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03
Preço $215.36
Capitalização de Mercado (MRQ) $271.61B
P/E (TTM) 68.2
EPS (TTM) $3.16
Receita (TTM) $10.54B
ROE (TTM) 31.5%
Intervalo 52 Semanas $115–$216

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04
intervalo
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Divisões de Ações 2
Data ex Desdobramento Tipo
4 de Dezembro de 2024 4-for-1 Para frente
18 de Novembro de 2021 4-for-1 Para frente

Sobre Arista Networks, Inc. Common Stock Visão geral da empresa da Wikipedia

05 · wikidata

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

Corporate history

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

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

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

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

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

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

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

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

Products

Extensible Operating System

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

Core Architecture and State-Sharing Model

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

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

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

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

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

High Availability and Hitless Upgrades

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

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

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

Evolution to Network-Wide State: Sysdb and NetDL

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

Programmability and Modern NetDevOps

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

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

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

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

Ethernet switches

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

7800R4 and 7800R3 Series

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

7700R4 Series

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

7500R3 Series

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

7388X5 Series

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

7280R4 and 7280R3 Series

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

7060X6 & XE7 Series

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

7060X5, 7060X4, and 7050X Series

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

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

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

750 Series Modular Campus Switches

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

7130 Series

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

7170 Series

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

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

Key Deployment Areas

Arista Ethernet switches are widely deployed across:

AI and GPU cluster networking

Hyperscale cloud data centers

Enterprise data centers

Service provider networks

Campus and branch environments

Financial trading infrastructure

High-performance computing (HPC) environments

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

Wireless, Security, Observability, and SD-WAN Solutions

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

Wireless Networking

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

Key capabilities include:

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

Cloud-native wireless management

AI-driven radio frequency (RF) optimization

Location services and asset tracking

User and device analytics

Seamless integration with wired campus infrastructure

Automated troubleshooting and network assurance

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

Network Security

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

Key security solutions include:

Network Detection and Response (NDR)

AI-driven threat detection and anomaly identification

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

Device and user behavioral analytics

Asset discovery and classification

Network segmentation and micro-segmentation

Identity-based policy enforcement

MACsec encryption support across campus and data center networks

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

Network Observability and Operations

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

Key capabilities include:

Real-time streaming telemetry

Network-wide configuration management

Automated provisioning and change control

Compliance monitoring and auditing

Root-cause analysis and troubleshooting

Application and network performance monitoring

Capacity planning and predictive analytics

Network digital twin capabilities for testing and validation

End-to-end infrastructure observability

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

SD-WAN and Secure Edge Networking

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

Key capabilities include:

Application-aware traffic steering

Dynamic path selection and optimization

Multi-cloud connectivity

Secure branch networking

Broadband, MPLS, and wireless WAN integration

Centralized policy management

WAN performance analytics

Automated deployment and provisioning

Integrated security and segmentation

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

Arista Community Central

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

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

What the Community Offers

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

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

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

Major competitors

Cisco Systems

Extreme Networks

Fortinet

Hewlett Packard Enterprise (Aruba Networks division)

Juniper Networks - acquired by HPE, 2025.

Nokia

Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗

Wikidata ↗

setorCommunications indústriaCommunications funcionários5.115 paísUS

Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS

06
Receita$9.01B
2016-12-31 → 2025-12-31
EPS$2.75
2016-12-31 → 2025-12-31
Fluxo de caixa livre$4.25B
2016-12-31 → 2025-12-31
Margem líquida38.4%
2016-12-31 → 2025-12-31
Avaliação e Proporções 07–12

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.

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

14
Surpresa Média 7.7%
Próximo relatório Nov 02, 2026
PeríodoRelatórioEPS ActualEPS 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

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

Período mais recente à esquerda · valores nulos mostrados como ·

Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos

16
Métrica 2025-12-312024-12-312023-12-312022-12-312021-12-31
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

Investidores institucionais (13F) 2.447 declarantes · $163.5B total · Em 30 de Setembro de 2026

17

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.

Detentores 2.447
Valor detido $163.5B
Novas posições 374
Posições encerradas 108
Atividade institucional — Q2 2026 vs trimestre anterior
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

Mostrar todos os 2.447 proprietários institucionais →

Executivos da empresa 23 insiders · 10 diretores · 12 conselheiros

19
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

20

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

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classificação · 35 analistas COMPRA
Alvo mediano $248.00 +15,2%
9 25,7% Compra forte
24 68,6% Compra
2 5,7% Manter
0 0,0% Venda
0 0,0% Venda forte

Preço-alvo de 12 meses

29 analistas · 2026-10-03

Alvo médio $242.21 +12,5%

Agora Preço atual $215.36
Mín$190.00 Média$242.21 Máx$289.00

Comparação de pares (subindústria GICS) Métricas chave vs pares do setor

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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%

Últimas notícias Notícias recentes mencionando esta empresa

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Minhas Métricas Sua lista pessoal — linhas selecionadas de Fundamentos Completos

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Escolha as métricas que importam para si — clique no + ao lado de qualquer linha em Fundamentos Completos acima.

Sua seleção é salva e acompanha você em todos os tickers.

Fonte: SEC 10-Q arquivado Ago 5, 2026