Arista Networks
ANETMarket price data through November 12, 2026.
Performance
Nov 2021 – Nov 2026
Track record
How this pick has done since Benson first called it.
- Benson Return
- +155%
- How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
- First pick price
- ~$81
- Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
- Tracking since
- September 2024
- The month this stock first became a Benson pick.
- Tracking duration
- 26 months
- How long Benson has been tracking this pick.
About Arista Networks
Arista Networks builds the high-speed networking gear that connects everything inside AI data centers. Think of them as the company building the highways that let thousands of AI chips talk to each other at once. The biggest cloud companies run on Arista's switches and software, and in September 2026 Arista joined the S&P 100, an index of 100 of America's biggest blue-chip companies.
The case for and against
Both sides of the story, in plain English.
- Record Growth Rocket
Revenue hit 3.66 billion dollars in Q3 2026. That's up 58.5% from a year ago, the fastest growth since Arista went public, and well above the company's own forecast of 3.3 billion dollars. Equipment sales alone jumped 67% to 3.19 billion dollars. The company expects 3.9 to 4.0 billion dollars next quarter, so growth is still speeding up after roughly 38% just one quarter ago.
- Profit Powerhouse
Net income rose 83% to a record 1.56 billion dollars. Arista now keeps about 45 cents of every sales dollar as profit from its business, up from 42 cents a year ago. It holds about 14.4 billion dollars in cash and investments with no debt, brought in nearly 4 billion dollars in cash in just nine months, and has about 6.8 billion dollars in customer prepayments already on the books.
- Margin Slippage
Arista kept 63.6% of each sales dollar after the cost of building its gear, down from 64.6% a year ago, because those costs grew faster than sales. Inventory also grew to 3.21 billion dollars, up from 2.25 billion at the start of the year. If AI spending cools off, Arista could be stuck with equipment it can't sell quickly.
- Few Big Buyers
A small group of giant cloud companies drives most of Arista's sales, so one budget pause would show up fast. The company is now worth about 214 billion dollars, a price that assumes this hot streak keeps going, and the stock tends to swing harder than the overall market. Chip makers are also building their own networking into their AI systems, which could squeeze Arista out of some deals.
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How to read this page
This automated research summary uses Financial Modeling Prep market data through 2026-11-12. Model signals, scores, and risk labels can change and may be incomplete or wrong.
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