ANET Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

03
Harga $215.36
Kapitalisasi Pasar (MRQ) $271.61B
P/E (TTM) 68.2
EPS (TTM) $3.16
Pendapatan (TTM) $10.54B
ROE (TTM) 31.5%
Rentang 52M $115–$216

ANET Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

04
rentang
batang

Granularitas batang menyesuaikan dengan periode yang dipilih — arahkan kursor ke bagan untuk melihat buka/tinggi/rendah/tutup untuk sebuah batang.

Pemecahan saham 2
Tanggal ex-dividen Pemecahan Tipe
4 Des. 2024 4-for-1 Maju
18 Nov. 2021 4-for-1 Maju

Tentang Arista Networks, Inc. Common Stock Tinjauan perusahaan dari Wikipedia

05 · wikidata

Arista Networks, Inc. is an American provider of client to cloud networking services for large data center/AI, campus and routing environments.

Corporate history

Arista Networks was founded and incorporated in 2008, evolving from its roots in Arastra, established in 2004. Arista went public as ANET in 2014 and entered the S&P 100 in 2026 and was recognized on the 2026 Fortune 500 list of the largest United States corporations by revenue. It provides cloud and AI high performance networking. Members of Arista’s leadership team have experience in networking and innovation.

In June 2014, Arista Networks had its initial public offering on the New York Stock Exchange under the symbol ANET.

In December 2014, Cisco filed two lawsuits against Arista alleging intellectual property infringement., and the United States International Trade Commission issued limited exclusion and cease-and-desist orders concerning two of the features patented by Cisco and upheld an import ban on infringing products. In 2016, on appeal, the ban was reversed following product changes and two overturned Cisco patents, and Cisco's claim was dismissed. In August 2018, Arista agreed to pay Cisco US$400 million as part of a settlement that included a release for all claims of infringement by Cisco, dismissal of Arista's antitrust claims against Cisco, and a 5-year stand-down between the companies.

In August 2018, Arista Networks acquired Mojo Networks. In September 2018, Arista Networks acquired Metamako and integrated its low-latency product line as the 7130 series. In February 2020, Arista acquired Big Switch Networks. In October 2020, Arista acquired Awake Security.

Arista's CEO, Jayshree Ullal, was named to Barron's list of World's Best CEOs in 2018 and 2019.

In August 2022, Arista Networks acquired Pluribus Networks, a unified cloud network company, for an undisclosed sum.

In July 2025, Arista expanded its AI-driven campus and branch networking offerings and acquired the VeloCloud SD-WAN portfolio from Broadcom. This combination of innovations has the potential to bring operational ease through zero touch operations, proactive monitoring, and automated troubleshooting across the broad set of client-to-cloud networking domains.

Jayshree Ullal was named on the Fortune Most Powerful Women 2026 list.

Products

Extensible Operating System

Arista Extensible Operating System (EOS) is a network operating system with a feature set optimized for data center, campus and routing network use-cases across Cloud, AI, Enterprise, and Service Provider environments. Built on modern cloud operations principles, EOS operates as a single software base across Arista’s entire hardware portfolio, while also supporting virtualized (vEOS) and containerized (cEOS) deployments.

Core Architecture and State-Sharing Model

EOS is a networking stack built on an unmodified Linux kernel. Its design philosophy is a multi-process state-sharing architecture that completely separates state information from operational processes, unlike legacy operating systems that rely on monolithic kernels with fate-sharing code paths.

Protocol processing, security functions, and hardware drivers run entirely in the user address space as independent processes called agents. The center of this architecture is an in-memory database, SysDB, that governs system state via a streamlined publish/subscribe model:

State Decoupling: Agents never communicate directly with one another. Instead, they publish state changes to the central database, which automatically streams asynchronous notifications to any agents subscribed to those specific state types.

Software Fault Containment: Because services are strictly isolated in user space, a software defect or crash in one agent does not trigger a full system failure.

Stateful Restarts: If an agent restarts, it instantly re-subscribes to the central database and picks up exactly where it left off, achieving sub-50ms fault recovery and fast network convergence without rebuilding its state from scratch.

High Availability and Hitless Upgrades

Built explicitly for mission-critical production environments, EOS delivers high availability through its design:

Hitless Software Patches: Operators can apply hotfixes, often for security vulnerability patches, to an individual process level in real-time. The targeted agent restarts cleanly without impacting other system processes or disturbing the underlying data forwarding plane.

Smart System Upgrades (SSU): EOS supports hitless full-image upgrades. By leveraging accelerated software restarts, EOS upgrades the entire operating system image while maintaining continuous packet forwarding, helping to eliminate the need for planned downtime.

Evolution to Network-Wide State: Sysdb and NetDL

Device-level state sharing has historically been governed by SysDB, Arista's multi-process state repository present in every EOS instance. Modern EOS infrastructure expands this foundation into a Network Data Lake (NetDL). NetDL extends the EOS architecture beyond a single switch, centralizing and streaming device-level and network-wide states in real-time to a centralized repository. This functions as a network-wide software foundation for comprehensive visibility and predictive analytics, and serves as the basis for centralized management applications like Arista CloudVision.

Programmability and Modern NetDevOps

The pure Linux foundation of EOS allows the deployment of native Linux tools directly on the switch alongside modern DevOps frameworks. To support modern NetDevOps pipelines—treating network infrastructure as code—EOS offers an extensive programmability toolset:

eAPI (External API): A JSON-RPC based interface that allows operators to execute CLI commands remotely and retrieve outputs as structured JSON key-value pairs, eliminating brittle legacy screen-scraping methods.

EOS SDK: A native software development kit enabling operators to write custom, high-performance C++ or Python applications that run natively on the switch with direct programmatic access to the underlying hardware forwarding tables.

Modern Telemetry: Operating via open standards (like OpenConfig and gRPC), EOS continuously streams real-time system states directly to central monitoring fabrics like CloudVision for granular, historic forensic analysis.

Ethernet switches

Arista's switching portfolio spans cloud, AI, enterprise campus, routing, and ultra-low-latency environments. The product families include:

7800R4 and 7800R3 Series

High-performance modular routing and AI networking platforms designed for hyperscale cloud, AI, service provider, and large enterprise deployments. The 7800R family delivers scalable 400G and 800G Ethernet connectivity, advanced routing capabilities, deep buffering, and high-density spine architectures for next-generation AI clusters and data center fabrics.

7700R4 Series

Distributed Etherlink™ switching platforms optimized for large-scale AI networks. The 7700R4 family enables ultra-high-bandwidth AI cluster interconnects with support for 400G and 800G Ethernet, low-latency transport, and scalable AI fabric architectures.

7500R3 Series

Modular universal spine and routing systems providing deep-buffer performance, large routing tables, and cloud-scale resiliency. Designed for data center, cloud, and service provider networks requiring high-performance routing and switching at scale.

