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

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In the latest market close, Arista Networks (ANET - Free Report) reached $80.22, with a +1.38% movement compared to the previous day. This move outpaced the S&P 500's daily gain of 0.49%. Elsewhere, the Dow lost 0.2%, while the tech-heavy Nasdaq added 1.22%.

Coming into today, shares of the cloud networking company had lost 32.28% in the past month. In that same time, the Computer and Technology sector lost 12.07%, while the S&P 500 lost 8.15%.

The upcoming earnings release of Arista Networks will be of great interest to investors. The company is forecasted to report an EPS of $0.60, showcasing a 20% upward movement from the corresponding quarter of the prior year. In the meantime, our current consensus estimate forecasts the revenue to be $1.96 billion, indicating a 24.71% growth compared to the corresponding quarter of the prior year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $2.56 per share and a revenue of $8.27 billion, indicating changes of +12.78% and +18.08%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for Arista Networks. Recent revisions tend to reflect the latest near-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the company's business health and profitability.

Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.

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. Over the past month, the Zacks Consensus EPS estimate has moved 6.18% higher. Arista Networks is currently sporting a Zacks Rank of #2 (Buy).

Looking at its valuation, Arista Networks is holding a Forward P/E ratio of 30.94. Its industry sports an average Forward P/E of 18.76, so one might conclude that Arista Networks is trading at a premium comparatively.

It is also worth noting that ANET currently has a PEG ratio of 2.15. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As of the close of trade yesterday, the Communication - Components industry held an average PEG ratio of 1.73.

The Communication - Components industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 28, placing it within the top 12% of over 250 industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.


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