ANET
BuyPremium GrowerAI pickArista Networks, Inc. · Technology · United States · $217.4B cap · $979.6M/day traded
$177.24 +2.8% · close 26 Oct · scored 27 Oct
StockRank up 2.0 since 24 Oct: Momentum up 3 after a 3% price rise.
Premium Grower: Strong business with the market behind it, priced at a premium.
Report expected 3 Nov: the next-year EPS estimate has risen 16.9% over the last 13 weeks.
As of 27 Oct 2026, MoatMap's StockRank for Arista Networks, Inc. (ANET) is 77/100, ranked against 24,000+ stocks in 35 markets (Quality 83, Value 21, Momentum 70, each scored against its sector).
Does StockRank work? Each month we publish how every decile did, whichever way it went. See the record →
Arista builds the high-speed Ethernet switches that connect GPU clusters inside the largest AI and cloud data centres, and it has taken share from Cisco on the strength of a single software operating system that customers trust at scale. It is asset-light, highly profitable, has net cash, and is repurchasing shares. Its CFO describes the AI cycle as only two and a half to three years old, and the shift of AI networking from InfiniBand toward Ethernet widens its addressable market. The shares look expensive on simple multiples, but earnings growth has kept pace, and the switching cost of re-architecting a data centre network protects its position.
ABOUT ARISTA NETWORKS, INC.
Read
Arista Networks, Inc. specializes in delivering high-performance cloud networking solutions, including advanced switches, routers, and its proprietary Extensible Operating System (EOS) software, designed for large data center and cloud computing environments. The company's competitive edge lies in its technological leadership, offering superior speed, scalability, and programmability that appeals to hyperscale cloud providers and major enterprises. This focus on software-driven networking allows Arista to disrupt traditional players and maintain a strong market position in next-generation data infrastructure.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 4.4B | 5.9B | 7.0B | 9.0B | 27.1% | 10.5B | 12.7B | 16.4B | 34.8% |
| EPS | — | 1.10 | 1.69 | 2.27 | 2.79 | 36.3% | 2.94 | 3.85 | 4.89 | 32.4% |
| Shares | — | 1.2B | 1.2B | 1.3B | 1.3B | +2.4% | 1.3B | — | — | — |
| Debt | 56.5M | 44.0M | — | — | — | -22.2% | — | — | — | — |
| Equity | — | 4.9B | 7.2B | 10.0B | 12.4B | 36.3% | — | — | — | — |
| Op CF | — | 492.8M | 2.0B | 3.7B | 4.4B | 107.0% | 5.3B | — | — | — |
| Inv CF | — | 216.3M | -687.5M | -2.5B | -3.6B | — | — | — | — | — |
| Fin CF | — | -654.6M | -83.8M | -421.8M | -1.6B | — | — | — | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Swung more than 68% of stocks we rank over the past year (54% a year).
How this is worked out
StockRank judges the business. The price check reads only the chart: it is the price side of the Momentum score, in words.
The rules: Still falling is a new 52-week low in the last two weeks, at least 25% below the high. Finding a floor is no new low since. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average and within 15% of the high.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn like this one cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of ANET are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| ANET | Arista Networks, Inc.(you) | $217.4B | 77 | Buy |
| SNDK | Sandisk Corporation | $178.9B | 79 | Buy |
| STX | Seagate Technology Holdings plc | $143.4B | 78 | Buy |
| WDC | Western Digital Corporation | $128.6B | 72 | Buy |
| DELL | Dell Technologies Inc. | $290.2B | 93 | Strong Buy |
| P | Everpure, Inc. | $41.1B | 73 | Buy |
| 0992.HK | Lenovo Group Limited | $35.8B | 83 | Strong Buy |
| 002415.SZ | Hangzhou Hikvision Digital Technology Co., Ltd. | $46.4B | 89 | Strong Buy |
| 6669.TW | Wiwynn Corporation | $31.4B | 72 | Buy |
| 2382.TW | Quanta Computer Inc. | $40.5B | 66 | Buy |
Peer medians: ROE 8.2% · P/E 26.9x · Gross margin 33.1%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.