SweetValueLab
Write for us

Arista Networks, Inc. — Intrinsic Value & Fair Price

ANET
NYSETechnologyComputer HardwareCIK 0001596532arista.comAbout ANET
Last close · Oct 16, 2026176.98−8.60 (−4.63%)
Market cap$223.2B
Model value · DCF · Perpetuity growth · 5y
102.25
Arista Networks closed at $176.98 — overvalued by 73% vs model.
71.34the model's range180.85

DCF · Perpetuity growth · 5y leads for a high-growth company — positive operating income and three years of positive free cash flow. From a five-year discounted cash flow.

Other models
17.77 – 164.86
Wall St. target
250.00 29% below
Above model, 1y
22 of 22 days

Price and model value

Embed this card

ANET's close against its model value, as a 420×168 card for your own page. It updates nightly with this site and links back here.

Free to embed; keep the attribution link.
Loading chart…
What the marks mean
Daily close

Research on ANET

No posts on ANET yet.
Studied ANET from its filings? Guest posts are reviewed before they go live.Write about ANET →

How it is valued

Valued asHigh growth
High revenue growth (~24% recent)High profitability (39% net margin)Moderately volatile earnings
What growth the price implies: the reverse DCF

Key figures

FY2025 · chosen for high-growth companies
Price / sales
24.7×
Revenue growth
28.6%
Gross margin
64.1%
Operating margin
42.8%
FCF margin
47.2%
EV / EBITDA
56.3×
Full financials

Analyst actions

third-party, quoted
09-30Bernstein · target250.00
09-01Deutsche Bank · “Buy” from “Hold”upgrade
08-31Deutsche Bank · target220.00
08-05Goldman Sachs · target225.00
Ratings, targets and estimates

Comparable companies

by business, not by industry label
2 more companies list ANET as a comparable

The weekly

One email a week across every stock we cover: 13F filings, insider trades, earnings and new research. It covers the whole market, not just ANET. No account.

About Arista Networks

Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.

CEO
Jayshree V. Ullal
Headquarters
Santa Clara, CA
Employees
5,115
IPO
2014-06-06
Full company profile

Model estimates for research reference only, not investment advice. Every model rests on assumptions that may not match what happens; the formulas are in how we value a stock.