ANET Arista Networks, Inc.
What matters nowUpdated 6 h ago
- Arista unveiled an open Ethernet rack-scale AI portfolio on October 7, with liquid-cooled racks holding up to 144 accelerators each and up to 1,024 across racks, built with AMD, Arm, Broadcom, d-Matrix, Meta, Microsoft and Qualcomm; the release gave no ship dates or pricing, and the portfolio is being demonstrated at the OCP Global Summit (October 12 to 15, Booth E61) 1 2.
- The stock traded at $201.78 on the pooled 24/7 venue price, down 4.06% from the prior close of $210.31; it rose 4.53% on October 6, the day Arista set its Q3 results date 3, then recorded moves of -4.04% on October 12 and -4.91% on October 13.
- Insiders sold and did not buy: 45 sales worth $1.40 billion (7.57 million shares) over the last 180 days, all under planned Rule 10b5-1 trading plans; CEO Jayshree Ullal sold at about $211 to $213 on October 6 and at $217.14 on October 7 4 5 6.
- Trailing 12-month revenue is $10.54 billion, up 32.6% year on year (37.7% in the latest quarter), with a 63.0% gross margin, 43.1% operating margin and 38.4% net margin at June 30, 2026; the shares trade at 63.7 times earnings, 24.1 times sales and 55.0 times EV/EBITDA, with a 2.0% free-cash-flow yield on a $254.5 billion market capitalisation.
- Q3 2026 results are due after the U.S. market close on Tuesday, November 3, with the call at 4:30 PM ET, covering the quarter ended September 30 3; management guided Q3 revenue to about $3.3 billion. The 7060XE7 1.6T air-cooled switches are due in Q4 2026 (not yet confirmed) and the liquid-cooled and 128-port models in Q1 2027. September CPI is due on October 14, and Polymarket odds for the Fed's October meeting put no change at 81.5% and a 25 bp increase at 17.5%.
Arista Networks newsroom · Oct 7
Arista Networks newsroom · Oct 12
Arista Networks newsroom · Oct 6
SEC EDGAR Form 4 filings · Oct 6
SEC EDGAR Form 4 filing · Oct 7
SEC EDGAR Form 4 filing · Sep 25
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
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| Venue | Price | vs pool | 24h vol | Open int. | Funding 8h |
|---|---|---|---|---|---|
| binance perp ANETUSDT · just now | 204.98 | 0.00% | $706.8K | $227.6K | 0.0000% |
| bybit perp ANETUSDT · just now | 204.87 | −0.06% | $270.6K | $114.5K | 0.0000% |
| bitget perp ANETUSDT · just now | 204.82 | −0.08% | $104.8K | $32.3K | 0.0000% |
Pooled price = volume-weighted median of venues within 2% of each other. Venue markets for stocks, indices and gold are 24/7 perpetual contracts; they track but are not the official exchange price.
Open interest, 120 days
US$ millions, all venues
Funding, 120 days
Annualised %, OI-weighted. Positive: longs pay shorts.
NewsAll news →
Arista to demo rack-scale AI portfolio at OCP Global Summit, Booth E61
Arista said it will demonstrate its new rack-scale AI portfolio at the OCP Global Summit, October 12 to 15, 2026, at Booth E61.
Arista unveils open Ethernet rack-scale AI portfolio with 144 accelerators per rack
Arista announced an open Ethernet rack-scale portfolio for scale-up and scale-out AI networks, with liquid-cooled racks that hold up to 144 accelerators each and up to 1,024 across racks.
Jayshree Ullal sells Arista shares at a weighted average of $217.14
A Form 4 filed on October 9 shows CEO Jayshree Ullal selling Arista common stock on October 7 at a weighted-average price of $217.14 per share.
Arista sets November 3 date for Q3 2026 results
Arista said it will release third-quarter 2026 financial results after the U.S.
Ullal sells Arista stock at about $211 to $213; CFO sells at $215
Form 4 filings show CEO Jayshree Ullal selling Arista stock on October 6 at weighted-average prices of about $211 to $213 per share.
Jayshree Ullal sells Arista stock at about $211 on September 25
A Form 4 shows CEO Jayshree Ullal selling Arista common stock on September 25, 2026 at about $211.40 per share.
Kenneth Duda exercises options and sells Arista shares on September 21
A Form 4 shows Arista co-founder and CTO Kenneth Duda exercising options on 17,333 shares with an exercise price of $14.15 and selling shares on the same day at about $201.70 to $205.50.
Andy Bechtolsheim sells Arista shares on September 17
A Form 4 filing shows co-founder and chief architect Andy Bechtolsheim selling Arista common stock on September 17, 2026 in several blocks.
S&P Dow Jones Indices adds Sandisk to the S&P 100, effective September 21
S&P Dow Jones Indices announced on September 4, 2026 that Sandisk will join the S&P 100, replacing Colgate-Palmolive before the open on September 21.
Jayshree Ullal reports Form 4 sales of Arista stock at about $207 to $211
A Form 4 filed on August 14 shows CEO Jayshree Ullal selling Arista common stock on August 12 at prices from about $207 to $211 per share.
Ullal and Bechtolsheim sell Arista shares on August 5 and 6
Form 4 filings show CEO Jayshree Ullal and co-founder Andy Bechtolsheim selling Arista stock in the first two sessions after the Q2 report.
Arista shares rise more than 11% in late trading after Q2 beat
Arista shares gained just over 3% in the regular session on August 4 and then rose more than 11% in after-hours trading once the quarterly report was out.
Arista Q2 2026 revenue hits $3.04 billion, up 37.7%; Q3 guidance tops estimates
Arista reported second-quarter 2026 revenue of $3,035.7 million, up 37.7% from a year earlier and 12.1% from the first quarter, .
Arista adds AI-driven zero-trust edge security to VeloCloud SD-WAN
Arista launched AI-driven Edge Threat Management for its VeloCloud SD-WAN, a software option that brings firewalling, segmentation and threat prevention to branch offices.
Arista sets August 4 date for Q2 2026 results
Arista said it would report second-quarter 2026 results after the U.S.