Assessing Arista Networks (ANET) Valuation After Fresh Analyst Optimism And New AI Networking Launches

Simply Wall St.01-19

Arista Networks (ANET) is back in focus after a cluster of upbeat analyst calls highlighted its role in the AI infrastructure buildout, along with fresh product launches in campus networking and AI ...

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See our latest analysis for Arista Networks. Those upbeat calls have arrived while the share price has been choppy, with a 7 day share price return of 5.19%, a 90 day share price return decline of 11.04%, and a very large 5 year total shareholder return of 575.12%. This suggests that longer term momentum remains stronger than the recent pullback implies. If Arista’s AI story has caught your attention and you want to see what else is shaping the sector, it is a good time to scan high growth tech and AI stocks. With Arista trading around $129.83 after a recent pullback, but carrying upbeat analyst sentiment and AI fueled optimism, is the current price still leaving meaningful upside on the table, or is the market already pricing in the next leg of growth? AdvertisementMost Popular Narrative: 20.5% Undervalued The most followed narrative sees Arista Networks’ fair value at about $163.37 versus the last close of $129.83, framing a sizeable valuation gap that rests on sustained AI networking demand and resilient profitability assumptions.  Accelerated adoption of AI and machine learning workloads is significantly increasing demand for high-bandwidth, low-latency networking infrastructure, and Arista's leadership with its Etherlink and 7800 spine platforms, as well as new standards (Ultra Ethernet Consortium, UALink), positions it to win incremental share and revenue from AI data center buildouts, supporting both current and future revenue growth.  Read the complete narrative. Curious what growth path justifies that gap to fair value? The narrative leans on strong top line expansion, steady margins, and a rich future earnings multiple. Want to see how those pieces fit together in the full model? Result: Fair Value of $163.37 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that story can unravel if a few hyperscaler customers pull back on orders, or if rival AI networking offerings pressure Arista’s pricing power sooner than expected. Find out about the key risks to this Arista Networks narrative. Another Way To Look At Value There is a clear split between the AI narrative and what current pricing implies. On one hand, the most popular story sees Arista as 20.5% undervalued. On the other hand, its current P/E of 48.7x is much richer than peers at 31.2x and above its own fair ratio of 40x, which suggests valuation risk if sentiment cools. Which signal do you trust more at today’s price? See what the numbers say about this price — find out in our valuation breakdown. NYSE:ANET P/E Ratio as at Jan 2026 Build Your Own Arista Networks Narrative If you do not fully buy into this view, or simply want to test your own assumptions against the numbers, you can build a personal Arista thesis in just a few minutes with Do it your way. A great starting point for your Arista Networks research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. Looking for more investment ideas? If Arista has sharpened your curiosity, do not stop here. Use the screener to hunt for fresh ideas that fit how you like to invest.  Spot potential bargains early by checking out these 876 undervalued stocks based on cash flows that might suit a value focused watchlist. Target future facing themes by scanning these 24 AI penny stocks tied to artificial intelligence and data centric growth stories. Seek income focused opportunities by reviewing these 12 dividend stocks with yields > 3% that could complement a return focused portfolio.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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