NYSE:ANET (USA) Also Trade In: Austria Brazil Germany Mexico UK

Arista Networks Inc $ 315.55 4.3 (1.38%)

Volume:
301,055
Avg Vol (1m):
588,328
Market Cap $:
24.09 Bil
Enterprise Value $:
21.29 Bil
PE Ratio:
39.49
PB Ratio:
7.23
Warning! GuruFocus has detected 1 Severe warning sign with ANET. Click here to check it out.
5D 3M YTD 1Y 5Y 10Y All 10Y (-%)

Arista Networks Inc News and Headlines -

GuruFocus Articles Total 25
  • 1
  • 2

President and CEO of Arista Networks Inc (30-Year Financial, Insider Trades) Jayshree Ullal (insider trades) sold 2,375 shares of ANET on 04/01/2021 at an average price of $308.65 a share. The total sale was $733,044.

Arista Networks Inc is a supplier of cloud networking solutions that use software innovations to address the needs of large-scale Internet companies, cloud service providers, and next-generation data centers for enterprise support. Arista Networks Inc has a market cap of $23.79 billion; its shares were traded at around $311.620000 with a P/E ratio of 38.99 and P/S ratio of 10.68. Arista Networks

0 Views    insider    2021-04-06 01:15

The stock of Arista Networks (NYSE:ANET, 30-year Financials) is believed to be modestly overvalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line,

0 Views    GF Value    2021-04-03 22:12
Guru stock highlight

Arista Networks (ANET) is projected to report a year-over-year decline in revenues in 2020, largely caused by a pullback in infrastructure spending at Facebook and Microsoft, Arista's two largest customers in the early part of the year. However, the company returned to growth in the fourth quarter, and customer spending patterns suggest Arista is poised to grow at a healthy pace in 2021 and beyond. Notably, we believe Arista is well positioned to benefit from a coming upgrade cycle, which is expected to see many cloud network providers replace their existing switch hardware with the latest 400G high-speed switches. Importantly,Arista's

31 Views    Sydnee Gatewood    2021-02-26 22:51
Their financial strength and profitability have received high ratings

Value investors may be interested in the following three stocks, since they represent equities in companies with high profitability and robust financial conditions, as measured by GuruFocus profitability and financial strength ratings of at least 7 out of 10.

Furthermore, Wall Street sell-side analysts have recommended positive ratings for these stocks.

Skyworks Solutions Inc

The first stock that makes the cut is Skyworks Solutions Inc (SWKS), an Irvine, California-based manufacturer and marketer of semiconductor products in the U.S. and internationally.

GuruFocus rated its financial strength 8 out of 10, driven by an Altman Z-Score of 19.52, indicating the company is

136 Views    Alberto Abaterusso    2021-01-06 16:51
A financially strong and profitable mid-cap tech stock

How can a mid-cap like Arista Networks Inc. (ANET), with a market cap of $15.5 billion, compete with larger companies such as Cisco Systems Inc. (CSCO), which has a market cap of $162 billion?

Mainly by focusing more intently on the cloud. As the 10-K for 2019 explains, "Arista Networks pioneered software-driven, cognitive cloud networking for large-scale datacenter and campus environments."

Recently, Arista added another service, announcing on Sept. 28 that it will be acquiring cybersecurity company Awake Security. Awake is described in a news release as "a Network Detection and Response (NDR) platform provider that combines artificial intelligence (AI)

600 Views    Robert Abbott    2020-10-05 18:39
Dow down more than 150 points, Big Lots jumps following earnings report

US markets

U.S. stocks were in the red on Friday morning as U.S. consumer spending sunk by a record 13.6%. The Dow Jones Industrial Average lost 0.60% to 25,247, the S&P 500 index dipped 0.39% to 3,018 and the Nasdaq Composite Index was up 0.03% to 9,372.

Gainers

• Dollar General Corp (DG) +2.6%

• West Pharmaceutical Services

58 Views    Omar Venerio    2020-05-29 15:11
Discussion of markets and holdings

Dear Sequoia Shareholders and Clients:

For the first quarter of 2020, Sequoia Fund generated a total return of -22.16% net of fees,1 versus a -19.60% return for the Standard & Poor’s 500 Index.

