ANET Arista Networks, Inc. Common Stock
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Sobre Arista Networks, Inc. Common Stock Visão geral da empresa da Wikipedia
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
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | ANET | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 68.2média 5A ≈35.0 | ≈35.0 | 34.0 | Sobreavaliado | |
| P/S (TTM) | 25.8média 5A ≈9.4 | ≈9.4 | 8.5 | Sobreavaliado | |
| P/B (MRQ) | 18.4média 5A ≈6.9 | ≈6.9 | 10.9 | Sobreavaliado | |
| Preço / FCF (TTM) | 52.7média 5A ≈23.6 | ≈23.6 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 51.2média 5A ≈22.8 | ≈22.8 | 32.5 | Sobreavaliado | |
| Preço / Valor Patrimonial Tangível (MRQ) | 18.7média 5A ≈7.3 | ≈7.3 | · | · | |
| PEG Ratio | ≈10.4 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | ANET | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Bruta (TTM) | 63.0%média 5A ≈63.0% | ≈63.0% | 46.2% | Primeira linha | |
| Margem Operacional (TTM) | 43.1%média 5A ≈37.9% | ≈37.9% | 21.1% | Primeira linha | |
| Margem EBITDA (TTM) | 44.0%média 5A ≈39.1% | ≈39.1% | 21.3% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | 47.3%média 5A ≈40.6% | ≈40.6% | 23.7% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 38.4%média 5A ≈34.9% | ≈34.9% | 16.9% | Primeira linha | |
| ROA (TTM) | 20.1%média 5A ≈21.5% | ≈21.5% | 6.3% | Primeira linha | |
| ROE (TTM) | 31.5%média 5A ≈28.2% | ≈28.2% | 12.3% | Primeira linha | |
| ROIC | 25.8%média 5A ≈25.2% | ≈25.2% | 17.4% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | ANET | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 3.0média 5A ≈4.1 | ≈4.1 | 2.2 | Liquidez forte | |
| Quick Ratio (Índice de Liquidez Seca) | 0.7média 5A ≈1.2 | ≈1.2 | 1.2 | Baixa liquidez |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | ANET | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 28.6%média 5A ≈31.5% | ≈31.5% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 27.2%média 5A ≈32.3% | ≈32.3% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 31.2% | · | · | · | |
| EPS YoY | 23.3%média 5A ≈17.0% | ≈17.0% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 23.1%média 5A ≈41.5% | ≈41.5% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 37.0%média 5A ≈8.5% | ≈8.5% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 6.6% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 37.4%média 5A ≈45.5% | ≈45.5% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 40.8% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | ANET | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.5média 5A ≈0.6 | ≈0.6 | 0.5 | Em linha | |
| Inventory Turnover (Giro de Estoque) | 1.6média 5A ≈1.6 | ≈1.6 | 2.9 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 5.9média 5A ≈6.2 | ≈6.2 | 5.9 | Em linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$1.8M | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 3, 2026 | $1.02 | $0.90 | 13.0% |
| 31 de Março de 2026 | $0.87 | $0.82 | 5.8% | |
| 31 de Dezembro de 2025 | $0.82 | $0.77 | 6.2% | |
| 30 de Setembro de 2025 | $0.75 | $0.73 | 3.0% | |
| 30 de Junho de 2025 | $0.73 | $0.66 | 10.2% | |
| 31 de Março de 2025 | $0.65 | $0.60 | 7.7% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 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 |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · | · | · |
Lucratividade
| Métrica | Tendência | 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% | · |
Liquidez e Solvência
