Arista Networks Inc engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
Strategic Positioning | Explore Arista's competitive edge in high-value segments, balancing innovation with customer diversification to capitalize on AI infrastructure boom |
Market Dynamics | Analysts project continued growth with EPS rising to $2.68 in 2025, despite challenges from white-box vendors and customer concentration risks |
Financial Prowess | Robust Q4 2024 results with $1.9B revenue and $0.65 EPS, showcasing strong margins and consistent growth in cloud networking solutions |
AI Networking Pionee | Arista Networks leads in AI cluster networking, targeting $750 million in AI backend revenue for 2025 with potential to double by 2026 |
Metrics to compare | ANET | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipANETPeersSector | |
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P/E Ratio | 40.7x | −1.6x | 11.5x | |
PEG Ratio | 1.30 | 0.00 | 0.01 | |
Price / Book | 12.2x | 0.3x | 2.4x | |
Price / LTM Sales | 16.6x | 0.8x | 2.0x | |
Upside (Analyst Target) | 8.9% | 115.0% | 24.4% | |
Fair Value Upside | Unlock | 20.9% | 5.9% | Unlock |