ANET Arista Networks, Inc. Common Stock
Informazioni su Arista Networks, Inc. Common Stock Panoramica della società da Wikipedia
Arista Networks è una società americana di reti di computer con sede a Santa Clara, in California. L'azienda progetta e vende switch di rete multistrato per fornire reti definite dal software (SDN) per data center di grandi dimensioni, cloud computing, elaborazione ad alte prestazioni e ambienti di trading ad alta frequenza.
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Arista Networks (precedentemente Arastra) è una società americana di reti di computer con sede a Santa Clara, in California. L'azienda progetta e vende switch di rete multistrato per fornire reti definite dal software (SDN) per data center di grandi dimensioni, cloud computing, elaborazione ad alte prestazioni e ambienti di trading ad alta frequenza.
Questi prodotti includono switch cut-through a bassa latenza 10/25/40/50/100 Gigabit Ethernet, tra cui il 7124SX, che è lo switch più veloce con una latenza 500 nanosecondi, così come la serie 7500, ossia lo switch modulare 10G/40G/100Gbit/s di Arista. Il sistema operativo di rete basato su Linux di Arista, l'Extensible Operating System (EOS), funziona su tutti i prodotti Arista.
## Storia
Nel 1982 Andy Bechtolsheim ha co-fondato Sun Microsystems e ne è stato il capo progettista hardware. Nel 1995 David Cheriton ha co-fondato Granite Systems con Bechtolsheim, una società che ha sviluppato prodotti Gigabit Ethernet, poi acquisita da Cisco Systems nel 1996. Nel 2001 Cheriton e Bechtolsheim hanno fondato un'altra start up, Kealia, che è stata acquisita da Sun nel 2004.
Dal 1996 al 2003 Bechtolsheim e Cheriton hanno ricoperto posizioni dirigenziali presso Cisco, guidando lo sviluppo della linea di prodotti Catalyst, insieme a Kenneth Duda, che era stato il primo dipendente di Granite Systems. Nel 2004 i tre fondano poi Arastra (poi ribattezzata Arista). Bechtolsheim e Cheriton sono stati in grado di finanziare l'azienda da soli. Nel maggio 2008 Jayshree Ullal ha lasciato Cisco dopo 15 anni in azienda ed è stato nominato CEO di Arista nell'ottobre 2008. Nell'agosto 2022 Arista Networks ha acquisito Pluribus Networks, una società di rete cloud unificata, per una somma non divulgata.
Fonte: Wikipedia, CC BY-SA 4.0 · Vedi su Wikipedia ↗
ANET Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
ANET Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
ANET Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
- Acquisto forte 9 26,5%
- Compra 23 67,6%
- Mantieni 2 5,9%
- Vendi 0 0,0%
- Vendita forte 0 0,0%
Target Price a 12 Mesi
27 analisti · 2026-08-22Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|
| 30 Giugno 2026 | $1.02 | $0.90 | 0.12% |
| 31 Marzo 2026 | $0.87 | $0.82 | 0.05% |
| 31 Dicembre 2025 | $0.82 | $0.77 | 0.05% |
| 30 Settembre 2025 | $0.75 | $0.73 | 0.02% |
| 30 Giugno 2025 | $0.73 | $0.66 | 0.07% |
| 31 Marzo 2025 | $0.65 | $0.60 | 0.05% |
Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore
| Ticker | Capitalizzazione di Mercato | P/E | Rev YoY | Margine Netto | ROE | Margine lordo |
|---|---|---|---|---|---|---|
| ANET | $164.64B | 47.6 | 28.6% | 39.0% | 30.2% | 64.1% |
| CSCO | $272.01B | 26.9 | 5.3% | 18.0% | 22.0% | 64.9% |
| 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% |
| AAOI | $2.61B | -54.5 | 82.8% | -8.4% | -6.6% | 30.0% |
| VSAT | $6.25B | -183.2 | 2.7% | -0.73% | -0.74% | — |
| VIAV | $11.76B | -366.4 | 40.0% | -2.0% | -2.7% | 57.7% |
| ONDS | $3.72B | -15.7 | 605.3% | -260.7% | -57.0% | 39.7% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico 17
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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) | 1,258,000,000 | 1,256,300,000 | 1,237,400,000 | 1,225,891,000 | 306,512,000 | 303,936,000 | 305,248,000 | 74,750,000 | 72,258,000 | 68,771,000 | 65,964,000 | 48,427,000 | |
| Shares (Diluted) | 1,275,700,000 | 1,281,100,000 | 1,268,500,000 | 1,265,835,000 | 319,238,000 | 317,860,000 | 323,516,000 | 80,844,000 | 78,977,000 | 73,222,000 | 71,411,000 | 54,590,000 | |