| Métrica | Tendência | 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 | · | · | · | · |
Eficiência
| Métrica | Tendência | 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 | · |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
Taxas de Crescimento
| Métrica | Tendência | 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% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 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% |
Demonstração de Resultados
| Métrica | Tendência | 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 | · | 1,258,000,000 | 1,256,300,000 | 1,260,000,000 | · | 1,257,900,000 | 1,254,800,000 | 1,252,100,000 | · | 310,185,000 | 308,636,000 | 306,985,000 | · | 304,931,000 | |
| Shares (Diluted) | 1,276,000,000 | 1,273,800,000 | · | 1,276,600,000 | 1,271,200,000 | 1,279,200,000 | · | 1,281,800,000 | 1,279,700,000 | 1,279,400,000 | · | 317,631,000 | 316,485,000 | 315,578,000 | · | 314,401,000 | |
| EBITDA | $1.38B | $1.18B | · | $978M | $986M | $873M | · | $785M | $700M | $676M | · | $603M | $530M | $505M | · | $417M |
Balanço Patrimonial
| Métrica | Tendência | 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 |
Fluxo de Caixa
| Métrica | Tendência | 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 | · | · |
Lucratividade
| Métrica | Tendência | 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% |
Liquidez e Solvência
| Métrica | Tendência | 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 |
Eficiência
| Métrica | Tendência | 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 |
Por Ação
| Métrica | Tendência | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $11.73 | $10.71 | · | $9.46 | $8.67 | $8.05 | · | $29.37 | $26.84 | $25.07 | · | $20.92 | $18.93 | $17.30 | · | $14.35 | |
| Revenue / Share | $2.38 | $2.13 | · | $1.81 | $1.73 | $1.57 | · | $5.65 | $5.28 | $4.91 | · | $4.75 | $4.61 | $4.28 | · | $3.74 | |
| Cash Flow / Share | · | $1.33 | · | · | · | $0.50 | · | · | · | $1.61 | · | · | · | $1.19 | · | · | |
| Cash / Share | $1.82 | $2.22 | · | $1.85 | $1.77 | $1.47 | · | $10.08 | $7.73 | $6.67 | · | $5.62 | $4.08 | $3.10 | · | $2.34 | |
| EPS (TTM) | $3.16 | $2.91 | · | $2.64 | $2.55 | $2.37 | · | $-1.40 | $-0.26 | $0.77 | · | $2.80 | $2.21 | $1.60 | · | $3.66 |
Avaliação (TTM)
| Métrica | Tendência | 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 | $10.54B | $9.71B | · | $8.45B | $7.95B | $7.44B | · | $6.61B | $6.31B | $6.08B | · | $5.60B | $5.26B | $4.86B | · | $3.93B | |
| Net Income TTM | $4.04B | $3.72B | · | $3.36B | $3.25B | $3.03B | · | $2.66B | $2.46B | $2.29B | · | $1.90B | $1.71B | $1.52B | · | $1.16B | |
| 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 | 53.8 | 42.2 | · | 55.2 | 40.1 | 32.7 | · | -68.5 | -337.0 | 94.1 | · | 16.4 | 18.3 | 26.2 | · | 7.7 | |
| P/S | 20.3 | 15.9 | · | 21.7 | 16.2 | 13.1 | · | 4.6 | 4.4 | 3.7 | · | 2.6 | 2.4 | 2.7 | · | 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 | · | · | |
| Earnings Yield | 1.9% | 2.4% | · | 1.8% | 2.5% | 3.1% | · | -1.5% | -0.30% | 1.1% | · | 6.1% | 5.5% | 3.8% | · | 13.0% |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $9.01B | $7.00B | $5.86B | $4.38B | $2.95B |
| Margem Bruta % | 64.1% | 64.1% | 62.0% | 61.1% | 63.8% |
| Margem Operacional % | 42.8% | 42.0% | 38.5% | 34.9% | 31.4% |
| Lucro líquido | $3.51B | $2.85B | $2.09B | $1.35B | $841M |
| EPS Diluído | $2.75 | $2.23 | $1.65 | $1.07 | $2.63 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Índice de liquidez corrente | 3.0 | 4.4 | 4.4 | 4.3 | 4.3 |
