Does Arista Networks, Inc. (ANET) have an economic moat?

MoatScan AI rates Arista Networks, Inc. (ANET) 62/100 for moat strength, assessed across five sources of competitive advantage: network effects, switching costs, intangible assets, cost advantages and efficient scale. Arista has a meaningful but not impenetrable moat built around EOS, CloudVision, and a strong reputation for high-performance networking in cloud and AI data centers.

What is Arista Networks, Inc.'s moat score?

Arista Networks, Inc. (ANET) has a moat score of 62/100. The score is a weighted average of five pillar ratings: network effects, switching costs, intangible assets, cost advantages, and efficient scale. A higher score means the competitive advantages MoatScan AI identifies are wider and more durable.

How does ANET's share price compare with its estimated fair value?

MoatScan AI estimates ANET's intrinsic value with a discounted cash flow (DCF) model and shows how that estimate compares with the market price at the time of analysis. The estimate updates with each new financial analysis and is a research estimate, not a recommendation.

What is Arista Networks, Inc.'s fair value estimate?

MoatScan AI derives Arista Networks, Inc.'s (ANET) fair value per share from a discounted cash flow (DCF) model built on the company's reported financials, analyst growth forecasts, and a discount rate reflecting its cost of capital. The Financial Analysis tab shows the estimate alongside every assumption behind it.

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ANET$193.78

Arista Networks, Inc.

Last Updated

Sep 3, 2026about 1 month ago

Moat & Trend

Management

AI Impact

Competitive Radar

Moat Score

62/100

Executive Summary

Arista has a meaningful but not impenetrable moat built around EOS, CloudVision, and a strong reputation for high-performance networking in cloud and AI data centers. The company’s software-led operating model creates real migration friction: once operators automate around Arista’s telemetry, APIs, and upgrade process, replacing it is costly and operationally risky. Its brand is especially strong among hyperscalers and AI infrastructure buyers that care about reliability, scale, and fast feature delivery. The limitation is that the market still allows serious multi-sourcing, and the largest customers are powerful negotiators. Cisco, HPE/Juniper, and others remain credible alternatives. Arista’s move into campus, branch, security, and SD-WAN widens the moat modestly by increasing attachment to its platform, but the competitive advantage remains narrower than a true platform monopoly.

Network Effects

Ecosystem Reinforcement

Pillar Strength

4/10

Arista does not enjoy classic network effects, because the value of its switches does not rise materially as more customers use them. Buyers deploy Arista inside their own networks, where each installation is largely independent. There is some ecosystem reinforcement: the larger the installed base, the more engineers, integrators, and operators know EOS and CloudVision, and the more community content, automation templates, and operational best practices accumulate around the platform. That does improve adoption and lowers learning costs for new customers. Still, this is indirect and easy to replicate with good products and documentation. Multi-vendor networking and open standards further limit any compounding network value.

Switching Costs

Operational Lock-In

Pillar Strength

8.5/10

Switching costs are Arista’s strongest pillar. Once a customer standardizes on EOS, CloudVision, telemetry pipelines, automation scripts, and operational runbooks, moving to another vendor means retraining staff, rewriting tooling, revalidating performance, and accepting migration risk. In large AI and cloud fabrics, even small configuration or convergence differences can create real disruption. Arista’s hitless upgrade model and process isolation also become part of the customer’s operating discipline, making the incumbent harder to dislodge. The constraint is that some hyperscale buyers intentionally design for dual sourcing, and they can phase in competitors at new build-outs. Even so, the cost and risk of rip-and-replace are substantial.

Intangible Assets

EOS and Brand Edge

Pillar Strength

7.5/10

Arista’s most important intangible asset is not a consumer brand but a technical reputation built with demanding buyers. EOS is widely viewed as a modern, cloud-style network operating system with strong automation, telemetry, and reliability characteristics, which helps Arista win in environments where failure costs are high. That brand credibility matters when customers are selecting equipment for AI clusters, high-frequency financial trading, or hyperscale fabrics. The company also benefits from engineering know-how and a software architecture that competitors cannot clone quickly. However, the moat is not protected by exclusive licenses or a single indispensable patent estate, and rivals can imitate features over time. The asset is strong, but not unassailable.

