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Arista Networks (ANET) Outpaces Stock Market Gains: What You Should Know

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Arista Networks (ANET - Free Report) closed the most recent trading day at $322.38, moving +1.64% from the previous trading session. This change outpaced the S&P 500's 0.35% gain on the day. At the same time, the Dow added 0.03%, and the tech-heavy Nasdaq gained 0.7%.

Prior to today's trading, shares of the cloud networking company had gained 11.26% over the past month. This has outpaced the Computer and Technology sector's gain of 6.69% and the S&P 500's gain of 5.14% in that time.

ANET will be looking to display strength as it nears its next earnings release, which is expected to be May 2, 2019. The company is expected to report EPS of $2.07, up 24.7% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $593.57 million, up 25.63% from the prior-year quarter.

Looking at the full year, our Zacks Consensus Estimates suggest analysts are expecting earnings of $9.26 per share and revenue of $2.64 billion. These totals would mark changes of +16.33% and +22.76%, respectively, from last year.

Any recent changes to analyst estimates for ANET should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. ANET is holding a Zacks Rank of #1 (Strong Buy) right now.

Digging into valuation, ANET currently has a Forward P/E ratio of 34.25. Its industry sports an average Forward P/E of 24.33, so we one might conclude that ANET is trading at a premium comparatively.

Investors should also note that ANET has a PEG ratio of 1.7 right now. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Communication - Components was holding an average PEG ratio of 1.99 at yesterday's closing price.

The Communication - Components industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 50, putting it in the top 20% of all 250+ industries.

The Zacks Industry Rank includes is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow ANET in the coming trading sessions, be sure to utilize Zacks.com.


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