Arista Networks, Inc. research snapshot
ANET AI stock analysis reads Arista Networks as a high-quality cloud and AI networking company with strong margins, net cash, and deep exposure to hyperscale data center spending. The analysis is scenario-based, not a certain stock price prediction. At the August 2, 2026 data cutoff, ANET closed near $180.35 on July 31, 2026, market capitalization was about $227.10 billion by price and diluted share-count math, and Q2 2026 earnings were scheduled for August 4, 2026. The main question is whether AI Ethernet demand can keep compounding while customer concentration, supply constraints, and a premium valuation stay controlled. This page is for informational use only and is not investment advice.
Current price
$180.35
Market cap
About $227.10 billion
AI score
72 / 100
Rating
High-quality AI networking compounder, valuation sensitive
Trend status
Long-term uptrend above key moving averages, below 52-week high
Data cutoff (updated monthly)
August 4, 2026
Informational use only. This page is not investment advice.
| Dimension | Conclusion | Confidence |
|---|---|---|
| Business quality | Arista sells high-performance switching, routing, campus networking, software, and support into cloud, AI data center, enterprise, and service provider environments. | High |
| Moat | The moat comes from EOS software consistency, CloudVision operations, hyperscaler qualification, scale in cloud networking, engineering credibility, and switching costs once customers standardize architectures. | Medium-high |
| Management | Jayshree Ullal and the team have a long execution record, strong operating discipline, and meaningful insider alignment. A July 2026 CEO share sale of about 234,600 shares is worth monitoring, along with succession and large-customer exposure. | Medium-high |
| Financial trend | FY2025 revenue rose 28.6% to $9.006 billion and GAAP net income rose to $3.511 billion. Q1 2026 revenue rose 35.1% year over year to $2.709 billion, and TTM revenue reached about $9.71 billion as of the March 2026 quarter. | High |
| Valuation | At about 62.0x TTM EPS, about 43.0x TTM free cash flow, and about 23.4x TTM sales by tool calculation, valuation depends on sustained AI networking growth and margin durability. | Medium |
| Technical trend | Price was above the 20-day, 50-day, and 200-day moving averages on the July 31, 2026 close, just below the 52-week high, with 14-day RSI near 57. | Medium |
| Risk level | The thesis can fail if hyperscaler capex slows, two large customers reduce orders, merchant silicon or optical supply tightens, gross margin compresses, Ethernet AI networking loses share, or the stock re-rates after the August 4 Q2 report. | Medium-high |
| AI confidence | High for source-backed financial facts, market-cap math, and filing-based risk factors. Lower for future returns because AI infrastructure cycles can change quickly. | High data confidence |
| Investment certainty | Medium certainty because Arista is a strong business, but the current multiple leaves limited room for execution errors or delayed customer deployments. | Medium |
ANET AI stock forecast
The ANET AI stock forecast is built around the $180.35 July 31, 2026 close and a three-scenario valuation model run at the August 2, 2026 data cutoff. The bullish case needs AI Ethernet and cloud networking demand to remain strong; the base case assumes solid growth but less multiple expansion; the bearish case assumes customer, supply, or valuation pressure. The financial_rigor.py model produced about $256 in the bull case, $191 in the base case, and $103 in the bear case after three years.
$230 to $260
More likely if Arista sustains high-teens to 20% plus EPS growth, AI networking revenue keeps scaling, gross margin stabilizes near the low 60s, and price clears the $184 to $190 resistance zone on confirmed volume. The financial_rigor.py bull scenario used 25% EPS growth and a 45x exit P/E, producing about $255.80 after three years.
$170 to $215
More likely if revenue and earnings compound at healthy rates but investors apply a more measured premium multiple. The financial_rigor.py base scenario used 18% EPS growth and a 40x exit P/E, producing about $191.20 after three years, close to the analyst consensus target of about $192.
$85 to $120
More likely if AI networking orders slow, major customer concentration becomes a headwind, margins compress from supply commitments, the August 4 report disappoints, or the market re-rates ANET closer to mature networking peers. The financial_rigor.py bear scenario used 8% EPS growth and a 28x exit P/E, producing about $102.60 after three years.
