Yahoo · Oct 30, 2026
Arista Networks vs. Figma: Which Technology Stock Is a Better Buy in 2026?
Arista boasts 39% net margins and zero debt, while Figma burns cash despite 41% revenue growth, a stark contrast in profitability profiles.
AN
NYSE · ANET
Arista Networks, Inc.
Technology · Computer Hardware
$168.86
Down-$15.36 (-8.34%)
Updated Oct 31, 2026, 3:34 AM
SID Score
6.4/10
Composite research score
Smart Money
49/100
Neutral
- Market cap
- 168.11B
- P/E ratio
- 47.82
- Dividend yield
- 0.00%
- 52-week range
- $115.42 – $217.41
- Volume
- 8.35M
- Avg. volume
- 8.88M
Price performance · ANET
ANET price history
1M range · 21 trading sessions · Daily adjusted prices
Prices through Oct 30, 2026
ANET closed at $168.86 after 21 trading sessions, down 18.56% for the selected period.
- Last close
- $168.86
- Period change
- -18.56%
- Period low
- $168.86
- Period high
- $216.74
Daily close
View OHLC price history
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 30, 2026 | $173.57 | $174.99 | $166.8601 | $168.86 | 8.35M |
| Oct 29, 2026 | $183.50 | $187.375 | $182.65 | $184.22 | 5.37M |
| Oct 28, 2026 | $190.17 | $191.11 | $184.77 | $186.72 | 5M |
| Oct 27, 2026 | $180.60 | $189.27 | $180.00 | $187.00 | 5.66M |
| Oct 26, 2026 | $174.21 | $179.56 | $172.687 | $177.24 | 4.26M |
| Oct 23, 2026 | $169.06 | $175.88 | $168.2451 | $172.37 | 5.01M |
| Oct 22, 2026 | $178.50 | $178.72 | $169.87 | $171.07 | 8.31M |
| Oct 21, 2026 | $187.41 | $188.99 | $181.25 | $184.33 | 6.57M |
| Oct 20, 2026 | $181.00 | $183.33 | $177.36 | $181.19 | 6.17M |
| Oct 19, 2026 | $182.87 | $185.91 | $178.93 | $182.95 | 6.32M |
| Oct 16, 2026 | $184.035 | $184.70 | $176.77 | $176.98 | 6.85M |
| Oct 15, 2026 | $187.97 | $188.66 | $178.4705 | $185.58 | 10.32M |
| Oct 14, 2026 | $200.43 | $203.68 | $193.3001 | $195.42 | 5.96M |
| Oct 13, 2026 | $204.98 | $205.20 | $197.60 | $204.52 | 7.98M |
| Oct 12, 2026 | $214.80 | $216.4845 | $210.18 | $210.88 | 3.42M |
| Oct 9, 2026 | $215.38 | $217.4099 | $213.6506 | $216.74 | 4.33M |
| Oct 8, 2026 | $213.495 | $217.32 | $209.51 | $210.97 | 4.88M |
| Oct 7, 2026 | $211.30 | $217.3183 | $209.13 | $215.83 | 5M |
| Oct 6, 2026 | $208.00 | $216.07 | $207.20 | $215.36 | 6.98M |
| Oct 5, 2026 | $207.76 | $208.91 | $204.50 | $206.90 | 3.56M |
| Oct 2, 2026 | $208.26 | $208.6324 | $204.6601 | $207.35 | 4.15M |
Latest ANET news
The latest Smart Investors Daily articles mentioning ANET.
Stock researchCompany · Overview
Company
Market Activity
Research & News
ANET research
Overview
Company profile and research snapshot.
Company profile
Arista Networks is a networking equipment provider that primarily sells Ethernet switches and software to data centers. Its marquee product is its extensible operating system, or EOS, that runs a single image across every single one of its devices. The firm operates as one reportable segment. It has steadily gained market share since its founding in 2004, with a focus on high-speed applications. Arista counts Microsoft and Meta Platforms as its largest customers and derives roughly three quarters of its sales from North America.
Visit company websiteAnalyst outlook
Consensus and target data currently published for this company.
- Consensus
- Buy
- Average target
- $155.86
- Implied upside
- —
- Analysts
- 17
| Date | Firm | Rating | Target |
|---|---|---|---|
| Oct 19, 2026 | TD Cowen | Buy | — |
| Oct 8, 2026 | Citigroup | Buy | — |
| Sep 30, 2026 | Bernstein | Outperform | — |
| Sep 1, 2026 | Deutsche Bank | Buy | — |
| Aug 6, 2026 | Barclays | Overweight | — |
News briefing
Generated Oct 30, 2026, 9:04 PM
Why Is ANET Down Today?
Arista Networks (ANET) declined 8.34% today despite operating in a strong AI infrastructure growth environment, suggesting profit-taking or sector rotation concerns. The selloff occurs amid a broader strength in competing semiconductor and networking companies reporting robust Q3 earnings, raising questions about Arista's relative valuation and upcoming earnings performance.