| EBITDA | $3.93B | $3.01B | $2.33B | $1.59B | $975M | $744M | $839M | $301M | $491M | $263M | $163M | $136M |
Stato Patrimoniale 27
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 1,256,500,000 | 1,261,300,000 | 1,249,000,000 | 1,227,600,000 | 1,230,725,000 | 304,696,000 | 305,556,000 | 75,668,000 | 73,706,000 | 70,811,000 | 68,132,000 | 65,528,000 |
Flusso di cassa 15
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | · | · | · | · |
Redditività 8
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | · |
Liquidità e Solvibilità 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 | 5.0 | 5.8 | 4.5 | 4.3 | 3.3 | 4.1 | · | |
| Quick Ratio | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 | 1.7 | 2.5 | 1.6 | 2.1 | 1.8 | 3.5 | · | |
| Interest Coverage | · | · | · | · | · | · | · | 101.2 | · | · | · | · |
Efficienza 3
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.5 | 0.6 | 0.7 | 0.7 | 0.6 | 0.5 | 0.7 | 0.8 | 0.8 | 0.8 | 0.8 | · | |
| Inventory Turnover | 1.6 | 1.3 | 1.4 | 1.8 | 1.9 | 2.3 | 3.4 | 2.7 | 2.2 | 2.5 | 3.5 | · | |
| Receivables Turnover | 5.9 | 6.4 | 6.0 | 6.1 | 6.5 | 5.9 | 6.7 | 7.4 | 6.6 | 5.7 | 6.9 | · |
Tassi di Crescita 9
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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% | · | · | · | · | · | · | · | · | · | · | · |
Valutazione (TTM) 10
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 47.6 | 49.6 | 35.7 | 28.4 | 13.7 | 9.1 | 4.8 | 3.2 | 2.8 | 2.4 | 2.9 | 2.9 | |
| P/S | 18.3 | 19.9 | 3.1 | 2.1 | 3.8 | 0.6 | 0.4 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P/B | 13.3 | 13.9 | 2.5 | 1.9 | 2.8 | 0.4 | 0.3 | 0.5 | 0.7 | 0.4 | 0.4 | · | |
| P / Tangible Book | 14.1 | 14.4 | 2.7 | 2.1 | 3.0 | 0.5 | · | · | · | · | · | · | |
| P / Cash Flow | 37.7 | 37.6 | 9.0 | 18.9 | 10.9 | 1.9 | 1.0 | 2.0 | 1.7 | 3.3 | 1.7 | · | |
| P / FCF | 38.7 | 37.9 | 9.2 | 20.8 | 11.6 | 1.9 | 1.0 | 2.1 | 1.8 | 3.9 | 1.8 | · | |
| 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% |
Conto Economico 16
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.04B | $2.71B | $2.49B | $2.31B | $2.20B | $2.00B | $1.93B | $1.81B | $1.69B | $1.57B | $1.54B | $1.51B | $1.46B | $1.35B | $1.28B | $1.18B | |
| Cost of Revenue | $1.13B | $1.03B | $924M | $818M | $766M | $729M | $699M | $649M | $593M | $570M | $541M | $567M | $575M | $547M | $507M | $467M | |
| Gross Profit | $1.91B | $1.68B | $1.56B | $1.49B | $1.44B | $1.28B | $1.23B | $1.16B | $1.10B | $1.00B | $999M | $942M | $884M | $805M | $769M | $710M | |
| R&D Expense | $348M | $344M | $348M | $326M | $296M | $266M | $285M | $236M | $268M | $208M | $211M | $212M | $230M | $201M | $190M | $188M | |
| SG&A Expense | $34M | $34M | $43M | $35M | $29M | $34M | $36M | $34M | $26M | $28M | $42M | $25M | $26M | $25M | $24M | $23M | |
| Operating Expenses | $532M | $519M | $531M | $512M | $452M | $417M | $432M | $376M | $398M | $341M | $359M | $340M | $354M | $320M | $300M | $293M | |
| Operating Income | $1.38B | $1.16B | $1.03B | $978M | $986M | $859M | $800M | $785M | $700M | $660M | $640M | $603M | $530M | $485M | $469M | $417M | |
| Other Non-op | $126M | $114M | $104M | $99M | $94M | $96M | $90M | $98M | $71M | $63M | $54M | $42M | $56M | $12M | $17M | $7M | |
| Pretax Income | $1.50B | $1.27B | $1.14B | $1.08B | $1.08B | $955M | $889M | $883M | $770M | $723M | $694M | $645M | $586M | $497M | $486M | $424M | |
| Income Tax | $291M | $248M | $182M | $224M | $191M | $141M | $88M | $135M | $105M | $85M | $81M | $99M | $95M | $60M | $59M | $70M | |
| Net Income | $1.21B | $1.02B | $956M | $853M | $889M | $814M | $801M | $748M | $665M | $638M | $614M | $545M | $492M | $436M | $427M | $354M | |
| EPS (Basic) | $0.96 | $0.81 | $0.75 | $0.68 | $0.71 | $0.65 | $0.64 | $0.59 | $0.53 | $0.51 | $-3.08 | $1.76 | $1.59 | $1.42 | $-1.92 | $1.16 | |
| EPS (Diluted) | $0.95 | $0.80 | $0.74 | $0.67 | $0.70 | $0.64 | $0.63 | $0.58 | $0.52 | $0.50 | $-3.00 | $1.72 | $1.55 | $1.38 | $-1.85 | $1.13 | |
| Shares (Basic) | 1,260,100,000 | 1,257,700,000 | -2,516,300,000 | 1,258,000,000 | 1,256,300,000 | 1,260,000,000 | -2,508,500,000 | 1,257,900,000 | 1,254,800,000 | 1,252,100,000 | 311,594,000 | 310,185,000 | 308,636,000 | 306,985,000 | 306,161,000 | 304,931,000 | |