| Índice de Liquidez Seca | 0.7 | 1.4 | 1.6 | 1.2 | 1.0 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $4.25B | $3.68B | $2.00B | $448M | $951M |
Investidores institucionais (13F) 2.447 declarantes · $163.5B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 374 (+108 vs trimestre anterior) | 108 (-40 vs trimestre anterior) | 975 (+107 vs trimestre anterior) | 747 (-8 vs trimestre anterior) | +21.5M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| BlackRock, Inc. | $15.524.287.266 | 91.383.843 | 9,49% | Ações |
| VANGUARD GROUP INC | $13.258.877.087 | 101.189.629 | 8,11% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $11.668.776.727 | 68.688.349 | 7,14% | Ações |
| STATE STREET CORP | $8.182.406.614 | 48.165.803 | 5,00% | Ações |
| FMR LLC | $8.043.794.998 | 47.349.865 | 4,92% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $4.658.704.750 | 27.505.753 | 2,85% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $4.384.389.601 | 25.808.745 | 2,68% | Ações |
| MORGAN STANLEY | $3.346.030.863 | 19.696.435 | 2,05% | Ações |
| Cresset Asset Management, LLC | $3.290.245.013 | 19.368.054 | 2,01% | Ações |
| Capital Research Global Investors | $2.236.166.516 | 13.164.137 | 1,37% | Ações |
| AMERIPRISE FINANCIAL INC | $2.174.367.920 | 12.800.606 | 1,33% | Ações |
| NORGES BANK | $2.080.506.770 | 12.246.920 | 1,27% | Ações |
| JPMORGAN CHASE & CO | $1.922.551.190 | 11.715.728 | 1,18% | Ações |
| Nuveen, LLC | $1.823.763.218 | 10.735.597 | 1,12% | Ações |
| NORTHERN TRUST CORP | $1.722.429.458 | 10.139.095 | 1,05% | Ações |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $1.712.787.940 | 9.725.196 | 1,05% | Ações |
| FRANKLIN RESOURCES INC | $1.686.671.372 | 9.928.605 | 1,03% | Ações |
| GOLDMAN SACHS GROUP INC | $1.637.786.407 | 9.640.843 | 1,00% | Ações |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.634.633.436 | 9.622.283 | 1,00% | Ações |
| DEUTSCHE BANK AG\ | $1.589.651.420 | 9.357.496 | 0,97% | Ações |
| PeakShares LLC | $1.573.429.000 | 9.262 | 0,96% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $1.433.950.794 | 8.440.963 | 0,88% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.398.637.499 | 8.233.091 | 0,86% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.304.014.703 | 10.620.742 | 0,80% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $1.293.799.964 | 7.615.964 | 0,79% | Ações |
| Amundi | $1.241.659.035 | 7.309.036 | 0,76% | Ações |
| Legal & General Group Plc | $1.197.897.272 | 7.051.432 | 0,73% | Ações |
| BANK OF AMERICA CORP /DE/ | $1.111.877.799 | 6.545.078 | 0,68% | Ações |
| Swedbank AB | $1.072.793.725 | 6.315.009 | 0,66% | Ações |
| UBS Group AG | $1.070.405.047 | 6.300.948 | 0,65% | Ações |
| Clearbridge Investments, LLC | $1.020.589.195 | 6.007.707 | 0,62% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $1.013.579.846 | 5.966.446 | 0,62% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $1.002.865.763 | 5.932.011 | 0,61% | Ações |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | $954.594.452 | 5.619.228 | 0,58% | Ações |
| Bank of New York Mellon Corp | $911.212.604 | 5.363.860 | 0,56% | Ações |
| Point72 Asset Management, L.P. | $873.138.522 | 5.139.737 | 0,53% | Ações |
| ROYAL BANK OF CANADA | $850.347.000 | 5.005.585 | 0,52% | Ações |
| WELLS FARGO & COMPANY/MN | $815.259.296 | 4.799.030 | 0,50% | Ações |
| Invesco Ltd. | $802.545.402 | 4.724.190 | 0,49% | Ações |
| Pictet Asset Management Holding SA | $791.055.885 | 4.658.879 | 0,48% | Ações |
| FIRST TRUST ADVISORS LP | $780.048.514 | 4.591.762 | 0,48% | Ações |
