Back to top

Image: Bigstock

Arista Networks (ANET) Dips More Than Broader Markets: What You Should Know

Read MoreHide Full Article

Arista Networks (ANET - Free Report) closed at $155.86 in the latest trading session, marking a -0.17% move from the prior day. This change lagged the S&P 500's daily loss of 0.04%. At the same time, the Dow lost 0.22%, and the tech-heavy Nasdaq gained 2.93%.

Heading into today, shares of the cloud networking company had lost 10.49% over the past month, lagging the Computer and Technology sector's gain of 2.92% and the S&P 500's gain of 4.22% in that time.

Investors will be hoping for strength from Arista Networks as it approaches its next earnings release. On that day, Arista Networks is projected to report earnings of $1.44 per share, which would represent year-over-year growth of 33.33%. Our most recent consensus estimate is calling for quarterly revenue of $1.38 billion, up 31.05% from the year-ago period.

Looking at the full year, our Zacks Consensus Estimates suggest analysts are expecting earnings of $5.87 per share and revenue of $5.53 billion. These totals would mark changes of +28.17% and +26.29%, respectively, from last year.

Investors should also note any recent changes to analyst estimates for Arista Networks. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the company's business and profitability.

Our research shows that these estimate changes are directly correlated with near-term stock prices. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 0.06% higher. Arista Networks is holding a Zacks Rank of #3 (Hold) right now.

In terms of valuation, Arista Networks is currently trading at a Forward P/E ratio of 26.61. This valuation marks a premium compared to its industry's average Forward P/E of 20.49.

Also, we should mention that ANET has a PEG ratio of 1.77. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Communication - Components industry currently had an average PEG ratio of 2.32 as of yesterday's close.

The Communication - Components industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 167, which puts it in the bottom 34% of all 250+ industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

You can find more information on all of these metrics, and much more, on Zacks.com.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Arista Networks, Inc. (ANET) - free report >>

Published in