Cost Advantages

Lean Operations, Not Scale

Pillar Strength

6.5/10

Arista has a real but limited cost advantage. Its focused portfolio, software-heavy architecture, and relatively lean operating model allow it to deliver high-performance networking with less organizational complexity than broader incumbents. The company also benefits from merchant silicon and outsourced manufacturing, which can translate into a lower structural cost base than vertically sprawling rivals. But those advantages are not extreme: large competitors can match many components of the bill of materials, and hyperscale customers are highly price aware. Arista’s economics look better at scale, yet the company does not control unique inputs or enjoy a decisive manufacturing gap. This is a meaningful edge, not a durable industry-wide cost moat.

Efficient Scale

Niche Leadership Only

Pillar Strength

4.5/10

Arista operates in a concentrated market at the high end of data-center and AI networking, but the structure is not one of efficient scale in the classic sense. There are only a few serious vendors, yet the category remains contestable and customers are large enough to support multiple suppliers. Hyperscalers, in particular, buy at massive volumes and can justify alternative architectures or multi-vendor strategies, which keeps rivalry intense. Entry barriers are meaningful because of software, interoperability, and reliability requirements, but they do not create a natural monopoly. Arista can win share and defend niches, but the market does not force a stable oligopoly with one clear economic winner.

Moat Type & Trend

Why this company earns its moat rating, and where the moat is heading

Moat Type

Narrow Moat

Trend

Positive

Why This Rating

Arista belongs in Narrow Moat territory because its advantages are real but not impregnable. EOS, CloudVision, and the company’s operational reputation make it expensive and risky to replace once installed, especially in large AI and cloud fabrics. But the economics are still not wide-moat level: hyperscale customers actively multi-source, open standards reduce lock-in, and rivals such as Cisco and HPE/Juniper can still win design slots when price, relationships, or product breadth matter. In 20 years, Arista should still be a premium supplier; what is less certain is that it will be the default supplier across the whole market.

Why This Trend

The moat is improving because Arista is broadening from core data-center switching into campus, branch, security, and SD-WAN while keeping the same automation and telemetry stack. That raises the number of environments tied to EOS and CloudVision, and the VeloCloud portfolio adds another installed base to cross-sell into. The trend would turn negative if hyperscalers or enterprises increasingly standardize on cheaper merchant-silicon alternatives, or if Arista’s newer adjacencies fail to convert software control into sticky recurring usage.

Management Quality Assessment

Evaluating leadership track record, capital allocation, and governance

Verdict

Exceptional

Jayshree Ullal has led Arista since its 2008 founding and has served as chairperson, making this a deeply founder-led business with a long record of execution. Under her tenure, Arista scaled from startup to a >$200 billion networking leader while sustaining very high profitability and ROIC near 50%, suggesting disciplined reinvestment. Capital allocation has been conservative and shareholder-friendly: no dividend, but substantial buybacks and selective tuck-in acquisitions that add capability rather than chase scale. Insider ownership appears meaningfully aligned, though CEO-linked trusts did sell shares in 2026. Compensation is structured to reward long-term performance, and no major governance red flags stand out given the board’s strong independence.

Key Highlights

Founding CEO Jayshree Ullal has run Arista since 2008 and also serves as chairperson, giving the company unusually stable, founder-led leadership over nearly two decades.
Arista has generated very high returns on capital, with ROIC around 50%, indicating that management has deployed capital into a highly profitable, scalable business model rather than overinvesting.
Capital returns have been disciplined: the company pays no dividend but has used aggressive repurchases, including a $787 million quarterly buyback in Q1 2025 and a new $1.5 billion authorization in May 2025.
M&A has been selective and strategic, with tuck-in deals such as Mojo Networks, Big Switch Networks, Awake Security, Untangle, Pluribus Networks, and VeloCloud focused on adding capabilities rather than pursuing a value-destructive roll-up.
Insider alignment remains meaningful, with large holdings by Jayshree Ullal and co-founder Andreas Bechtolsheim, though recent CEO-linked trust sales in 2026 mean the direction of insider ownership is not perfectly clear.

AI Impact Assessment

Evaluating how AI strengthens or disrupts existing moat pillars

Net Reinforcer. AI is strengthening Arista’s core switching franchise because generative-AI clusters require the low-latency, high-bandwidth Ethernet fabric Arista already sells, and EOS plus CloudVision deepen operating lock-in through automation and telemetry. That said, the AI benefit is mainly defensive-to-expansive rather than a step-change moat extension: competitors can replicate much of the hardware function, and the company’s advantage still depends on execution, software stickiness, and hyperscale adoption. The key near-term uncertainty is whether AI-driven capex continues to outpace in-house networking efforts by hyperscalers and competition from Cisco and Nvidia, or whether those customers push more volume to internal designs and dual-source pricing pressure.

