ANET — Arista Networks

Founder-Led

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

About Arista Networks

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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$158.01
Market Cap$187.10B
Float1.04B
Shares Outstanding1.26B
P/E (Forward)41.32
P/E (TTM)51.06
Price/Sales (TTM)19.27
vs. Analyst Target+19.1% to analyst PT
Profit Margin38.32%
Operating Margin (TTM)42.74%
Revenue (TTM)$9.71B
Earnings Growth (YoY)25.00%
Dividend RateNone
Analyst Target Price$188.20 (28 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $2.32B $635M $1.48B $735M
2021 $2.95B $841M $1.88B $975M
2022 $4.38B $1.35B $2.68B $1.59B
2023 $5.86B $2.09B $3.63B $2.33B
2024 $7.00B $2.85B $4.49B $3.01B
2025 $9.01B $3.51B $5.77B $3.93B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Jun 2025 $2.20B $889M
Sep 2025 $2.31B $853M
Dec 2025 $2.49B $956M
Mar 2026 $2.71B $1.02B

Ownership & Float

Insider Ownership17.3%
Institutional Ownership72.9%
Short Float1.8%
% of All Funds Holding22.83%
Number of Funds Holding1,876

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$150.44Near-term / short-term trend
Weekly40-Week SMA$140.19Medium-term trend
Weekly80-Week SMA$120.91Cyclical trend (business cycle)
Weekly200-Week SMA$81.26Secular trend (multi-year)
Monthly10-Month SMA$143.04Near-term monthly trend
Monthly20-Month SMA$120.96Medium-term monthly trend
Monthly40-Month SMA$90.48Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$172.00 resistance 1.34x 0 months ago
$87.00 support 1.08x 10 months ago
$64.00 support 1.25x 23 months ago

Historical Earnings Reactions (48 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.53% -0.65% 47.92% 19.83% -28.99%
1 Day 1.19% 0.72% 54.17% 20.39% -24.23%
1 Week 1.02% 0.64% 50.00% 30.05% -21.25%
2 Weeks 1.99% 1.86% 56.25% 29.06% -21.24%
1 Month 5.45% 6.64% 65.96% 30.32% -25.31%

Next earnings: July 24, 2026 (57 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan2.1%75.0%12
Feb4.1%50.0%12
Mar3.1%66.7%12
Apr2.6%58.3%12
May2.4%72.7%11
Jun3.3%63.6%11
Jul7.7%66.7%12
Aug5.8%66.7%12
Sep-1.2%50.0%12
Oct3.1%75.0%12
Nov6.9%75.0%12
Dec0.7%75.0%12

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.06% 52.3% 564
Tuesday 0.24% 53.2% 620
Wednesday 0.32% 55.6% 617
Thursday 0.14% 55.5% 604
Friday 0.08% 55.1% 603

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 72.9%

Insider Transactions — Smart Summary

Total insider ownership: 17.3%

Founder-led management: Andy Bechtolsheim (Co-Founder & Chief Architect), Kenneth Duda (Co-Founder, President, CTO & Director)

12-Month Insider Activity Summary

Total Filings53
Net Value-$1.27B
Net Shares Change-9,185,807
% of Float-0.9%
C-Suite Filings34
Clusters Detected6

Key Insiders

NameTitleNet ValueFilingsActivity
Ullal Jayshree CEO and Chairperson -$386M 4 N/A
Giancarlo Charles H -$2.4M 2 N/A
Breithaupt Chantelle Yvette Senior Vice President, CFO -$1.4M 1 N/A
Wassenaar Yvonne -$641,317.365 3 N/A

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2025-06-20 – 2025-07-03 5 3 -$104M 4 C-suite
2025-07-21 – 2025-08-04 7 3 -$289M 6 C-suite
2025-09-09 – 2025-09-23 5 3 -$273M 4 C-suite
2025-11-25 – 2025-12-03 3 3 -$4.1M 1 C-suite
2026-02-19 – 2026-03-04 4 4 -$9.1M 1 C-suite
2026-04-03 – 2026-04-17 4 4 -$19.5M 2 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-04-16 Breithaupt Chantelle Yvette Senior Vice President, CFO -$1.4M Transaction at $155.02, now +1.9%
2026-04-17 Wassenaar Yvonne -$213,532.51 Transaction at $153.07, now +3.2%
2026-03-18 Wassenaar Yvonne -$187,404.44 Transaction at $134.34, now +17.6%
2026-02-27 Wassenaar Yvonne -$240,380.415 Transaction at $132.44, now +19.3%
2026-05-05 Giancarlo Charles H -$1.4M Transaction at $175.40, now -9.9%
2026-04-03 Giancarlo Charles H -$1.0M Transaction at $125.95, now +25.5%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Arista Networks (ANET) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for ANET on Trend Edge →