Bottom line: ANET's 8.34% decline appears driven by profit-taking and pre-earnings caution rather than fundamental sector deterioration, as competitors report strong results and Arista trades at a potential 23% discount to fair value. Investors should closely monitor the upcoming earnings report to determine whether today's selloff represents a buying opportunity for a structural AI infrastructure beneficiary or a warning sign that growth expectations have gotten ahead of reality.
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Yahoo · Oct 29, 2026
Arista Networks (ANET) Declines More Than Market: Some Information for Investors
The latest trading day saw Arista Networks (ANET) settling at $184.22, representing a -1.34% change from its previous close.
AI research layers
Interpretive context generated from the platform’s current data sources.
Arista Networks Stock Performance
Arista Networks shares closed at $184.22, reflecting a 9.51% decline over the past month while maintaining a 38.95% gain over the trailing twelve months, per SID market data. The stock currently trades below its 50-day moving average of $195.52 but remains well above its 200-day moving average of $164.67, indicating near-term weakness within a broader uptrend. The 14-day relative strength index sits at 30.3, placing ANET at the threshold of oversold territory and suggesting recent selling pressure has been pronounced. Average daily trading volume stands at approximately 8.88 million shares, according to Massive/Polygon data. The stock carries a beta of 1.444, confirming heightened sensitivity to broader market movements relative to the benchmark index. Over the three-month window, ANET has posted a modest 2.15% gain, underscoring the recent pullback's impact on medium-term returns.
Arista Networks Valuation Analysis
Arista Networks commands a market capitalization of approximately $168.1 billion, positioning it among the largest companies in the technology sector, per SID market data. The stock trades at a price-to-earnings ratio of 47.82, reflecting a substantial premium to the broader market and indicating elevated growth expectations embedded in the current share price. The PEG ratio stands at 10.68, according to SEC filings, suggesting that the P/E multiple significantly exceeds the company's projected earnings growth rate — a metric that warrants scrutiny when assessing valuation relative to forward growth potential. Arista's price-to-book ratio of 13.57 further underscores the premium investors assign to the company's asset base, consistent with asset-light, high-margin networking businesses. The company does not pay a dividend, directing capital instead toward reinvestment and balance sheet strength. These valuation metrics collectively reflect the market's pricing of sustained demand in cloud networking infrastructure.
Smart Money Activity for ANET
Arista Networks registers a composite smart money score of 49, signaling a neutral stance among sophisticated market participants, per SID market data. Institutional positioning scores a perfect 25 out of 25, indicating robust conviction from large asset managers and fund complexes holding significant stakes. In contrast, insider activity paints a more cautious picture: SEC Form 4 filings reveal 20 insider transactions over the past 90 days, comprising 19 sales against just one purchase. The insider score reflects this imbalance at 0.0 out of 25. Dark pool activity registers at 8.5 out of 25, suggesting below-average levels of off-exchange institutional accumulation in recent periods. Congressional trading activity scores 15.6 out of 25, indicating moderate engagement from lawmakers disclosed in public filings. The divergence between strong institutional ownership and persistent insider selling creates a mixed signal profile, with institutional holders maintaining large positions while company executives have consistently reduced personal exposure through share dispositions over the recent quarter.
Arista Networks Earnings Outlook
Arista Networks has demonstrated a consistent pattern of exceeding analyst expectations in recent quarters, according to company earnings reports. In the most recently reported quarter ending August 2026, the company posted earnings per share of $1.02 against a consensus estimate of $0.86, delivering a positive surprise of $0.16, or approximately 18.6%. The prior quarter similarly saw a beat, with actual EPS of $0.87 surpassing the $0.79 estimate by $0.08. Looking ahead, analyst estimates project EPS of $1.06 for the quarter reporting in November 2026, representing anticipated sequential growth of roughly 3.9% from the prior period's actual results. These consecutive beats suggest management has maintained disciplined guidance practices while executing above market expectations. The upward trajectory in both estimates and actuals reflects sustained demand for Arista's cloud networking solutions, with each successive quarter establishing higher earnings baselines for analysts to model forward projections.
Wall Street Analyst Ratings for ANET
Wall Street consensus on Arista Networks remains decidedly bullish, with all five most recent analyst actions carrying positive ratings, per Wall Street analyst reports. TD Cowen reiterated a Buy rating on October 19, 2026, while Citigroup maintained its Buy designation on October 8. Bernstein initiated coverage with an Outperform rating on September 30, adding a new bullish voice to the coverage universe. Notably, Deutsche Bank upgraded its stance from Hold to Buy on September 1, representing the only directional change among recent actions and reflecting improved conviction in the company's growth trajectory. Barclays maintained its Overweight rating on August 6 following the earnings beat, according to SID consensus data. The absence of any Sell or Underperform ratings among recent coverage actions indicates broad institutional analyst agreement on Arista's competitive positioning within the cloud networking and data center infrastructure markets. This unanimity across five major brokerages represents a strong consensus endorsement despite the stock's premium valuation multiples.
