A
Alcista
Alcista · 25%ANET
$139.86
Precio del escenario
$195.420
-8.696 (-4.45%)Al cierre
Loading chart…
- Máximo
- 203.680
- Apertura
- 200.430
- Precio medio ponderado por volumen
- 197.47
- Volumen
- 5.96M
- Capitalización
- 109.03B
- Mínimo
- 193.300
- Importe
- 1.18B
- EV/EBITDA, TTM
- 34.04
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. The Company's cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. It offers a robust set of solutions, ranging from modular and fixed-form-factor campus spine switches to Power-over-Ethernet (PoE) leaf switches and Wi-Fi access points, all managed through CloudVision. The Company's network-as-a-service approach empowers customers of all sizes to leverage their data through offerings spanning three categories: Core (AI, Cloud, and Data Center Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Networks (Software and Services).
Análisis de IA of Arista Networks, Inc. (ANET)
ComprarArista Networks Inc is a good buy right now due to its strong revenue growth and positive market outlook. The current price is $216.74, and the company reported a 38% year-over-year revenue growth in Q2, reaching $3 billion. Additionally, analysts have set a price target range of $220 to $280, indicating significant upside potential. However, there is a risk associated with customer concentration, as Microsoft accounts for over 25% of revenue, which could impact stability if their relationship falters.
Recomendaciones de analistas (25)
-11.53% Potencial de caída
Comprar
16 Comprar
9 Mantener
0 Vender
Actual: 195.42
Mínimo
159.00
Promedio
172.88
Máximo
200.00
Citi
Comprar
$248
2026-10-08
Citi
2026-10-08
Precio objetivo
$248
Comprar
Bernstein
Superar al mercado
$250
2026-09-30
Bernstein
2026-09-30
Precio objetivo
$250
Superar al mercado
Deutsche Bank
Comprar
$220
2026-08-31
Deutsche Bank
2026-08-31
Precio objetivo
$220
Comprar
Rosenblatt
Comprar
$280
2026-08-05
Rosenblatt
2026-08-05
Precio objetivo
$280
Comprar
Goldman Sachs
Comprar
$225
2026-08-05
Goldman Sachs
2026-08-05
Precio objetivo
$225
Comprar
Métricas de valoración
El PER previsto actual de Arista Networks, Inc. (ANET) es 39.22, frente a su media de 5 años de 35.20.
Escenarios de precio de Alphio AI para ANET
Los precios por escenario son la última banda de previsión mensual del año en curso. Las probabilidades son pesos fijos del modelo (25 / 50 / 25), no garantías.
Ballenas con ANET en cartera
Cronología de eventos
Noticias
8.510-15FoolTech Giants Set to Spend $745 Billion on Capital Expenditures
2.010-14CNBCDell Shares Plunge 11% Amid AI Spending Concerns
6.510-13FoolInvestment Comparison: Arista vs. IBM
3.510-10FoolAnalysis of AI Accelerator Market Dynamics
8.510-08stocktwitsEnterprise AI Expansion Drives Record Highs for HPE, Arista, and NetApp
Preguntas frecuentes sobre ANET, respondidas por Alphio AI
Arista Networks, Inc. is a provider of data-driven, client-to-cloud networking for large artificial intelligence (AI), data center, campus and routing environments. The Company's cloud networking solutions consist of its Extensible Operating System (EOS), a set of network applications and its Ethernet switching and routing platforms. Its platforms deliver availability, agility, automation, analytics, and security through an advanced network operating stack. It offers a robust set of solutions, ranging from modular and fixed-form-factor campus spine switches to Power-over-Ethernet (PoE) leaf switches and Wi-Fi access points, all managed through CloudVision. The Company's network-as-a-service approach empowers customers of all sizes to leverage their data through offerings spanning three categories: Core (AI, Cloud, and Data Center Networking), Cognitive Adjacencies (Campus and Routing), and Cognitive Networks (Software and Services). It operates in the Technology sector (COMPUTER COMMUNICATIONS EQUIPMENT industry).
Arista Networks Inc is a good buy right now due to its strong revenue growth and positive market outlook. The current price is $216.74, and the company reported a 38% year-over-year revenue growth in Q2, reaching $3 billion. Additionally, analysts have set a price target range of $220 to $280, indicating significant upside potential. However, there is a risk associated with customer concentration, as Microsoft accounts for over 25% of revenue, which could impact stability if their relationship falters.
25 analysts cover ANET: 16 rate it Buy, 9 Hold and 0 Sell. The average price target is 172.88.
Comunidad
Más ↗
$ANET Arista Networks initiated with an Outperform at Bernstein Bernstein initiated coverage of Arista Networks with an Outperform rating and a $250 price target. The firm rolled out coverage of the U.S. networking group with a positive view. Networking and optical companies will be "structural winners" within AI infrastructure, the analyst tells investors in a research note. Bernstein believes there is more upside than downside to AI spend expectations, and sees the risk/rewards on exposed stocks as positive. While an overbuild is still possible, demand continues to exceed supply and the assumptions needed to underwrite continued investments do not appear aggressive compared to the pace of adoption, the firm contends.
Mostrar más
$ANET chart via @MarketSurge_IBD #ibdpartner. Stays on radar for 215 consolidation breakout.
Mostrar más
Esta página es solo para investigación y no constituye asesoramiento de inversión. Los modelos pueden equivocarse. El rendimiento pasado no garantiza resultados futuros.