ANET

Arista Networks

ANET.US arista.com
188.99
-3.94 (-2.04%)
USD · NYSE
52-week range
114.52
214.89
Trading at 74% of the 52-week range
Market Cap
243.33B
P/E Ratio
61.64
Forward P/E
37.59
Book Value
11.73
Div. Yield
N/A
% Institutions
73.40%
% Insiders
17.25%

1 Year

+25.4%

3 Year

+291.3%

10 Year

+3,637.7%
Description

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.

Company Information

Company Name
Arista Networks
Sector
Technology
Industry
Computer Hardware
Exchange
NYSE
ISIN: US0404132054
CIK: 0001596532
CUSIP: 040413106
Currency: USD
Full Time Employees: 5,115
Phone: 408 547 5500
Website: arista.com
Fiscal Year End: December
IPO Date: Jun 06, 2014
Description:

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.

Address:

5453 Great America Parkway, Santa Clara, CA, United States, 95054

People

Directors & Officers

Name Title Year Born
Ms. Jayshree V. Ullal CEO & Chairperson 1961
Mr. Kenneth Duda Ph.D. Co-Founder, President, CTO & Director 1972
Mr. Todd Nightingale President & COO 1980
Ms. Chantelle Y. Breithaupt Senior VP & CFO 1972
Dr. Andreas B. Bechtolsheim Ph.D. Co-Founder & Chief Architect 1955
Mr. Sean Christofferson VP & General Counsel NA
Mr. Mark Foss Senior Vice President of Global Operations & Marketing NA
Mr. Christopher Schmidt Chief Sales Officer NA
Ms. Isabelle Bertin-Bailly Group Vice President of Worldwide Human Resources & Operations NA
Mr. Hugh Holbrook Chief Development Officer NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Apr 22, 2026 Jayshree Ullal N/A Sale 428.00K $177.44 $75.94M
Apr 21, 2026 Jayshree Ullal N/A Sale 93.86K $168.57 $15.82M
Apr 20, 2026 Jayshree Ullal N/A Sale 306.14K $167.31 $51.22M
Apr 17, 2026 Kenneth Duda N/A Sale 32.00K $163.31 $5.23M
Apr 17, 2026 Kenneth Duda N/A Sale 26.00K $163.31 $4.25M
Apr 16, 2026 Jayshree Ullal N/A Sale 350.00K $159.32 $55.76M
Apr 15, 2026 Yvonne Wassenaar N/A Sale 1.40K $153.07 $213.53K
Apr 14, 2026 Chantelle Yvette Breithaupt N/A Sale 8.89K $155.02 $1.38M
Apr 13, 2026 Jayshree Ullal N/A Sale 112.81K $150.11 $16.93M
Apr 01, 2026 Charles H Giancarlo N/A Sale 8.00K $125.95 $1.01M
Mar 25, 2026 Gilbert Ray Cisneros, Jr. N/A Sale N/A $134.87 N/A
Mar 17, 2026 Kenneth Duda N/A Sale 32.00K $134.14 $4.29M
Mar 17, 2026 Kenneth Duda N/A Sale 26.00K $134.14 $3.49M
Mar 16, 2026 Yvonne Wassenaar N/A Sale 1.40K $134.34 $187.40K
Mar 02, 2026 Charles H Giancarlo N/A Sale 8.00K $128.67 $1.03M
Feb 25, 2026 Yvonne Wassenaar N/A Sale 1.82K $132.44 $240.38K
Feb 24, 2026 Ro Khanna N/A Purchase N/A $128.63 N/A
Feb 23, 2026 Kelly Bodnar Battles N/A Sale 422.00 $128.06 $54.04K
Feb 17, 2026 Kenneth Duda N/A Sale 32.00K $142.44 $4.56M
Feb 17, 2026 Kenneth Duda N/A Sale 26.00K $142.35 $3.70M