| JANE STREET GROUP, LLC | $665.878.636 | 3.919.700 | 0,41% | Opção de venda |
| Capital World Investors | $629.769.453 | 3.707.143 | 0,39% | Ações |
| Robeco Institutional Asset Management B.V. | $620.951.488 | 3.655.236 | 0,38% | Ações |
| JANUS HENDERSON GROUP PLC | $599.195.458 | 4.880.273 | 0,37% | Ações |
| Winslow Capital Management, LLC | $592.030.271 | 3.484.991 | 0,36% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $581.791.904 | 3.425.159 | 0,36% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $580.662.230 | 3.444.227 | 0,36% | Ações |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $572.869.336 | 3.372.200 | 0,35% | Opção de compra |
| ENVESTNET ASSET MANAGEMENT INC | $557.355.377 | 3.280.887 | 0,34% | Ações |
Executivos da empresa 23 insiders · 10 diretores · 12 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Jayshree Ullal | CEO and Chairperson | 25 de Setembro de 2026 S | 15.943.854 | 0 | 154 | $-666.832.573 |
| Chantelle Yvette Breithaupt | Senior Vice President, CFO | 1 de Setembro de 2026 S | 69.921 | 0 | 3 | $-1.882.275 |
| Ita M Brennan | Senior Vice President, CFO | 1 de Dezembro de 2023 M | 21.070 | 0 | 0 | $0 |
| Kelyn Brannon | Chief Financial Officer | 8 de Abril de 2015 M | 483 | 0 | 0 | $0 |
| Kenneth Duda | President and CTO | 21 de Setembro de 2026 M | 442.400 | 0 | 186 | $-94.591.530 |
| Todd Nightingale | President and COO | 20 de Agosto de 2026 M | 69.463 | 0 | 0 | $0 |
| Anshul Sadana | SVP, Chief Operating Officer | 20 de Maio de 2024 M | 72.199 | 0 | 0 | $0 |
| Marc Taxay | SVP and General Counsel | 3 de Março de 2025 S | 0 | 0 | 0 | $0 |
| John F Mccool | Chief Platform Officer | 26 de Fevereiro de 2025 S | 0 | 0 | 0 | $0 |
| Manuel Felix Rivelo | SVP, Chief Customer Officer | 20 de Novembro de 2019 M | 1.634 | 0 | 0 | $0 |
| Mark B Templeton | Conselheiro | 1 de Outubro de 2026 S | 48.410 | 0 | 10 | $-2.007.621 |
| Kelly Bodnar Battles | Conselheiro | 21 de Agosto de 2026 S | 10.194 | 0 | 21 | $-244.335 |
| Robert G Lavender | Conselheiro | 20 de Agosto de 2026 M | 4.607 | 0 | 0 | $0 |
| Yvonne Wassenaar | Conselheiro | 20 de Agosto de 2026 M | 10.322 | 0 | 18 | $-778.157 |
| Daniel Scheinman | Conselheiro | 20 de Agosto de 2026 M | 158.730 | 0 | 0 | $0 |
| Charles H Giancarlo | Conselheiro | 20 de Agosto de 2026 M | 1.509 | 0 | 57 | $-12.053.084 |
| Lewis Chew | Conselheiro | 20 de Agosto de 2026 M | 31.770 | 0 | 0 | $0 |
| Nikos Theodosopoulos | Conselheiro | 22 de Maio de 2023 M | 26.002 | 0 | 0 | $0 |
| Ann Mather | Conselheiro | 20 de Maio de 2022 M | 4.100 | 0 | 0 | $0 |
| Marc F Stoll | Conselheiro | 11 de Maio de 2017 M | 0 | 0 | 0 | $0 |
| Andreas Bechtolsheim | Detentor de 10% | 17 de Setembro de 2026 S | 180.543.048 | 0 | 127 | $-579.351.835 |
| 2010 David R Cheriton Irrevocable Trust dtd July 27, 2010 | Detentor de 10% | 27 de Maio de 2016 S | 6.762.981 | 0 | 0 | $0 |
| Mark Stephen Smith | · | 15 de Fevereiro de 2017 M | 63.100 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 168 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| IYZ · iShares Trust | 12,55% | 809.806 SH | 11 de Setembro de 2026 | Diário |
| AIFD · TCW ETF Trust | 5,90% | 40.972 NS | 31 de Julho de 2026 | N-PORT |
| IDGT · iShares Trust | 5,52% | 148.527 SH | 11 de Setembro de 2026 | Diário |
| FDND · First Trust Exchange-Traded Fund IV | 4,75% | 2.567 NS | 31 de Julho de 2026 | N-PORT |
| PWRD · TCW ETF Trust | 4,05% | 326.610 NS | 31 de Julho de 2026 | N-PORT |
