Arista develops high-performance networking systems for cloud and AI data centers, enterprises, and campus environments. Its Ethernet switches and routing platforms run EOS, a common network operating system designed for automation, visibility, and scalable operations. Arista benefits from demand for high-bandwidth networking connecting compute clusters, storage, and large distributed applications.
Arista Networks Inc. (ANET) has a MarketKingdoms composite score of 73.0 (B+), an B-range rating. It ranks 126th of 1,866 covered companies, 30th of 176 in Technology (sector average 67.1) and 6th of 10 in Computer Hardware. Scores as of 2026-10-26.
Its strongest lenses are Industry opportunity at 93 (Technology average 88) and KPI momentum at 86 (Technology average 84). Its weakest lenses are Price (valuation) at 29 (sector average 50) and Trend (momentum) at 53 (sector average 50).
| Lens | Type | ANET | Technology average | Computer Hardware average | Percentile in sector |
|---|---|---|---|---|---|
| Industry opportunity | Research signal | 93 | 88 | 93 | 99th |
| Stock selection | Research signal | 85 | 82 | 85 | 68th |
| KPI momentum | Research signal | 86 | 84 | 87 | 54th |
| Catalyst watch | Research signal | 81 | 76 | 79 | 88th |
| Price (valuation) | Fundamental lens | 29 | 50 | 49 | 20th |
| Expansion (growth) | Fundamental lens | 71 | 51 | 71 | 80th |
| Quality (profitability) | Fundamental lens | 79 | 50 | 53 | 94th |
| Trend (momentum) | Fundamental lens | 53 | 50 | 53 | 60th |
The most recent call analysed was held on 2026-08-04 (fiscal 2026 Q2). MarketKingdoms checks what management promised on each call against what it later delivered.
The stock's valuation gap is -10.8%: its price is below the path its market, sector and industry moves explain (undervalued versus the model path). Factor sensitivity: market beta 0.94, sector beta 0.93, industry beta 0.11; the factor model explains 39% of its moves (R²).
| Company | Composite | Grade | Valuation gap |
|---|---|---|---|
| Sandisk Corp. (SNDK) | 81.6 | A- | -18.4% |
| Western Digital Corp. (WDC) | 80.4 | A- | -28.0% |
| Dell Technologies Inc. (DELL) | 80.0 | A- | +11.9% |
| Seagate Technology Holdings plc (STX) | 79.3 | A- | -27.9% |
| Everpure Inc. (P) | 75.2 | B+ | -4.1% |
| Super Micro Computer Inc. (SMCI) | 72.8 | B+ | -23.2% |
| HP Inc. (HPQ) | 70.5 | B+ | +14.5% |
| IonQ Inc. (IONQ) | 58.4 | B- | -55.3% |
Arista Networks Inc. financial statements · Technology sector ranking · Computer Hardware industry ranking · All covered companies
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.