ANET

Arista Networks Inc. (ANET) | Rumor.io

Arista Networks

ANET

Attention (50-day avg)0.04%

Attention rank (50-day avg)#180

Bullish sentiment (50-day avg)97%

Price to earnings ratio65.6

Market capitalization258.5B

Earnings per share3.15

Dividend yield (TTM)—

Revenue (annual)9B

Net income (annual)3.5B

Social

What share of all stock conversation is about ANET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.01% -0.05	0.04% 0	0.07% -0.01

Sep 25

The author is expecting a potential breakout for Arista Networks, Inc. (ANET) to new highs, with a target price around $240.
The stock's chart is described as "beautiful" and the author notes a gain of 1R (1 times return) from a short-term trade.
The author has run a calculation on ANET, estimating a 38x price-to-earnings ratio, 40% margins, and a revenue compounding rate of 30% per year, with a target revenue of $2.75 billion by 2026.

Generated by AI

Sentiment

Of the messages about ANET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	94.81% -4.6	92.5% -3.91	93.33% -0.2
Bearish	—	5.19% +4.6	7.5% +3.91	6.67% +0.2

Bullish· Aug 26

The stock has shown strong momentum, rising 34% in 6 months and exhibiting "crazy good momentum".
The 5-year chart is considered "one of the most beautiful you will ever see", indicating a strong long-term trend.
The stock is expected to continue its upward trajectory, with some analysts predicting it will reach $250 by December 2026.

Bearish· Aug 5

ANET's price drop was a significant 30 points, with some traders even loading up on options to capitalize on further declines.
The company's inability to hold onto earnings gains has been a recurring theme, with some investors questioning its ability to sustain such performances.
ANET's rapid decline from all-time highs to session lows in a short period of time has led some traders to speculate about a potential sub-$200 price point.

Generated by AI

Topics

Of the messages about ANET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	7.26%	49.41%
Technical Analysis	—	96.43%	12.61%	4.58%
Announcements	—	3.57%	73.26%	3.53%
Earnings	—	0%	3.21%	31.5%
Analysts	—	0%	3.67%	10.97%
Controversies	—	0%	0%	0.01%

Earnings· Aug 4

Revenue of $3.04B in Q2 2026 exceeded estimates, with a 37.7% YoY increase.
Adjusted EPS of $1.02 in Q2 2026 beat estimates, with a 40% YoY increase.
Q3 2026 revenue guidance of ~$3.3B is well above estimates, with a non-GAAP operating margin of 48-49% and non-GAAP diluted EPS of $1.06-$1.08.

Analysts· May 23

Evercore maintains $ANET as their top pick with an outperform rating and $200 price target, citing AI tailwinds and hyperscaler capex cycle.
Evercore's thesis is that Arista Networks is a direct beneficiary of the AI buildout, driving infrastructure demand.
Arista Networks' stock is expected to benefit from the ongoing hyperscaler capex cycle, driven by AI adoption.

Announcements· May 5

$ANET reported Q1 2026 earnings with revenue of $2.71B, a 35.1% YoY increase, beating estimates of $2.62B.
The company's non-GAAP EPS was $0.87, exceeding estimates of $0.81, and operating margin was 47.8%.
Arista Networks guided Q2 revenue to be approximately $2.8B, with a non-GAAP operating margin of 46-47%.

Controversies· Aug 6

Arista Networks ($ANET) agreed to pay $400 million to Cisco ($CSCO) to resolve all pending patent litigation and dismiss all lawsuits.
The settlement comes after years of litigation, which began in 2014 when Cisco sued Arista Networks, and has had a significant impact on the companies' financial performance, with Arista's revenue increasing 225% and Cisco's revenue growing 1.11% since the lawsuit started.
The agreement marks a major development in the long-standing dispute between the two companies, with Arista's CEO reportedly having a contentious relationship with John Chambers, Cisco's former CEO, that led to the litigation.

Macro· May 10

Arista Networks is experiencing a post-earnings reaction, with a move below its 18-day moving average potentially signaling a downtrend.
The company's stock price is being closely watched, with some analysts suggesting a breakdown could lead to a drop to $148.
Institutional buying has been observed at the close, with a key level of support identified at $285, which is also a crucial investment threshold for Nvidia.

Technical Analysis· May 8

A-Net (ANET) broke the $141.18 support level, with a long zone of interest at $133.70 and deeper levels at $126.22 and a major gap at $116.
A-Net (ANET) has a gap fill at $170.
A-Net (ANET) is sitting above its daily 200ema.

Generated by AI

Community

Of the messages about ANET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	87.54%	56.62%	27.43%
Newcomers	0%	12.46%	43.38%	72.57%

Regulars· Sep 25

Many regulars are watching Arista Networks for a potential break into new highs, with a target of ~$240.
The stock is "cleaning up" and may gap up after the weekend, with some expecting a significant move to $250-300.
Despite some weakness in volume, the stock held the 205-206 support level, and many are still bullish on the stock, with some expecting it to reach $220 by next Friday.

