Análisis Argos
ANET
ANETCara
Arista Networks, Inc. · Technology
US$ 159.99
precio al 2026-07-04
Valor justo Argos*
US$ 89
vs. su valor justo
▼−45%
Score Argos
42/100
LA RESPUESTA
El mercado le pide crezca 49.6% al año — más de lo que ha demostrado (18%). Estás pagando un futuro que todavía no probó: el margen de error es mínimo.
Recompensas
✓Las ganancias crecieron 23% el último año.
✓Retorno sobre el capital alto (31%).
✓Tiene más caja que deuda: balance fuerte.
Riesgos
!El precio pide más crecimiento del que la empresa ha demostrado.
!Venta significativa de insiders en el último trimestre.
VALOR1/6FUTURO5/6PASADO4/6SALUD6/6DIVIDENDO2/6
El Iris de calidad
VALOR1/6FUTURO5/6PASADO4/6SALUD6/6DIVIDENDO2/6
ValorCotiza por encima de su valor justo
FuturoIngresos creciendo con fuerza
PasadoFundamentales sólidos y sostenidos
SaludBalance fuerte, deuda controlada
DividendoRetorno al accionista moderado
Score Argos42de 100Cara
Ingresos▲29%
US$ 9 B
Margen operativo▲2%
42.8%
Flujo de caja libre▲15%
US$ 4.3 B
Deuda neta
US$ -2 B
Lo esencial, sin ruido
Cap. de mercadoUS$ 201.5B
P/E57.4x
EV/EBITDA50.8x
FCF yield2.1%
ROIC30.6%
Margen operativo42.8%
Crecim. ingresos+28.6%/año
Piotroski F4/9
Competidores

Los rivales, con el mismo ojo

El Iris de calidad de cada competidor, lado a lado. Tocá uno para ver su análisis.

Novedades

Noticias recientes

zacks.com · 3 jul
ANET Rises 56% in a Year: Should Investors Buy, Sell or Hold?
Arista Networks, Inc. ANET has gained 56% in a year compared with the Internet software industry's growth of 10.8%. The stock has outperformed the Zacks Computer & Technology sector and the S&P 500 during the same time frame.
investors.com · 2 jul
Arista Stock: Managing Supply Challenges As Shares Near Buy Point
Cloud networking products manufacturer Arista has its stock trading close to a 177.48 entry from a cup-with-handle base.
zacks.com · 1 jul
Stocks Surged in Q2 2026, but Is the Market Getting Too Expensive?
While the market's momentum has been undeniable, valuation metrics are flashing caution signs that investors shouldn't ignore following one of the strongest periods for U.S. equities in recent memory.
zacks.com · 1 jul
Arista Networks (ANET) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the closing of the recent trading day, Arista Networks (ANET) stood at $166.62, denoting a -1.92% move from the preceding trading day.
zacks.com · 29 jun
Arista Networks, Inc. (ANET) Is a Trending Stock: Facts to Know Before Betting on It
Recently, Zacks.com users have been paying close attention to Arista Networks (ANET). This makes it worthwhile to examine what the stock has in store.
investorplace.com · 29 jun
Kalshi’s Harrison Shows Where the Next AI Trade Is Heading
Agentic AI is turning software into labor, driving a surge in inference demand across chips, memory, networking, power, and storage.
fxempire.com · 26 jun
Arista Networks Sees AI Sales Doubling, Nears New High
Networking company Arista Networks, Inc. (ANET) up 3,218% since 2015's first outlier inflow.
investorplace.com · 25 jun
The Bearish AI Headline That’s Actually the Most Bullish Signal of the Year
The U.S. just classified AI as a national security asset. That's a permanent floor under sovereign AI infrastructure spending.

* Valor justo Argos: estimación educativa del valor intrínseco según el propio flujo de caja de la empresa y su capacidad de crecimiento — no un precio objetivo ni una recomendación. Esto es información y educación, no asesoría de inversión. Rendimiento pasado no garantiza resultados futuros.