ANET Arista Networks Inc - Fundamental Analysis

Arista Networks (ANET) exhibits exceptional fundamental strength with industry-leading profitability, robust revenue growth, and consistent earnings outperformance, all while trading at a forward P/E of 13.5x that appears deeply undervalued relative to its growth trajectory and peer group. Despite a recent pullback of -8.4% over the past month, the stock has delivered a staggering +669% return over five years, underpinned by a 27.5% YoY revenue growth and 42.4% operating margin—both well above sector averages. The company’s financial health is rock-solid with a 3.25 current ratio and no debt reported, while analyst consensus strongly supports further upside with a $163.87 target implying ~25% appreciation. However, recent insider selling worth $286.7M over the last six months presents a notable counter-signal that warrants caution despite otherwise compelling fundamentals.