| Shares (Diluted) | 1,276,000,000 | 1,273,800,000 | -2,551,300,000 | 1,276,600,000 | 1,271,200,000 | 1,279,200,000 | -2,559,800,000 | 1,281,800,000 | 1,279,700,000 | 1,279,400,000 | 318,806,000 | 317,631,000 | 316,485,000 | 315,578,000 | 315,201,000 | 314,401,000 | |
| EBITDA | $1.38B | $1.18B | · | $978M | $986M | $873M | · | $785M | $700M | $676M | · | $603M | $530M | $505M | · | $417M |
Stato Patrimoniale 27
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $2.29B | $2.79B | $1.96B | $2.33B | $2.23B | $1.85B | $2.76B | $3.18B | $2.43B | $2.09B | · | $1.75B | $1.26B | $956M | · | $716M | |
| Receivables | $2.27B | $1.92B | $1.89B | $1.49B | $1.62B | $1.44B | $1.14B | $1.13B | $1.23B | $1.09B | · | $833M | $780M | $863M | · | $652M | |
| Inventory | $2.54B | $2.38B | $2.25B | $2.16B | $2.06B | $1.96B | $1.83B | $1.77B | $1.85B | $2.03B | · | $1.89B | $1.86B | $1.68B | · | $1.10B | |
| Prepaid Expense | $2.02B | $1.90B | $1.51B | $1.43B | $976M | $734M | $632M | $549M | $488M | $361M | · | $472M | $466M | $394M | · | $300M | |
| Other Current Assets | · | · | · | · | · | · | · | $435M | · | · | · | $274M | $168M | $125M | · | $143M | |
| Current Assets | $20.16B | $18.56B | $16.39B | $15.18B | $13.50B | $12.28B | $11.91B | $10.88B | $9.84B | $8.93B | · | $7.65B | $6.85B | $6.27B | · | $5.03B | |
| PP&E (Net) | $312M | $250M | $203M | $173M | $152M | $124M | $99M | $93M | $96M | $98M | · | $103M | $102M | $97M | · | $96M | |
| PP&E (Gross) | $577M | $507M | $452M | $413M | $386M | $351M | $318M | $305M | $301M | $295M | · | $283M | $274M | $262M | · | $247M | |
| Accum. Depreciation | $265M | $256M | $249M | $241M | $233M | $227M | $219M | $212M | $204M | $197M | · | $181M | $173M | $164M | · | $150M | |
| Goodwill | $416M | $416M | $416M | $416M | $416M | $268M | $268M | · | $269M | $269M | · | $269M | $269M | $266M | · | $271M | |
| Intangibles | $258M | $274M | $289M | $304M | $320M | $56M | $62M | $69M | $75M | $82M | · | $95M | $104M | $113M | · | $132M | |
| Other Non-current Assets | $826M | $546M | $669M | $610M | $659M | $245M | $325M | $220M | $164M | $149M | · | $33M | $32M | $47M | · | $60M | |
| Total Assets | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Accounts Payable | $693M | $608M | $652M | $481M | $544M | $389M | $381M | $289M | $298M | $223M | · | $269M | $352M | $330M | · | $278M | |
| Accrued Liabilities | $487M | $442M | $475M | $471M | $381M | $263M | $435M | $324M | $320M | $271M | · | $410M | $363M | $352M | · | $241M | |
| Current Liabilities | $6.82B | $6.56B | $5.38B | $4.67B | $4.05B | $3.12B | $2.73B | $2.43B | $2.16B | $1.78B | · | $1.85B | $1.66B | $1.58B | · | $1.25B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $48M | $52M | $55M | · | $47M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Other Non-current Liabilities | $339M | $320M | $332M | $310M | $307M | $258M | $253M | $142M | $133M | $132M | · | $68M | $62M | $58M | · | $59M | |
| Total Liabilities | $8.92B | $8.17B | $7.08B | $6.14B | $5.63B | $4.40B | $4.05B | $3.60B | $3.19B | $2.69B | · | $2.56B | $2.33B | $2.21B | · | $1.78B | |
| Common Stock | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $100.0K | $31.0K | $31.0K | $31.0K | · | $31.0K | $31.0K | $31.0K | · | $31.0K | |
| Paid-in Capital | $3.16B | $3.04B | $2.91B | $2.78B | $2.64B | $2.55B | $2.47B | $2.37B | $2.26B | $2.19B | · | $2.03B | $1.93B | $1.86B | · | $1.72B | |
| Retained Earnings | $11.68B | $10.47B | $9.45B | $9.12B | $8.26B | $7.57B | $7.54B | $6.87B | $6.18B | $5.69B | · | $4.50B | $3.96B | $3.49B | · | $2.71B | |
| AOCI | $-40M | $-19M | $12M | $8M | $4M | $-2M | $-13M | $10M | $-15M | $-12M | · | $-23M | $-25M | $-22M | · | $-47M | |
| Stockholders' Equity | $14.80B | $13.49B | $12.37B | $11.91B | $10.90B | $10.12B | $9.99B | $9.25B | $8.43B | $7.86B | $7.22B | $6.51B | $5.86B | $5.33B | $4.89B | $4.39B | |
| Liabilities + Equity | $23.72B | $21.66B | $19.45B | $18.05B | $16.53B | $14.51B | $14.04B | $12.85B | $11.62B | $10.55B | · | $9.07B | $8.19B | $7.54B | · | $6.16B | |
