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NYSE · ANET · Computer Hardware

Arista Networks (ANET) stock analysis

$184.33+1.73%Data as of Oct 21, 2026
  • ANET lost 10.2% over the past month versus 0.0% for the S&P 500, ranking 454th of 497 S&P 500 stocks.
  • Over 12 months it returned +25.8%, 10.0 points ahead of the S&P 500, and trades 15.0% below its 52-week high.
  • In the last 30 days 2 analysts raised earnings estimates and 0 cut; forward EPS moved +1.2% (+16.9% over 90 days).
  • It sits in the Switching & fabric segment of the AI Infrastructure Supply Chain, where the 1-month median return is −4.5%.
  • The daily chart reads Trend transition · Unresolved structure (since Oct 14, 2026).
Market cap$232.5B
12-month return+25.8%
Forward P/E35.7×
Mean target vs price+32.1%

One-year price with 50- and 200-day averages

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117148178208JanAprJulOct
184.3350-day200-day

Performance vs the market

Total price return against the S&P 500 (SPY) and the median of US stocks in the same sector.

ANET−10.2%
Sector median−3.0%
S&P 5000.0%
ANET+4.4%
Sector median−0.1%
S&P 500+4.7%
ANET+3.7%
Sector median+0.8%
S&P 500+8.7%
ANET+25.8%
Sector median0.0%
S&P 500+15.8%
1-month rank in the S&P 500454 / 497
3-month rank in its sector · Technology276 / 650

Chart structure

Read by our daily-bar structure engine from swing highs, swing lows and moving averages.

Trend transition · Unresolved structureAwaiting confirmation

Holding since Oct 14, 2026

  • Price and averages have mixed alignment
  • EMA50 is approximately flat
  • Intermediate and long-term directions differ
  • Neither a stable trend nor a range is confirmed
This pattern on this stock

91 occurrences in 10 years. The median move over the next 20 sessions was +3.7%, positive 62% of the time, against +3.8% for any day in the same period.

Reference zone, stop and targets for this structureSee the trade plan in Hub ↗

Analyst earnings revisions

Changes to the consensus forward-EPS estimate. Rising estimates mean analysts see more profit ahead.

Forward EPS$5.22
30-day change+1.2%
90-day change+16.9%
Mean target$243.59 +32.1%
Raised (30d) 2Cut (30d) 0

29 analysts cover the stock

Fundamental shape vs peers

Six dimensions on fixed scales. The filled shape is the company; the outline is the peer average.

Open the full Radar with every ratio
ValuationRevisionsMomentumGrowthCashProfit

Behind peersValuation, Revisions

PeersDELL · SNDK · STX · WDC

Where it sits in the supply chain

AI Infrastructure Supply Chain · Data-center build

Explore the full chain map in Hub
Supplied by
Optics & high-speed links−16.0%
FN−11.8%1 monthAAOI−27.7%1 monthCRDO−5.3%1 monthALAB−20.2%1 month
High-speed & power connectors−2.1%
APH−4.4%1 monthTEL+0.3%1 month
Its segment
Switching & fabric−4.5%
ANET−10.2%1 monthCSCO+1.2%1 month

Large clusters depend on low-latency, high-bandwidth east-west networks.

Sells into
Cloud & AI-cloud capex−5.3%
MSFT+7.0%1 monthGOOGL−4.7%1 monthAMZN+2.9%1 monthMETA−5.3%1 monthORCL−13.5%1 monthCRWV−28.7%1 monthNBIS−27.3%1 month

Figures are each company's 1-month return; the segment shows its median · Doubler daily batch · company chain maps

Risk profile

Max drawdown, 12M−28.3%
Volatility, 60D50.3%
From 52-week high−15.0%
From 52-week low+58.7%
Trailing P/E58.5×
Forward P/E35.7×
CSCOCisco SystemsAPHAmphenolTELTE Connectivity plcMSFTMicrosoftGOOGLAlphabetAMZNAmazonMETAMeta PlatformsORCLOracle

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