AI Opportunity Highlights

6 / 10

EOS and CloudVision embed Arista into customer operations, raising switching costs as AI clusters become more complex to manage.
Arista’s Etherlink and 400G-to-1600G Ethernet roadmap directly target the scale-out fabric required for large AI training clusters.
Arista AVA uses distributed telemetry for automation, threat detection, and zero-touch operations, increasing software attach and recurring revenue.
The company’s open Ethernet approach fits hyperscaler AI architectures that favor standards-based interconnects over proprietary fabrics.

AI Threat Highlights

5 / 10

Hyperscalers such as Microsoft and Meta can develop in-house networking capabilities and reduce dependence on external suppliers.
Cisco and Nvidia are actively competing for AI networking sockets, narrowing differentiation in high-performance switching.
If AI fabrics standardize on open Ethernet hardware, switch economics can become more price-driven and less differentiated.
Heavy revenue concentration in a handful of cloud and AI customers means any capex pause or vendor diversification would hit Arista quickly.

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Last Updated

Sep 6, 2026about 1 month ago

Target Price

Analyst Consensus

FAIR VALUE

Financial Strength

Financial Score

84/100

Executive Summary

Arista Networks’ standout strength is its exceptional combination of profitability, cash generation, and balance-sheet resilience. Revenue expanded from $2.95B to $9.01B across FY2021-FY2025, with TTM revenue at $10.54B and net income reaching $4.05B, while gross margin held near 61%-64% and operating margin rose to 42.82%. Cash flow is similarly robust, with FY 2025 operating cash flow of $4.37B and free cash flow of $4.25B, supported by just $120M of capex. The balance sheet remains highly liquid, with $13.34B of cash and short-term investments, modest debt, and working capital of $13.35B, though deferred revenue is a notable liability. Liquidity ratios have eased but remain strong, and returns on equity, assets, and capital are excellent. Overall, the profile is highly durable and high quality, consistent with its 8.0–8.5/10 ratings.

Income Statement

Revenue · Margins · Profitability

Section Score

8.5/10

Arista shows strong, sustained growth, with revenue rising from $2.95B to $9.01B across FY2021-FY2025 and TTM revenue reaching $10.54B, while net income climbed from $841M to $3.51B and TTM to $4.05B. Growth is still healthy, though the latest TTM pace is modestly above FY2025 revenue growth, suggesting continued momentum rather than sharp reacceleration. Quality is excellent: gross margin has held near 61%-64% and operating margin expanded from 31.37% to 42.82%, showing strong operating leverage. Earnings look durable, with no major one-offs visible aside from elevated interest income. Assuming this is a networking/infra company, these margins and cash flow conversion are well above typical sector norms. Main flags are rising R&D and slower but still positive margin expansion.

Financials are in millions USD unless otherwise specified

Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	TTM
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Jun 30, 2026
Revenue	2,948	4,381	5,860	7,003	9,006	10,541
Revenue Growth	27.21%	48.62%	33.76%	19.50%	28.60%	32.57%
Net Income	840.85	1,352	2,087	2,852	3,511	4,045
Net Income Growth	32.51%	60.84%	54.34%	36.64%	23.12%	24.39%
Profit Margin	28.52%	30.87%	35.62%	40.73%	38.99%	38.37%
Revenue as Reported	2,948	4,381	5,860	7,003	9,006	10,541

Data as of Jun 30, 2026

Balance Sheet

Assets · Liabilities · Equity

Section Score

8.5/10

Arista Networks shows a very strong balance sheet profile. Current assets rose to $20.16B, led by $13.34B of cash and short-term investments, versus current liabilities of $6.82B, leaving working capital at $13.35B. Liquidity is supported by a large net cash position of $13.34B and very low debt, with total debt effectively immaterial relative to assets. Total assets increased steadily to $23.72B, while shareholders’ equity expanded to $14.80B, reflecting persistent internal capital accumulation. The main liability item is deferred revenue, which climbed to $7.15B combined current and long-term, but this is typical for the business model. Overall, leverage is modest, equity quality is strong, and the balance sheet remains highly resilient.