| Shares Outstanding | 1,261,200,000 | 1,259,200,000 | 1,256,500,000 | 1,259,200,000 | 1,256,800,000 | 1,256,600,000 | 1,261,300,000 | 314,847,000 | 314,086,000 | 313,601,000 | 1,249,000,000 | 310,972,000 | 309,355,000 | 308,098,000 | 1,227,562,000 | 305,515,000 |
Flusso di cassa 13
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $23M | $23M | $23M | $13M | $14M | $15M | $16M | $15M | $16M | $14M | $17M | $18M | $21M | $18M | $17M | |
| Stock-based Comp | $120M | $121M | $133M | $128M | $85M | $93M | $101M | $98M | $79M | $77M | $81M | $85M | $67M | $63M | $65M | $65M | |
| Deferred Tax | $-108M | $-105M | $-110M | $135M | $-231M | $-107M | $-116M | $-148M | $-151M | $-78M | $-153M | $-87M | $-59M | $-71M | $-96M | $-42M | |
| Amort. of Intangibles | · | · | $-145M | $16M | $165M | $6M | $7M | $7M | $7M | $7M | $7M | $8M | $9M | $9M | · | $9M | |
| Other Non-cash | · | $631M | · | · | · | $-172M | · | · | · | $-139M | · | · | · | $-75M | · | · | |
| Operating Cash Flow | $1.08B | $1.69B | $1.26B | $1.27B | $1.20B | $642M | $1.03B | $1.17B | $989M | $514M | $526M | $699M | $434M | $374M | $40M | $134M | |
| CapEx | $30M | $54M | $37M | $30M | $24M | $28M | $12M | $7M | $3M | $9M | $6M | $11M | $12M | $6M | $10M | $10M | |
| Investing Cash Flow | $-1.58B | $-865M | $-999M | $-1.19B | $-625M | $-766M | $-1.31B | $-374M | $-478M | $-296M | $-337M | $-226M | $-103M | $-22M | $-83M | $126M | |
| Stock Repurchased | $0 | $0 | $620M | $0 | $196M | $787M | $124M | $65M | $172M | $63M | $21.0K | $0 | $30M | $82M | $3M | $48M | |
| Net Stock Activity | · | $0 | · | · | · | $-787M | · | · | · | $-63M | · | · | · | $-82M | · | · | |
| Financing Cash Flow | $-2M | $0 | $-626M | $21M | $-197M | $-794M | $-130M | $-56M | $-173M | $-63M | $-1M | $15M | $-29M | $-68M | $-5M | $-34M | |
| Net Change in Cash | $-499M | $826M | $-363M | $101M | $380M | $-917M | $-413M | $747M | $337M | $154M | $190M | $487M | $302M | $285M | $-45M | $223M | |
| Free Cash Flow | · | $1.64B | · | · | · | $613M | · | · | · | $504M | · | · | · | $369M | · | · |
Redditività 8
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 62.9% | 61.9% | · | 64.6% | 65.2% | 63.6% | · | 64.1% | 64.9% | 63.7% | · | 62.4% | 60.6% | 59.5% | · | 60.3% | |
| Operating Margin | 45.4% | 42.7% | · | 42.4% | 44.7% | 42.8% | · | 43.4% | 41.4% | 42.0% | · | 39.9% | 36.3% | 35.9% | · | 35.5% | |
| Net Margin | 40.0% | 37.8% | · | 37.0% | 40.3% | 40.6% | · | 41.3% | 39.4% | 40.6% | · | 36.1% | 33.7% | 32.3% | · | 30.1% | |
| Pretax Margin | 49.5% | 46.9% | · | 46.7% | 49.0% | 47.6% | · | 48.8% | 45.6% | 46.0% | · | 42.7% | 40.2% | 36.8% | · | 36.0% | |
| EBITDA Margin | 45.4% | 43.6% | · | 42.4% | 44.7% | 43.5% | · | 43.4% | 41.4% | 43.0% | · | 39.9% | 36.3% | 37.4% | · | 35.5% | |
| ROA | 6.0% | 5.7% | · | 5.5% | 6.3% | 6.5% | · | 6.8% | 6.7% | 7.0% | · | 7.2% | 7.0% | 6.4% | · | 6.1% | |
| ROE | 9.4% | 8.7% | · | 8.1% | 9.2% | 9.0% | · | 9.5% | 9.3% | 9.7% | · | 10.0% | 10.0% | 9.2% | · | 8.6% | |
| ROIC | 7.5% | 6.9% | · | 6.5% | 7.4% | 7.2% | · | 7.2% | 7.2% | 7.4% | · | 7.8% | 7.6% | 8.0% | · | 7.9% |
Liquidità e Solvibilità 2
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.0 | 2.8 | · | 3.3 | 3.3 | 3.9 | · | 4.5 | 4.6 | 5.0 | · | 4.1 | 4.1 | 4.0 | · | 4.0 | |
| Quick Ratio | 0.7 | 0.7 | · | 0.8 | 1.0 | 1.1 | · | 1.8 | 1.7 | 1.8 | · | 1.4 | 1.2 | 1.1 | · | 1.1 |
Efficienza 3
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.1 | · | 0.1 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | 0.2 | 0.2 | · | 0.2 | |
| Inventory Turnover | 0.5 | 0.5 | · | 0.4 | 0.4 | 0.4 | · | 0.4 | 0.3 | 0.3 | · | 0.4 | 0.4 | 0.5 | · | 0.6 | |
| Receivables Turnover | 1.6 | 1.6 | · | 1.8 | 1.5 | 1.6 | · | 1.8 | 1.7 | 1.6 | · | 2.0 | 2.1 | 1.8 | · | 2.2 |
Valutazione (TTM) 10
| Metrica | Tendenza | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $10.26B | $9.23B | · | $8.33B | $7.71B | $7.08B | · | $6.58B | $6.23B | $5.89B | · | $5.50B | $5.04B | $4.46B | · | $3.85B | |
| Net Income TTM | $3.98B | $3.58B | · | $3.30B | $3.12B | $2.86B | · | $2.60B | $2.34B | $2.11B | · | $1.83B | $1.58B | $1.36B | · | $1.15B | |