If there are adjectives that properly coney the scale, scope, speed and severity of the coronavirus pandemic that has gripped the world over the past several weeks, we are unaware of them. We suspect it will be several months before anyone will be able to fully comprehend its impact. All we can say in the meantime is that the range of potential outcomes for the economy has

143 Views    Sydnee Gatewood    2020-04-07 16:31
Shares plunge after company releases earnings

Shares of Juniper Networks Inc. (JNPR) are down more than 7% since the start of the week. The company released its fourth-quarter and full-year 2019 results last week, in which revenue was in line with expectations while GAAP earnings were slightly better than expected. At a price of $22.82 per share at the time of this writing, the company’s stock is now trading near multi-year lows of about $22.60.

Juniper Networks is a multinational telecommunications company that develops and markets networking products, including routers, switches, network management software, network security products and software-defined networking technology.

Recent

106 Views    Nicholas Kitonyi    2020-01-31 15:50
Guru stock highlight

Arista (ANET) designs network switches, routers and associated software that play a critical role in the internet infrastructure of large enterprises, and especially “cloud titans” such as Microsoft, Facebook and Amazon. Run by one of the more impressive management teams we have encountered, Arista essentially stole a march on incumbent leader Cisco at the high end of the market by combining innovative software with exceptional execution. Extremely high customer concentration—the company calls its big accounts “titans” for a reason— can make this a volatile business over the short term, which is why we were able to buy our stake

73 Views    Sydnee Gatewood    2020-01-24 17:48
Bearish sentiment because of temporary weakness indicates buying opportunity on the stock

Cloud datacenter pioneer Arista Networks (ANET) recently lost a quarter of its value after reporting its third quarter earnings. Wall Street punished the company as it projects slowdown for the next quarter, despite beating earnings estimates by a wide margin, keeping its profitability and having maintained a clean balance sheet.

For the quarter, Arista reported a 16% rise in sales and a 24% increase in profits year over year. The Santa Clara, California-based company reported 31% margin compared to 30% a year earlier. Wall Street appears disappointed beyond learning these numbers, as seven analysts downgraded the stock after the earnings

65 Views    Mark Yu    2019-11-11 16:42
Companies with a better current ratio and a working capital surpassing the long-term debt

Benjamin Graham, the father of value investing, suggested that investors screen for stocks with a current ratio of more than 2 and a higher working capital than long-term debt if they wanted to have better chances of finding high-quality companies.

These companies have the potential to largely beat their average competitor, regardless the business cycle’s phase.

The current ratio, which is calculated as total current assets divided by total current liabilities, weighs the ability of the company to satisfy its short-term creditors.

The working capital ratio, which is calculated as total current assets minus total current liabilities, measures the ability

125 Views    Alberto Abaterusso    2019-10-21 15:33
The fund's largest new position is in Arista Networks

The Parnassus Endeavor Fund (Trades, Portfolio) released its third-quarter portfolio earlier this week, listing four new holdings.

As part of Jerome Dodson (Trades, Portfolio)’s San Francisco-based firm, the fund avoids fossil fuel-related stocks. Rather, it concentrates on companies that have exemplary work environments and are socially and environmentally responsible. With the goal of capital appreciation, the fund invests in discounted large-cap companies that have strong competitive advantages, relevant products or services and quality management teams.

Based on these criteria, the Endeavor Fund established positions in Arista Networks Inc. (ANET), W.W. Grainger Inc. (GWW), Agilent

236 Views    Sydnee Gatewood    2019-10-17 15:28
Skechers U.S.A. jumps on financial results

U.S. stocks advanced on Friday, with Health (up 18%), Commercial (up 11%) and Tech Services (up 9%) among the sectors with major gains. The Dow Jones Industrial Average gained 0.23% to 27,290, the S&P 500 index gained 0.15% to 2,999, and the Nasdaq Composite Index rose 0.25% to 8,226.

Shares of Skechers U.S.A. Inc. (SKX)Â gained more than 13% after announcing second-quarter results. The company posted earnings of 49 cents per share and $1.26 billion in revenues, reflecting 11.5% growth

270 Views    Omar Venerio    2019-07-19 16:10
A decent wealth preservation play with upside

The networking market is booming. Global traffic is forecast to grow by more than 20% a year, with some more niche markets set for even greater growth. Between the internet of things, the switch to 5G and growth of cloud computing, this sector is certainly an attractive one for investors who are bullish on connectivity.

Cisco Systems Inc. (CSCO) is a San Jose, California-based multinational technology conglomerate that develops, manufactures and sells networking hardware, telecommunications equipment and software. Its devices are primarily integrated by Cisco IOS Software and include routers, switches and other connectivity devices. Since its founding in

518 Views    John Engle    2018-12-05 22:06
The company's strategy could catalyze its financial performance

A changing strategy has the potential to catalyze Cisco Systems' (CSCO) stock price. Its move toward a subscription-based business model is gradually increasing recurring revenue. This could lead to lower costs as well as a more reliable income stream. The company’s growth potential in areas such as cybersecurity and in international markets also remains high.

