Arista Networks, Inc.ANET
ASignal's systematic analysis rates ANET as Bullish. Arista Networks, Inc. has a market cap of $227.09B, a P/E of 61.98, a 38.3% net margin, and 35.1% year-over-year revenue growth.
Reflects the latest available analysis · analyzed Aug 1, 2026
The case on ANET
Bull vs bear, surfaced by ASignal's framework agents from public market data. The precise verdict: ASignal Rank, confidence, and price targets - is in the app.
- Strong revenue growth (35.1% YoY)
- Exceptional return on equity (31.52%)
- High gross margin (63.54%) indicating pricing power
- Positive free cash flow ($4.36B) and strong operating cash flow
- No debt (total debt = $0) and high cash balance ($12.35B)
- Analyst sentiment supported by multiple financial news sources
- Overvalued on P/E (61.98x) and forward P/E (40.37x) relative to growth
- High PEG ratio (2.01x) suggests overvaluation relative to earnings growth
- MACD below signal line with negative histogram, indicating weakening momentum
- Limited retail sentiment data (only 1 Reddit mention)
- High beta (1.60x) implies elevated volatility risk
Key facts
Peers
Clustered with ANET by analysis-profile similarity.
See the full verdict on ANET
ASignal Rank (1-4), confidence score, Buffett / Ackman / Dalio grades, price targets, and the full reasoning behind the call.
How ASignal analyzes ANET
Most investors never get a second opinion, let alone several. ASignal runs ANET past a panel of specialized investor-framework agents, each calibrated on a distinct school of investing: Warren Buffett's value discipline, Bill Ackman's activist lens, and Ray Dalio's macro view. They don't just score in isolation, they argue: a dedicated Challenger agent pushes back on every conclusion until the panel settles on a reasoned consensus, weighing fundamentals, macro conditions, market sentiment, and price action together. The kind of cross-examined read that takes a research desk hours, ASignal delivers in under two minutes, refreshed every cycle.
The signal direction and the bull and bear case above are free. The precise read, ASignal Rank, framework grades, price targets, and full reasoning, stays with subscribers.