| Market Cap | $214.25B | $154.60B | · | $183.48B | $128.58B | $97.36B | · | $30.21B | $27.52B | $22.73B | · | $14.30B | $12.53B | $12.93B | · | $8.62B | |
| P/E | 54.4 | 43.7 | · | 56.3 | 41.9 | 34.6 | · | 28.9 | 20.4 | 14.1 | · | 8.0 | 8.1 | 9.8 | · | 7.8 | |
| P/S | 20.9 | 16.8 | · | 22.0 | 16.7 | 13.8 | · | 4.6 | 4.4 | 3.9 | · | 2.6 | 2.5 | 2.9 | · | 2.2 | |
| P/B | 14.5 | 11.5 | · | 15.4 | 11.8 | 9.6 | · | 3.3 | 3.3 | 2.9 | · | 2.2 | 2.1 | 2.4 | · | 2.0 | |
| P / Tangible Book | 15.2 | 12.1 | · | 16.4 | 12.6 | 9.9 | · | 3.3 | 3.4 | 3.0 | · | 2.3 | 2.3 | 2.6 | · | 2.2 | |
| P / Cash Flow | · | 91.3 | · | · | · | 151.7 | · | · | · | 44.2 | · | · | · | 34.5 | · | · | |
| P / FCF | · | 94.3 | · | · | · | 158.8 | · | · | · | 45.1 | · | · | · | 35.1 | · | · | |
| Earnings Yield | 1.8% | 2.3% | · | 1.8% | 2.4% | 2.9% | · | 3.5% | 4.9% | 7.1% | · | 12.6% | 12.3% | 10.2% | · | 12.8% |
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
Conto Economico
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ricavi | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B |
| Margine Lordo % | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% |
| Margine Operativo % | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% |
| Utile netto | $3.51B | $2.85B | $2.09B | $1.35B | $841M |
| EPS Diluito | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 |
Stato Patrimoniale
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Rapporto corrente | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 |
| Quick Ratio | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 |
Flusso di cassa
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flusso di cassa libero | $4.25B | $3.68B | $2.00B | $448M | $951M |
Ultime notizie Notizie recenti che menzionano questa società
- Arista’s (ANET) Record Quarter Reignites The AI Networking Debate
- Arista Networks’ Huge AI Sales, Upcoming Earnings Lift Shares
- Astera Labs vs. Arista Networks: Which Tech Stock Is a Better Buy in 2026?
- Arista Networks (ANET): 1.6T Launch Shows How AI Fabrics Are Expanding Its Data Center Opportunity
- 5 AI Infrastructure Stocks You'll Wish You Bought Sooner
- Why Arista Networks Stock Flew More Than 4% Higher on Friday
- Arista Networks (ANET) è il miglior titolo AI "piccone e pala" da comprare ora?
- Barclays mantiene una valutazione di Overweight su Arista Networks, Inc. (ANET)
- Jim Cramer su Arista Networks: “È ora di comprare”
- Perché il titolo Arista Networks è salito del 41% ad aprile e perché è probabile che sia solo l'inizio
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Proprietari istituzionali (13F) 2.461 filer · $92.2B totale · Aggiornato al 30 Giugno 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 371 (+110 vs trimestre precedente) | 106 (-42 vs trimestre precedente) | 953 (+95 vs trimestre precedente) | 742 (-13 vs trimestre precedente) | +45.3M |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $11.668.776.727 | 68.688.349 | 12,66% | Azioni |
| STATE STREET CORP | $8.182.406.614 | 48.165.803 | 8,88% | Azioni |
| FMR LLC | $5.616.901.184 | 33.063.935 | 6,09% | Azioni |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.384.389.601 | 25.808.745 | 4,76% | Azioni |
| GEODE CAPITAL MANAGEMENT, LLC | $4.099.463.868 | 24.213.777 | 4,45% | Azioni |
| Cresset Asset Management, LLC | $3.290.245.013 | 19.368.054 | 3,57% | Azioni |
| Capital Research Global Investors | $2.236.166.516 | 13.164.137 | 2,43% | Azioni |
| NORGES BANK | $2.080.506.770 | 12.246.920 | 2,26% | Azioni |
| AMERIPRISE FINANCIAL INC | $1.693.350.833 | 9.968.749 | 1,84% | Azioni |
| PeakShares LLC | $1.573.429.000 | 9.262 | 1,71% | Azioni |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.398.570.906 | 8.232.699 | 1,52% | Azioni |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.293.799.964 | 7.615.964 | 1,40% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $1.226.892.896 | 7.222.115 | 1,33% | Azioni |
| Clearbridge Investments, LLC | $1.020.348.985 | 6.006.293 | 1,11% | Azioni |
