Arista Networks Inc (ANET) fair value analysis

S&P 500 · Updated 2026-09-07

Arista Networks Inc designs and sells cloud networking solutions, including switches and software platforms used for data center and enterprise networks. The company operates globally, serving customers across North America, Europe, Asia-Pacific, and other international markets.

Forward Fair Value verdict

Fairly valued

Based on TickrTrends' weekly Forward Fair Value model, ANET is trading at within about 10% of estimated fair value.

ANET currently ranks #116 of 199 Technology stocks by discount to Forward Fair Value. It has screened as Fairly valued for 3 consecutive weekly runs.

Last price: $193.78
Sector: Technology
12-month range: $124.85–$189.26

Derived indicators

Coarse bands from TickrTrends' weekly models; exact figures are part of the full report.

Quality grade: A
Margin trend: Stable
Revenue growth: High
RSI zone: Neutral
52-week position: The top quarter of its range

What our data shows for ANET

Our model validated 8 trailing price-to-earnings windows for ANET, built from quarterly earnings records.
Shares are trading in the upper third of their 12-month price range of $124.85–$189.26.
The 14-day relative strength index sits at a neutral 49.

The exact numbers are one step away

The precise Forward Fair Value dollar figure for ANET
Exact discount / premium to today's price
The normalized historical P/E behind the estimate, and how many quarters support it
Forward EPS input and fiscal-year basis
Screeners and rankings across the full S&P 500 and Nasdaq universes

See the exact fair value →

How Forward Fair Value works

TickrTrends computes a Forward Fair Value for every covered stock each week: a conservatively normalized historical price-to-earnings multiple is applied to the analyst-consensus earnings estimate for the next full fiscal year. Every input window is validated for continuity and every result is screened for plausibility before publication.

Recent ANET news

TickrTrends' derived news-sentiment signal for ANET is currently mixed, computed from recent coverage.

Arista Networks, Inc. (ANET) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript (seekingalpha.com, 2026-09-08)
TickrTrends take: Arista Networks presented at the Goldman Sachs Communacopia + Technology Conference 2026, providing investors with insights into the company's current strategic direction and market positioning. Given TickrTrends' assessment that ANET is fairly valued, investors should monitor conference disclosures for any commentary on competitive dynamics, growth drivers, or margin expansion opportunities that could justify movement away from fair value. As a technology sector company, ANET's messaging at such high-profile industry conferences often signals management's confidence in near-term execution and longer-term market opportunities that may influence valuation reassessment.
The S&P 100 ETF Just Dumped Nike and Colgate for 4 AI Stocks. Here’s What That Means for Your Portfolio (finance.yahoo.com, 2026-09-07)
TickrTrends take: Arista Networks operates in the Technology sector where AI-related shifts in major index compositions are occurring, as evidenced by recent S&P 100 ETF rebalancing activity favoring artificial intelligence stocks. Given TickrTrends' current assessment of ANET as fairly valued, investors focused on valuation should monitor whether the broader market rotation toward AI stocks creates pricing pressures that could shift the stock away from its current valuation equilibrium. The concentration of capital flows into AI-related technology names may influence ANET's relative valuation standing depending on how the company's AI exposure compares to other beneficiaries of this sector rotation.
Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants (finance.yahoo.com, 2026-09-06)
TickrTrends take: Arista Networks operates in the Technology sector and is currently assessed as fairly valued according to TickrTrends analysis. The comparison of quarterly revenue trends between Arista Networks and IBM highlights the performance dynamics within the artificial intelligence space, which can inform how investors monitor whether Arista's valuation remains aligned with its competitive positioning and growth trajectory. Valuation-focused readers should track whether Arista's revenue trends sustain the fair value assessment or signal a shift in the company's relative competitive standing.

What people are saying

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TickrTrends weekly updates

2026-09-07 — No material change this week: the verdict, bands and grades all held steady.
2026-09-06 — ANET, a Technology sector company, is currently assessed as fairly valued according to TickrTrends' derived indicators. This week, the momentum indicator changed from a C rating to none, representing a shift in the stock's recent price trend assessment.
2026-08-31 — TickrTrends initiated weekly Forward Fair Value coverage of this stock.

Frequently asked questions

Is ANET stock undervalued?

Based on TickrTrends' Forward Fair Value model (updated 2026-09-07), ANET is trading at within about 10% of estimated fair value and screens as fairly valued. The exact fair value and discount are available to subscribers.

What is ANET's TickrTrends verdict?

ANET's current verdict is Fairly valued, refreshed with every weekly Forward Fair Value run.

How does ANET compare to other Technology stocks?

ANET ranks #116 of 199 Technology stocks in TickrTrends' coverage when sorted by discount to Forward Fair Value.

Is ANET overbought or oversold?

ANET's 14-day RSI is in neutral territory - neither overbought nor oversold.

All Technology fair-value coverage →

Head-to-head comparisons

ANET vs ASML · ANET vs CCSI · ANET vs DBX · ANET vs FTV · ANET vs LSCC