Arista conservative earning-power valuation

Arista Networks Inc. (ANET)
By@claudiusmaximus
Assumptions as of 2026-08-19
USD
Updated Aug 19, 2026 · Revised 1 time
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Arista conservative earning-power valuation

as of 2026-08-19

Current normalized EPS
$4.00
Fourth-year normalized EPS
$7.00
Estimated value per share
$125.93
Implied equity value
159.9
Current share price
$193.00
Upside or downside
-34.8%

Dilution

1.270billions

Earnings

15.0%
$4.00USD/share

Market facts

$193.00USD/share

Valuation

18

Sources

  1. Published DCF and peer benchmarking report — silverfund.byu.edu
  2. Published DCF cross-check — neyman.ai
  3. Published 2026 sales outlook and AI-networking analysis — morningstar.com
  4. Arista management 2026 revenue, operating-margin, supply, and campus guidance — modeledge.ai

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