ANET · NYSE · STOCK
Arista Networks (ANET) Stock Analysis
$216.73
52W $114.52 – $217.41
68/100
$272.91B
67.5
1.60
Is ANET Bullish or Bearish?
Bullish.
Innellis AI committee rates Arista Networks (ANET) Buy with a composite score of 68/100
, based on 6 analysts with 83% agreement.
Last updated October 10, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +6.70 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -13.30 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 32.6% yoy -- genuine top-line momentum. Portfolio Manager remains cautious — sector concentration is already high (hhi 2796.97). This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- ROE of 30.8% shows genuine earnings power backing the valuation — Value
- Revenue growing 32.6% YoY -- genuine top-line momentum — Growth
- 5 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- P/E of 65.8 is expensive by classic value standards — Value
- Price-to-book of 13.3x prices in significant intangible value — Value
- Weekly RSI at 77 -- overbought on the larger timeframe too — Technical
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of October 10, 2026
Overall Committee Score
68/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 0%
of 287 Technology peers
Value Analyst
neutral
49
/ 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 30.8% shows genuine earnings power backing the valuation
− P/E of 65.8 is expensive by classic value standards
Growth Analyst
bullish
83
/ 100 · High confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 32.6% YoY -- genuine top-line momentum
Technical Analyst
bullish
69
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Weekly RSI at 77 -- overbought on the larger timeframe too
Risk Analyst
bullish
80
/ 100 · Low confidence
Risk profile is manageable -- leverage, volatility, and event exposure all look contained
+ Low leverage (debt-to-equity 0.00) -- balance sheet can absorb a shock
Macro Analyst
bullish
65
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 77 articles, 14d)
Portfolio Manager
bearish
30
/ 100 · Moderate confidence
The existing book itself argues for caution here, independent of how good this specific stock looks
− Sector concentration is already high (HHI 2796.97)
Investment Thesis Evolution
Committee score moved marginally from 68.3 to 68.3.
- New bearish signals: 2 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- News Analyst: +1 bullish signal(s).
- Technical Analyst: +1 bearish signal(s).
- Value Analyst: +1 bearish signal(s).
Comparing 2026-10-09 to 2026-10-10 (1 day apart).
Technical Analysis
RSI (14)
69.9
Neutral
MACD Histogram
0.810
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.92
Inside Bands
Price vs Moving Averages
EMA 9
$210.60
Above
EMA 21
$205.48
Above
EMA 50
$196.69
Above
EMA 200
$167.64
Above
Fundamental Analysis
Valuation
2
Growth
89
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
67.5×
P/B Ratio
18.44×
PEG Ratio
2.88
Dividend Yield
0.00%
52W High
$217.41
52W Low
$114.52
Quality & Growth
ROE
2838.5%
ROA
1805.5%
Gross Margin
6300.4%
Operating Margin
4313.6%
Revenue Growth YoY
—
Debt / Equity
0.00
AI Fundamental Assessment
P/E ratio of 67.5 (rich relative to a 15-40x range); Price-to-book of 18.4x; PEG ratio of 2.9 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 28.4%; Return on assets of 18.1%; Net margin of 38.4%; Gross margin of 63.0%; Current ratio of 2.96 (healthy short-term liquidity); Debt-to-equity of 0.00; Free cash flow per share is positive (4.10); Most recent quarter beat estimates by 13.0%; 5 consecutive earnings beats; EPS growth accelerating (+6.1% -> +17.2% QoQ); Average YoY EPS growth of 39.7%; Analyst estimates rising over recent quarters
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