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Arista Networks, Inc.$211.94Technology · Computer Hardware · 网络设备 / 交换机 · as of 2026-10-06
估值
PE TTM66.9
PE NTM (混合)42.9
Fwd PE (Yahoo +1y)40.7
PEG NTM1.62
PEG (Yahoo)1.55
EV/EBITDA53.4
EV/Rev23.5
P/S25.4
FCF yield1.5%
Fwd PE 自身分位n=1,样本不足
增长 / 质量
Revenue TTM10.5B
Rev growth (yoy q)38%
Earnings growth36%
EPS +1y vs 0y27%
Gross margin63%
Op margin45%
Net margin38%
FCF / OCF3.9B / 5.3B
Debt / Cash0 / 13.3B
Mkt cap / EV267.3B / 247.6B
共识 / 修正
Target mean242.2 (14%)
Rec mean (1=StrongBuy)1.28
SB/B/H/S7/24/1/0
Analysts29
+1y EPS up/down 30d1 / 0
+1y EPS chg 90d17%
Surprise avg 4q9.0%
Next earnings2026-11-03
FY end2026-12-31
价格 / 情绪
52w high / low214.9 / 114.5
vs 52w high-1%
Ret 1m / 3m10% / 28%
RS vs SPY 1m / 3m8% / 23%
Beta1.60
Short % float1.3%
Div yield0.00%
共识预期 (EPS / Revenue)
| Period | End | EPS avg | low–high | g | 90d ago | Up/Dn 30d | Rev avg | Rev g |
|---|---|---|---|---|---|---|---|---|
| 0q | 2026-09-30 | 1.08 | 1.06–1.12 | 44% | 0.91 | 23/0 | 3.3B | 44% |
| +1q | 2026-12-31 | 1.15 | 1.09–1.22 | 40% | 0.97 | 23/0 | 3.6B | 44% |
| 0y | 2026-12-31 | 4.11 | 4.05–4.22 | 38% | 3.63 | 0/0 | 12.7B | 41% |
| +1y | 2027-12-31 | 5.20 | 4.66–5.73 | 27% | 4.45 | 1/0 | 16.3B | 29% |
财报历史 (EPS actual vs estimate)
| Quarter | Actual | Estimate | Surprise |
|---|---|---|---|
| 2025-09-30 | 0.75 | 0.71 | 5.0% |
| 2025-12-31 | 0.82 | 0.76 | 8.2% |
| 2026-03-31 | 0.87 | 0.81 | 7.7% |
| 2026-06-30 | 1.02 | 0.89 | 15.2% |
价格(1 年)与 Forward PE 快照历史
Forward PE 历史区间:每日快照累积中(目前 1 天)