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Upturn AI SWOT - About
ANET 
Arista Networks (ANET)
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Upturn Advisory Summary
03/11/2025: ANET (4-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
AI Based Fundamental Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Analysis of Past Performance
Type Stock | Historic Profit 9.02% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 98.99B USD | Price to earnings Ratio 35.2 | 1Y Target Price 116.17 |
Price to earnings Ratio 35.2 | 1Y Target Price 116.17 | ||
Volume (30-day avg) 12631508 | Beta 1.08 | 52 Weeks Range 60.08 - 133.57 | Updated Date 04/2/2025 |
52 Weeks Range 60.08 - 133.57 | Updated Date 04/2/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 2.23 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 40.73% | Operating Margin (TTM) 41.42% |
Management Effectiveness
Return on Assets (TTM) 15.34% | Return on Equity (TTM) 33.14% |
Valuation
Trailing PE 35.2 | Forward PE 31.15 | Enterprise Value 94577953560 | Price to Sales(TTM) 14.13 |
Enterprise Value 94577953560 | Price to Sales(TTM) 14.13 | ||
Enterprise Value to Revenue 13.51 | Enterprise Value to EBITDA 31.46 | Shares Outstanding 1261120000 | Shares Floating 1034624978 |
Shares Outstanding 1261120000 | Shares Floating 1034624978 | ||
Percent Insiders 18.15 | Percent Institutions 68.63 |
Analyst Ratings
Rating 4.19 | Target Price 109.17 | Buy 7 | Strong Buy 14 |
Buy 7 | Strong Buy 14 | ||
Hold 4 | Sell 1 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Arista Networks
Company Overview
History and Background
Arista Networks was founded in 2004 by Andreas von Bechtolsheim, David Cheriton, and Kenneth Duda. It went public in 2014. The company initially focused on high-performance switches for data centers, evolving to offer a broader range of networking solutions.
Core Business Areas
- Cloud Networking: Provides high-performance networking solutions optimized for cloud environments, including switches, routers, and software.
- Data Center Networking: Offers solutions for modern data centers, focusing on scalability, automation, and network visibility.
- Campus Networking: Extends Arista's networking capabilities to enterprise campus environments, offering Wi-Fi access points, switches, and management software.
Leadership and Structure
Jayshree Ullal is the CEO of Arista Networks. The company has a structured organization with departments for engineering, sales, marketing, and operations.
Top Products and Market Share
Key Offerings
- 7000 Series Switches: High-performance data center switches. Arista is a major player in the 400G and 800G switch market. Cisco and Juniper are major competitors. Revenue from switching products constitutes most of Arista's revenue.
- marketshare: Around 25% in the datacenter switch market
- EOS (Extensible Operating System): Arista's network operating system, providing programmability and automation capabilities. It's a key differentiator. Competitors include Cisco's IOS and Juniper's Junos.
- users: Installed on all Arista network devices.
- CloudVision: Network management platform that provides visibility and control over network infrastructure. Competitors include Cisco DNA Center and Juniper Paragon Automation.
- users: Deployed by many Arista customers for network management.
Market Dynamics
Industry Overview
The networking industry is evolving rapidly, driven by cloud adoption, data center modernization, and the increasing demand for bandwidth. 400G and 800G Ethernet are becoming standard.
Positioning
Arista Networks is positioned as a leader in high-performance networking, particularly in cloud and data center environments. It competes with established players like Cisco and Juniper.
Total Addressable Market (TAM)
The total addressable market for cloud networking is estimated to be in the tens of billions of dollars. Arista is well-positioned to capture a significant share of this market.
Upturn SWOT Analysis
Strengths
- Strong Technology and Innovation
- High-Performance Products
- Scalable Architecture
- Cloud-Centric Solutions
- Strong Customer Relationships
Weaknesses
- Reliance on a limited number of large customers
- Exposure to component shortages
- Limited Presence in certain Enterprise Networking Segments
- Dependence on third-party manufacturers
Opportunities
- Expanding into new markets such as campus networking
- Increasing adoption of cloud networking solutions
- Growth in demand for high-bandwidth networking
- Leveraging AI and automation in networking
- Growing market for network security solutions
Threats
- Intense competition from established players
- Price pressure from competitors
- Rapid technological changes
- Economic downturns impacting IT spending
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- CSCO
- JNPR
- HPE
Competitive Landscape
Arista offers advantages in performance and cloud-centric solutions, but faces competition from Cisco's breadth of offerings and Juniper's focus on high-end routing.
Major Acquisitions
Big Switch Networks
- Year: 2020
- Acquisition Price (USD millions): 0
- Strategic Rationale: Strengthen Arista's network monitoring and visibility capabilities, especially in cloud environments. The financial terms were not disclosed.
Growth Trajectory and Initiatives
Historical Growth: Arista has experienced strong growth in revenue and profitability over the past several years, driven by demand for its cloud networking solutions.
Future Projections: Analysts project continued growth for Arista Networks, driven by the adoption of cloud computing and the increasing demand for high-performance networking.
Recent Initiatives: Recent initiatives include expanding into the campus networking market and developing new AI-powered network management solutions.
Summary
Arista Networks is a strong player in the cloud networking market, offering high-performance solutions. The company's innovation and focus on cloud technologies are working well. It needs to watch out for competition from larger players like Cisco and economic downturns that could impact IT spending.
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HPE
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JNPR
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Sources and Disclaimers
Data Sources:
- Company Filings
- Analyst Reports
- Industry Publications
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market data and analyst estimates are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arista Networks
Exchange NYSE | Headquaters Santa Clara, CA, United States | ||
IPO Launch date 2014-06-06 | President, CEO & Chairperson Ms. Jayshree V. Ullal | ||
Sector Technology | Industry Computer Hardware | Full time employees 4412 | Website https://www.arista.com |
Full time employees 4412 | Website https://www.arista.com | ||
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. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks Inc in October 2008. Arista Networks Inc was incorporated in 2004 and is headquartered in Santa Clara, California.
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