Stocks / ANET

ANET stock forecast

ARISTA NETWORKS INC · Technology · Computer Hardware

The model's rating

Underperform

ANET is rated Underperform as of September 29, 2026: its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth.

Changed from Outperform on September 29, 2026.

Create a free account to compare any two stocks; the numeric score is part of Premium.

ANET is not among the 20 largest holdings published for 2026 Q4. See the portfolio

ANET against the S&P 500

PeriodANETS&P 500 (SPY)
1 month+4.0%-0.3%
3 months+22.2%+2.5%
Year to date+55.4%+12.7%
1 year+39.7%+15.7%

Total return, dividends included.

Key numbers

Price$203.59
Market cap256.77 Billion
P/E (trailing 12 months)63.4
P/S (trailing 12 months)24.4
P/B (latest quarter)16.8
Gross margin63.0%
Net profit margin38.4%
Return on equity30.8%
Beta2.0

As of August 5, 2026.

ANET and its closest peers

StockCompanyMarket capModel rating
SNDK SANDISK CORP 254.75 Billion Underperform ANET vs SNDK
STX SEAGATE TECHNOLOGY HOLDINGS PLC 209.04 Billion Greatly Underperform ANET vs STX
DELL DELL TECHNOLOGIES INC 342.04 Billion Underperform DELL vs ANET
WDC WESTERN DIGITAL CORP 163.85 Billion Greatly Underperform ANET vs WDC
P EVERPURE INC 43.58 Billion Underperform
NTAP NETAPP INC 41.26 Billion Greatly Outperform
Hear when the model's rating on ANET changes
One email on Tuesdays, and the new quarter's picks the day they publish. Unsubscribe in one click.

Questions

What does the Upfront Investment model say about ANET?

The model rates ARISTA NETWORKS INC (ANET) "Underperform" as of September 29, 2026, which means its medium-term return forecast is below the middle of the stocks the model scores, but above the bottom fifth. The rating is a statistical forecast, not a recommendation to buy or sell.

How is the ANET rating produced?

A machine-learning model forecasts each stock's return over the coming months and ranks the forecasts against each other. The label says where this stock's forecast falls in that ranking. It is refreshed whenever the model's data updates, normally every trading day.

Is ANET in the Upfront Investment model portfolio?

ANET is not among the 20 largest holdings published for 2026 Q4.

The rating is the output of a statistical model and can be wrong. It is not investment advice and takes no account of your circumstances. Past performance does not guarantee future results.