| GPTY · Tidal Trust II | 3,89% | 21.950 NS | 31 de Julho de 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 3,84% | 8.291 NS | 31 de Julho de 2026 | N-PORT |
| BRNY · EA Series Trust | 3,68% | 118.253 NS | 31 de Julho de 2026 | N-PORT |
| IWLG · New York Life Investments Active ET… | 3,52% | 60.865 NS | 31 de Julho de 2026 | N-PORT |
| NEWZ · EA Series Trust | 3,48% | 3.770 NS | 31 de Julho de 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 3,32% | 17.206 NS | 31 de Julho de 2026 | N-PORT |
| CAML · Professionally Managed Portfolios | 3,13% | 64.034 NS | 31 de Julho de 2026 | N-PORT |
| TRFK · Pacer Funds Trust | 2,86% | 151.526 NS | 31 de Julho de 2026 | N-PORT |
| ARTY · iShares Trust | 2,74% | 581.832 SH | 11 de Setembro de 2026 | Diário |
| HFGO · Hartford Funds Exchange-Traded Trust | 2,71% | 30.240 NS | 31 de Julho de 2026 | N-PORT |
| TEC · Harbor ETF Trust | 2,68% | 945 NS | 31 de Julho de 2026 | N-PORT |
| ESLG · Strategy Shares | 2,48% | 3.203 NS | 31 de Julho de 2026 | N-PORT |
| ABFL · Abacus FCF ETF Trust | 2,43% | 70.890 NS | 31 de Julho de 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 2,40% | 5.606 NS | 31 de Julho de 2026 | N-PORT |
| SPGP · Invesco Exchange-Traded Fund Trust | 2,40% | 236.485 SH | 5 de Outubro de 2026 | Diário |
| AGRW · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 2,38% | 14.861 NS | 31 de Julho de 2026 | N-PORT |
| LCLG · Advisors Series Trust | 2,36% | 14.108 NS | 31 de Julho de 2026 | N-PORT |
| IETC · iShares U.S. ETF Trust | 2,30% | 83.459 SH | 11 de Setembro de 2026 | Diário |
| KNCT · Invesco Exchange-Traded Fund Trust | 2,20% | 17.891 SH | 5 de Outubro de 2026 | Diário |
| CHAT · Tidal Trust II | 2,17% | 213.262 NS | 31 de Julho de 2026 | N-PORT |
| FGSI · First Trust Exchange-Traded Fund IV | 2,08% | 239 NS | 31 de Julho de 2026 | N-PORT |
| RPG · Invesco Exchange-Traded Fund Trust | 2,06% | 194.269 SH | 5 de Outubro de 2026 | Diário |
| NUGO · Nushares ETF Trust | 1,85% | 249.937 NS | 31 de Julho de 2026 | N-PORT |
| SAWG · ETF Series Solutions | 1,80% | 287 NS | 31 de Julho de 2026 | N-PORT |
| EQTY · Valued Advisers Trust | 1,78% | 140.696 NS | 31 de Julho de 2026 | N-PORT |
| PDP · Invesco Exchange-Traded Fund Trust | 1,75% | 126.387 SH | 5 de Outubro de 2026 | Diário |
| TGLB · T. Rowe Price Exchange-Traded Funds… | 1,68% | 2.439 NS | 31 de Julho de 2026 | N-PORT |
| FMAG · FIDELITY COVINGTON TRUST | 1,66% | 22.660 NS | 31 de Julho de 2026 | N-PORT |
| SOVF · Elevation Series Trust | 1,51% | 7.328 NS | 31 de Julho de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 1,50% | 14.762 NS | 31 de Julho de 2026 | N-PORT |
| ALTL · Pacer Funds Trust | 1,49% | 7.620 NS | 31 de Julho de 2026 | N-PORT |
| JHAI · Janus Detroit Street Trust | 1,49% | 1.928 NS | 31 de Julho de 2026 | N-PORT |
| QUAL · iShares Trust | 1,46% | 3.607.919 SH | 11 de Setembro de 2026 | Diário |
| PWB · Invesco Exchange-Traded Fund Trust | 1,46% | 195.119 SH | 5 de Outubro de 2026 | Diário |
| IWFG · New York Life Investments Active ET… | 1,39% | 4.651 NS | 31 de Julho de 2026 | N-PORT |
| RSPT · Invesco Exchange-Traded Fund Trust | 1,37% | 412.489 SH | 5 de Outubro de 2026 | Diário |
| COWG · Pacer Funds Trust | 1,32% | 161.406 NS | 31 de Julho de 2026 | N-PORT |
| ACVF · ETF Opportunities Trust | 1,32% | 11.120 NS | 31 de Julho de 2026 | N-PORT |
| GARP · iShares Trust | 1,31% | 211.935 SH | 11 de Setembro de 2026 | Diário |
| HAPI · Harbor ETF Trust | 1,30% | 35.369 NS | 31 de Julho de 2026 | N-PORT |
| GRZZ · Tidal Trust II | 1,30% | 2.401 NS | 31 de Julho de 2026 | N-PORT |
