NYSE
197.64USD
+4.80 (+2.49%)
We have scored 99 news catalysts on Arista Networks, Inc. (ANET) over the past 12 months. The biggest single-day move next to one of them came Oct 14, 2025, when ANET closed −5.9%: “GM takes $1.6B financial hit as EV tax credit changes force strategy overhaul”. Coverage across the window leans positive (average ticker sentiment +0.49). Most of the impact sits in sector technology and forward growth expectations.
Dots are scored news catalysts — size = impact, color = sentiment. Tap one to read it.
Market cap
249.1B
P/E
—
EPS
—
Beta
1.62
52W range
114.52-214.89
Day range
195.39–200.25
Open
197.44
Prev close
192.84
Volume
2.5M
Avg volume
8.2M
Dividend
0.00
IPO
2014-06-06
Analysts publish price targets on ANET, and they disagree. Where the share price actually sits among them shows which of their arguments the market is buying — and which it is ignoring.
14 analyst price targets from $164 to $289
as of 2026-09-11
The market is 15% below the median target — more cautious than the analysts.
Daily OHLCV with SMA overlays and session pivots. Draw your levels and trendlines on it, or ask the AI analyst what the price is reacting to.
Suppliers, customers, partners and competitors, derived from what the news actually says about Arista Networks, Inc. — not a sector bucket. Click an edge to see the articles that established the link.
Suppliers, customers, partners and competitors of Arista Networks, Inc., taken from what the news actually said about them rather than from a sector bucket. The count is how many articles established each link.
Latest scored catalyst for ANET: .
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Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.
The reconstruction
The price sits at the 14th percentile of published models, rejecting a unanimous bull case and leaning bearish against the 40% revenue growth the company just guided for.
What the disagreement turns on
Can Arista sustain 40% revenue growth and avoid a severe margin squeeze if the AI capex cycle slows, and the wired data can track the revenue outcome but cannot measure the customer concentration risk.
The price pays for
It declines to pay for
Written by a language model from the published models, the reported segments and a reverse-DCF — not a recommendation, and not a house view.
Claim by claim