| VANGUARD FIDUCIARY TRUST CO | $1.013.579.846 | 5.966.446 | 1,10% | Azioni |
| Point72 Asset Management, L.P. | $873.138.522 | 5.139.737 | 0,95% | Azioni |
| Pictet Asset Management Holding SA | $791.055.885 | 4.658.879 | 0,86% | Azioni |
| FIRST TRUST ADVISORS LP | $780.048.514 | 4.591.762 | 0,85% | Azioni |
| UBS Group AG | $666.797.007 | 3.925.106 | 0,72% | Azioni |
| JANE STREET GROUP, LLC | $665.878.636 | 3.919.700 | 0,72% | Opzione Put |
| Capital World Investors | $629.769.453 | 3.707.143 | 0,68% | Azioni |
| Robeco Institutional Asset Management B.V. | $620.951.488 | 3.655.236 | 0,67% | Azioni |
| ENVESTNET ASSET MANAGEMENT INC | $557.355.377 | 3.280.887 | 0,60% | Azioni |
| Alyeska Investment Group, L.P. | $537.735.944 | 3.165.387 | 0,58% | Azioni |
| National Pension Service | $521.340.315 | 3.068.874 | 0,57% | Azioni |
| Swiss National Bank | $511.746.512 | 3.012.400 | 0,56% | Azioni |
| CITADEL ADVISORS LLC | $458.417.273 | 2.698.477 | 0,50% | Azioni |
| DSM CAPITAL PARTNERS LLC | $447.143.942 | 2.632.116 | 0,49% | Azioni |
| Mitsubishi UFJ Asset Management Co., Ltd. | $437.999.396 | 2.578.287 | 0,48% | Azioni |
| Polar Capital Holdings Plc | $429.986.156 | 2.531.117 | 0,47% | Azioni |
| CANADA PENSION PLAN INVESTMENT BOARD | $420.537.600 | 2.475.498 | 0,46% | Azioni |
| BlackRock, Inc. | $420.143.139 | 2.473.176 | 0,46% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $394.716.690 | 2.323.503 | 0,43% | Azioni |
| Legal & General Group Plc | $393.134.938 | 2.314.192 | 0,43% | Azioni |
| JANE STREET GROUP, LLC | $383.792.896 | 2.259.200 | 0,42% | Opzione Call |
| California Public Employees Retirement System | $379.519.734 | 2.234.046 | 0,41% | Azioni |
| Vanguard Global Advisers, LLC | $378.578.090 | 2.228.503 | 0,41% | Azioni |
| BANK OF AMERICA CORP /DE/ | $358.176.012 | 2.108.406 | 0,39% | Azioni |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $354.205.236 | 2.085.032 | 0,38% | Azioni |
| Assenagon Asset Management S.A. | $351.933.771 | 2.071.661 | 0,38% | Azioni |
| VANGUARD ASSET MANAGEMENT, Ltd | $345.725.846 | 2.035.118 | 0,38% | Azioni |
| APG Asset Management N.V. | $323.134.405 | 2.174.709 | 0,35% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $322.344.770 | 2.625.385 | 0,35% | Azioni |
| CAPITAL COUNSEL LLC/NY | $318.973.653 | 1.877.641 | 0,35% | Azioni |
| GOLDMAN SACHS GROUP INC | $311.573.166 | 1.834.078 | 0,34% | Azioni |
| DIMENSIONAL FUND ADVISORS LP | $308.928.382 | 1.818.511 | 0,34% | Azioni |
| DISCIPLINED GROWTH INVESTORS INC /MN | $303.797.168 | 1.788.304 | 0,33% | Azioni |
| RHUMBLINE ADVISERS | $300.901.344 | 1.771.259 | 0,33% | Azioni |
| BARCLAYS PLC | $298.299.936 | 1.755.945 | 0,32% | Azioni |
| BNP PARIBAS FINANCIAL MARKETS | $276.546.803 | 1.627.895 | 0,30% | Azioni |
| FIL Ltd | $273.883.254 | 1.612.216 | 0,30% | Azioni |
| BLAIR WILLIAM & CO/IL | $272.609.153 | 1.604.716 | 0,30% | Azioni |
| LPL Financial LLC | $272.429.902 | 1.603.661 | 0,30% | Azioni |
| NEUBERGER BERMAN GROUP LLC | $264.394.577 | 1.567.004 | 0,29% | Azioni |
| TD Asset Management Inc | $260.132.997 | 1.531.275 | 0,28% | Azioni |
| Caisse de depot et placement du Quebec | $251.953.445 | 1.483.126 | 0,27% | Azioni |
| Capital International Investors | $249.993.879 | 1.471.591 | 0,27% | Azioni |
| Life Cycle Investment Partners Ltd | $232.000.189 | 1.365.671 | 0,25% | Azioni |
| AMERICAN CENTURY COMPANIES INC | $226.754.974 | 1.334.795 | 0,25% | Azioni |
| AVIVA PLC | $225.622.045 | 1.328.126 | 0,24% | Azioni |
| VICTORY CAPITAL MANAGEMENT INC | $225.338.928 | 1.326.459 | 0,24% | Azioni |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $223.748.310 | 1.317.096 | 0,24% | Azioni |
| PRINCIPAL FINANCIAL GROUP INC | $221.921.887 | 1.306.345 | 0,24% | Azioni |
| VANGUARD GROUP INC | $220.530.173 | 1.683.051 | 0,24% | Azioni |
| Railway Pension Investments Ltd | $201.282.318 | 1.184.850 | 0,22% | Azioni |
| CONGRESS ASSET MANAGEMENT CO | $199.881.834 | 1.176.606 | 0,22% | Azioni |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $197.456.111 | 1.162.327 | 0,21% | Azioni |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $195.382.024 | 1.591.318 | 0,21% | Azioni |