Newcomers· Sep 11

New investors are buying $ANET, with one user taking a long position and another hoping for a price increase to $215 or more.
Several users are focusing on the technical analysis of $ANET, with one noting a potential break and hold of the 200 level and another referencing a cautious view due to a cross of the Reasonable → Caution level.
One user is highlighting the sector's re-rate, which they believe is being driven by the AI-infra bid, and another is simply observing the stock's performance, noting its price increase.

Generated by AI

Arista Networks (ANET) stock trades at 58.3 times its last twelve months of adjusted earnings, which add back stock-based pay after tax. That is a high price for one year of profit, and it is why the stock looks expensive. The picture changes against the profit forecast for this year and next. Here is that same share price, set against the profit Arista is forecast to earn in fiscal 2026 and fiscal 2027.

14h agoYahoo Finance

Arista Networks Inc. stock underperforms Tuesday when compared to competitors

15h agoMarketWatch

Arista: The Layer Beneath The Chips (NYSE:ANET)

Arista Networks, Inc. is pivotal in AI infrastructure, supplying high-speed networking gear that connects GPUs. Read more on ANET stock here.

22h agoSeeking Alpha

Is AI Turning Networking Into Arista Network’s (ANET) Next Big Moat?

1d agoYahoo Finance

AI Stock Leader Arista Eyes Latest Buy Point With RS Line At New Highs

AI leader Arista Stock is approaching a new buy point despite Monday's market weakness. Its RS line hit a new high last week.

1d agoInvestor's Business Daily

Also Discussed

Investors talking about ANET also mention

#	Name	Attention
1	Vertiv Holdings Co Class A Common StockVRT	0.01%0
2	Astera Labs, Inc.ALAB	0.05%+0.03
3	Constellation Energy CorporationCEG	0.09%+0.08
4	Palo Alto Networks, Inc.PANW	0.06%-0.09
5	Lam Research Corp.LRCX	0.02%-0.01
6	Credo Technology Group Holding Ltd Ordinary SharesCRDO	0.09%-0.1
7	Cadence Design Systems IncCDNS	0.01%+0.01
8	Synopsys Inc.SNPS	0%+0
9	Eaton Corporation plcETN	0%new
10	Applied Materials Inc.AMAT	0.01%+0.01

Arista Networks Inc.

Technology
Computer Hardware

Arista Networks Inc. is a technology company that designs and sells data-driven networking solutions for large-scale data center, cloud, campus, AI, and routing environments. The company’s portfolio includes high-speed Ethernet switches, network operating software, cloud management tools, and related support services built to help organizations manage complex, high-performance networks. Arista serves customers across internet services, cloud computing, financial services, government, healthcare, education, manufacturing, and other enterprise sectors. Its products are used to support scalable network architectures where automation, visibility, security, and reliability are important operational needs. Arista Networks Inc. is recognized in the computer networking market for combining hardware and software in platforms that connect modern enterprise and cloud infrastructure.

Website

Location

5453 Great America Parkway

Santa Clara, CA, 95054

United States

Social

What share of all stock conversation is about ANET?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% -0.02	0.01% -0.05	0.04% 0	0.07% -0.01

Sep 25

The author is expecting a potential breakout for Arista Networks, Inc. (ANET) to new highs, with a target price around $240.
The stock's chart is described as "beautiful" and the author notes a gain of 1R (1 times return) from a short-term trade.
The author has run a calculation on ANET, estimating a 38x price-to-earnings ratio, 40% margins, and a revenue compounding rate of 30% per year, with a target revenue of $2.75 billion by 2026.

Generated by AI

Sentiment

Of the messages about ANET that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	94.81% -4.6	92.5% -3.91	93.33% -0.2
Bearish	—	5.19% +4.6	7.5% +3.91	6.67% +0.2

Bullish· Aug 26

The stock has shown strong momentum, rising 34% in 6 months and exhibiting "crazy good momentum".
The 5-year chart is considered "one of the most beautiful you will ever see", indicating a strong long-term trend.
The stock is expected to continue its upward trajectory, with some analysts predicting it will reach $250 by December 2026.

Bearish· Aug 5

ANET's price drop was a significant 30 points, with some traders even loading up on options to capitalize on further declines.
The company's inability to hold onto earnings gains has been a recurring theme, with some investors questioning its ability to sustain such performances.
ANET's rapid decline from all-time highs to session lows in a short period of time has led some traders to speculate about a potential sub-$200 price point.