7388X5 Series

Compact modular spine switches delivering high-density 400GbE connectivity for modern data center and AI network architectures. The platform combines scalability, operational efficiency, and investment protection for evolving cloud infrastructures.

7280R4 and 7280R3 Series

Universal leaf, spine, and routing platforms featuring deep-buffer Virtual Output Queuing (VOQ) architecture. Available in multiple fixed-form-factor configurations supporting 10GbE through 400GbE interfaces, these systems are widely deployed in cloud, enterprise, and service provider environments.

7060X6 & XE7 Series

High-density data center switches supporting 100GbE, 400GbE, 800GbE and 1.6Tbps Ethernet connectivity. Designed for AI/ML workloads, cloud-scale applications, and next-generation data center fabrics.

7060X5, 7060X4, and 7050X Series

Fixed-configuration leaf and spine switches providing high-performance Ethernet connectivity from 10GbE through 400GbE. These platforms offer low latency, high port density, and flexible deployment options for enterprise and cloud data centers.

720XP, 722XPM, 720D, and 710P Campus Series

Enterprise access switches delivering multi-gigabit Ethernet, PoE/PoE++, MACsec encryption, and advanced telemetry capabilities. These systems form the foundation of Arista's Cognitive Campus architecture.

750 Series Modular Campus Switches

High-performance modular campus platforms providing scalable aggregation and core networking services for large enterprise environments, supporting integrated wired and wireless operations.

7130 Series

Ultra-low-latency programmable switching platforms combining FPGA acceleration, Layer 1 switching, packet capture, and advanced market-data processing capabilities. Widely deployed in financial trading, telecommunications, and specialized low-latency environments.

7170 Series

Programmable switching platforms supporting customized packet processing, advanced telemetry, and application-specific networking functions using programmable data plane technologies.

All platforms operate on Arista EOS® (Extensible Operating System), providing a consistent software architecture, automation framework, telemetry, observability, and operational model across data center, campus, WAN, and cloud deployments.

Key Deployment Areas

Arista Ethernet switches are widely deployed across:

AI and GPU cluster networking

Hyperscale cloud data centers

Enterprise data centers

Service provider networks

Campus and branch environments

Financial trading infrastructure

High-performance computing (HPC) environments

The combination of high-performance switching, cloud-scale routing, low-latency networking, and a common EOS software platform enables organizations to build scalable, resilient, and AI-ready network infrastructures.

Wireless, Security, Observability, and SD-WAN Solutions

Beyond its Ethernet switching and routing portfolio, Arista provides a comprehensive suite of wireless networking, network security, observability, and software-defined WAN (SD-WAN) solutions. These offerings extend Arista's cloud networking architecture from the data center to the campus, branch, edge, and multi-cloud environments.

Wireless Networking

Arista's Cognitive Wi-Fi portfolio delivers cloud-managed wireless networking for enterprise campuses, branch offices, educational institutions, healthcare organizations, and distributed enterprises.

Key capabilities include:

Wi-Fi 6, Wi-Fi 6E, and Wi-Fi 7 access points

Cloud-native wireless management

AI-driven radio frequency (RF) optimization

Location services and asset tracking

User and device analytics

Seamless integration with wired campus infrastructure

Automated troubleshooting and network assurance

Arista's wireless architecture provides a unified operational model across wired and wireless networks through centralized management and policy enforcement.

Network Security

Arista's security portfolio is built around a Zero Trust networking model and combines network visibility, behavioral analytics, and threat detection capabilities.

Key security solutions include:

Network Detection and Response (NDR)

AI-driven threat detection and anomaly identification

East-west traffic visibility across campus, data center, and cloud environments

Device and user behavioral analytics

Asset discovery and classification

Network segmentation and micro-segmentation

Identity-based policy enforcement

MACsec encryption support across campus and data center networks

Arista's security architecture enables organizations to detect, investigate, and respond to threats while maintaining operational simplicity across distributed environments.

Network Observability and Operations

Arista provides a comprehensive network operations platform through CloudVision®, offering end-to-end visibility, automation, and assurance across data center, campus, cloud, and WAN infrastructures.

Key capabilities include:

Real-time streaming telemetry

Network-wide configuration management

Automated provisioning and change control

Compliance monitoring and auditing

Root-cause analysis and troubleshooting

Application and network performance monitoring

Capacity planning and predictive analytics

Network digital twin capabilities for testing and validation

End-to-end infrastructure observability

CloudVision serves as a centralized management platform that enables consistent operations across physical, virtual, and cloud-based networking environments.

SD-WAN and Secure Edge Networking

Arista's SD-WAN portfolio provides secure connectivity for branch offices, remote users, cloud applications, and distributed enterprise networks.

Key capabilities include:

Application-aware traffic steering

Dynamic path selection and optimization

Multi-cloud connectivity

Secure branch networking

Broadband, MPLS, and wireless WAN integration

Centralized policy management

WAN performance analytics

Automated deployment and provisioning

Integrated security and segmentation

The platform enables organizations to simplify WAN operations while improving application performance and reducing connectivity costs across geographically distributed locations.

Arista Community Central

Arista Community Central is a centralized resource created by Arista Networks for customers, partners, and technical professionals. The community serves as a platform for sharing knowledge, engaging in discussions, and accessing various technical resources related to Arista’s networking technologies.

The community utilizes a search engine powered by AI to provide the most relevant results and to enhance user experience.

What the Community Offers

Knowledge Base: A comprehensive Knowledge Base that includes technical articles, guides, and best practices for Arista products and solutions. It covers topics such as troubleshooting, tech tips, and configuration articles organized by technology, aiding users in managing and supporting their Arista products.

Community Forum: The forum allows users to ask questions and participate in discussions related to Arista’s products. While the forum is publicly available, participation is limited to registered users, ensuring focused and expert-driven dialogue.

Videos & Webinars: Arista Community Central also provides access to recorded webinars and technology-related videos hosted on the Community YouTube channel]aimed at deepening users’ understanding of Arista’s technology offerings.

Major competitors

Cisco Systems

Extreme Networks

Fortinet

Hewlett Packard Enterprise (Aruba Networks division)

Juniper Networks - acquired by HPE, 2025.

