ANET · NYSE · STOCK
Arista Networks (ANET) Stock Analysis
$188.25
52W $114.52 – $214.89
65/100
$237.54B
58.8
1.61
Is ANET Bullish or Bearish?
Bullish.
Innellis AI committee rates Arista Networks (ANET) Buy with a composite score of 65/100
, based on 6 analysts with 83% agreement.
Last updated August 24, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +9.92 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 — -10.08 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 primary driver is revenue growing 32.6% yoy -- genuine top-line momentum. The main limiting factor is p/e of 63.5 is expensive by classic value standards. The committee is constructive but not yet at full conviction.
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
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- P/E of 63.5 is expensive by classic value standards — Value
- Price-to-book of 13.3x prices in significant intangible value — Value
- MACD histogram negative -- bearish momentum — Technical
- Bollinger bandwidth of 27.7% signals elevated volatility — Risk
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 August 24, 2026
Overall Committee Score
65/100
Agreement
83%
Analysts
6
Conviction
High
Sector Rank
Top 5%
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 63.5 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
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst
bullish
62
/ 100 · Moderate 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
− Bollinger bandwidth of 27.7% signals elevated volatility
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
70
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.40 across 63 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
Investment Thesis Evolution
Committee score moved marginally from 65.1 to 65.1.
Comparing 2026-08-23 to 2026-08-24 (1 day apart).
Technical Analysis
RSI (14)
47.3
Neutral
MACD Histogram
-1.529
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.51
Inside Bands
Price vs Moving Averages
EMA 9
$191.44
Below
EMA 21
$188.25
Below
EMA 50
$178.97
Above
EMA 200
$154.22
Above
Fundamental Analysis
Valuation
8
Growth
89
Profitability
100
Financial Health
100
Cash Flow
70
Valuation
P/E Ratio
58.8×
P/B Ratio
16.05×
PEG Ratio
2.50
Dividend Yield
0.00%
52W High
$214.89
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 58.8 (rich relative to a 15-40x range); Price-to-book of 16.0x; PEG ratio of 2.5 (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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