Arista Networks, Inc.

ANET · NYSE · ·

Сравнить

196,68 $+6,3 %закрытие 11 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 4 ноября 2026 г.

1W: +15,2 %
1M: -3,8 %

Акции Arista Networks, Inc. (ANET) — это хороший бизнес? — InspectStocks

Arista Networks, Inc.

ANET · NYSE · ·

Сравнить

196,68 $+6,3 %закрытие 11 нояб.

Данные по 30 сентября 2026 г., из отчёта 10-Q, поданного 4 ноября 2026 г.

1W: +15,2 %
1M: -3,8 %

Just reported

Q3 2026 results

From Arista Networks's results release of 3 ноября 2026 г.; its quarterly report has since been filed.

Revenue
Actual
3,66B $
+58 % y/y
+20 % q/q
Guided
3,3B $
midpoint
Above guide+11 %
EPS, GAAP
Actual
1,22 $
+82 % y/y
+28 % q/q
Guided
—
No guide given
Operating income, GAAP
Actual
1,64B $
+68 % y/y
+19 % q/q
Guided
—
No guide given

Company outlook

Q4 2026

Revenue3,9B $ – 4B $+59 % y/y First given
EPS, adjusted1,26 $ – 1,30 $First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Keep exploring

The themes Arista Networks is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Подборка
AI networking & optics
От InspectStocks · 20 companies
Switches, optical modules, lasers and connectors that move data between AI servers.
Цена, 1 год
+43,5 %
Выручка, 1 год
+53,7 %
+14
A 14B 2C 1D 3

Highest-graded in Computer Hardware

Graded A or B and worth $2B or more: A first, then the largest.

All 35 graded companies in its industry

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

На чём зарабатывает

Networking products86 %
Support and services14 %

Доли выручки — это оценки за three months ended June 30, 2026, а не цифры из поданной отчётности.

Конкурирует с

Что продаёт6

Etherlink
A family of switches for connecting AI computers across racks and between sites. Examples include the 7800R AI Spine, 7060 AI Leaf and 7700R4 Distributed Etherlink Switch.
Campus networking equipment
Switches and Wi-Fi access points that connect people and devices in offices and other workplaces.
Cloud-grade routing
Routers that direct data between data centers, cloud services, offices and other networks. Named products include the 7280R4, 7500R3 and 7800R4.

Показать ещё 3

EOS
The software that runs Arista's networking equipment and controls how it handles data and network changes.
CloudVision, NetDL and AVA
Software for managing network equipment, collecting network data and helping staff find and respond to network problems.
Arista A-Care Services
Customer support that includes help from support engineers, software updates and options for replacing equipment.

Кто покупает5

Large cloud and AI companies, which buy networking equipment for their data centers and AI computing sites.
Microsoft and Meta, which Arista's chief executive described on the latest earnings call as two of its long-standing customer relationships.
AI and specialty providers, including newer cloud providers that build or rent computing capacity.

Показать ещё 2

Businesses across industries such as financial services, media, health care, energy, education and manufacturing.
Government agencies, which buy through the company's direct sales team and sales partners.

На чём держится и что может это сломать

От чего зависит бизнес

1A small number of customers account for substantial sales: one customer represented 26% of revenue (fiscal year ended December 31, 2025, high), and another represented 16% of revenue (fiscal year ended December 31, 2025, high).
2Arista relies primarily on Broadcom for switching chips, and some important components come from a limited number of suppliers or sole-source suppliers.
3Arista uses outside manufacturers to build most of its products. Its purchase obligations were $9.7 billion (June 30, 2026, high), including non-cancellable commitments for products and components.

Что может пойти не так

1Large customers can change the timing or size of orders, and their purchases make up a substantial share of revenue. Arista says order timing can vary with customer spending plans, product deployments and testing.
2Shortages or delays in chips, memory and other components can hold up shipments or raise costs. Large purchase commitments also leave Arista exposed if customer demand or product requirements change.
3The networking market changes quickly. Customers may choose competing systems, including white-box equipment, or use alternatives such as InfiniBand or NVIDIA's NVLink for AI computing networks; Arista could lose sales if its products do not meet changing customer needs.

Полная финансовая отчётность →

О компании Arista Networks, Inc.

Arista makes switches and routers that move data between computers, servers and other network equipment. Its Extensible Operating System (EOS) runs on its networking equipment, while software such as CloudVision helps customers monitor and manage their networks. Customers include large cloud and AI companies, other service providers, businesses and government agencies.

Штаб-квартира: Santa Clara, California
Год основания: 2004
Сотрудников: Approximately 5,115 (December 31, 2025, high)
Торгуется на: New York Stock Exchange
Конец финансового года: December 31

Построено по собственной отчётности Arista Networks, Inc., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

Just reported