| SEMI · Columbia ETF Trust I | 1,17% | 2.442 NS | 31 de Julho de 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 1,15% | 1.648 NS | 31 de Julho de 2026 | N-PORT |
| XOEF · iShares Trust | 1,10% | 1.295 SH | 11 de Setembro de 2026 | Diário |
| EQWL · Invesco Exchange-Traded Fund Trust | 1,09% | 146.123 SH | 5 de Outubro de 2026 | Diário |
| SPHB · Invesco Exchange-Traded Fund Trust … | 1,05% | 50.513 SH | 5 de Outubro de 2026 | Diário |
| LRND · New York Life Investments ETF Trust | 1,02% | 22.609 NS | 31 de Julho de 2026 | N-PORT |
| HIBL · Direxion Shares ETF Trust | 1,01% | 4.188 NS | 31 de Julho de 2026 | N-PORT |
| WINN · Harbor ETF Trust | 1,00% | 62.537 NS | 31 de Julho de 2026 | N-PORT |
| TECL · Direxion Shares ETF Trust | 0,89% | 252.254 NS | 31 de Julho de 2026 | N-PORT |
| IGM · iShares Trust | 0,87% | 487.190 SH | 11 de Setembro de 2026 | Diário |
| FTEC · FIDELITY COVINGTON TRUST | 0,84% | 926.226 NS | 31 de Julho de 2026 | N-PORT |
| JOET · Virtus ETF Trust II | 0,84% | 11.315 NS | 31 de Julho de 2026 | N-PORT |
| MTUM · iShares Trust | 0,83% | 1.070.457 SH | 11 de Setembro de 2026 | Diário |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,83% | 60.518 NS | 31 de Julho de 2026 | N-PORT |
| USXF · iShares Trust | 0,82% | 63.585 SH | 11 de Setembro de 2026 | Diário |
| VFQY · VANGUARD WELLINGTON FUND | 0,80% | 22.442 SH | 19 de Agosto de 2026 | Diário |
| ESUM · Strategy Shares | 0,79% | 8.019 NS | 31 de Julho de 2026 | N-PORT |
| ALRG · ALLSPRING EXCHANGE-TRADED FUNDS TRU… | 0,77% | 358 NS | 31 de Julho de 2026 | N-PORT |
| MGK · VANGUARD WORLD FUND | 0,76% | 1.498.017 SH | 19 de Agosto de 2026 | Diário |
| VGT · VANGUARD WORLD FUND | 0,74% | 7.393.453 SH | 19 de Agosto de 2026 | Diário |
| IXN · iShares Trust | 0,71% | 351.653 SH | 11 de Setembro de 2026 | Diário |
| IWY · iShares Trust | 0,70% | 573.765 SH | 11 de Setembro de 2026 | Diário |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,68% | 156.227 SH | 5 de Outubro de 2026 | Diário |
| TRFM · ETF Series Solutions | 0,66% | 9.039 NS | 31 de Julho de 2026 | N-PORT |
| FFLC · FIDELITY COVINGTON TRUST | 0,65% | 43.508 NS | 31 de Julho de 2026 | N-PORT |
| AQLT · iShares Trust | 0,65% | 11.182 SH | 11 de Setembro de 2026 | Diário |
| PALC · Pacer Funds Trust | 0,65% | 7.537 NS | 31 de Julho de 2026 | N-PORT |
| FFLG · FIDELITY COVINGTON TRUST | 0,62% | 20.379 NS | 31 de Julho de 2026 | N-PORT |
| ILCG · iShares Trust | 0,61% | 100.120 SH | 11 de Setembro de 2026 | Diário |
| IWF · iShares Trust | 0,60% | 3.925.038 SH | 11 de Setembro de 2026 | Diário |
| JGLO · J.P. Morgan Exchange-Traded Fund Tr… | 0,60% | 221.405 NS | 31 de Julho de 2026 | N-PORT |
| EGUS · iShares Trust | 0,60% | 872 SH | 11 de Setembro de 2026 | Diário |
| FBUF · Fidelity Greenwood Street Trust | 0,59% | 777 NS | 31 de Julho de 2026 | N-PORT |
| PEVC · Pacer Funds Trust | 0,55% | 73 NS | 31 de Julho de 2026 | N-PORT |
| IVW · iShares Trust | 0,55% | 2.202.206 SH | 11 de Setembro de 2026 | Diário |
| USMV · iShares Trust | 0,55% | 686.030 SH | 11 de Setembro de 2026 | Diário |
| IUSG · iShares Trust | 0,52% | 909.094 SH | 11 de Setembro de 2026 | Diário |
| VUG · VANGUARD INDEX FUNDS | 0,52% | 11.522.928 SH | 19 de Agosto de 2026 | Diário |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,52% | 1.653.713 SH | 19 de Agosto de 2026 | Diário |
| SPTE · SP Funds Trust | 0,50% | 5.878 NS | 31 de Julho de 2026 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0,50% | 6.032 NS | 31 de Julho de 2026 | N-PORT |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,49% | 767.280 SH | 19 de Agosto de 2026 | Diário |
