ANET
Company story
좌우로 넘겨보기 · 탭해서 크게 보기
Market valuation
Market cap
Shows how much the market values the whole company. A larger number usually means the company is viewed as a larger business.
Diluted EPS TTM
Shows how much the company earned for each share over the past year. Higher usually means more earnings are attributed to each share.
Financial health
ROE TTM
Shows how efficiently the company turns shareholders’ capital into profit. Higher can be positive, but heavy debt can also push it up.
ROA TTM
Shows how efficiently the company uses everything it owns to make profit. Higher generally means assets are being used more efficiently.
MARKET NEWS
Recent market issues linked to this company, with the summary and impact path to review.
보도에 따르면 Q2 2026 매출은 $3.036B, 전년 동기 대비 +37.7% 증가했다. 보도에 따르면 논-GAAP 영업이익률은 49.9%이다.
시스코(ANET) 경영진이 이전에 핵심 지표로 강조했던 반복 수익(recurring revenue) 비중이 하락한 반면, 하이퍼스케일러 주문이 주요 내러티브로 자리 잡았다. 이는 회사의 수익 구조 변화를 시사한다.
Impact path · 경영진이 이전에 강조했던 반복 수익 비중이 감소한 것으로 확인됨
레노버의 호실적 발표로 인해 PC 및 서버 제조업체 주식이 장전 시장에서 양극화되고 있다. 델은 사전시장에서 4% 상승했고 HP는 6% 상승한 반면, 시스코는 7% 하락했다. 하드웨어 섹터 내 승자와 패자를 가르는 동학이 나타나고 있다.
SEC CURRENT REPORTS
Current reports filed in the last 90 days. Review the event type and the original SEC filing.
SEC FORM 4
Open-market purchases and sales from retained SEC Form 4 records in the last 90 days.
P/E TTM
Helps you judge whether the current price is high compared with the company’s earnings. A high value can reflect strong growth expectations or a higher price burden.
P/B
Shows how much market expectations exceed the company’s net assets. A high value may mean the price reflects more growth expectations than assets alone.
FCF yield
Shows how much cash the company generates relative to its market value. Higher can mean stronger cash generation for the price paid.
ROIC TTM
Shows how well the core business performs with the money invested in it. Higher generally means better use of operating capital.
Current ratio
Shows how much room the company has to cover near-term bills. Higher can mean more short-term safety, but an unusually high number can also mean cash is tied up.
latest quarter
Cash conversion cycle
Shows how long it takes for sales to come back as cash. A short or negative cycle is usually easier on cash; a long cycle can increase funding pressure.
days · TTM basis
Impact path · 레노버의 호실적 서프라이즈가 PC·서버 하드웨어 섹터에 영향
4 · 10b5-1 indicated
Values reflect only SEC-reported open-market P/S transactions. Other transactions are not estimated.
View all Form 4 filings at SEC