ANET AI technical analysis
ANET AI technical analysis starts from the $180.35 July 31, 2026 close at the August 2, 2026 data cutoff. StockAnalysis.com and Barchart technical snapshots placed the 52-week range near $114.52 to $189.82, the 20-day moving average near $174.22, the 50-day moving average near $166.58, and the 200-day moving average near $145.85, with 14-day RSI near 57. Because this static page does not fetch live chart data, traders should confirm levels in a current charting tool before acting.
| Level | Value | Why it matters |
|---|---|---|
| Current price | $180.35 | Close used for this page as of July 31, 2026, with the August 2, 2026 data cutoff. |
| Near support | $174 to $176 | Uses the 20-day moving average near $174.22 and the July 31 intraday low near $175.70. Treat this as a planning zone, not a guaranteed floor. |
| Deeper support | $157 to $167 | Uses the 100-day moving average near $156.51 and the 50-day moving average near $166.58 as a support band from public technical snapshots. |
| Near resistance | $184 to $190 | Uses the July 31 intraday high near $183.52 and the 52-week high near $189.82. |
| 50-day moving average | About $166.58 | StockAnalysis.com and Barchart technical snapshots cited the same 50-day level near the data cutoff. |
| 200-day moving average | About $145.85 | StockAnalysis.com and Barchart technical snapshots cited the 200-day trend line near $145.85, below the current price. |
| Momentum | Constructive but not extended | Price held above the 20-day, 50-day, and 200-day moving averages, while 14-day RSI near 57 left room before overbought territory. |
| Volume | About 7.4 million average shares | Barchart listed 20-day average volume near 7.45 million shares, useful for checking breakout quality. Confirm live volume because this page is static. |
| Volatility | High monitoring priority | Barchart cited 14-day historical volatility near 60% and a 14-day average true range near $10.26, so position sizing and invalidation rules matter. |
| Invalidation | Close below $174, then $166.58 | A decisive break below the 20-day moving average would weaken the short-term setup; a close below the 50-day moving average would require a fresh thesis review. |
ANET AI trading strategy
The ANET AI trading strategy is a rules-based research framework, not personalized advice. It should be paired with position sizing, live chart checks, stops or invalidation rules, the August 4 Q2 2026 report, and fresh company filings.
Wait for ANET to hold above the $174 to $176 support area, then watch for a sustained breakout through the $184 to $190 resistance zone with confirming volume.
A close below $174, or a failed breakout after the Q2 2026 report or AI networking news, should invalidate the near-term setup.
If ANET pulls back toward the $157 to $167 support band without a business thesis break, compare price action with Q2 results, FY2026 guidance, gross margin, AI networking demand, and customer concentration updates.
Do not average down without a predefined maximum loss and a fresh review of valuation risk.
Track cloud and AI customer demand, AI networking revenue targets, product gross margin, supply-chain commitments, Microsoft and Meta exposure, operating margin, and free cash flow conversion.
Reduce confidence when price strength is driven by AI headlines without matching revenue, margin, or cash-flow evidence.
Investment research summary
Arista helps cloud, AI, enterprise, and campus customers move data through networks with high reliability, low latency, automation, and lower operating complexity, with growing exposure to AI data center fabrics.
Arista combines EOS software, CloudVision, deep hyperscaler qualification, high-performance merchant-silicon designs, and operational switching costs. The moat is real but must keep widening as Cisco, Nvidia networking, and white-box alternatives compete for AI clusters.
The stock can fail if AI networking demand is overestimated, two large customers reduce purchases, optics or silicon supply constraints hurt margins, the August 4 Q2 report disappoints, or investors stop paying a high multiple for networking earnings.
Jayshree Ullal has led a long period of profitable growth, and the company has used buybacks while keeping a large net cash position. A July 2026 CEO share sale of about 234,600 shares, plus the key-person and succession question, should be monitored.
AI infrastructure, cloud scale-out, and data center modernization are secular trends. Arista sits in the Ethernet networking layer that connects compute clusters and enterprise data centers and recently pushed into XPO optics and AI-driven edge security.