Nokia

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

sektorCommunications industriCommunications karyawan5.115 negaraUS

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

06
Pendapatan$9.01B
2016-12-31 → 2025-12-31
EPS$2.75
2016-12-31 → 2025-12-31
Arus Kas Bebas$4.25B
2016-12-31 → 2025-12-31
Margin bersih38.4%
2016-12-31 → 2025-12-31
Valuasi & Rasio 07–12

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik Tren 5 Tahun ANET rata-rata 5T Median Rekan Kesimpulan
P/E (TTM) 68.2rata-rata 5T ≈35.0 ≈35.0 34.0 Terlalu mahal
P/S (TTM) 25.8rata-rata 5T ≈9.4 ≈9.4 8.5 Terlalu mahal
P/B (MRQ) 18.4rata-rata 5T ≈6.9 ≈6.9 10.9 Terlalu mahal
Harga / FCF (TTM) 52.7rata-rata 5T ≈23.6 ≈23.6 · ·
Harga / Arus Kas (TTM) 51.2rata-rata 5T ≈22.8 ≈22.8 32.5 Terlalu mahal
Harga / Nilai Buku Berwujud (MRQ) 18.7rata-rata 5T ≈7.3 ≈7.3 · ·
PEG Ratio (Rasio PEG) ≈10.4 · · ·

Median rekan dihitung berdasarkan basis standar per metrik dan mungkin tidak selalu cocok dengan basis TTM/MRQ yang ditampilkan untuk saham ini.

nilai · ≈ rata-rata 5T · median industri · penilaian relatif terhadap median

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

14
Kejutan Rata-rata 7.7%
Laporan Berikutnya Nov 02, 2026
PeriodeLaporanEPS AktualEPS EstimasiKejutan
30 Juni 2026 Agu 3, 2026 $1.02 $0.90 13.0%
31 Maret 2026 $0.87 $0.82 5.8%
31 Des. 2025 $0.82 $0.77 6.2%
30 Sep. 2025 $0.75 $0.73 3.0%
30 Juni 2025 $0.73 $0.66 10.2%
31 Maret 2025 $0.65 $0.60 7.7%