| OEI · Listed Funds Trust | 0,49% | 1.253 NS | 31 de Julho de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,48% | 18.812 SH | 5 de Outubro de 2026 | Diário |
| SUSA · iShares Trust | 0,48% | 102.206 SH | 11 de Setembro de 2026 | Diário |
| GLBL · Pacer Funds Trust | 0,46% | 28 NS | 31 de Julho de 2026 | N-PORT |
| LRGF · iShares Trust | 0,45% | 87.486 SH | 11 de Setembro de 2026 | Diário |
| HELO · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 113.577 NS | 31 de Julho de 2026 | N-PORT |
| JPUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,44% | 11.125 NS | 31 de Julho de 2026 | N-PORT |
| FCPI · FIDELITY COVINGTON TRUST | 0,43% | 6.514 NS | 31 de Julho de 2026 | N-PORT |
| RECS · Columbia ETF Trust I | 0,43% | 140.472 NS | 31 de Julho de 2026 | N-PORT |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,41% | 13.154 NS | 31 de Julho de 2026 | N-PORT |
| ESG · FlexShares Trust | 0,41% | 2.970 NS | 31 de Julho de 2026 | N-PORT |
| QLC · FlexShares Trust | 0,38% | 21.504 NS | 31 de Julho de 2026 | N-PORT |
| FEX · First Trust Exchange-Traded AlphaDE… | 0,38% | 33.179 NS | 31 de Julho de 2026 | N-PORT |
| USCL · iShares Trust | 0,38% | 56.649 SH | 11 de Setembro de 2026 | Diário |
| QVML · Invesco Exchange-Traded Fund Trust … | 0,37% | 30.087 SH | 5 de Outubro de 2026 | Diário |
| WRND · New York Life Investments ETF Trust | 0,36% | 210 NS | 31 de Julho de 2026 | N-PORT |
| TOPC · iShares Trust | 0,36% | 627 SH | 11 de Setembro de 2026 | Diário |
| GLOF · iShares Trust | 0,36% | 3.820 SH | 11 de Setembro de 2026 | Diário |
| IWL · iShares Trust | 0,35% | 40.577 SH | 11 de Setembro de 2026 | Diário |
| MGC · VANGUARD WORLD FUND | 0,34% | 214.208 SH | 19 de Agosto de 2026 | Diário |
| ACIO · ETF Series Solutions | 0,34% | 44.055 NS | 31 de Julho de 2026 | N-PORT |
| XVV · iShares Trust | 0,33% | 11.882 SH | 11 de Setembro de 2026 | Diário |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,33% | 172.331 SH | 5 de Outubro de 2026 | Diário |
| PBP · Invesco Exchange-Traded Fund Trust | 0,33% | 6.229 SH | 5 de Outubro de 2026 | Diário |
| ADME · ETF Series Solutions | 0,33% | 5.387 NS | 31 de Julho de 2026 | N-PORT |
| INFO · Harbor ETF Trust | 0,32% | 14.830 NS | 31 de Julho de 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,32% | 102 NS | 31 de Julho de 2026 | N-PORT |
| ESGU · iShares Trust | 0,31% | 291.450 SH | 11 de Setembro de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,30% | 236.126 SH | 19 de Agosto de 2026 | Diário |
| ESLV · Strategy Shares | 0,30% | 237 NS | 31 de Julho de 2026 | N-PORT |
| IVV · iShares Trust | 0,30% | 13.014.770 SH | 11 de Setembro de 2026 | Diário |
| ILCB · iShares Trust | 0,29% | 19.958 SH | 11 de Setembro de 2026 | Diário |
| PTLC · Pacer Funds Trust | 0,29% | 52.441 NS | 31 de Julho de 2026 | N-PORT |
| VV · VANGUARD INDEX FUNDS | 0,29% | 1.250.021 SH | 19 de Agosto de 2026 | Diário |
| TOV · EA Series Trust | 0,29% | 4.214 NS | 31 de Julho de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,29% | 87.651 NS | 31 de Julho de 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,29% | 141.707 NS | 31 de Julho de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,29% | 17.382 NS | 31 de Julho de 2026 | N-PORT |
| IWB · iShares Trust | 0,28% | 722.895 SH | 11 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,28% | 323.815 NS | 31 de Julho de 2026 | N-PORT |
| IYY · iShares Trust | 0,28% | 44.274 SH | 11 de Setembro de 2026 | Diário |
