ANET · Arista Networks Inc
Price
Snapshot
50 fields · last close| Market Cap | $223.2B |
| P/E | 55.19 |
| Float | 1.04B |
| Beta | 1.62 |
| Volatility | 40.6% |
| Exchange | NYSE |
| Sector | Communications |
| Cap tier | Mega cap |
| Macro sensitivity | High |
| Clavix score | 61.3 |
| Price | 184.08 |
| Change | +4.01% |
| Prev Close | 176.98 |
| Open | 184.03 |
| Day Low | 176.77 |
| Day High | 184.70 |
| Avg Vol | 6 |
| Avg $ Vol | $1.05B |
| 52W High | 217.41 |
| 52W Low | 114.52 |
| 52W Pos | 67.6% |
| From High | −15.33% |
| From Low | +60.74% |
| Max DD 1Y | −28.33% |
| Spread | 0.10% |
| Liquidity | Deep |
| SMA 20 | −9.96% |
| SMA 50 | −7.23% |
| SMA 200 | +12.93% |
| RSI (14) | 31.6 |
| Vol 30D | 43.3% |
| Vol 90D | 52.8% |
| 1Y Range | 115–217 |
| Daily bars | 740 |
| Perf Week | −18.34% |
| Perf Month | −11.30% |
| Perf Quarter | +4.51% |
| Perf Half Y | +2.38% |
| Perf Year | +23.68% |
| Perf YTD | +37.78% |
| Prev Day | +4.01% |
| Clavix | C |
| Debt / Eq | 0.00 |
| Curr Ratio | 3.05 |
| Int Cover | 552.5× |
| FCF Margin | 48.5% |
| Rev Growth | +28.6% |
| Profit | Profitable |
| Leverage | Low |
| Sector rank | 4 / 10 |
What ANET does
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 beyond standard warranty, bug fixes, patches, and upgrade services.
The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, 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.
Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008.
The company was incorporated in 2004 and is headquartered in Santa Clara, California.
Clavix risk grade
regraded every trading dayANET grades C, 61.3 of 100. Steadiest on Sector Resilience (80), most exposed on Macro Resilience (40, fragile). 3 of the 4 weighted dimensions sit above the Communications median. Ranks 4 of 10 in Communications by Clavix score.
How rough the ride is
| ANET | |
|---|---|
| Betavs the overall market · lower is steadier | 1.62 |
| Volatilityannualized | 40.6% |
| Max drawdown, past yearworst peak-to-trough fall | −28.3% |
| Typical daily movemedian absolute daily change | 2.23% |
| Days beyond ±3%of the last 252 sessions | 91 (36%) |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| ANET | Communications median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.62 | — |
| Macro sensitivityrate, dollar and credit exposure bucket | High | High 50% of 10 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Communications names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| ANET | |
|---|---|
| 1 week | −18.3% |
| 1 month | −11.3% |
| Year to date | +37.8% |
| 1 year | +23.7% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| ANET | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 17 Sep |
| Average score0 most bearish, 100 most bullish | 60 |
| Bullish · bearisharticles above 60 · below 40 | 19 · 7 |
| Directionarticles whose tone is improving vs worsening | 19 ↑ 7 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the Communications names Clavix covers; the tick is the sector median.
Growth
| ANET | |
|---|---|
| Revenue growthyear over year | +28.6% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Communications median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Recent news
most recent scored articles · the chip is the article’s score · click to openArista Networks' stock has fallen roughly 20% from its October highs, a move the article attributes to weakness across AI stocks generally rather than anything specific to the company. The piece notes expectations for $3.3 billion in Q3 revenue, up 44% from a year earlier, with a likely beat against analyst estimates that would extend a streak of outperformance to 20 quarters, while flagging that ANET's valuation near 42-43 times forward earnings looks rich next to peers like Nvidia and Broadcom.
Arista Networks CEO Jayshree Ullal sold $34.4 million worth of company stock while shares were hitting record highs. The article frames her as one of the world's richest women based on her holdings.
Asset manager Assenagon Asset Management S.A. increased its holdings in Arista Networks (ANET) by 67.4% during the third quarter, ending the period with 3,467,232 shares, according to its SEC filing. The article text is truncated, so further details are not available.
The article argues that Arista Networks is an overlooked AI networking stock, noting it has outperformed both Nvidia and Cisco so far this year, and positioning it as a core AI infrastructure company through its data center networking equipment. The body of the article is truncated, so the full analysis is not available.
Arista Networks CEO Jayshree Ullal sold 96,992 shares of company stock on October 7th at an average price of $217.14, totaling about $21.06 million. After the sale she still directly held roughly 4.8 million shares worth about $1.04 billion, a 1.98% reduction in her position. The sale was carried out under a pre-arranged Rule 10b5-1 trading plan.
Nearest peers by size
Communications| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| CSCO | Cisco Systems Inc | B | $423.4B | 31.91 | 1.01 | Compare |
| MSI | Motorola Solutions Inc | A- | $76.65B | 35.92 | 0.89 | Compare |
| LITE | Lumentum Holdings Inc | D | $74.65B | — | 1.63 | Compare |
| CIEN | Ciena Corp | D+ | $47.18B | 72.10 | 1.34 | Compare |
| FFIV | F5 Inc | B | $25.03B | 34.45 | 1.05 | Compare |
| VIAV | Viavi Solutions Inc | D+ | $8.21B | — | 1.28 | Compare |
| VSAT | Viasat Inc | D- | $8.10B | — | 1.80 | Compare |
| AAOI | Applied Optoelectronics Inc | F | $6.42B | — | 3.97 | Compare |
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