Arista Networks, Inc.Opportunity Rank #188(ANET) Intrinsic Value & DCF Analysis (2026)
Current Price
$176.61
Last updated: Jul 24, 2026
Price vs Intrinsic Value
Fundamental Score
Weighted across 6 signals
Narrative Score
No change vs previous
Trend Score
As of 2026-07-24
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The intrinsic value of Arista Networks, Inc. (ANET) is estimated at $88.74 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $176.61, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 9.34% long-term growth rate and a 10.90% discount rate, reflecting expected future free cash flow and cost of capital.
The intrinsic value of Arista Networks, Inc. (ANET) is estimated at $88.74 per share based on a 10-year discounted cash flow (DCF) analysis. At the current price of $176.61, the stock appears overvalued relative to its projected cash flow fundamentals. This estimate assumes a 9.34% long-term growth rate and a 10.90% discount rate, reflecting expected future free cash flow and cost of capital.Valuation Details
Capital Efficiency
The company is earning a higher return on invested capital than it costs to raise that capital — a sign of strong, efficient value creation.
Fundamental Details
Narrative Details
Trend Details
Investment Coach
- Price moves to at least a mid-teens discount to fair value.
- ROIC remains consistently above the cost of capital in upcoming quarters.
- Narrative score shows meaningful shifts in trend direction.
Free Cash Flow (in millions)
How Intrinziq Estimates Fair Value
Intrinziq estimates Arista Networks, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.
Arista Networks, Inc.Technology
Arista Networks, Inc. is a leading global technology firm that designs, promotes, and distributes innovative cloud networking solutions across the Americas, Europe, the Middle East, Africa, and Asia-Pacific regions. Its comprehensive product portfolio features advanced extensible operating systems, a collection of powerful network applications, and high-performance gigabit Ethernet switching and routing hardware. The company also offers robust post-contract customer support, which includes technical assistance, hardware repairs, parts replacement beyond standard warranty, and critical bug fixes, patches, and upgrades. Arista serves a diverse clientele, encompassing major internet companies, telecommunication providers, financial services organizations, government agencies, and entities in the media and entertainment sectors. Its sales strategy involves multiple channels, utilizing distributors, system integrators, value-added resellers, original equipment manufacturer partners, and a dedicated direct sales force. Established in 2004 as Arastra, Inc., the company adopted the name Arista Networks, Inc. in October 2008 and is headquartered in Santa Clara, California.