ANET — Arista Networks Inc

Technology · Computer Hardware · Chip equipment & AI hardware

About Arista Networks Inc

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 p

Chip equipment & AI hardware

This layer sells the machines, materials and hardware that make and connect AI systems — semiconductor manufacturing equipment, networking, optics, memory and servers. It is a concentrated, “picks-and-shovels” business one level below the chipmakers. As AI pushes fabs to expand and data centers to scale, demand rises, though the equipment side is cyclical and heavily exposed to China export restrictions. Arista Networks Inc is tracked in this sub-theme as a Computer Hardware name — see the full Chip equipment & AI hardware list.

Key data · delayed ~15 min, as of 8 July 2026

Ticker	ANET
Company	Arista Networks Inc
Price	$173.28
Market cap	$219.0B
Sector / industry	Technology / Computer Hardware
Performance	1W +9.9% · 1M -0.6% · 1Y +70.8%
Analyst mean target	$190 (27 analysts, strong_buy)

Valuation read

What the price implies: a reverse-DCF on forward earnings ($4.45/sh) backs out roughly ~14%/yr earnings growth — moderate expectations. Run your own scenario in the fair-value calculator.

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Market data is delayed ~15 minutes and provided for education, not as financial advice. "Hot" means attention, not direction.