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. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
AI Networking Pionee | Arista Networks positions itself as a key player in the AI and cloud computing markets, with ambitious revenue targets and involvement in major AI cluster networking projects |
Financial Powerhouse | Explore Arista's impressive financial performance, including consistent earnings beats, robust margins, and strong growth metrics that underscore its market leadership |
Customer Dynamics | Delve into Arista's evolving relationships with tech giants like Microsoft and Meta, and its strategies to diversify its customer base in the face of concentration risks |
Future Prospects | Analyst price targets range from $79 to $145, reflecting varied views on Arista's growth potential in AI networking and its ability to maintain its competitive edge |
Metrics to compare | ANET | Sector Sector - Average of metrics from a broad group of related Technology sector companies | Relationship RelationshipANETPeersSector | |
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P/E Ratio | 38.1x | −0.1x | 11.4x | |
PEG Ratio | 1.20 | 0.00 | 0.01 | |
Price/Book | 11.4x | 0.2x | 2.4x | |
Price / LTM Sales | 15.5x | 0.8x | 2.0x | |
Upside (Analyst Target) | 16.0% | 52.3% | 23.5% | |
Fair Value Upside | Unlock | 5.3% | 8.0% | Unlock |