Stock Library / ANET

ANET Technology Latest YouTube: Q1 2026

Arista Networks

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

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Latest earnings video

ANET Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis

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Library coverage

Episodes tracked

3

Episodes linked

3

Latest video

Q1 2026

Podcast available

Yes

Current price

$181.05

+15.15 (+9.13%)

Trailing / Forward P/E

62.22x

Forward: 40.65x

Market cap / Volume

—

Volume: —

Revenue / Earnings Growth

35.1%

Earnings: 25.0%

Margins

42.7% op

Gross: 63.5% · Net: 38.3%

Balance sheet

2.83x current

Debt / Equity: —

52-week range / Beta

$102.68 - $179.80

Beta: 1.60

Analyst target

$190.09

Upside: 5.0%

Cash / shareholder return

1.91% FCF yield

Dividend yield: —

Company context

Industry: Computer Hardware

Country: United States

Employees: —

Price to book: 16.90x

Return on equity: 31.5%

Arista Networks, Inc. engages in the development, marketing, and sale of data-driven, client to cloud networking solutions for AI, data center, campus, and routing environments in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. Its cloud networking solutions consist of Extensible Operating System (EOS), a publish-subscribe state-sharing networking operating system offered in combination with a set of network applications. The company offers data center, cloud and AI networking, cognitive adjacencies, and cognitive network software and services. It also provides post contract customer support services, such as technical support, hardware repair and replacement parts beyond standard warranty, bug fixes, patches, and upgrade services. The company serves a range of industries comprising internet companies, cloud service providers, financial services organizations, government agencies, media and entertainment, healthcare, oil and gas, education, manufacturing, industrial, and others. It markets and sells its products through distributors, system integrators, value-added resellers, and original equipment manufacturer partners, as well as through its direct sales force. Arista Networks, Inc. was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. The company was incorporated in 2004 and is headquartered in Santa Clara, California.

Price chart

Market context for ANET

Competitive view

ANET vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Arista Networks latest YouTube video thumbnail

Arista Networks

ANET

YouTube

Latest video

Q1 2026

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Intel Corporation latest YouTube video thumbnail

Intel Corporation

INTC

YouTube Spotify

Latest video

Q1 2026

Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.

Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.

Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.

Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.

Salesforce latest YouTube video thumbnail

Salesforce

CRM

YouTube

Latest video

Q1 FY2027

Growth profile looks strong right now, with above-average top-line and/or earnings momentum.

Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.

Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.

Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.

Market Cap

More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.

ANET

$227.97B

Arista Networks

INTC

$554.07B

Intel Corporation

CRM

$136.43B

Salesforce

Trailing P/E

Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.

ANET

62.2x

Arista Networks

INTC

—

Intel Corporation

CRM

19.3x

Salesforce

Forward P/E

Forward P/E is often a better read on what investors are paying for the next year of earnings power.

ANET

40.6x

Arista Networks

INTC

70.6x

Intel Corporation

CRM

10.7x

Salesforce

Revenue Growth

Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.

ANET

35.1%

Arista Networks

INTC

7.2%

Intel Corporation

CRM

13.3%

Salesforce

Earnings Growth

Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.

ANET

25.0%

Arista Networks

INTC

—

Intel Corporation

CRM

52.2%

Salesforce

Operating Margin

Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.

ANET

42.7%

Arista Networks

INTC

6.9%

Intel Corporation

CRM

21.8%

Salesforce

Gross Margin

Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.

ANET

63.5%

Arista Networks

INTC

37.2%

Intel Corporation

CRM

77.6%

Salesforce

Net Margin

Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.

ANET

38.3%

Arista Networks

INTC

-5.9%

Intel Corporation

CRM

18.7%

Salesforce

Return on Equity

ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.

ANET

31.5%

Arista Networks

INTC

-2.9%

Intel Corporation

CRM

16.9%

Salesforce

Free Cash Flow Yield

Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.

ANET

1.9%

Arista Networks

INTC

-1.5%

Intel Corporation

CRM

12.1%

Salesforce

Debt to Equity

Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.

ANET

—

Arista Networks

INTC

36.03x

Intel Corporation

CRM

124.28x

Salesforce

Current Ratio

A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.

ANET

2.83x

Arista Networks

INTC

2.31x

Intel Corporation

CRM

0.79x

Salesforce

Beta

Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.

ANET

1.60

Arista Networks

INTC

2.19

Intel Corporation

CRM

1.18

Salesforce

Dividend Yield

Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.

ANET

—

Arista Networks

INTC

—

Intel Corporation

CRM

1.0%

Salesforce

Analyst Upside

Higher analyst upside suggests the Street still sees room between current price and consensus fair value.

ANET

5.0%

Arista Networks

INTC

-8.5%

Intel Corporation

CRM

47.9%

Salesforce

Related research

Non-quarter videos featuring ANET

Special-topic videos, explainers, and shorts connected to this ticker.

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Episode timeline

Episode archive for ANET

Each row is one earnings episode with every verified platform link available.

Q1 2026

Episode live

Published youtube podcast complete

ANET Stock: EPS Beats by 7% — Q1 2026 Earnings Analysis

Quarterly earnings-analysis entry for Arista Networks. Use the links on the right to open the video or podcast episode.

YouTube Podcast

Q4 2025

Episode live

Published youtube complete

ANET Stock: EPS Beats by 14% — Q4 2025 Earnings Analysis

Quarterly earnings-analysis entry for Arista Networks. Use the links on the right to open the video or podcast episode.

YouTube

Q4 2025

Episode live

Published youtube complete

ANET Stock: EPS Beats by 14% — Q4 2025 Earnings Analysis

Quarterly earnings-analysis entry for Arista Networks. Use the links on the right to open the video or podcast episode.

YouTube