Competition, though, is increasing. This could suppress margins in the near term. With a large cash pile, further acquisitions could provide the business with the means to capitalize on fast-growing areas and overcome competitive threats.

Cisco’s stock price has risen 46% in the last year.

121 Views    Robert Stephens, CFA    2018-09-21 18:24
Insiders trade Fidelity National, Arista Networks

According to GuruFocus Insider Data, the recent chief financial officer sells were Fidelity National Information Services Inc. (FIS) and Arista Networks Inc. (ANET).

Fidelity National Information CFO sold 174,389 Shares

Executive Vice President and CFO James W. Woodall sold 87,194 shares for $100.47 per share on March 14. Since then, the stock price has declined 0.72%.

Fidelity National has a market cap of $33.04 billion and its shares were traded around $99.75. The company has a price-earnings ratio of 25.38 and a price-sales ratio of 3.67. The trailing 12-month dividend yield is 1.17%, while the forward dividend yield is 1.27%.

57 Views    Myra Ramdenbourg    2018-03-19 20:29
Multiple companies have recently achieved yearly highs

According to GuruFocus list of 52-week highs, these Guru stocks have reached their 52-Week Highs.

International Flavors & Fragrances Inc. (IFF) reached the 52-week high of $152.38

International Flavors & Fragrances Inc. is engaged in manufacturing and supplying of flavors and fragrances for the food, beverage, personal care and household products industries either in the form of compounds or individual ingredients. International Flavors & Fragrances specializes in proprietary formulations, partnering with customers to deliver custom solutions. The company derives roughly half its sales from flavors and half from fragrances, with a slightly higher share of

143 Views    yifan900    2017-11-29 15:35
Valeant, Arista Networks, Apple, Pandora and Herbalife move on regulatory approval, earnings

In Friday trading, five stocks were moving strongly.

Valeant Pharmaceuticals International Inc. (VRX) rose after announcing the Food and Drug Administration approved Vyzulta (latanoprostene bunod ophthalmic solution) for lowering intraocular pressure in patients with glaucoma or ocular hypertension.

Chairman and CEO Joseph C. Papa emphasized that patients with glaucoma will have a “new treatment option that can help provide consistent and sustained IOP lowering, the only modifiable risk factor that can help slow down the progression of the disease."

He is confident the new drug will be available before the end of the year.

Shares of Arista Networks Inc. (ANET)

118 Views    Omar Venerio    2017-11-03 18:24
Ansys, Ameriprise among companies that have outperformed the S&P 500 over the past year

According to GuruFocus' All-In-One Guru Screener, the following stocks have outperformed the Standard & Poor's 500 Index over the past 12 months and were bought by gurus during the last quarter.

With a market cap of $23.11 billion, Ameriprise Financial Inc. (AMP) has outperformed the S&P 500 Index by 40.5% over the past 12 months.

Its shares are trading with a price-book (P/B) ratio of 3.71. According to the discounted cash flow (DCF) calculator, the stock is overpriced by 64% at $154.12 per share. The stock price is 78.69% above its 52-week low and 0.12% below its 52-week

143 Views    Tiziano Frateschi    2017-10-24 15:52
The company's growing presence in the cybersecurity space is a great plus

Cisco Systems Inc. (CSCO) was off to a good start heading into 2017, but the growing concerns around its core business continue to hurt the stock. The stock is up just 1% year to date, down 11% from its 52-week high.

Considering the growth outlook for software-centered solutions, Cisco is transitioning from a hardware-centered strategy toward software, which will help it to compete effectively against cheaper rivals in the years ahead.