Financials are in millions USD unless otherwise specified

Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Current
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Jun 30, 2026
Total Current Assets	4,813	5,551	8,400	11,911	16,387	20,163
Total Assets	5,734	6,775	9,957	14,044	19,449	23,720
Total Current Liabilities	1,110	1,294	1,919	2,732	5,377	6,818
Total Liabilities	1,756	1,890	2,738	4,049	7,078	8,922

Data as of Jun 30, 2026

Cash Flow Statement

Operations · Investing · Financing

Section Score

8.5/10

Arista shows strong cash generation, with operating cash flow rising to $4.37B in FY 2025 from $3.71B in FY 2024 and $5.31B in TTM. Free cash flow is also robust at $4.25B for FY 2025 and $5.16B TTM, supported by low capital spending of $120M in FY 2025. Cash conversion is solid, with CFO above net income and an FCF margin near 47.22%, though working capital swings are material, especially changes in accounts receivable, unearned revenue, and other net operating assets. Capital allocation is shareholder-focused, with $1.65B of buybacks offset by modest stock issuance. Overall, cash quality is strong and consistent, with only moderate volatility from balance-sheet items.

Financials are in millions USD unless otherwise specified

Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	TTM
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Jun 30, 2026
Operating Cash Flow	1,016	492.81	2,034	3,708	4,372	5,307
Operating Cash Flow Growth	38.19%	-51.49%	312.73%	82.31%	17.90%	31.12%
Free Cash Flow	951.12	448.17	2,000	3,676	4,252	5,155
Free Cash Flow Growth	32.15%	-52.88%	346.17%	83.85%	15.67%	29.68%
Free Cash Flow Margin	32.26%	10.23%	34.12%	52.49%	47.22%	48.91%

Data as of Jun 30, 2026

Key Ratios

Liquidity · Leverage · Efficiency · Returns

Section Score

8/10

Arista Networks shows a generally strong financial profile. Liquidity remains ample, with the current ratio easing from 4.34x in FY2021 to 2.96x in the Current period and the quick ratio declining from 3.54x to 2.29x, but both still indicate comfortable short-term coverage. Leverage is very modest, with debt-to-equity near 0.01x and net debt/equity more negative over time, reflecting a solid net cash position. Efficiency is mixed: asset turnover slipped from 0.56x to 0.52x, while inventory turnover improved slightly to 1.70x. Profitability is the standout, with ROE around 31%, ROA above 14%, and ROCE near 27%, showing consistently strong returns on capital.

Ratios are dimensionless unless otherwise noted

Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	Current
Period Ending	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Sep 4, 2026
Debt / Equity Ratio	0.02	0.01	0.01	—	0.01	—
Quick Ratio	3.54	3.05	3.15	3.46	2.35	2.29
Current Ratio	4.34	4.29	4.38	4.36	3.05	2.96
ROEReturn on Equity (ROE)	23.04%	30.51%	34.49%	33.14%	31.40%	31.48%
ROAReturn on Assets (ROA)	11.04%	15.26%	16.86%	15.34%	14.39%	14.12%
ROICReturn on Invested Capital (ROIC)	141.02%	101.49%	92.58%	129.65%	186.91%	284.77%
ROCEReturn on Capital Employed (ROCE)	20.00%	27.90%	28.10%	26.00%	27.40%	26.90%

Data as of Sep 4, 2026

Growth

Revenue · EPS · Valuation · Estimates

Section Score

8.5/10

Arista’s growth profile shows a strong multi-year run, with revenue rising from $2.95B to $7.00B, then stepping back into higher growth in the forward estimates at $9.01B and $12.67B, suggesting a reacceleration after the FY2024 slowdown. Revenue growth moderated from the 2022 spike but remains robust, with the outlook implying steady compounding rather than a sharp inflection. EPS has expanded faster than revenue over time, moving from $0.66 to $2.23 and then to $2.75 and $4.11 in the forecast years, pointing to improving margins and operating leverage. Sentiment is very constructive: a Strong Buy consensus from 31 analysts, a wide but tilted-up target range, and a recommendation trend that has stayed stable to slightly improving.

Third-party Analyst Price Targets

Low$185-4.53%

Median$246.5+27.21%

Average$241.04+24.39%

High$289+49.14%

Strong BuyConsensus rating and price targets published by third-party analysts. Not a MoatScan AI view.

