Arista Networks, Inc. operates in a highly competitive industry with established players, leading to intense rivalry and a constant need to innovate and differentiate.
Strength
Weaknesses
Opportunities
Threats
Capital Structure
| Value | |
|---|---|
| Debt Weight | 1.90% |
| Debt Cost | 3.95% |
| Equity Weight | 98.10% |
| Equity Cost | 9.62% |
| WACC | 9.52% |
| Leverage | 1.94% |
Arista Networks, Inc. : Quality Control
Arista Networks, Inc. passed 9 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| HPQ | HP Inc. provides personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services in the United States and internationally. The company operates through three … |
| DELL | Dell Technologies Inc. designs, develops, manufactures, markets, sells, and supports information technology (IT) solutions, products, and services worldwide. The company operates through three segments: Infrastructure Solutions Group (ISG), Client Solutions … |
| WDC | Western Digital Corporation develops, manufactures, and sells data storage devices and solutions in the United States, China, Hong Kong, Europe, the Middle East, Africa, rest of Asia, and internationally. It … |
| NTAP | NetApp, Inc. provides cloud-led and data-centric services to manage and share data on-premises, and private and public clouds worldwide. It operates in two segments, Hybrid Cloud and Public Could. The … |
| SMCI | Super Micro Computer, Inc., together with its subsidiaries, develops and manufactures high-performance server and storage solutions based on modular and open architecture. Its solutions range from complete server, storage, modular … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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NetApp
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Arista Networks
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Western Digital
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