Cisco reported disappointing fourth-quarter results after the market closed on Aug. 16. Shares of Cisco plunged more than 4% the day after. For the quarter ended in July, the

288 Views    Harsh Jain    2017-08-18 20:21

Headlines Total 175
  • 1
  • 2

2021-04-08 $ 311.25 (1.11%)
8:39am
7:33am
2021-04-06 $ 311.62 (1.16%)
8:15pm
2021-04-03
5:12pm
2021-03-31 $ 301.89 (1.01%)
6:06am
2021-03-30 $ 298.86 (-2.87%)
8:04am
2021-03-20
10:30am
2021-03-17 $ 289.33 (0.8%)
7:17am
2021-03-09 $ 276.03 (3.06%)
7:58am
2021-03-04 $ 271.26 (-2.75%)
3:15pm
7:40am
2021-03-02 $ 284.3 (-1.26%)
3:59pm
2021-03-01 $ 287.94 (2.89%)
8:46am
2021-02-27
5:15pm
2021-02-26 $ 279.84 (-0.15%)
4:51pm
2021-02-25 $ 280.26 (-2.13%)
8:01am
7:30am
2021-02-22 $ 292.16 (-6.04%)
4:26pm
2:59pm
2021-02-19 $ 310.95 (0.68%)
1:02pm
7:08am
8:16pm
2021-02-18 $ 308.85 (-1.08%)
4:25pm
2021-02-17 $ 312.21 (-2.02%)
7:45am
6:53am
2021-02-10 $ 318.55 (-0.45%)
3:29am
2021-02-08 $ 320.09 (-0.57%)
8:04am
2021-02-04 $ 319.98 (1.02%)
12:33pm
9:20am
10:15pm
2021-02-02 $ 316.43 (0.07%)
8:25am
8:22am
8:20am
2021-02-01 $ 316.2 (2.81%)
7:28am
7:19am
2021-01-30
2:09pm
2021-01-29 $ 307.56 (-0.59%)
6:30am
2021-01-27 $ 305.69 (-0.43%)
9:28am
2021-01-26 $ 307 (-0.22%)
11:10am
2021-01-21 $ 311.66 (-0.89%)
9:20am
2021-01-20 $ 314.45 (-1.1%)
8:14am
6:59am
2021-01-19 $ 317.96 (0.28%)
7:20am
7:18am
2021-01-18
7:24am
2021-01-15 $ 317.07 (1.27%)
11:00am
2021-01-09 $ 306.12 (3.43%)
9:15pm
2021-01-07 $ 285.87 (-0.05%)
9:15pm
2020-12-30 $ 288.96 (0.51%)
7:18am
2020-12-24 $ 288.84 (0.82%)
8:14am
2020-12-22 $ 290.82 (1.24%)
7:58am
2020-12-11 $ 276.37 (-0.44%)
8:15pm
2020-12-08 $ 275.61 (2.04%)
8:53pm
8:15pm
2020-12-07 $ 275.61 (2.04%)
10:00am
2020-12-04 $ 269.69 (-0.7%)
8:15pm
2020-12-03 $ 269.69 (-0.7%)
4:44pm
2020-12-02 $ 271.58 (-0.52%)
10:30am
2020-11-18 $ 272.03 (-2.07%)
4:13pm
2020-11-17 $ 277.78 (1.65%)
4:15pm
10:15am
2020-11-11 $ 257.4 (-1.64%)
6:15pm
2020-11-09 $ 261.68 (-0.5%)
3:07pm
8:56am
2020-11-07
7:15am
2020-11-06 $ 263 (2.33%)
7:45am
10:15pm
2020-11-05 $ 257 (1.01%)
8:48am
9:15pm
2020-11-04 $ 254.44 (1.98%)
1:00pm
8:12am
2020-11-03 $ 249.49 (15.44%)
12:29pm
12:02pm
11:19am
8:17am
8:16am
8:14am
8:05am
8:51pm
2020-11-02 $ 216.12 (3.46%)
5:05pm
2020-10-30 $ 208.9 (2.83%)
9:34am
7:51am
2020-10-26 $ 208.87 (-2.45%)
12:56pm
11:31am
2020-10-23 $ 214.11 (0.07%)
7:20am
2020-10-22 $ 213.97 (-0.16%)
9:38am
2020-10-08 $ 222.49 (4.95%)
11:43am
2020-10-05 $ 206 (1.03%)
1:39pm
2020-10-03
8:00am
2020-10-02 $ 203.9 (-1.52%)
8:08am
2020-10-01 $ 207.05 (0.06%)
9:05am
2020-09-30 $ 206.93 (-1.68%)
12:45pm
2020-09-29 $ 210.46 (2.64%)
8:02am
2020-09-15 $ 205.53 (0.84%)
8:39pm
2020-09-10 $ 206.13 (-2.68%)
10:22am
11:35pm
2020-09-06
4:15pm
2020-09-04 $ 216.82 (-5.12%)
7:15pm
2020-09-03 $ 216.82 (-5.12%)
10:31am
2020-09-02 $ 228.52 (1.97%)
6:55am
Total 175
  • 1
  • 2