31 analysts

Third-party Analyst Recommendation Trends

Rating	Mar '26	Apr '26	May '26	Jun '26	Jul '26	Aug '26
Strong Buy	20	21	22	22	22	23
Buy	7	6	8	7	7	8
Hold	3	3	0	1	1	0
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	30	30	30	30	30	31

Forecast · Analyst Estimates

Revenue This Year12.67B

+40.64%from 9.01B

FY 2026

Revenue Next Year16.16B

+27.55%from 12.67B

FY 2027

EPS This Year· non-GAAP adj.4.11

+38.01%from 2.98

FY 2026

EPS Next Year· non-GAAP adj.5.16

+25.55%from 4.11

FY 2027

Historical · Reported Actuals

Metric	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025
Revenue	2.95B	4.38B	5.86B	7.00B	9.01B
Revenue Growth	+27.21%	+48.61%	+33.76%	+19.51%	+28.60%
EPS (GAAP diluted)	0.66	1.07	1.65	2.23	2.75
EPS Growth	+31.50%	+62.12%	+54.21%	+35.15%	+23.32%

Revenue in USD · EPS per share · Price targets in USD

Data as of Dec 31, 2025 · Forecast EPS is analyst non-GAAP adjusted; historical EPS is GAAP diluted — not directly comparable.

Fair Value Estimation

DCF · Model estimate vs. price +11.8% · Price near model estimate

AI Fair Value Estimate (DCF)

$216.55vs$193.78

Model estimate vs. price+11.8%

Price near model estimate

A discounted cash flow framework fits Arista Networks because the business is highly cash-generative and its operating profile can be modeled with reasonable confidence over a multi-year horizon. The projected path implies continued revenue expansion, strong margin durability, and very light capital intensity, with free cash flow rising faster than sales as operating leverage builds and growth gradually fades toward the terminal period.

AI Valuation Commentary

A DCF is the right lens for Arista Networks because the company combines high cash conversion with a relatively projectable operating ramp, allowing value to be anchored in long-term free cash flow rather than near-term sentiment. The valuation assumes a 7.1% discount rate, 4% terminal growth, a 13.06% revenue CAGR over 10 years, average EBITDA margins of 50.78%, and capex held to just 1.12% of revenue. Those inputs are powerful but sensitive: a higher WACC, lower terminal growth, or weaker margin durability would pressure fair value, while the reverse would support upside. The resulting fair value is $216.55 per share versus a current price of $193.78, implying an 11.75% margin of safety and a Fairly Valued verdict.

DCF Assumptions

WACC

7.1%

Weighted avg cost of capital

Revenue Growth (10Y)

13.1%

CAGR assumption

EBITDA Margin

50.8%

Steady-state projection

CapEx / Revenue

1.1%

Capital investment

Terminal Growth

4.0%

Long-run growth rate

Projection Period

10 yrs

Explicit forecast horizon

Projected Cash Flows

Values in millions USD

Year	Revenue	EBITDA	FCF	Discounted FCF
Yr 1	10,573	4,800	3,410	3,184
Yr 2	12,373	5,834	4,364	3,805
Yr 3	14,396	7,032	5,156	4,197
Yr 4	16,304	8,231	6,299	4,788
Yr 5	18,441	9,578	7,381	5,238
Yr 6	21,055	10,995	8,261	5,474
Yr 7	23,661	12,423	9,488	5,870
Yr 8	26,246	13,855	10,691	6,176
Yr 9	28,746	15,257	11,890	6,413
Yr 10	31,921	17,029	13,155	6,625
Terminal Value (PV)				222,263

Key Valuation Ratios

Current vs 5-year average

PE Ratio

61.33x

5Y avg 42.17x

+45.4% vs avg

Forward PE

41.72x

5Y avg 37.80x

+10.4% vs avg

P/FCF Ratio

47.41x

5Y avg 48.50x

-2.2% vs avg

PS Ratio

23.19x

5Y avg 14.83x

+56.4% vs avg

A multiple below its own multi-year average can indicate the stock is cheaper than its recent history — context, not a standalone signal.

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Last Updated

Aug 19, 2026

Short Term

Medium Term

Long Term

Technical Overview

$189.80Price at Analysis

ANET’s technical profile is broadly constructive, but the timeframes are not perfectly aligned. Short-term momentum has softened, as reflected by the bearish MACD crossover and very light relative volume, yet the stock still holds above its 20-day moving average and RSI remains in a healthy bullish zone. Medium- and long-term trend signals are stronger: price is above the 50-day and 200-day averages, the chart is in Golden Cross territory, and the stock sits in the upper third of its 52-week range. The most important levels to watch are support around $188.68–$187.12 and resistance near $193.93 in the near term, with $208.43 and the $214 area serving as the broader upside reference zone.

Short Term

1 to 4 weeks

Sideways

ANET remains modestly above its 20-day average and RSI at 61.3 still supports a constructive short-term tone, but the MACD has rolled into a bearish crossover and relative volume is contracting sharply. That mix suggests momentum has cooled after the recent surge, leaving the next 1–4 weeks more dependent on whether buyers can defend near-term support.

