AlphaYou
Overview
Key stats
Fundamentals Sep 12- Open
- $192.23
- 52-wk high
- $214.89
- High
- $200.25
- 52-wk low
- $114.52
- Low
- $192.11
- Prev close
- $188.99
- Mkt cap
- $238.36B
- P/E
- 61.0x
- Volume
- 4.60M
- Fwd P/E
- 37.3x
- Beta
- 1.62
- P/S
- 22.6x
- P/B
- 16.4x
- Profit margin
- +38.4%
- Op margin
- +45.4%
- ROE
- +31.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsSmart money
8 funds hold a position, insiders have been net selling, and 1 fin-fluencer is discussing it.
What funds are doing
Activist stakes, short interest & more
Earnings
Earnings came in 18.8% above what analysts expected.
Earnings per share
$0.80 expected
Revenue
No comparable estimate
Q3 2026 guidance
$3.30B
No comparable estimate
Reports Nov 3, 2026, in 51 days
EPS expected
$1.06 to $1.12
Revenue expected
22 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $2.31B | $2.49B | $2.71B | $3.04B |
| Cost of what it sold | $818.1M | $924.0M | $1.03B | $1.13B |
| Gross profit | $1.49B | $1.56B | $1.68B | $1.91B |
| What it spent | ||||
| Research and development | $326.0M | $348.4M | $343.7M | $348.2M |
| Sales and admin | $34.8M | $43.4M | $33.7M | $33.8M |
| Other operating costs | $151.2M | $139.1M | $141.6M | $150.3M |
| Total operating expenses | $512.0M | $530.9M | $519.0M | $532.3M |
| What was left | ||||
| Operating profit | $978.2M | $1.03B | $1.16B | $1.38B |
| Profit before tax | $1.08B | $1.14B | $1.27B | $1.50B |
| Tax | $224.1M | $181.6M | $248.5M | $291.4M |
| Net profit | $853.0M | $955.8M | $1.02B | $1.21B |
| EBITDA | $1.10B | $1.16B | $1.29B | $1.55B |
Technicals
Price structure
This stock is in a strong uptrend.
Trend
Strong uptrend
80 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
Arista Networks vs. HPE: A $42,000 gap over five years in AI networking
BullishSep 11Evercore ISI reiterates Arista Networks stock rating on security positioning By Investing.com
BullishSep 10Jefferies Financial Group Inc. Takes $49.71 Million Position in International Business Machines Corporation $IBM
NeutralSep 10Transamerica Financial Advisors LLC Takes $778,000 Position in International Business Machines Corporation $IBM
NeutralSep 10Proficio Capital Partners LLC Acquires New Shares in International Business Machines Corporation $IBM
NeutralSep 10Blue Edge Capital LLC Invests $2.35 Million in International Business Machines Corporation $IBM
NeutralSep 10Arista Networks (ANET) Falls More Steeply Than Broader Market: What Investors Need to Know
NeutralSep 9Arista Networks (ANET) Falls More Steeply Than Broader Market: What Investors Need to Know
Leans bearishSep 9
Macro
31 macro signals shaping ANET right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results