Arista Networks (ANET)
NYSEInformation TechnologyComputer HardwareSnapshot 2026-07-07
$166.44-3.95%
Close 2026-07-07 · 1-day change
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Track ANET free→Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Communications Equipment is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue growth is accelerating — up about 31% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 3% on a typical day and fell roughly 28% in its worst 12-month stretch.
View RiskArista Networks needs to keep growing its revenue to justify its current price. The company recently beat earnings expectations with a 35% year-over-year revenue increase. It trades at 55× P/E, which is below the peer median of 74×. This suggests that the price reflects less growth than expected. A specific risk is that if ANET cuts guidance, the stock could decline. Peer multiples imply a price about 28% below where it trades. This read is provisional.
Trailing returns as of 2026-07-07. ANET is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 30 analysts currently covering ANET (as of Jul 2026).
Based on 8 Wall Street analysts offering 12-month price targets for ANET in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $166.44. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Communications Equipment — fair value, gap to price, and forward P/E.
Supply issues could hinder revenue growth potential.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $166.44
The last 12 months of price, then the range of analyst 12-month targets from today’s $166.44.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Achieve revenue growth
Big Tech's push benefits Arista's revenue growth potential.
Removal from focus list may signal reduced growth expectations.
Advances: Achieve revenue growth
Doubling AI sales supports revenue growth objective.
Price target increase reflects positive market sentiment.
Advances: Achieve revenue growth
New platforms enhance product offering and growth potential.
Price target raise indicates confidence in future performance.
Morgan Stanley's target increase supports positive outlook.