Key Indicators

Price vs 20-day MA+1.46% above

Price vs 50-day MA+7.81% above

RSI (14-day)61.3

RSI InterpretationApproaching overbought

MACD TrendCrossover negative

Bollinger PositionMiddle

Volume TrendContracting

Support

$188.68$187.12$184.44

Resistance

$193.93$195.55$198.18

The closest short-term level is support at $188.68, just below the current price, with the next downside layers at $187.12 and $184.44. On the upside, resistance at $193.93 is the first level to watch, and a 1–4 week test of that area looks more likely than a decisive move through $198.18 unless volume improves.

Medium Term

1 to 6 months

Uptrend

The medium-term structure is still favorable with price above both the 50-day and 200-day moving averages, in Golden Cross territory, and positioned in the upper third of its 52-week range. While the latest MACD turn is a caution flag, the broader trend remains upward and supports a constructive 1–6 month bias.

Key Indicators

Price vs 50-day MA+7.81% above

Price vs 200-day MA+27.55% above

52-Week Range PositionUpper third (75%)

Trend DirectionUptrend

MA Cross SignalGolden Cross territory

Relative Volume0.04x avg

Support

$189.77$186.75$184.01

Resistance

$208.43$211.17$214.19

Weekly pivots place support at $189.77, $186.75, and $184.01, with the current price sitting very close to the first support band. Resistance at $208.43 aligns with the next major upside checkpoint, well above the 50-day average but still below the weekly pivot at $199.1, making those levels the key zones likely to be tested over 1–6 months.

Long Term

6 months and beyond

Uptrend

Longer term, ANET is trading well above the 200-day moving average and remains firmly in the upper portion of its 52-week range, which points to sustained structural strength. The Golden Cross backdrop and elevated but not extreme volatility keep the larger trend positive despite some near-term momentum fatigue.

Key Indicators

Price vs 200-day MA+27.55% above

52-Week High$214.89

52-Week Low$114.52

Distance from 52w High-11.7%

BB Bandwidth28.3%

MA CrossoverNone detected

Support

$188.28$162.94$161.39

Resistance

$194.56$196.11$208.78

The monthly structure is anchored by support at $188.28 and a broader lower band at $162.94/$161.39, while resistance is layered at $194.56, $196.11, and $208.78. Over 6+ months, the market is more likely to probe the upper monthly resistance stack and the recent 52-week high region before threatening the deeper monthly support base.

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Frequently asked questions about Arista Networks, Inc.

Does Arista Networks, Inc. (ANET) have an economic moat?: MoatScan AI rates Arista Networks, Inc. (ANET) 62/100 for moat strength, assessed across five sources of competitive advantage: network effects, switching costs, intangible assets, cost advantages and efficient scale. Arista has a meaningful but not impenetrable moat built around EOS, CloudVision, and a strong reputation for high-performance networking in cloud and AI data centers.Sign in free to see the Moat Type verdict and the pillar-by-pillar reasoning.
What is Arista Networks, Inc.'s moat score?: Arista Networks, Inc. (ANET) has a moat score of 62/100. The score is a weighted average of five pillar ratings: network effects, switching costs, intangible assets, cost advantages, and efficient scale. A higher score means the competitive advantages MoatScan AI identifies are wider and more durable.Sign in free to see each pillar rating, the Moat Type verdict and the moat trend.
How does ANET's share price compare with its estimated fair value?: MoatScan AI estimates ANET's intrinsic value with a discounted cash flow (DCF) model and shows how that estimate compares with the market price at the time of analysis. The estimate updates with each new financial analysis and is a research estimate, not a recommendation.Sign in free to see the fair value estimate and how it compares with the price.
What is Arista Networks, Inc.'s fair value estimate?: MoatScan AI derives Arista Networks, Inc.'s (ANET) fair value per share from a discounted cash flow (DCF) model built on the company's reported financials, analyst growth forecasts, and a discount rate reflecting its cost of capital. The Financial Analysis tab shows the estimate alongside every assumption behind it.Sign in free to see the estimate and the full assumptions behind it.

Disclaimer: The analysis on this page is generated by AI and is provided for informational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any security. Always conduct your own due diligence and consult a qualified financial adviser before making any investment decisions. MoatScan AI is an educational research tool. It is not licensed or registered with the Securities Commission Malaysia or any other financial regulator, and it holds no positions in, and receives no compensation from, any company analysed.

ANET$193.78

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Frequently asked questions about Arista Networks, Inc.

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