Analysis updated on Nov. 6, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Our AI scores Arista Networks, Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
Arista Networks, Inc. is a mega-cap company with a market capitalization of $215.42B. It ranks number 2 by market capitalization among the 16 Computer Communications Equipment issuers in our coverage with a current forecast. Its Net Margin of 40.0% is the highest of the 12 peers that report one.
For ANET, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 22.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 29.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +3.1%, buy ≥ +1.5%, sell < -0.5%, strong sell < -1.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-11-06 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, ANET included.
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Computer Communications Equipment peers listed below that report each metric.
| Metric | ANET | Rank |
|---|---|---|
| Market Cap | $215.42B | 2/16 |
| P/E Ratio | 48.11x | 4/8 |
| P/B Ratio | 13.10x | 2/13 |
| EPS | $3.55 | – |
| Book Value/Share | $13.04 | – |
| Revenue/Share | $9.43 | – |
| FCF/Share | $3.98 | – |
| Metric | ANET | Rank |
|---|---|---|
| ROE | 28.9% | 2/11 |
| ROA | 18.8% | 1/12 |
| ROIC | 28.1% | 1/12 |
| Gross Margin | 62.9% | 7/14 |
| Operating Margin | 43.8% | 1/15 |
| Net Margin | 40.0% | 1/12 |
| EBT Margin | 49.0% | 1/15 |
| Tax Rate | 18.5% | – |
| Metric | ANET | Rank |
|---|---|---|
| Current Ratio | 3.29x | 4/13 |
| Quick Ratio | 2.82x | 3/12 |
| D/E Ratio | 0.54x | 8/14 |
| Financial Leverage | 1.54x | 8/14 |
| Interest Coverage | 143.7x | 3/13 |
| Working Capital | $15.41B | 1/13 |
| Metric | ANET | Rank |
|---|---|---|
| Operating Cash Flow | $5.24B | 2/15 |
| Free Cash Flow | $5.02B | 2/8 |
| Capital Spending | -$222M | 7/8 |
| OCF Growth YoY | 26.5% | 4/9 |
| FCF Growth YoY | 24.0% | 3/6 |
| FCF/Sales | 42.2% | 1/8 |
| CapEx/Sales | 1.9% | 6/8 |
| Metric | ANET | Rank |
|---|---|---|
| Asset Turnover | 0.47x | 8/9 |
| Receivables Turnover | 5.1x | 7/9 |
| Inventory Turnover | 1.4x | 10/11 |
| Fixed Assets Turnover | 31.4x | 2/9 |
| Days Sales Outstanding | 71 days | 3/9 |
| Days Inventory | 265 days | 2/11 |
| Payables Period | 56 days | 6/9 |
| Cash Conversion Cycle | 280 days | 1/8 |
| Metric | ANET | Rank |
|---|---|---|
| Total Revenue | $11.89B | 2/9 |
| Operating Income | $5.21B | 2/15 |
| Net Income | $4.75B | 2/12 |
| R&D Expense | $1.53B | 2/13 |
| SG&A Expense | $1.85B | 2/14 |
| Cost of Goods Sold | $4.41B | 2/14 |
| Metric | ANET | Rank |
|---|---|---|
| Shares Outstanding | 1261M | – |
| Net Income Growth | 41.6% | 2/6 |
| EPS Growth | 77.5% | 3/7 |
| Total Current Assets | $22.13B | 87.6% of assets |
| Cash & Short-term Investments | $2.29B | 9.1% of assets |
| Accounts Receivable | $2.33B | 9.2% of assets |
| Inventory | $3.21B | 12.7% of assets |
| Total Liabilities | $8.82B | 34.9% of assets |
| Short-term Debt | $6.04B | 23.9% of assets |
Companies classified under the same SEC industry code as Arista Networks, Inc. (Computer Communications Equipment): 16 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| ANET Arista Networks, Inc. | $215.42B | |
| CSCO Cisco Systems, Inc. | $370.01B | |
| FFIV F5, Inc. | $17.60B | |
| EXTR Extreme Networks Inc | $3.15B | |
| DGII Digi International Inc | $2.40B | |
| ATEN A10 Networks, Inc. | $1.80B | |
| NTGR Netgear, Inc. | $513M | |
| ALLT Allot Ltd. | $416M | |
| LTRX Lantronix Inc | $241M | |
| SILC Silicom Ltd. | $157M | |
| BOSC Bos Better Online Solutions Ltd | $28M | |
| INTZ Intrusion Inc | $15M | |
| FOXX Foxx Development Holdings Inc. | $13M | |
| WLDS Wearable Devices Ltd. | $4M | |
| CIIT Tianci International, Inc. | $2M | |
| HUBC Hub Cyber Security Ltd. | $180K |
Shares of Arista Networks Inc. advanced 7.31% to $170.80 Friday, on what proved to be an all-around mixed trading session for the stock market, with the S&P 500 Index rising 0.31% to 7,376.86 and the ...
Arista Networks, Inc. (NYSE: ANET), an industry leader in data-driven, client-to-cloud networking for large AI, data center, ...
Arista Networks Inc (ANET) posted its fastest growth since IPO with $3.66 billion in Q3 revenue and guided 2027 to roughly $18.5 billion as AI fabrics are set to double to about $7 billion.
Our AI scores Arista Networks, Inc. every trading day against every stock it covers. Create a free account and follow it to see its rating and price target.
For ANET, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 22.0%, measured on 357 forecast dates between 2022-08-19 and 2026-08-07 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 29.0%, measured on 400 forecast dates between 2022-08-19 and 2026-10-07. Across our coverage, the out-of-sample test on 4629 stocks from 2025-01-06 to 2026-08-04 produced a positive net return in 92.9% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Arista Networks, Inc. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Nov. 6, 2026.
16 issuers in our coverage, ANET included, share the SEC industry code Computer Communications Equipment. The largest are: Cisco Systems, Inc. (CSCO), F5, Inc. (FFIV), Extreme Networks Inc (EXTR), Digi International Inc (DGII), A10 Networks, Inc. (ATEN), Netgear, Inc. (NTGR).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.
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