| TWO SIGMA ADVISERS, LP | $193.505.104 | 1.476.800 | 0,21% | Azioni |
| FIFTH THIRD BANCORP | $193.251.367 | 1.137.575 | 0,21% | Azioni |
| NEW YORK STATE COMMON RETIREMENT FUND | $192.978.923 | 1.135.972 | 0,21% | Azioni |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $188.835.212 | 1.111.678 | 0,20% | Azioni |
| LOS ANGELES CAPITAL MANAGEMENT LLC | $187.958.120 | 1.106.417 | 0,20% | Azioni |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $187.870.292 | 1.105.900 | 0,20% | Azioni |
| Bank Julius Baer & Co. Ltd, Zurich | $187.205.592 | 1.110.977 | 0,20% | Azioni |
| ALLIANCEBERNSTEIN L.P. | $185.716.905 | 1.512.599 | 0,20% | Azioni |
| Quantinno Capital Management LP | $185.570.572 | 1.092.362 | 0,20% | Azioni |
| RAYMOND JAMES FINANCIAL INC | $185.565.360 | 1.092.332 | 0,20% | Azioni |
| Anomaly Capital Management, LP | $185.335.682 | 1.090.980 | 0,20% | Azioni |
| Walleye Trading LLC | $178.407.976 | 1.050.200 | 0,19% | Opzione Call |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $172.610.989 | 1.016.076 | 0,19% | Azioni |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $168.954.834 | 994.554 | 0,18% | Azioni |
| Focus Partners Wealth | $164.705.409 | 969.570 | 0,18% | Azioni |
| ROYAL BANK OF CANADA | $162.587.000 | 957.072 | 0,18% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $162.278.719 | 955.255 | 0,18% | Azioni |
| TIMUCUAN ASSET MANAGEMENT INC/FL | $155.092.314 | 912.952 | 0,17% | Azioni |
| MILLENNIUM MANAGEMENT LLC | $152.569.228 | 898.100 | 0,17% | Opzione Call |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $151.479.618 | 891.686 | 0,16% | Azioni |
| Public Sector Pension Investment Board | $149.022.813 | 877.224 | 0,16% | Azioni |
| JONES FINANCIAL COMPANIES LLLP | $147.999.800 | 939.085 | 0,16% | Azioni |
| PRUDENTIAL FINANCIAL INC | $142.674.228 | 839.853 | 0,15% | Azioni |
| Ensign Peak Advisors, Inc | $142.171.553 | 836.894 | 0,15% | Azioni |
| Korea Investment CORP | $138.361.654 | 814.467 | 0,15% | Azioni |
| Sustainable Growth Advisers, LP | $135.395.549 | 797.007 | 0,15% | Azioni |
| Madison Investment Advisors, LLC | $133.569.102 | 1.208.442 | 0,14% | Azioni |
| 1832 Asset Management L.P. | $130.570.448 | 768.604 | 0,14% | Azioni |
| GILDER GAGNON HOWE & CO LLC | $129.668.724 | 763.296 | 0,14% | Azioni |
| WOLVERINE TRADING, LLC | $129.534.795 | 903.500 | 0,14% | Opzione Call |
| STOREBRAND ASSET MANAGEMENT AS | $128.914.797 | 758.858 | 0,14% | Azioni |
| PFA Pension, Forsikringsaktieselskab | $121.310.471 | 714.095 | 0,13% | Azioni |
Insider aziendali 16 insider · 6 dirigenti · 7 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Chantelle Yvette Breithaupt | Senior Vice President, CFO | 26 Maggio 2026 S | 64.408 | 0 | 1 | $-384.336 |
| Ita M Brennan | SVP & Chief Financial Officer | 12 Febbraio 2016 A | — | 0 | 0 | $0 |
| Kelyn Brannon | Chief Financial Officer | 08 Aprile 2015 M | 483 | 0 | 0 | $0 |
| Kenneth Duda | President and CTO | 20 Luglio 2026 M | 462.400 | 0 | 39 | $-14.817.243 |
| Anshul Sadana | SVP, Customer Engineering | 12 Febbraio 2016 A | — | 0 | 0 | $0 |
| Mark Stephen Smith | SVP, WW Sales Operations | 12 Febbraio 2016 A | 142.841 | 0 | 0 | $0 |
| Robert G Lavender | Direttore | 29 Maggio 2026 A | — | 0 | 0 | $0 |
| Kelly Bodnar Battles | Direttore | 29 Maggio 2026 A | — | 0 | 1 | $-281 |
| Yvonne Wassenaar | Direttore | 29 Maggio 2026 A | — | 0 | 0 | $0 |
| Daniel Scheinman | Direttore | 29 Maggio 2026 A | — | 0 | 0 | $0 |
| Lewis Chew | Direttore | 29 Maggio 2026 A | — | 0 | 0 | $0 |
| Mark B Templeton | Direttore | 29 Maggio 2026 A | — | 0 | 0 | $0 |
| Jayshree Ullal | — | 12 Agosto 2026 S | 15.988.580 | 0 | 113 | $-431.323.566 |
| Andreas Bechtolsheim | — | 06 Agosto 2026 S | 181.143.048 | 0 | 79 | $-330.205.819 |
| Charles H Giancarlo | — | 03 Agosto 2026 S | 184.333 | 0 | 23 | $-2.833.663 |
| 2010 David R Cheriton Irrevocable Trust dtd July 27, 2010 | — | 16 Maggio 2016 S | 7.762.981 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 258 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| IYZ · iShares Trust | 12,09% | 818.212 SH | 21 Agosto 2026 | Giornaliero |
