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Is ANET a good stock to buy?

Arista Networks, Inc. · end-of-day data as of Nov 13, 2026

Arista Networks
ANET · $249B
$197.29-4.5%
Nov 13, 2026 · close
$160$180$200$220SepOctNov9:3016:003 months +2.1%Nov 13 · close
▲ 4
  • PT$237.81 +20.5%
  • ConsensusBuy · 34
  • MAs4 of 4
  • MACD3.88
Neutral
  • Earnings in90d
  • P/E53.0x
  • RSI55
  • Support-5.6%
  • Resistance+2.2%
  • Off 52w high-9.3%
  • Volume1.0x
  • Bollingerupper half
  • News
  • FCF yield+2.0%
  • P/E vs own+7.2%
  • Trendsideways
  • Sector→ -15.8%
  • 52w range$115–$217
  • ATR+6.1%
  • Off ATH-9.3%
▼ 2
  • P/E vs sector+80.3%
  • Insiders-$427M

Updates with the 15-min delayed price. Not a forecast or investment advice.

Is Arista Networks a good stock to buy?

Arista Networks is strong on 5 of the 5 questions about the business. The price is high: 53.0 times its earnings, above its 3-year median of 45.8 (Nov 13, 2026). pretickt does not say whether to buy or sell.

  1. Demand growing
  2. Advantage hard to copy
  3. Economics very profitable
  4. Execution delivers
  5. Fragility sturdy
  6. Price expensive
DemandDo people want more of what it sells?growing

ANET sales growth revenue growth

+27%a year, for the last 3 years

Arista Networks' sales grew 27% a year for 3 years, to $9.01B in fiscal 2025.

ANET competitors

pretickt analysis+41%its sales in 12 months, on a year before

Arista Networks' sales grew 41% in the 12 months to Sep 30, 2026, slower than Sandisk (+272%), Dell (+49%), Seagate (+44%) and Western Digital (+43%).

ANET customers' spending

pretickt analysis+92%what its customers invest, on a year before

Microsoft and Meta, customers of Arista Networks, spent 92% more on capital in their latest quarter (to Sep 30, 2026) than a year before.

ANET sales by business revenue by segment

84%of its sales from Product

Product brought Arista Networks 84% of its sales in fiscal 2025; Service 16%.

Advantage moatIs it hard to copy?hard to copy

ANET return on capital ROIC

pretickt analysis37%earned before tax on the money invested in it

Arista Networks earned 37% before tax on the capital invested in it in the 12 months to Sep 30, 2026; Sandisk 159%, Seagate 120%, Dell 67% and Western Digital 65%.

ANET margin on each sale gross margin

63%left after making the product

Arista Networks kept 63% of each sale after making the product in the 12 months to Sep 30, 2026; its competitors' median is 51%.

EconomicsDoes it make good money?very profitable

ANET margin after costs profit margin

44%of sales left after running the business

Arista Networks' operating margin was 44% in the 12 months to Sep 30, 2026, against 35% in fiscal 2022.

ANET cash generated free cash flow

$5.02Bcash left after investing, last 12 months

Arista Networks generated $5.02B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

ANET profit per share

+24%in its last fiscal year

Arista Networks' earnings per share grew 24% in fiscal 2025, to $2.76.

ExecutionDoes it deliver what it promises?delivers

ANET earnings vs estimates

8 of 8quarters above the analysts' estimate

Arista Networks beat the analysts' profit estimate in each of its last 8 quarters, the latest on Nov 3, 2026.

ANET insider selling

-$1.52Bsold, net, by its executives in 12 months

Arista Networks' executives and directors sold a net $1.52B of shares in the 12 months to Nov 13, 2026; none bought.

ANET number of employees

+16%more people in a year

Arista Networks had 5,115 employees at the end of fiscal 2025, 16% more than a year before.

ANET CEO pay

$2.87Mfor fiscal 2025, 79% of it in stock and options

Arista Networks paid its CEO $2.87M for fiscal 2025, 79% of it in stock and options.

Fragility risksCould something break it?sturdy

ANET financial health Altman Z-score

19.7Altman Z-score, safe above 3

Arista Networks' Altman Z-score is 19.7 (Nov 13, 2026), above 3, where the safe zone starts.

ANET quality checks Piotroski score

8 of 9checks passed

Arista Networks passes 8 of the 9 Piotroski checks in the 12 months to Sep 30, 2026; it misses on gross margin.

ANET biggest customers

42%of sales from its 2 biggest customers

Two customers, unnamed in Arista Networks' 10-K, made 42% of its sales in fiscal 2025.

Price valuationIs the price reasonable?expensive

ANET price vs profit P/E ratio

53.0×a year's earnings

Arista Networks' P/E ratio is 53.0 (Nov 13, 2026), above its 3-year median of 45.8.

ANET price vs competitors

pretickt analysis53.0×a year's earnings, against its competitors

Investors pay 53.0 times Arista Networks' earnings (Nov 13, 2026), more than for Seagate (27.7), Dell (20.0), Western Digital (11.2) or Sandisk (7.0).

ANET analysts' target price target

+21%to their average target

Analysts' average price target for Arista Networks is $238, 21% above the Nov 13, 2026 close of $197.29.

ANET analyst ratings, 90 days

pretickt analysis
  • Deutsche Bankupgrade
1 up, 0 downratings raised and cut

In the 90 days to Nov 13, 2026, Deutsche Bank upgraded Arista Networks.

ANET growth priced in fair value

pretickt analysis+19%a year, for ten years, to be worth the price

At $197.29 a share, Arista Networks' free cash flow must grow about 19% a year for ten years to be worth the price (Nov 13, 2026).

What is Arista Networks' P/E ratio?

Arista Networks' P/E ratio is 53.0 (Nov 13, 2026), above its 3-year median of 45.8. Investors pay 53.0 times Arista Networks' earnings (Nov 13, 2026), more than for Seagate (27.7), Dell (20.0), Western Digital (11.2) or Sandisk (7.0).

Who are Arista Networks' biggest competitors?

pretickt compares Arista Networks with Dell, Sandisk, Seagate and Western Digital. Arista Networks' sales grew 41% in the 12 months to Sep 30, 2026, slower than Sandisk (+272%), Dell (+49%), Seagate (+44%) and Western Digital (+43%).

Is Arista Networks profitable?

Arista Networks' operating margin was 44% in the 12 months to Sep 30, 2026, against 35% in fiscal 2022. Arista Networks generated $5.02B of free cash flow in the 12 months to Sep 30, 2026, about as much as its reported profit.

Who is dumping Arista Networks stock?

Arista Networks' executives and directors sold a net $1.52B of shares in the 12 months to Nov 13, 2026; none bought.

How does Arista Networks make money?

Product brought Arista Networks 84% of its sales in fiscal 2025; Service 16%.

How many employees does Arista Networks have?

Arista Networks had 5,115 employees at the end of fiscal 2025, 16% more than a year before.

Who are Arista Networks' biggest customers?

Two customers, unnamed in Arista Networks' 10-K, made 42% of its sales in fiscal 2025. Microsoft and Meta, customers of Arista Networks, spent 92% more on capital in their latest quarter (to Sep 30, 2026) than a year before.

From the companies' statements (FMP), their filings read by pretickt, the analysts and the insiders, as of Nov 13, 2026. Each card says what a fact means for its question, never what to do with the stock: for information only, not investment advice.