The current price embeds premium expectations. Margin of safety improves if earnings power compounds faster than the multiple contracts, or if the stock resets toward moving-average support while the business trend remains intact.
Source-backed data
Every metric below includes a source and last verification date.
| Metric | Value | Source | Last verified |
|---|---|---|---|
| ANET price | $180.35 | StockAnalysis.com quote snapshot (July 31, 2026 close) | July 31, 2026 |
| Market capitalization | About $227.10 billion, verified as $180.35 x about 1.26 billion shares | financial_rigor.py market cap verification | August 2, 2026 |
| FY2025 revenue | $9.006 billion, up 28.6% year over year, cross-validated between Arista FY2025 release and StockAnalysis | Arista FY2025 results and StockAnalysis financials | August 2, 2026 |
| FY2025 GAAP net income | $3.511 billion, cross-validated between Arista FY2025 release and StockAnalysis | Arista FY2025 results and StockAnalysis financials | August 2, 2026 |
| TTM revenue and earnings | TTM revenue about $9.71 billion, up 30.6%; TTM GAAP net income about $3.72 billion as of March 31, 2026 | StockAnalysis.com financials | August 1, 2026 |
| Q1 2026 revenue | $2.709 billion, up 35.1% year over year and 8.9% sequentially | Arista Q1 2026 financial results | May 5, 2026 |
| Q1 2026 EPS and operating margin | GAAP diluted EPS $0.80, non-GAAP diluted EPS $0.87, GAAP operating margin 42.7%, non-GAAP operating margin 47.8% | Arista Q1 2026 financial results | May 5, 2026 |
| Q2 2026 guidance | Revenue about $2.8 billion, non-GAAP operating margin 46% to 47%, non-GAAP diluted EPS about $0.88 | Arista Q1 2026 financial results outlook | May 5, 2026 |
| FY2026 revenue guidance | Raised to about $11.5 billion, about 28% growth | Arista conference commentary reported in StockAnalysis.com news | July 31, 2026 |
| Cash and marketable securities | $12.353 billion as of March 31, 2026, with no debt | Arista Q1 2026 financial results | May 5, 2026 |
| TTM free cash flow | About $5.28 billion, with operating cash flow of about $5.42 billion | StockAnalysis.com statistics | August 1, 2026 |
| Large customer concentration | Two end customers represented 26% and 16% of 2025 revenue in Arista risk disclosures | Arista 2025 Form 10-K | August 2, 2026 |
| Management and insider alignment | Directors, executive officers, and greater-than-10% holders beneficially owned about 17.3% of outstanding shares as of December 31, 2025 | Arista 2025 Form 10-K | August 2, 2026 |
| CEO share sale | Jayshree Ullal sold 234,600 shares on July 10, 2026 for about $43.9 million per regulatory filing | SEC Form 4 filing as reported by StockAnalysis.com news feed | July 18, 2026 |
| Valuation math | About 62.0x TTM P/E, 16.8x P/B, 43.0x P/FCF, 23.4x P/S, and about 2.3% FCF yield by financial_rigor.py | financial_rigor.py valuation verification | August 2, 2026 |
| Analyst consensus | Strong Buy with an average target of $192.31 across 30 analysts; range of $164 low, $195 median, $220 high | StockAnalysis.com forecast | July 31, 2026 |
| Analyst estimates | FY2026 non-GAAP EPS estimate $3.64 and FY2027 $4.47; FY2026 revenue estimate $11.62 billion | StockAnalysis.com forecast financial forecast | July 31, 2026 |
| Technical reference levels | 52-week range near $114.52 to $189.82; 20-day moving average near $174.22; 50-day near $166.58; 200-day near $145.85; RSI near 57 | Barchart and StockAnalysis.com technical snapshots | July 31, 2026 |
This ANET AI stock analysis is an informational research tool only. It is not investment advice, a recommendation, or a guarantee of future returns. Forecast scenarios are based on available public data as of the stated cutoff date and can be wrong if business conditions, valuation multiples, technical trends, or market sentiment change.
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