Generated by AI

Topics

Of the messages about ANET that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Macro	—	0%	7.26%	49.41%
Technical Analysis	—	96.43%	12.61%	4.58%
Announcements	—	3.57%	73.26%	3.53%
Earnings	—	0%	3.21%	31.5%
Analysts	—	0%	3.67%	10.97%
Controversies	—	0%	0%	0.01%

Earnings· Aug 4

Revenue of $3.04B in Q2 2026 exceeded estimates, with a 37.7% YoY increase.
Adjusted EPS of $1.02 in Q2 2026 beat estimates, with a 40% YoY increase.
Q3 2026 revenue guidance of ~$3.3B is well above estimates, with a non-GAAP operating margin of 48-49% and non-GAAP diluted EPS of $1.06-$1.08.

Analysts· May 23

Evercore maintains $ANET as their top pick with an outperform rating and $200 price target, citing AI tailwinds and hyperscaler capex cycle.
Evercore's thesis is that Arista Networks is a direct beneficiary of the AI buildout, driving infrastructure demand.
Arista Networks' stock is expected to benefit from the ongoing hyperscaler capex cycle, driven by AI adoption.

Announcements· May 5

$ANET reported Q1 2026 earnings with revenue of $2.71B, a 35.1% YoY increase, beating estimates of $2.62B.
The company's non-GAAP EPS was $0.87, exceeding estimates of $0.81, and operating margin was 47.8%.
Arista Networks guided Q2 revenue to be approximately $2.8B, with a non-GAAP operating margin of 46-47%.

Controversies· Aug 6

Arista Networks ($ANET) agreed to pay $400 million to Cisco ($CSCO) to resolve all pending patent litigation and dismiss all lawsuits.
The settlement comes after years of litigation, which began in 2014 when Cisco sued Arista Networks, and has had a significant impact on the companies' financial performance, with Arista's revenue increasing 225% and Cisco's revenue growing 1.11% since the lawsuit started.
The agreement marks a major development in the long-standing dispute between the two companies, with Arista's CEO reportedly having a contentious relationship with John Chambers, Cisco's former CEO, that led to the litigation.

Macro· May 10

Arista Networks is experiencing a post-earnings reaction, with a move below its 18-day moving average potentially signaling a downtrend.
The company's stock price is being closely watched, with some analysts suggesting a breakdown could lead to a drop to $148.
Institutional buying has been observed at the close, with a key level of support identified at $285, which is also a crucial investment threshold for Nvidia.

Technical Analysis· May 8

A-Net (ANET) broke the $141.18 support level, with a long zone of interest at $133.70 and deeper levels at $126.22 and a major gap at $116.
A-Net (ANET) has a gap fill at $170.
A-Net (ANET) is sitting above its daily 200ema.

Generated by AI

Community

Of the messages about ANET, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	100%	87.54%	56.62%	27.43%
Newcomers	0%	12.46%	43.38%	72.57%

Regulars· Sep 25

Many regulars are watching Arista Networks for a potential break into new highs, with a target of ~$240.
The stock is "cleaning up" and may gap up after the weekend, with some expecting a significant move to $250-300.
Despite some weakness in volume, the stock held the 205-206 support level, and many are still bullish on the stock, with some expecting it to reach $220 by next Friday.

Newcomers· Sep 11

New investors are buying $ANET, with one user taking a long position and another hoping for a price increase to $215 or more.
Several users are focusing on the technical analysis of $ANET, with one noting a potential break and hold of the 200 level and another referencing a cautious view due to a cross of the Reasonable → Caution level.
One user is highlighting the sector's re-rate, which they believe is being driven by the AI-infra bid, and another is simply observing the stock's performance, noting its price increase.

Generated by AI

Arista Networks

Social

Sep 25

Bullish· Aug 26

Bearish· Aug 5

Earnings· Aug 4

Analysts· May 23

Announcements· May 5

Controversies· Aug 6

Macro· May 10

Technical Analysis· May 8

Regulars· Sep 25

Newcomers· Sep 11

Arista Networks CEO Ullal sells $13.2m in shares from trusts

Is Arista Networks Stock As Expensive As It Looks?

Arista Networks Inc. stock underperforms Tuesday when compared to competitors

Arista: The Layer Beneath The Chips (NYSE:ANET)

Is AI Turning Networking Into Arista Network’s (ANET) Next Big Moat?

AI Stock Leader Arista Eyes Latest Buy Point With RS Line At New Highs

Also Discussed

Arista Networks Inc.

Company Information

Location

Arista Networks CEO Ullal sells $13.2m in shares from trusts

Is Arista Networks Stock As Expensive As It Looks?

Arista Networks Inc. stock underperforms Tuesday when compared to competitors

Arista: The Layer Beneath The Chips (NYSE:ANET)

Is AI Turning Networking Into Arista Network’s (ANET) Next Big Moat?

AI Stock Leader Arista Eyes Latest Buy Point With RS Line At New Highs

Also Discussed

Social

Sep 25

Bullish· Aug 26

Bearish· Aug 5

Earnings· Aug 4

Analysts· May 23

Announcements· May 5

Controversies· Aug 6

Macro· May 10

Technical Analysis· May 8

Regulars· Sep 25

Newcomers· Sep 11