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ANET Technology Latest YouTube: Q2 2026 Published 2026-08-05

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.

Latest earnings video

Arista (ANET): First $3B Quarter, 45% Margins — Our Call Is AVOID. Is ANET Stock a Buy?

Published 2026-08-05

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q2 2026
2026-08-05
Podcast available
Yes
Current price
Daily move unavailable
Trailing / Forward P/E
Forward: —
Market cap / Volume
Volume:
Revenue / Earnings Growth
Earnings: —
Margins
Gross: — · Net: —
Balance sheet
Debt / Equity: —
52-week range / Beta
Beta: —
Analyst target
Upside: —
Cash / shareholder return
Dividend yield: —

Company context

Industry:
Country:
Employees:
Price to book:
Return on equity:
Business summary unavailable right now, but the market metrics and video archive below are still live.

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 YouTube
Arista Networks
ANET
Latest video
Q2 2026
Intel Corporation latest YouTube video thumbnail YouTube
Intel Corporation
INTC
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
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.
Microsoft Corp. latest YouTube video thumbnail YouTube
Microsoft Corp.
MSFT
Latest video
Q4 FY2026
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 sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
ANET
Arista Networks
INTC
$476.12B
Intel Corporation
MSFT
$3.59T
Microsoft Corp.
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
Arista Networks
INTC
Intel Corporation
MSFT
26.9x
Microsoft Corp.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
ANET
Arista Networks
INTC
44.1x
Intel Corporation
MSFT
20.5x
Microsoft Corp.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
ANET
Arista Networks
INTC
25.4%
Intel Corporation
MSFT
17.7%
Microsoft Corp.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
ANET
Arista Networks
INTC
Intel Corporation
MSFT
31.7%
Microsoft Corp.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
ANET
Arista Networks
INTC
12.2%
Intel Corporation
MSFT
45.1%
Microsoft Corp.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
ANET
Arista Networks
INTC
38.9%
Intel Corporation
MSFT
67.9%
Microsoft Corp.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
ANET
Arista Networks
INTC
-19.8%
Intel Corporation
MSFT
40.3%
Microsoft Corp.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
ANET
Arista Networks
INTC
-10.7%
Intel Corporation
MSFT
34.0%
Microsoft Corp.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
ANET
Arista Networks
INTC
1.0%
Intel Corporation
MSFT
0.5%
Microsoft Corp.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
ANET
Arista Networks
INTC
49.00x
Intel Corporation
MSFT
29.12x
Microsoft Corp.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
ANET
Arista Networks
INTC
1.60x
Intel Corporation
MSFT
1.23x
Microsoft Corp.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
ANET
Arista Networks
INTC
2.24
Intel Corporation
MSFT
1.10
Microsoft Corp.
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
MSFT
0.8%
Microsoft Corp.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
ANET
Arista Networks
INTC
27.5%
Intel Corporation
MSFT
17.8%
Microsoft Corp.

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Shorts and Clips 2026-08-05

Arista's First $3B Quarter — And Why We Still Say AVOID #ANET #stocks

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for ANET

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

Q2 2026
Episode live
2026-08-05
Published youtube podcast complete
Arista (ANET): First $3B Quarter, 45% Margins — Our Call Is AVOID. Is ANET Stock a Buy?
Quarterly earnings-analysis entry for Arista Networks. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-05-06
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.
Q4 2025
Episode live
2026-04-15
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.
Q4 2025
Episode live
2026-04-15
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.