The Bid & Ask

Quotations, Dispatches, and the Daily Tape

Friday, August 14, 2026

Subject of the day

ANET

Concerning the House

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. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

United States · www.arista.com

The Long Run

FY 2014–2025 · 12 years

LineLatestCAGRTrend
Revenue$5.86B+23.3%
Gross profit$3.63B+35.1%
Operating income$3.86B+36.5%
Net income$2.09B+51.7%
Cash from ops$2.03B+28.2%
Quotation

$203.62

-6.88 (-3.3%)

52w hi$210.50
52w lo$116.13
Vol7.90M
As ofAug 13
The Verdict

Buy

Our score +0.58

Short+0.28
Medium+0.79
Long+0.74

computed 2026-08-13

By the Numbers

Arista Networks, Inc.

Technology · Computer Hardware

Market cap$256.81B
Enterprise value$252.14B
Trailing P/E64.44x
Forward P/E39.46x
EV / EBITDA54.35x
P / S (ttm)24.36x
Profit margin38.4%
Return on equity31.5%
Revenue growth+37.7%
Earnings growth+35.7%
Debt / equity
Risk Metrics
Beta vs SPX1.85
Corr SPX0.55
Annual vol54.5%
Annual ret+59.6%
Sharpe1.09
Max DD-50.4%

Window: 504 trading days (504 obs)

Layer Breakdown
LayerRawContribution
Fundamental+0.31
Sector+0.15
Technical+0.26
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-08-13

Recent Sessions
DateOpenHighLowCloseVol
Aug 13$209.79$210.11$203.55$203.627.90M
Aug 12$205.47$211.45$203.76$210.5010.01M
Aug 11$194.57$198.92$190.48$197.856.28M
Aug 10$192.49$195.70$187.03$191.525.43M
Aug 7$198.00$198.00$187.50$188.677.21M