Arista Networks Inc (ANET) fair value analysis
S&P 500 · Updated 2026-10-19
ANET price how computed
Forward Fair Value verdict
Fairly valuedANET is trading at within about 10% of estimated fair value.
Based on TickrTrends' weekly Forward Fair Value model.
- Last price
- $216.74
- Sector
- Technology
- 12-month range
- $116.13–$216.74
- Market cap
- $273B
- From 52-week high
- 0.0%
- Shares outstanding
- 1.26B
- Rank in Technology by discount to fair value
- #100 of 181
Last price is our 2026-10-19 weekly price; the chart runs through 2026-10-16.
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.
ANET currently ranks #100 of 181 Technology stocks by discount to fair value. It has screened as Fairly valued for 14 consecutive weekly runs.
Fundamentals (4 quarters) how computed
- Market cap
- $273B
- P/E (trailing)
- 64x
- Revenue (TTM)
- $10.5B
- Net margin
- 38.4%
- EPS (TTM)
- $3.39
- Gross margin
- 62.9%
- Revenue growth (3-yr avg)
- 33.7%
- Shares outstanding
- 1.26B
Derived indicators how computed
- Quality grade
- A
- Margin trend
- Contracting
- 52-week position
- The top quarter of its range
Technicals how computed
- RSI (14-day)
- 29 · oversold
- 50-day average
- $198.42
- 200-day average
- $162.64
- Moving-average state
- 50-day above 200-day (golden cross state); price above both averages
Earnings how computed
- Next earnings report
- 2026-11-03 (post-market)
- Last 8 quarters vs consensus
- 8 beat, 0 missed
- Quarter by quarter
- 2026-06 ▲ beat (+18.7%)
2026-03 ▲ beat (+7.4%)
2025-12 ▲ beat (+7.9%)
2025-09 ▲ beat (+5.6%)
2025-06 ▲ beat (+12.3%)
2025-03 ▲ beat (+10.2%)
2024-12 ▲ beat (+14.0%)
2024-09 ▲ beat (+15.4%)
Analyst consensus how computed
This is not TickrTrends' verdict.
- Analyst ratings
- 31 buy · 1 hold · 0 sell (32 analysts)
- Consensus lean
- Buy-leaning
- Consensus price target
- $245
- Target vs last price
- +13.0%
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 $116.13–$216.74.
- The 14-day relative strength index sits at an oversold 29.
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
Forward Fair Value applies a conservatively normalized historical price-to-earnings multiple to the consensus earnings estimate for the next full fiscal year; how TickrTrends computes it.
Recent ANET news
TickrTrends' derived news-sentiment signal for ANET is currently mixed, computed from recent coverage.
- Arista Networks: No Pricing Power And No Durable Business Model (NYSE:ANET) (seekingalpha.com, 2026-10-21)
TickrTrends take: Arista Networks operates in the competitive Technology sector where the headline raises concerns about pricing power and business model durability, factors that typically constrain long-term earnings quality and growth sustainability. TickrTrends currently assesses ANET as fairly valued, suggesting the market may already be pricing in limitations around margin expansion and competitive moats. Investors focused on valuation should monitor whether ANET can demonstrate pricing resilience or business model improvements that would justify a higher valuation multiple over time. - Arista Networks Inc (ANET) -- Networking Solutions Innovator | Shelton Equity Income Strategy Q3 2026 (gurufocus.com, 2026-10-21)
TickrTrends take: Arista Networks operates as a networking solutions innovator within the Technology sector and is currently assessed as fairly valued according to TickrTrends analysis. Given the company's inclusion in the Shelton Equity Income Strategy for Q3 2026, investors focused on valuation should monitor whether the company's earnings growth and cash generation justify its current pricing relative to peers in the networking equipment space. A fairly valued assessment suggests limited margin of safety at present levels, making execution on growth initiatives and margin expansion particularly relevant to watch. - Is ANET Overvalued? DCF Says Worth $90 (gurufocus.com, 2026-10-19)
TickrTrends take: Arista Networks currently trades within a range where fundamental valuation models, such as discounted cash flow analysis, suggest a fair value near $90 per share. Given TickrTrends' assessment that ANET is fairly valued, the DCF projection aligns with current market pricing rather than indicating material overvaluation. Investors focused on valuation metrics should monitor whether the company's cash flow generation and growth trajectory support this $90 benchmark, as significant deviations in either direction could shift the fair value assessment.