| AIFD · TCW ETF Trust | 5,92% | 36.816 NS | 30 Aprile 2026 | N-PORT |
| FDCF · Fidelity Covington Trust | 5,58% | 37.304 NS | 31 Maggio 2026 | N-PORT |
| IDGT · iShares Trust | 5,14% | 145.154 SH | 21 Agosto 2026 | Giornaliero |
| FDN · First Trust Exchange-Traded Fund | 5,02% | 1.470.357 NS | 30 Giugno 2026 | N-PORT |
| AGIQ · Tidal Trust I | 4,89% | 3.474 NS | 31 Maggio 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 4,68% | 2.602 NS | 30 Aprile 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 4,67% | 101.661 NS | 30 Aprile 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 4,63% | 164.618 NS | 30 Aprile 2026 | N-PORT |
| SKYY · First Trust Exchange-Traded Fund II | 4,18% | 668.756 NS | 30 Giugno 2026 | N-PORT |
| BRIF · FIS Trust | 3,81% | 35.262 NS | 31 Maggio 2026 | N-PORT |
| GPTY · Tidal Trust II | 3,81% | 20.302 NS | 30 Aprile 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 3,80% | 8.441 NS | 30 Aprile 2026 | N-PORT |
| BRNY · EA Series Trust | 3,72% | 119.181 NS | 30 Aprile 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 3,42% | 22.179 NS | 30 Aprile 2026 | N-PORT |
| CHAT · Tidal Trust II | 3,16% | 261.330 NS | 30 Aprile 2026 | N-PORT |
| PWRD · TCW ETF Trust | 3,02% | 257.757 NS | 30 Aprile 2026 | N-PORT |
| QGRO · AMERICAN CENTURY ETF TRUST | 2,84% | 392.777 NS | 31 Maggio 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2,71% | 1.062 NS | 30 Aprile 2026 | N-PORT |
| ARTY · iShares Trust | 2,70% | 576.134 SH | 21 Agosto 2026 | Giornaliero |
| ABFL · Abacus FCF ETF Trust | 2,57% | 74.105 NS | 30 Aprile 2026 | N-PORT |
| XPND · First Trust Exchange-Traded Fund VI… | 2,57% | 6.605 NS | 31 Maggio 2026 | N-PORT |
| ESLG · Strategy Shares | 2,54% | 2.861 NS | 30 Aprile 2026 | N-PORT |
| AMOM · Exchange Listed Funds Trust | 2,52% | 4.443 NS | 30 Aprile 2026 | N-PORT |
| NUGO · Nushares ETF Trust | 2,48% | 407.609 NS | 30 Aprile 2026 | N-PORT |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2,41% | 14.861 NS | 30 Aprile 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 2,39% | 5.801 NS | 30 Aprile 2026 | N-PORT |
| LCLG · Advisors Series Trust | 2,38% | 13.970 NS | 30 Aprile 2026 | N-PORT |
| AIPI · ETF Opportunities Trust | 2,32% | 63.495 NS | 31 Maggio 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 2,24% | 84.773 SH | 21 Agosto 2026 | Giornaliero |
| KNCT · Invesco Exchange-Traded Fund Trust | 2,22% | 19.340 SH | 21 Agosto 2026 | Giornaliero |
| TXUG · Thornburg ETF Trust | 2,15% | 579 NS | 31 Maggio 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,14% | 371 NS | 30 Aprile 2026 | N-PORT |
| CIBR · First Trust Exchange-Traded Fund II | 2,12% | 1.723.282 NS | 30 Giugno 2026 | N-PORT |
| FTGS · First Trust Exchange-Traded Fund | 2,05% | 151.122 NS | 30 Giugno 2026 | N-PORT |
| NULG · Nushares ETF Trust | 1,99% | 300.091 NS | 30 Aprile 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 1,97% | 245.218 SH | 21 Agosto 2026 | Giornaliero |
| RPG · Invesco Exchange-Traded Fund Trust | 1,94% | 206.383 SH | 21 Agosto 2026 | Giornaliero |
| SKYU · ProShares Trust | 1,91% | 431 NS | 31 Maggio 2026 | N-PORT |
| TEKY · Lazard Active ETF Trust | 1,89% | 6.809 NS | 30 Giugno 2026 | N-PORT |
| EQTY · Valued Advisers Trust | 1,89% | 143.592 NS | 30 Aprile 2026 | N-PORT |
| SAWG · ETF Series Solutions | 1,80% | 263 NS | 30 Aprile 2026 | N-PORT |
| FDTX · Fidelity Covington Trust | 1,79% | 28.903 NS | 31 Maggio 2026 | N-PORT |
| HFGO · Hartford Funds Exchange-Traded Trust | 1,78% | 18.693 NS | 30 Aprile 2026 | N-PORT |
| TCAI · Tortoise Capital Series Trust | 1,70% | 23.106 NS | 31 Maggio 2026 | N-PORT |
| PWB · Invesco Exchange-Traded Fund Trust | 1,70% | 223.662 SH | 21 Agosto 2026 | Giornaliero |
| XAIX · DBX ETF Trust | 1,61% | 15.756 NS | 31 Maggio 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,59% | 500.457 SH | 21 Agosto 2026 | Giornaliero |
| PDP · Invesco Exchange-Traded Fund Trust | 1,58% | 126.464 SH | 21 Agosto 2026 | Giornaliero |
| FAI · First Trust Exchange-Traded Fund II | 1,58% | 9.029 NS | 30 Giugno 2026 | N-PORT |