Arista Networks, Inc. ANET 64.37
Technology · NYSE · Data as of 2026-08-05
Arista Networks, Inc. (ANET) has delivered +24.3% annualized revenue growth, +36.0% earnings growth, and n/a dividend growth over 10 years of data. Ranked #421 of 1968 stocks overall and #56 of 362 in the Technology sector by Steady Score.
About Arista Networks, Inc.
Company Overview
Arista Networks, Inc. develops cloud networking systems for large data centers, campus networks, routing environments, and artificial-intelligence infrastructure. Its portfolio includes high-speed Ethernet switches and routers, wireless products, network software, observability tools, and security capabilities. A common software foundation, the Extensible Operating System, runs across much of the hardware portfolio and provides automation, telemetry, programmability, and consistent operations for customers worldwide.
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Business Model & Revenue
Arista earns revenue from networking hardware, software subscriptions, support, and services sold directly and through channel partners. It uses a merchant-silicon strategy combined with internally developed software and system design, allowing rapid adoption of new network speeds and architectures. Large cloud and technology customers contribute significant volumes, while enterprise and campus offerings broaden the base. Growth and margins depend on product cycles, customer deployments, component supply, pricing, mix, and research investment.
Key Facts & Market Position
The company is a leading provider of high-speed Ethernet networking for hyperscale cloud and AI workloads. EOS, a single-system-image architecture, and automation tools are important differentiators, while close collaboration with major customers informs product development. Arista faces customer concentration, intense competition, rapid standards transitions, semiconductor dependencies, export controls, intellectual-property disputes, and fluctuating capital spending by data-center operators.