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

15
Laporan Laba Rugi 17
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue $9.01B$7.00B$5.86B$4.38B$2.95B$2.32B$2.41B$2.15B$1.65B$1.13B$838M$584M
Cost of Revenue $3.24B$2.51B$2.23B$1.71B$1.07B$836M$866M$778M$584M$406M$294M$192M
Gross Profit $5.77B$4.49B$3.63B$2.68B$1.88B$1.48B$1.54B$1.37B$1.06B$723M$544M$392M
R&D Expense $1.24B$997M$855M$728M$587M$487M$463M$442M$350M$274M$209M$149M
SG&A Expense $142M$123M$119M$93M$83M$66M$62M$65M$87M$75M$76M$32M
Operating Expenses $1.91B$1.55B$1.37B$1.15B$956M$782M$739M$1.10B$591M$480M$394M$267M
Operating Income $3.86B$2.94B$2.26B$1.53B$925M$700M$806M$273M$470M$243M$149M$126M
Interest Expense ·······$3M$3M$3M··
Other Non-op $394M$320M$165M$55M$6M$39M$56M$18M$7M$2M$-147.0K$2M
Pretax Income $4.25B$3.27B$2.42B$1.58B$931M$739M$862M$289M$475M$242M$146M$122M
Income Tax $738M$413M$335M$229M$90M$104M$2M$-39M$52M$58M$25M$35M
Net Income $3.51B$2.85B$2.09B$1.35B$841M$635M$860M$328M$423M$184M$121M$87M
EPS (Basic) $2.79$2.27$1.69$1.10$2.74$2.09$2.82$4.39$5.85$2.66$1.81$1.42
EPS (Diluted) $2.75$2.23$1.65$1.07$2.63$2.00$2.66$4.06$5.35$2.50$1.67$1.29
Shares (Basic) 1,258,000,0001,256,300,0001,237,400,0001,225,891,000306,512,000303,936,000305,248,00074,750,00072,258,00068,771,00065,964,00048,427,000
Shares (Diluted) 1,275,700,0001,281,100,0001,268,500,0001,265,835,000319,238,000317,860,000323,516,00080,844,00078,977,00073,222,00071,411,00054,590,000
EBITDA $3.93B$3.01B$2.33B$1.59B$975M$744M$839M$301M$491M$263M$163M$136M
Neraca 27
Metrik Tren 202520242023202220212020201920182017201620152014
Cash & Equivalents $1.96B$2.76B$1.94B$672M$621M$893M$1.11B$650M$859M$568M$687M$240M
Receivables $1.89B$1.14B$1.03B$923M$517M$390M$392M$332M$247M$253M$144M$97M
Inventory $2.25B$1.83B$1.95B$1.29B$650M$480M$244M$265M$306M$236M$92M$78M
Prepaid Expense $1.51B$632M$413M$314M$238M$95M$111M$162M$177M$169M$51M$43M
Other Current Assets ··$282M$152M$173M$61M$64M$96M$96M$79M$29M$12M
Current Assets $16.39B$11.91B$8.40B$5.55B$4.81B$3.84B$3.47B$2.71B$2.27B$1.53B$974M$679M
PP&E (Net) $203M$99M$102M$95M$79M$32M$39M$75M$74M$77M$80M$72M
PP&E (Gross) $452M$318M$290M$252M$212M$147M$137M$165M$143M$126M$110M$89M
Accum. Depreciation $249M$219M$188M$157M$133M$115M$97M$90M$69M$49M$30M$17M
Goodwill $416M$268M$269M$266M$188M$190M$55M$54M$0···
Intangibles $289M$62M$89M$122M$94M$123M$45M$59M$0···
Other Non-current Assets $669M$325M$152M$167M$33M$30M$30M$23M$19M$19M$21M$12M
Total Assets $19.45B$14.04B$9.96B$6.78B$5.73B$4.74B$4.19B$3.08B$2.46B$1.73B$1.16B$811M
Accounts Payable $652M$381M$435M$233M$203M$134M$92M$94M$52M$79M$44M$32M
Accrued Liabilities $475M$435M$407M$292M$227M$143M$140M$123M$134M$91M$61M$40M
Current Liabilities $5.38B$2.73B$1.92B$1.29B$1.11B$768M$597M$607M$530M$460M$235M$144M
Capital Leases ·$37M$44M$44M$57M$72M$83M$0····
Deferred Tax ··$0$42.0K$129M$228M$255M$4M$2M$1M$469.0K$120.0K
Other Non-current Liabilities $332M$253M$227M$102M$55M$42M$38M$28M$10M$8M$7M$5M
Total Liabilities $7.08B$4.05B$2.74B$1.89B$1.76B$1.42B$1.29B$939M$799M$621M$372M$255M
Common Stock $100.0K$100.0K$125.0K$31.0K$31.0K$30.0K$8.0K$8.0K$7.0K$7.0K$7.0K$7.0K
Paid-in Capital $2.91B$2.47B$2.11B$1.78B$1.53B$1.29B$1.11B$957M$805M$674M$538M$426M
Retained Earnings $9.45B$7.54B$5.11B$3.14B$2.46B$2.03B$1.79B$1.19B$859M$435M$251M$130M
AOCI $12M$-13M$-3M$-34M$-8M$238.0K$143.0K$-4M$-2M$-1M$-675.0K$-334.0K
Stockholders' Equity $12.37B$9.99B$7.22B$4.89B$3.98B$3.32B$2.89B$2.14B$1.66B$1.11B$788M$556M
Liabilities + Equity $19.45B$14.04B$9.96B$6.78B$5.73B$4.74B$4.19B$3.08B$2.46B$1.73B$1.16B$811M
Shares Outstanding 1,256,500,0001,261,300,0001,249,000,0001,227,600,0001,230,725,000304,696,000305,556,00075,668,00073,706,00070,811,00068,132,00065,528,000
Arus Kas 15
Metrik Tren 202520242023202220212020201920182017201620152014
D&A $73M$62M$71M$63M$50M$35M$33M$28M$21M$20M$14M$10M
Stock-based Comp $439M$355M$297M$231M$187M$137M$101M$91M$75M$59M$45M$28M
Deferred Tax $-312M$-493M$-371M$-244M$-99M$-9M$-76M$-58M$8M$-22M$-24M$-7M
Amort. of Intangibles $42M$27M$33M$34M$29M$24M$13M$5M····
Other Non-cash $661M$932M$-50M$-909M$37M$-72M$45M$114M$104M$-110M$46M$15M
Operating Cash Flow $4.37B$3.71B$2.03B$493M$1.02B$735M$963M$503M$632M$174M$238M$132M
CapEx $120M$32M$34M$45M$65M$15M$16M$24M$15M$21M$20M$13M
Investing Cash Flow $-3.58B$-2.46B$-688M$216M$-926M$-609M$-284M$-755M$-391M$-326M$184M$-249M
Stock Repurchased $1.60B$424M$112M$670M$412M$395M$266M$0$0···
Net Stock Activity $-1.60B$-424M$-112M$-670M$-412M$-395M$-266M·····
Financing Cash Flow $-1.60B$-422M$-84M$-655M$-361M$-346M$-218M$43M$51M$33M$26M$244M
Net Change in Cash $-798M$824M$1.26B$51M$-272M$-218M$461M$-211M$293M$-119M$447M$126M
Taxes Paid $1.10B···········
Free Cash Flow $4.25B$3.68B$2.00B$448M$951M$720M$947M$479M$616M$110M$181M$119M
Levered FCF ·······$476M····
Profitabilitas 8
Metrik Tren 202520242023202220212020201920182017201620152014
Gross Margin 64.1%64.1%62.0%61.1%63.8%63.9%64.1%63.8%64.5%64.0%64.9%67.1%
Operating Margin 42.8%42.0%38.5%34.9%31.4%30.2%33.4%12.7%28.6%21.6%17.8%21.5%
Net Margin 39.0%40.7%35.6%30.9%28.5%27.4%35.7%15.2%25.7%16.3%14.5%14.9%
Pretax Margin 47.2%46.6%41.3%36.1%31.6%31.9%35.8%13.4%28.8%21.4%17.4%20.8%
EBITDA Margin 43.6%42.9%39.7%36.3%33.1%32.1%34.8%14.0%29.8%23.3%19.5%23.2%
ROA 21.0%23.8%25.0%21.6%16.1%14.2%23.7%11.8%20.2%12.8%12.3%·
ROE 30.2%29.6%30.4%29.2%21.4%19.8%31.0%16.1%30.6%19.4%18.0%·
ROIC 25.8%25.7%27.0%26.7%21.0%18.1%27.8%14.5%25.2%16.7%15.7%·
Likuiditas & Solvabilitas 3
Metrik Tren 202520242023202220212020201920182017201620152014
Current Ratio 3.04.44.44.34.35.05.84.54.33.34.1·
Quick Ratio 0.71.41.61.21.01.72.51.62.11.83.5·
Interest Coverage ·······101.2····
Efisiensi 3
Metrik Tren 202520242023202220212020201920182017201620152014
Asset Turnover 0.50.60.70.70.60.50.70.80.80.80.8·
Inventory Turnover 1.61.31.41.81.92.33.42.72.22.53.5·
Receivables Turnover 5.96.46.06.16.55.96.77.46.65.76.9·
Per Saham 5
Metrik Tren 202520242023202220212020201920182017201620152014
Book Value / Share $9.85$7.92$23.12$15.92$12.93$43.59$37.89$28.33$22.55$15.64$11.57·
Revenue / Share $7.06$5.47$18.48$13.84$9.23$29.16$29.81$26.61$20.84$15.42$11.73$10.70
Cash Flow / Share $3.43$2.89$6.41$1.56$3.18$9.25$11.91$6.22$8.00$1.80$2.81$2.42
Cash / Share $1.56$2.19$6.21$2.19$2.02$11.73$14.55$8.59$11.66$8.02$10.09·
EPS (TTM) $2.75$2.23$1.65$1.07$2.63$2.00$2.66$4.06$5.35$2.50$1.67$1.29
Tingkat Pertumbuhan 9
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue YoY 28.6%19.5%33.8%48.6%27.2%·······
Revenue CAGR 3Y 27.2%33.4%36.2%·········
Revenue CAGR 5Y 31.2%···········
EPS YoY 23.3%35.1%54.2%-59.3%31.5%·······
EPS CAGR 3Y 37.0%-5.3%-6.2%·········
EPS CAGR 5Y 6.6%···········
Net Income YoY 23.1%36.6%54.3%60.8%32.5%·······
Net Income CAGR 3Y 37.4%50.2%48.7%·········
Net Income CAGR 5Y 40.8%···········
Valuasi (TTM) 10
Metrik Tren 202520242023202220212020201920182017201620152014
Revenue TTM $9.01B$7.00B$5.86B$4.38B$2.95B$2.32B$2.41B$2.15B$1.65B$1.13B$838M$584M
Net Income TTM $3.51B$2.85B$2.09B$1.35B$841M$635M$860M$328M$423M$184M$121M$87M
Market Cap $164.64B$139.42B$18.38B$9.31B$11.06B$1.38B$971M$996M$1.09B$428M$331M·
P/E 47.649.635.728.413.79.14.83.22.82.42.92.9
P/S 18.319.93.12.13.80.60.40.50.70.40.4·
P/B 13.313.92.51.92.80.40.30.50.70.40.4·
P / Tangible Book 14.114.42.72.13.00.5······
P / Cash Flow 37.737.69.018.910.91.91.02.01.73.31.7·
P / FCF 38.737.99.220.811.61.91.02.11.83.91.8·
Earnings Yield 2.1%2.0%2.8%3.5%7.3%11.0%20.9%30.8%36.3%41.3%34.3%34.0%

Periode terbaru di sebelah kiri · nilai null ditampilkan sebagai ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