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
BlackRock Inc 91.91M Mar 31, 2026 7.29% $0.20 -3.71%
Vanguard Capital Management, LLC 68.27M Mar 31, 2026 5.41% $0.21 0.00%
FMR Inc 52.31M Mar 31, 2026 4.15% $0.34 33.99%
State Street Corp 46.76M Mar 31, 2026 3.71% $0.20 -0.44%
T. Rowe Price Associates, Inc. 29.32M Mar 31, 2026 2.32% $0.42 -21.12%
Geode Capital Management, LLC 27.23M Mar 31, 2026 2.16% $0.21 2.96%
Vanguard Portfolio Management, LLC 25.84M Mar 31, 2026 2.05% $0.17 0.00%
Cresset Asset Management, LLC 20.69M Mar 31, 2026 1.64% $10.99 -0.01%
Morgan Stanley - Brokerage Accounts 18.51M Mar 31, 2026 1.47% $0.14 1.79%
Capital Research Global Investors 13.16M Jun 30, 2026 1.04% $0.31 -10.81%
Nuveen, LLC 12.60M Mar 31, 2026 1.00% $0.42 3.39%
NORGES BANK 12.25M Jun 30, 2026 0.97% $0.21 2.96%
UBS Asset Mgmt Americas Inc 10.62M Mar 31, 2026 0.84% $0.27 11.46%
JPMorgan Chase & Co 10.52M Mar 31, 2026 0.83% $0.08 -9.37%
Northern Trust Corp 10.14M Mar 31, 2026 0.80% $0.16 -0.08%
The Goldman Sachs Group Inc 10.13M Mar 31, 2026 0.80% $0.14 37.18%
Ameriprise Financial Inc 10.03M Mar 31, 2026 0.80% $0.28 2.13%
Schroder Investment Management Group 9.62M Jun 30, 2026 0.76% $1.16 -1.38%
Amundi 9.06M Mar 31, 2026 0.72% $0.30 5.73%
Deutsche Bank AG 8.97M Mar 31, 2026 0.71% $0.36 -3.63%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard MStar Total Stk Mkt Idx Invest 34.08M 2.70% ▲ 0.29% Jul 31, 2026
2 Vanguard 500 Index Investor 27.10M 2.15% ▲ 1.06% Jul 31, 2026
3 iShares Core S&P 500 ETF 13.75M 1.09% ▼ 0.16% Aug 31, 2026
4 Fidelity 500 Index 13.35M 1.06% ▲ 0.80% Jul 31, 2026
5 State Street® SPDR® S&P 500® ETF 12.66M 1.00% ▲ 0.02% Aug 31, 2026
6 Vanguard MStar Growth Index Investor 11.45M 0.91% ▼ 0.60% Jul 31, 2026
7 State Street®TechSelSectSPDR®ETF 8.23M 0.65% ▼ 0.05% Aug 31, 2026
8 Vanguard Information Technology ETF 7.42M 0.59% ▲ 0.41% Jul 31, 2026
9 Fidelity Contrafund 6.47M 0.51% ▼ 0.83% Jul 31, 2026
10 Capital Group Growth Fnd of Amer Comp 5.69M 0.45% ▲ 27.95% Jun 30, 2026

Financial Highlights

Market Cap: $243.33B
EBITDA: $4.64B
P/E Ratio: $61.64
PEG Ratio: $1.46
Book Value: $11.73
Earnings/Share: $3.13
Profit Margin: 38.37%
Operating Margin: 45.39%
ROA (TTM): 14.12%
ROE (TTM): 31.48%
Revenue (TTM): $10.54B
Revenue/Share (TTM): $8.38
Earnings Growth (YOY): 35.70%
Revenue Growth (YOY): 37.70%

Valuation Metrics

Enterprise Value: $232.55B
Trailing P/E: 61.64
Forward P/E: 37.59

Shares Statistics

Shares Outstanding: 1.26B
Shares Float: 1.05B
% Insiders: 17.25%
% Institutions: 73.40%
Short % Float: 1.23%

Stock Price History

1 Year Price History

3 Years Price History

10 Years Price History

Financial Charts

Revenue, Net Income & Operating Cash Flow (Yearly)

Revenue, Net Income & Operating Cash Flow (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$9.01B
Cost of Goods Sold
adjust
$-3.24B
Gross Profit
subtotal
$5.77B
SG&A
adjust
$-141.90M
R&D
adjust
$-1.24B
Other Operating Expense
adjust
$-533.40M
Operating Income
subtotal
$3.86B
Other / Non-Operating Items
adjust
$-344.70M
Net Income
subtotal
$3.51B

Earnings Per Share (EPS) History

Financial Ratios

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