| PHDG · Invesco Actively Managed Exchange-T… | 0,27% | 825 SH | 5 de Outubro de 2026 | Diário |
| PABU · iShares Trust | 0,27% | 35.972 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,27% | 287.959 SH | 11 de Setembro de 2026 | Diário |
| VOO · VANGUARD INDEX FUNDS | 0,27% | 26.820.388 SH | 19 de Agosto de 2026 | Diário |
| SPUU · Direxion Shares ETF Trust | 0,27% | 3.896 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,27% | 1.342.178 SH | 11 de Setembro de 2026 | Diário |
| QDPL · Pacer Funds Trust | 0,26% | 24.855 NS | 31 de Julho de 2026 | N-PORT |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,26% | 172.673 SH | 19 de Agosto de 2026 | Diário |
| ESMV · iShares Trust | 0,25% | 103 SH | 11 de Setembro de 2026 | Diário |
| VTI · VANGUARD INDEX FUNDS | 0,25% | 33.984.398 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,24% | 87.932 SH | 19 de Agosto de 2026 | Diário |
| SIZE · iShares Trust | 0,24% | 5.376 SH | 11 de Setembro de 2026 | Diário |
| TOK · iShares Trust | 0,24% | 2.954 SH | 11 de Setembro de 2026 | Diário |
| JOYT · J.P. Morgan Exchange-Traded Fund Tr… | 0,24% | 1.271 NS | 31 de Julho de 2026 | N-PORT |
| HCMT · Direxion Shares ETF Trust | 0,23% | 7.185 NS | 31 de Julho de 2026 | N-PORT |
| URTH · iShares, Inc. | 0,22% | 95.744 SH | 11 de Setembro de 2026 | Diário |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 1.009.364 SH | 5 de Outubro de 2026 | Diário |
| SPXL · Direxion Shares ETF Trust | 0,22% | 80.725 NS | 31 de Julho de 2026 | N-PORT |
| XT · iShares Trust | 0,21% | 42.509 SH | 11 de Setembro de 2026 | Diário |
| EUSA · iShares, Inc. | 0,21% | 20.926 SH | 11 de Setembro de 2026 | Diário |
| CRBN · iShares Trust | 0,20% | 12.569 SH | 11 de Setembro de 2026 | Diário |
| HQGO · Lattice Strategies Trust | 0,20% | 549 NS | 31 de Julho de 2026 | N-PORT |
| ACWI · iShares Trust | 0,20% | 340.704 SH | 11 de Setembro de 2026 | Diário |
| TILT · FlexShares Trust | 0,19% | 22.752 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,18% | 126.015 NS | 31 de Julho de 2026 | N-PORT |
| ROUS · Lattice Strategies Trust | 0,17% | 6.760 NS | 31 de Julho de 2026 | N-PORT |
| PWS · Pacer Funds Trust | 0,16% | 214 NS | 31 de Julho de 2026 | N-PORT |
| VFMO · VANGUARD WELLINGTON FUND | 0,15% | 18.055 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,15% | 872.883 SH | 19 de Agosto de 2026 | Diário |
| DFSU · Dimensional ETF Trust | 0,15% | 18.779 NS | 31 de Julho de 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,12% | 5.717 SH | 5 de Outubro de 2026 | Diário |
| FBCG · FIDELITY COVINGTON TRUST | 0,12% | 46.912 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,11% | 20.366 NS | 31 de Julho de 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,06% | 30.453 SH | 5 de Outubro de 2026 | Diário |
| DYNF · BlackRock ETF Trust | 0,06% | 136.577 SH | 11 de Setembro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,06% | 164.005 NS | 31 de Julho de 2026 | N-PORT |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 97 NS | 31 de Julho de 2026 | N-PORT |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,06% | 27.291 SH | 5 de Outubro de 2026 | Diário |
| HDUS · Lattice Strategies Trust | 0,03% | 369 NS | 31 de Julho de 2026 | N-PORT |
ANET Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
29 analistas · 2026-10-03Alvo médio $242.21 +12,5%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| 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% |
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