16
Metrik 2025-12-312024-12-312023-12-312022-12-312021-12-31
Pendapatan $9.01B $7.00B $5.86B $4.38B $2.95B
Margin Kotor % 64.1% 64.1% 62.0% 61.1% 63.8%
Margin Operasi % 42.8% 42.0% 38.5% 34.9% 31.4%
Laba Bersih $3.51B $2.85B $2.09B $1.35B $841M
EPS Dilusian $2.75 $2.23 $1.65 $1.07 $2.63

Pemilik institusional (13F) 2.447 pengaju · $163.5B total · Per tanggal 30 Sep. 2026

17

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Pemegang 2.447
Nilai yang dipegang $163.5B
Posisi baru 374
Posisi yang keluar 108
Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
374 (+108 vs Kuartal sebelumnya) 108 (-40 vs Kuartal sebelumnya) 975 (+107 vs Kuartal sebelumnya) 747 (-8 vs Kuartal sebelumnya) +21.5M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
BlackRock, Inc. $15.524.287.266 91.383.843 9,49% Saham
VANGUARD GROUP INC $13.258.877.087 101.189.629 8,11% Saham
VANGUARD CAPITAL MANAGEMENT LLC $11.668.776.727 68.688.349 7,14% Saham
STATE STREET CORP $8.182.406.614 48.165.803 5,00% Saham
FMR LLC $8.043.794.998 47.349.865 4,92% Saham
GEODE CAPITAL MANAGEMENT, LLC $4.658.704.750 27.505.753 2,85% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $4.384.389.601 25.808.745 2,68% Saham
MORGAN STANLEY $3.346.030.863 19.696.435 2,05% Saham
Cresset Asset Management, LLC $3.290.245.013 19.368.054 2,01% Saham
Capital Research Global Investors $2.236.166.516 13.164.137 1,37% Saham
AMERIPRISE FINANCIAL INC $2.174.367.920 12.800.606 1,33% Saham
NORGES BANK $2.080.506.770 12.246.920 1,27% Saham
JPMORGAN CHASE & CO $1.922.551.190 11.715.728 1,18% Saham
Nuveen, LLC $1.823.763.218 10.735.597 1,12% Saham
NORTHERN TRUST CORP $1.722.429.458 10.139.095 1,05% Saham
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $1.712.787.940 9.725.196 1,05% Saham
FRANKLIN RESOURCES INC $1.686.671.372 9.928.605 1,03% Saham
GOLDMAN SACHS GROUP INC $1.637.786.407 9.640.843 1,00% Saham
SCHRODER INVESTMENT MANAGEMENT GROUP $1.634.633.436 9.622.283 1,00% Saham
DEUTSCHE BANK AG\ $1.589.651.420 9.357.496 0,97% Saham
PeakShares LLC $1.573.429.000 9.262 0,96% Saham
WELLINGTON MANAGEMENT GROUP LLP $1.433.950.794 8.440.963 0,88% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $1.398.637.499 8.233.091 0,86% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $1.304.014.703 10.620.742 0,80% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $1.293.799.964 7.615.964 0,79% Saham
Amundi $1.241.659.035 7.309.036 0,76% Saham
Legal & General Group Plc $1.197.897.272 7.051.432 0,73% Saham
BANK OF AMERICA CORP /DE/ $1.111.877.799 6.545.078 0,68% Saham
Swedbank AB $1.072.793.725 6.315.009 0,66% Saham
UBS Group AG $1.070.405.047 6.300.948 0,65% Saham
Clearbridge Investments, LLC $1.020.589.195 6.007.707 0,62% Saham
VANGUARD FIDUCIARY TRUST CO $1.013.579.846 5.966.446 0,62% Saham
AQR CAPITAL MANAGEMENT LLC $1.002.865.763 5.932.011 0,61% Saham
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO $954.594.452 5.619.228 0,58% Saham
Bank of New York Mellon Corp $911.212.604 5.363.860 0,56% Saham
Point72 Asset Management, L.P. $873.138.522 5.139.737 0,53% Saham
ROYAL BANK OF CANADA $850.347.000 5.005.585 0,52% Saham
WELLS FARGO & COMPANY/MN $815.259.296 4.799.030 0,50% Saham
Invesco Ltd. $802.545.402 4.724.190 0,49% Saham
Pictet Asset Management Holding SA $791.055.885 4.658.879 0,48% Saham
FIRST TRUST ADVISORS LP $780.048.514 4.591.762 0,48% Saham
JANE STREET GROUP, LLC $665.878.636 3.919.700 0,41% Opsi jual
Capital World Investors $629.769.453 3.707.143 0,39% Saham
Robeco Institutional Asset Management B.V. $620.951.488 3.655.236 0,38% Saham
JANUS HENDERSON GROUP PLC $599.195.458 4.880.273 0,37% Saham
Winslow Capital Management, LLC $592.030.271 3.484.991 0,36% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $581.791.904 3.425.159 0,36% Saham
NORDEA INVESTMENT MANAGEMENT AB $580.662.230 3.444.227 0,36% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $572.869.336 3.372.200 0,35% Opsi beli
ENVESTNET ASSET MANAGEMENT INC $557.355.377 3.280.887 0,34% Saham

Tampilkan semua 2.447 pemilik institusional →

Orang dalam perusahaan 23 orang dalam · 10 pejabat · 12 direktur

19
Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Jayshree Ullal CEO and Chairperson 25 Sep. 2026 S 15.943.854 0 154 $-666.832.573
Chantelle Yvette Breithaupt Senior Vice President, CFO 1 Sep. 2026 S 69.921 0 3 $-1.882.275
Ita M Brennan Senior Vice President, CFO 1 Des. 2023 M 21.070 0 0 $0
Kelyn Brannon Chief Financial Officer 8 April 2015 M 483 0 0 $0
Kenneth Duda President and CTO 21 Sep. 2026 M 442.400 0 186 $-94.591.530
Todd Nightingale President and COO 20 Agu 2026 M 69.463 0 0 $0
Anshul Sadana SVP, Chief Operating Officer 20 Mei 2024 M 72.199 0 0 $0
Marc Taxay SVP and General Counsel 3 Maret 2025 S 0 0 0 $0
John F Mccool Chief Platform Officer 26 Feb. 2025 S 0 0 0 $0
Manuel Felix Rivelo SVP, Chief Customer Officer 20 Nov. 2019 M 1.634 0 0 $0
Mark B Templeton Direktur 1 Okt. 2026 S 48.410 0 10 $-2.007.621
Kelly Bodnar Battles Direktur 21 Agu 2026 S 10.194 0 21 $-244.335
Robert G Lavender Direktur 20 Agu 2026 M 4.607 0 0 $0
Yvonne Wassenaar Direktur 20 Agu 2026 M 10.322 0 18 $-778.157
Daniel Scheinman Direktur 20 Agu 2026 M 158.730 0 0 $0
Charles H Giancarlo Direktur 20 Agu 2026 M 1.509 0 57 $-12.053.084
Lewis Chew Direktur 20 Agu 2026 M 31.770 0 0 $0
Nikos Theodosopoulos Direktur 22 Mei 2023 M 26.002 0 0 $0
Ann Mather Direktur 20 Mei 2022 M 4.100 0 0 $0
Marc F Stoll Direktur 11 Mei 2017 M 0 0 0 $0
Andreas Bechtolsheim Pemilik 10% 17 Sep. 2026 S 180.543.048 0 127 $-579.351.835
2010 David R Cheriton Irrevocable Trust dtd July 27, 2010 Pemilik 10% 27 Mei 2016 S 6.762.981 0 0 $0
Mark Stephen Smith · 15 Feb. 2017 M 63.100 0 0 $0

