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Arista Networks (ANET) Dips More Than Broader Market: What You Should Know

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In the latest close session, Arista Networks (ANET - Free Report) was down 3.88% at $124.89. This change lagged the S&P 500's 0.53% loss on the day. At the same time, the Dow lost 0.09%, and the tech-heavy Nasdaq lost 1%.

The cloud networking company's stock has climbed by 3.01% in the past month, exceeding the Computer and Technology sector's gain of 2.62% and the S&P 500's gain of 2.06%.

The investment community will be paying close attention to the earnings performance of Arista Networks in its upcoming release. The company is expected to report EPS of $0.75, up 15.38% from the prior-year quarter. Meanwhile, our latest consensus estimate is calling for revenue of $2.37 billion, up 22.73% from the prior-year quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.88 per share and a revenue of $8.87 billion, representing changes of +26.87% and 0%, respectively, from the prior year.

It is also important to note the recent changes to analyst estimates for Arista Networks. Recent revisions tend to reflect the latest near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Right now, Arista Networks possesses a Zacks Rank of #2 (Buy).

With respect to valuation, Arista Networks is currently being traded at a Forward P/E ratio of 39.28. For comparison, its industry has an average Forward P/E of 23.95, which means Arista Networks is trading at a premium to the group.

One should further note that ANET currently holds a PEG ratio of 1.96. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. By the end of yesterday's trading, the Internet - Software industry had an average PEG ratio of 1.45.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 55, placing it within the top 23% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.


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