Is Arista Networks, Inc. (ANET) Undervalued? Valuation & Fair Price
At $216.74, the frameworks are split on Arista Networks, Inc. today — Warren Buffett and Phil Town (Rule #1) rate it Avoid and Benjamin Graham and Peter Lynch rate it Hold. Each model calculates its own fair value and margin of safety; create a free account to see the exact buy price behind every verdict.
Arista Networks, Inc.
ANETTechnology · Computer Hardware · NYSE
$216.74
P/E 65.6×
Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.
Investor scorecard
How the four investors rate Arista Networks, Inc.
A split decision across the frameworks
Investor model analysis
Details lockedAt $216.74, 2 of 4 frameworks say Avoid
Intrinsic Value (DCF)
Warren Buffett's valuation model · select an investor above to switch
Intrinsic Value
Locked — upgrade to viewBuy Below
Locked — upgrade to viewStrong Buy
Locked — upgrade to viewMargin of Safety
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Insider & congress activity
Are insiders buying ANET?
Over recent SEC Form 4 filings, ANET insiders bought $0 and sold $252.3M of stock across 72 open-market trades. Insiders sell for many reasons, but they buy for one.
| Insider | Action | Shares | Value | Date |
|---|---|---|---|---|
| Ullal JayshreeCEO and Chairperson | Sell | 69,272 | $15.0M | Oct 7, 2026 |
| Ullal JayshreeCEO and Chairperson | Sell | 13,860 | $3.0M | Oct 7, 2026 |
| Ullal JayshreeCEO and Chairperson | Sell | 65,897 | $13.9M | Oct 6, 2026 |
| Ullal JayshreeCEO and Chairperson | Sell | 259,045 | $55.0M | Oct 6, 2026 |
| Ullal JayshreeCEO and Chairperson | Sell | 3,902 | $831K | Oct 6, 2026 |
Members of Congress have also reported 50 trades in ANET. See the full insider & congress timeline.
Source: SEC Form 4 filings. Open-market buys & sells only. Not investment advice.
See the interactive insider chart & every tradeScenario analysis
Bear, base & bull
Three growth assumptions, three fair values — and where today's price lands
What's working
Key strengths
Identified by Buffett framework analysis
Return on Equity
ROE Consistency
ROE Quality (Low Leverage)
Risk factors & concerns — free account
UnlockCompany financials
5-Year Financials
Income statement highlights — annual, USD
| Metric | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Revenue | $9.0B | $7.0B | $5.9B | $4.4B | $2.9B |
| Rev. Growth | +28.6% | +19.5% | +33.8% | +48.6% | — |
| Net Income | $3.5B | $2.9B | $2.1B | $1.4B | $841M |
| Net Margin | 39.0% | 40.7% | 35.6% | 30.9% | 28.5% |
| EPS (Diluted) | $2.79 | $2.27 | $1.69 | $1.10 | $0.69 |
| Free Cash Flow | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view | Locked — upgrade to view |
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Data as of Sep 17, 2026. Sourced from SEC filings & Financial Modeling Prep.
Educational Use Only · Not Financial Advice
Analysis, scores, valuations, and buy zones are derived from publicly documented investor frameworks (Buffett, Lynch, Benjamin Graham, Phil Town) for learning purposes only. They are not recommendations from licensed financial advisors. Past performance does not guarantee future results. Prices may be delayed up to 15 minutes. Always conduct your own research before making any investment decisions.