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Kepemilikan ETF Dimiliki oleh 168 ETF

20

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
IYZ · iShares Trust 12,55% 809.806 SH 11 Sep. 2026 Harian
AIFD · TCW ETF Trust 5,90% 40.972 NS 31 Juli 2026 N-PORT
IDGT · iShares Trust 5,52% 148.527 SH 11 Sep. 2026 Harian
FDND · First Trust Exchange-Traded Fund IV 4,75% 2.567 NS 31 Juli 2026 N-PORT
PWRD · TCW ETF Trust 4,05% 326.610 NS 31 Juli 2026 N-PORT
GPTY · Tidal Trust II 3,89% 21.950 NS 31 Juli 2026 N-PORT
QIDX · Spinnaker ETF Series 3,84% 8.291 NS 31 Juli 2026 N-PORT
BRNY · EA Series Trust 3,68% 118.253 NS 31 Juli 2026 N-PORT
IWLG · New York Life Investments Active ET… 3,52% 60.865 NS 31 Juli 2026 N-PORT
NEWZ · EA Series Trust 3,48% 3.770 NS 31 Juli 2026 N-PORT
WEBL · Direxion Shares ETF Trust 3,32% 17.206 NS 31 Juli 2026 N-PORT
CAML · Professionally Managed Portfolios 3,13% 64.034 NS 31 Juli 2026 N-PORT
TRFK · Pacer Funds Trust 2,86% 151.526 NS 31 Juli 2026 N-PORT
ARTY · iShares Trust 2,74% 581.832 SH 11 Sep. 2026 Harian
HFGO · Hartford Funds Exchange-Traded Trust 2,71% 30.240 NS 31 Juli 2026 N-PORT
TEC · Harbor ETF Trust 2,68% 945 NS 31 Juli 2026 N-PORT
ESLG · Strategy Shares 2,48% 3.203 NS 31 Juli 2026 N-PORT
ABFL · Abacus FCF ETF Trust 2,43% 70.890 NS 31 Juli 2026 N-PORT
RILA · Spinnaker ETF Series 2,40% 5.606 NS 31 Juli 2026 N-PORT
SPGP · Invesco Exchange-Traded Fund Trust 2,40% 236.485 SH 5 Okt. 2026 Harian
AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 2,38% 14.861 NS 31 Juli 2026 N-PORT
LCLG · Advisors Series Trust 2,36% 14.108 NS 31 Juli 2026 N-PORT
IETC · iShares U.S. ETF Trust 2,30% 83.459 SH 11 Sep. 2026 Harian
KNCT · Invesco Exchange-Traded Fund Trust 2,20% 17.891 SH 5 Okt. 2026 Harian
CHAT · Tidal Trust II 2,17% 213.262 NS 31 Juli 2026 N-PORT
FGSI · First Trust Exchange-Traded Fund IV 2,08% 239 NS 31 Juli 2026 N-PORT
RPG · Invesco Exchange-Traded Fund Trust 2,06% 194.269 SH 5 Okt. 2026 Harian
NUGO · Nushares ETF Trust 1,85% 249.937 NS 31 Juli 2026 N-PORT
SAWG · ETF Series Solutions 1,80% 287 NS 31 Juli 2026 N-PORT
EQTY · Valued Advisers Trust 1,78% 140.696 NS 31 Juli 2026 N-PORT
PDP · Invesco Exchange-Traded Fund Trust 1,75% 126.387 SH 5 Okt. 2026 Harian
TGLB · T. Rowe Price Exchange-Traded Funds… 1,68% 2.439 NS 31 Juli 2026 N-PORT
FMAG · FIDELITY COVINGTON TRUST 1,66% 22.660 NS 31 Juli 2026 N-PORT
SOVF · Elevation Series Trust 1,51% 7.328 NS 31 Juli 2026 N-PORT
VEGN · ETF Series Solutions 1,50% 14.762 NS 31 Juli 2026 N-PORT
ALTL · Pacer Funds Trust 1,49% 7.620 NS 31 Juli 2026 N-PORT
JHAI · Janus Detroit Street Trust 1,49% 1.928 NS 31 Juli 2026 N-PORT
QUAL · iShares Trust 1,46% 3.607.919 SH 11 Sep. 2026 Harian
PWB · Invesco Exchange-Traded Fund Trust 1,46% 195.119 SH 5 Okt. 2026 Harian
IWFG · New York Life Investments Active ET… 1,39% 4.651 NS 31 Juli 2026 N-PORT
RSPT · Invesco Exchange-Traded Fund Trust 1,37% 412.489 SH 5 Okt. 2026 Harian
COWG · Pacer Funds Trust 1,32% 161.406 NS 31 Juli 2026 N-PORT
ACVF · ETF Opportunities Trust 1,32% 11.120 NS 31 Juli 2026 N-PORT
GARP · iShares Trust 1,31% 211.935 SH 11 Sep. 2026 Harian
HAPI · Harbor ETF Trust 1,30% 35.369 NS 31 Juli 2026 N-PORT
GRZZ · Tidal Trust II 1,30% 2.401 NS 31 Juli 2026 N-PORT
SEMI · Columbia ETF Trust I 1,17% 2.442 NS 31 Juli 2026 N-PORT
LCOW · Pacer Funds Trust 1,15% 1.648 NS 31 Juli 2026 N-PORT
XOEF · iShares Trust 1,10% 1.295 SH 11 Sep. 2026 Harian
EQWL · Invesco Exchange-Traded Fund Trust 1,09% 146.123 SH 5 Okt. 2026 Harian
SPHB · Invesco Exchange-Traded Fund Trust … 1,05% 50.513 SH 5 Okt. 2026 Harian
LRND · New York Life Investments ETF Trust 1,02% 22.609 NS 31 Juli 2026 N-PORT
HIBL · Direxion Shares ETF Trust 1,01% 4.188 NS 31 Juli 2026 N-PORT
WINN · Harbor ETF Trust 1,00% 62.537 NS 31 Juli 2026 N-PORT
TECL · Direxion Shares ETF Trust 0,89% 252.254 NS 31 Juli 2026 N-PORT
IGM · iShares Trust 0,87% 487.190 SH 11 Sep. 2026 Harian
FTEC · FIDELITY COVINGTON TRUST 0,84% 926.226 NS 31 Juli 2026 N-PORT
JOET · Virtus ETF Trust II 0,84% 11.315 NS 31 Juli 2026 N-PORT
MTUM · iShares Trust 0,83% 1.070.457 SH 11 Sep. 2026 Harian
FTC · First Trust Exchange-Traded AlphaDE… 0,83% 60.518 NS 31 Juli 2026 N-PORT
USXF · iShares Trust 0,82% 63.585 SH 11 Sep. 2026 Harian
VFQY · VANGUARD WELLINGTON FUND 0,80% 22.442 SH 19 Agu 2026 Harian
ESUM · Strategy Shares 0,79% 8.019 NS 31 Juli 2026 N-PORT
ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… 0,77% 358 NS 31 Juli 2026 N-PORT
MGK · VANGUARD WORLD FUND 0,76% 1.498.017 SH 19 Agu 2026 Harian
VGT · VANGUARD WORLD FUND 0,74% 7.393.453 SH 19 Agu 2026 Harian
IXN · iShares Trust 0,71% 351.653 SH 11 Sep. 2026 Harian
IWY · iShares Trust 0,70% 573.765 SH 11 Sep. 2026 Harian
OMFL · Invesco Exchange-Traded Self-Indexe… 0,68% 156.227 SH 5 Okt. 2026 Harian
TRFM · ETF Series Solutions 0,66% 9.039 NS 31 Juli 2026 N-PORT
FFLC · FIDELITY COVINGTON TRUST 0,65% 43.508 NS 31 Juli 2026 N-PORT
AQLT · iShares Trust 0,65% 11.182 SH 11 Sep. 2026 Harian
PALC · Pacer Funds Trust 0,65% 7.537 NS 31 Juli 2026 N-PORT
FFLG · FIDELITY COVINGTON TRUST 0,62% 20.379 NS 31 Juli 2026 N-PORT
ILCG · iShares Trust 0,61% 100.120 SH 11 Sep. 2026 Harian
IWF · iShares Trust 0,60% 3.925.038 SH 11 Sep. 2026 Harian
JGLO · J.P. Morgan Exchange-Traded Fund Tr… 0,60% 221.405 NS 31 Juli 2026 N-PORT
EGUS · iShares Trust 0,60% 872 SH 11 Sep. 2026 Harian
FBUF · Fidelity Greenwood Street Trust 0,59% 777 NS 31 Juli 2026 N-PORT
PEVC · Pacer Funds Trust 0,55% 73 NS 31 Juli 2026 N-PORT
IVW · iShares Trust 0,55% 2.202.206 SH 11 Sep. 2026 Harian
USMV · iShares Trust 0,55% 686.030 SH 11 Sep. 2026 Harian
