Arista Networks, Inc. ANET NYSE

Arista Networks, Inc. (ANET) reported exceptional year-over-year revenue growth of +28.6% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed exceptional earnings expansion of +23.1% YoY, reaching $956M in the latest quarter. The net profit margin is 38.4%, which is exceptional. The company has maintained profitability in all 4 quarters. The gross margin is 64.1% (high), down 0.1pp vs the prior year. With a $194B market cap, MOAT composite score of 82/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (100/100, Pass) — proving strong growth momentum
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 15-year annual history, the company was profitable in 15 of 15 years — a perfect long-term track record
• INCOME (100/100, Pass) — proves strong profitability and pricing power
• MOAT (82/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 86/100 with 6/7 criteria passed.