More ANET news
- Arista Networks' Share Price Slump: To Buy Or Not To Buy (NYSE:ANET) (seekingalpha.com, 2026-10-19)
- Arista vs. Vertiv: Which AI Infrastructure Business Has the Bigger Profit Cushion? (insidermonkey.com, 2026-10-17)
- Arista vs. Vertiv: Which Cash Flow Depends More on Customer Advances? (insidermonkey.com, 2026-10-17)
- Arista Networks Inc (ANET) Shares Fall 5.0% -- GF Value Says Still Overvalued (gurufocus.com, 2026-10-15)
- Arista Networks Inc (ANET) Stock Down 3.0% but Still Overvalued -- GF Score: 97/100 (gurufocus.com, 2026-10-13)
- Arista Has $6.9 Billion in Deferred Revenue. How Much Does It Explain the Cash Flow? (insidermonkey.com, 2026-10-12)
- ANET DCF Analysis: Intrinsic Value $90 vs Price $217 (gurufocus.com, 2026-10-12)
What people are saying
Follow the ANET conversation: Stocktwits · Reddit · X
TickrTrends weekly updates
- 2026-10-19 — TickrTrends' derived indicators for ANET showed two notable shifts this week. The relative strength index moved from the neutral zone into oversold territory, while the stock's sector discount rank declined from #127 to #133, indicating a weaker relative valuation position within the technology sector. The current valuation verdict remains fairly valued.
- 2026-10-12 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-11 — No material change this week: the verdict, bands and grades all held steady.
- 2026-10-10 — ANET's sector discount rank declined this week, moving from 115th to 120th position among Technology sector companies. This shift indicates the stock has become relatively less discounted compared to its peers in the sector. The company maintains a Fairly valued valuation verdict according to TickrTrends' derived indicators.
- 2026-10-06 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-28 — ANET's sector discount rank improved this week, moving from #130 to #120 among Technology sector companies. This change indicates that ANET has become relatively less discounted compared to its sector peers. The stock maintains a Fairly valued valuation verdict according to TickrTrends' derived indicators.
- 2026-09-21 — No material change this week: the verdict, bands and grades all held steady.
- 2026-09-17 — No material change this week: the verdict, bands and grades all held steady.
Frequently asked questions
Is ANET stock undervalued?
Based on TickrTrends' Forward Fair Value model (updated 2026-10-19), 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 #100 of 181 Technology stocks in TickrTrends' coverage by discount to fair value.
Is ANET overbought or oversold?
ANET's 14-day RSI is in the oversold zone on TickrTrends' latest weekly data.
When does ANET report earnings next?
ANET's next earnings report is scheduled for 2026-11-03 (post-market), per the published earnings calendar.
Does ANET usually beat earnings estimates?
Over its last 8 reported quarters ANET beat the consensus estimate 8 times and missed 0 times, by TickrTrends' comparison of reported and estimated EPS.
What do analysts say about ANET?
Of 32 analysts covering ANET, 31 rate it a buy, 1 a hold and 0 a sell - buy-leaning, with a consensus price target of $245 (+13.0% versus TickrTrends' last price). This is the analyst consensus, not TickrTrends' Forward Fair Value verdict.
More in Technology
Head-to-head comparisons
ANET vs AKAM · ANET vs ALAB · ANET vs APH · ANET vs IBM · ANET vs JBL