IUSG · iShares Trust 0,52% 909.094 SH 11 Sep. 2026 Harian
VUG · VANGUARD INDEX FUNDS 0,52% 11.522.928 SH 19 Agu 2026 Harian
VONG · VANGUARD SCOTTSDALE FUNDS 0,52% 1.653.713 SH 19 Agu 2026 Harian
SPTE · SP Funds Trust 0,50% 5.878 NS 31 Juli 2026 N-PORT
FYEE · Fidelity Greenwood Street Trust 0,50% 6.032 NS 31 Juli 2026 N-PORT
VOOG · VANGUARD ADMIRAL FUNDS 0,49% 767.280 SH 19 Agu 2026 Harian
OEI · Listed Funds Trust 0,49% 1.253 NS 31 Juli 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0,48% 18.812 SH 5 Okt. 2026 Harian
SUSA · iShares Trust 0,48% 102.206 SH 11 Sep. 2026 Harian
GLBL · Pacer Funds Trust 0,46% 28 NS 31 Juli 2026 N-PORT
LRGF · iShares Trust 0,45% 87.486 SH 11 Sep. 2026 Harian
HELO · J.P. Morgan Exchange-Traded Fund Tr… 0,44% 113.577 NS 31 Juli 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0,44% 11.125 NS 31 Juli 2026 N-PORT
FCPI · FIDELITY COVINGTON TRUST 0,43% 6.514 NS 31 Juli 2026 N-PORT
RECS · Columbia ETF Trust I 0,43% 140.472 NS 31 Juli 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0,41% 13.154 NS 31 Juli 2026 N-PORT
ESG · FlexShares Trust 0,41% 2.970 NS 31 Juli 2026 N-PORT
QLC · FlexShares Trust 0,38% 21.504 NS 31 Juli 2026 N-PORT
FEX · First Trust Exchange-Traded AlphaDE… 0,38% 33.179 NS 31 Juli 2026 N-PORT
USCL · iShares Trust 0,38% 56.649 SH 11 Sep. 2026 Harian
QVML · Invesco Exchange-Traded Fund Trust … 0,37% 30.087 SH 5 Okt. 2026 Harian
WRND · New York Life Investments ETF Trust 0,36% 210 NS 31 Juli 2026 N-PORT
TOPC · iShares Trust 0,36% 627 SH 11 Sep. 2026 Harian
GLOF · iShares Trust 0,36% 3.820 SH 11 Sep. 2026 Harian
IWL · iShares Trust 0,35% 40.577 SH 11 Sep. 2026 Harian
MGC · VANGUARD WORLD FUND 0,34% 214.208 SH 19 Agu 2026 Harian
ACIO · ETF Series Solutions 0,34% 44.055 NS 31 Juli 2026 N-PORT
XVV · iShares Trust 0,33% 11.882 SH 11 Sep. 2026 Harian
PBUS · Invesco Exchange-Traded Fund Trust … 0,33% 172.331 SH 5 Okt. 2026 Harian
PBP · Invesco Exchange-Traded Fund Trust 0,33% 6.229 SH 5 Okt. 2026 Harian
ADME · ETF Series Solutions 0,33% 5.387 NS 31 Juli 2026 N-PORT
INFO · Harbor ETF Trust 0,32% 14.830 NS 31 Juli 2026 N-PORT
VOXP · Advisors Series Trust 0,32% 102 NS 31 Juli 2026 N-PORT
ESGU · iShares Trust 0,31% 291.450 SH 11 Sep. 2026 Harian
ESGV · VANGUARD WORLD FUND 0,30% 236.126 SH 19 Agu 2026 Harian
ESLV · Strategy Shares 0,30% 237 NS 31 Juli 2026 N-PORT
IVV · iShares Trust 0,30% 13.014.770 SH 11 Sep. 2026 Harian
ILCB · iShares Trust 0,29% 19.958 SH 11 Sep. 2026 Harian
PTLC · Pacer Funds Trust 0,29% 52.441 NS 31 Juli 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0,29% 1.250.021 SH 19 Agu 2026 Harian
TOV · EA Series Trust 0,29% 4.214 NS 31 Juli 2026 N-PORT
BKLC · BNY Mellon ETF Trust 0,29% 87.651 NS 31 Juli 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0,29% 141.707 NS 31 Juli 2026 N-PORT
VOTE · TCW ETF Trust 0,29% 17.382 NS 31 Juli 2026 N-PORT
IWB · iShares Trust 0,28% 722.895 SH 11 Sep. 2026 Harian
DFUS · Dimensional ETF Trust 0,28% 323.815 NS 31 Juli 2026 N-PORT
IYY · iShares Trust 0,28% 44.274 SH 11 Sep. 2026 Harian
PHDG · Invesco Actively Managed Exchange-T… 0,27% 825 SH 5 Okt. 2026 Harian
PABU · iShares Trust 0,27% 35.972 SH 11 Sep. 2026 Harian
IWV · iShares Trust 0,27% 287.959 SH 11 Sep. 2026 Harian
VOO · VANGUARD INDEX FUNDS 0,27% 26.820.388 SH 19 Agu 2026 Harian
SPUU · Direxion Shares ETF Trust 0,27% 3.896 NS 31 Juli 2026 N-PORT
ITOT · iShares Trust 0,27% 1.342.178 SH 11 Sep. 2026 Harian
QDPL · Pacer Funds Trust 0,26% 24.855 NS 31 Juli 2026 N-PORT
VONE · VANGUARD SCOTTSDALE FUNDS 0,26% 172.673 SH 19 Agu 2026 Harian
ESMV · iShares Trust 0,25% 103 SH 11 Sep. 2026 Harian
VTI · VANGUARD INDEX FUNDS 0,25% 33.984.398 SH 19 Agu 2026 Harian
VTHR · VANGUARD SCOTTSDALE FUNDS 0,24% 87.932 SH 19 Agu 2026 Harian
SIZE · iShares Trust 0,24% 5.376 SH 11 Sep. 2026 Harian
TOK · iShares Trust 0,24% 2.954 SH 11 Sep. 2026 Harian
JOYT · J.P. Morgan Exchange-Traded Fund Tr… 0,24% 1.271 NS 31 Juli 2026 N-PORT
HCMT · Direxion Shares ETF Trust 0,23% 7.185 NS 31 Juli 2026 N-PORT
URTH · iShares, Inc. 0,22% 95.744 SH 11 Sep. 2026 Harian
RSP · Invesco Exchange-Traded Fund Trust 0,22% 1.009.364 SH 5 Okt. 2026 Harian
SPXL · Direxion Shares ETF Trust 0,22% 80.725 NS 31 Juli 2026 N-PORT
XT · iShares Trust 0,21% 42.509 SH 11 Sep. 2026 Harian
EUSA · iShares, Inc. 0,21% 20.926 SH 11 Sep. 2026 Harian
CRBN · iShares Trust 0,20% 12.569 SH 11 Sep. 2026 Harian
HQGO · Lattice Strategies Trust 0,20% 549 NS 31 Juli 2026 N-PORT
ACWI · iShares Trust 0,20% 340.704 SH 11 Sep. 2026 Harian
TILT · FlexShares Trust 0,19% 22.752 NS 31 Juli 2026 N-PORT
DFAU · Dimensional ETF Trust 0,18% 126.015 NS 31 Juli 2026 N-PORT
ROUS · Lattice Strategies Trust 0,17% 6.760 NS 31 Juli 2026 N-PORT
PWS · Pacer Funds Trust 0,16% 214 NS 31 Juli 2026 N-PORT
VFMO · VANGUARD WELLINGTON FUND 0,15% 18.055 SH 19 Agu 2026 Harian
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0,15% 872.883 SH 19 Agu 2026 Harian
DFSU · Dimensional ETF Trust 0,15% 18.779 NS 31 Juli 2026 N-PORT
IUS · Invesco Exchange-Traded Self-Indexe… 0,12% 5.717 SH 5 Okt. 2026 Harian
FBCG · FIDELITY COVINGTON TRUST 0,12% 46.912 NS 31 Juli 2026 N-PORT
DCOR · Dimensional ETF Trust 0,11% 20.366 NS 31 Juli 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0,06% 30.453 SH 5 Okt. 2026 Harian
DYNF · BlackRock ETF Trust 0,06% 136.577 SH 11 Sep. 2026 Harian
DFAC · Dimensional ETF Trust 0,06% 164.005 NS 31 Juli 2026 N-PORT
HEQQ · J.P. Morgan Exchange-Traded Fund Tr… 0,06% 97 NS 31 Juli 2026 N-PORT
RWL · Invesco Exchange-Traded Fund Trust … 0,06% 27.291 SH 5 Okt. 2026 Harian
HDUS · Lattice Strategies Trust 0,03% 369 NS 31 Juli 2026 N-PORT

ANET Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

21
peringkat · 35 analis BELI
Target median $248.00 +15,2%
9 25,7% Beli Kuat
24 68,6% Beli
2 5,7% Tahan
0 0,0% Jual
0 0,0% Jual Kuat

Target Harga 12 Bulan

29 analis · 2026-10-03

Target rata-rata $242.21 +12,5%

Sekarang Harga saat ini $215.36
Rendah$190.00 Rata-rata$242.21 Tinggi$289.00

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

22

Dasar FY, harga per penutupan akhir tahun fiskal terakhir setiap perusahaan.

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
ANET $164.64B 47.6 28.6% 39.0% 30.2% 64.1%
CSCO $450.51B 34.3 11.8% 20.9% 27.1% 64.5%
LITE $72.38B -8.8 83.2% -230.1% -252.6% 41.7%
MSI $63.52B 30.1 8.0% 18.4% 104.7% 51.7%
CIEN $26.78B 223.4 18.8% 2.6% 4.5% 42.0%
UI $32.32B 33.7 27.2% 29.3% 78.2% 46.2%
FFIV $18.64B 27.4 9.7% 22.4% 20.1% 81.4%
VIAV $11.76B -366.4 40.0% -2.0% -2.7% 57.7%
AAOI $2.61B -54.5 82.8% -8.4% -6.6% 30.0%
VSAT $6.25B -183.2 2.7% -0.73% -0.74% ·
ONDS $3.72B -15.7 605.3% -260.7% -57.0% 39.7%

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

23

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

26

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Sumber: SEC 10-Q diajukan Agu 5, 2026