Arista Networks, Inc. (NYSE:ANET) Given Average Rating of “Buy” by Analysts

Shares of Arista Networks, Inc. (NYSE:ANET) have earned a consensus rating of “Buy” from the twenty-five brokerages that are currently covering the stock, MarketBeat.com reports. One analyst has rated the stock with a hold rating, twenty-two have issued a buy rating and two have given a strong buy rating to the company. The average twelve-month price objective among brokers that have updated their coverage on the stock in the last year is $189.7368.

Several equities research analysts have weighed in on the stock. JPMorgan Chase & Co. lifted their price target on shares of Arista Networks from $190.00 to $200.00 and gave the company an “overweight” rating in a research note on Thursday, April 16th. Piper Sandler restated an “overweight” rating and issued a $181.00 target price (up from $175.00) on shares of Arista Networks in a research note on Wednesday, May 6th. Rosenblatt Securities boosted their target price on Arista Networks from $180.00 to $210.00 and gave the company a “buy” rating in a research report on Wednesday, May 6th. TD Cowen reaffirmed a “buy” rating and set a $210.00 price target (up from $200.00) on shares of Arista Networks in a research note on Monday, July 13th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $190.00 price target (up from $180.00) on shares of Arista Networks in a report on Friday, June 12th.

Insider Buying and Selling

In related news, major shareholder Andreas Bechtolsheim sold 260,000 shares of Arista Networks stock in a transaction on Monday, June 15th. The shares were sold at an average price of $165.57, for a total value of $43,048,200.00. Following the completion of the sale, the insider owned 182,543,048 shares of the company’s stock, valued at approximately $30,223,652,457.36. This trade represents a 0.14% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Kenneth Duda sold 32,000 shares of the business’s stock in a transaction on Monday, May 18th. The shares were sold at an average price of $140.08, for a total transaction of $4,482,560.00. Following the sale, the insider owned 12,976 shares of the company’s stock, valued at $1,817,678.08. This trade represents a 71.15% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 2,264,983 shares of company stock worth $376,175,065 in the last ninety days. Corporate insiders own 2.70% of the company’s stock.

Institutional Investors Weigh In On Arista Networks

Large investors have recently made changes to their positions in the business. Intrua Financial LLC grew its stake in Arista Networks by 2.7% during the first quarter. Intrua Financial LLC now owns 2,307 shares of the technology company’s stock valued at $283,000 after acquiring an additional 61 shares in the last quarter. NBT Bank N A NY lifted its stake in Arista Networks by 37.2% in the 1st quarter. NBT Bank N A NY now owns 247 shares of the technology company’s stock worth $30,000 after purchasing an additional 67 shares in the last quarter. Hoxton Planning & Management LLC lifted its stake in Arista Networks by 4.1% in the 1st quarter. Hoxton Planning & Management LLC now owns 1,744 shares of the technology company’s stock worth $214,000 after purchasing an additional 68 shares in the last quarter. Whittier Trust Co. of Nevada Inc. boosted its holdings in Arista Networks by 0.4% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 16,085 shares of the technology company’s stock valued at $2,133,000 after purchasing an additional 70 shares during the period. Finally, Y.D. More Investments Ltd grew its position in shares of Arista Networks by 8.7% during the 1st quarter. Y.D. More Investments Ltd now owns 870 shares of the technology company’s stock valued at $107,000 after purchasing an additional 70 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.

Arista Networks Stock Performance

Shares of ANET opened at $176.53 on Friday. Arista Networks has a 52-week low of $112.80 and a 52-week high of $189.82. The business’s fifty day moving average is $164.31 and its 200-day moving average is $148.52. The firm has a market cap of $222.29 billion, a price-to-earnings ratio of 60.46, a PEG ratio of 2.68 and a beta of 1.60.

Arista Networks (NYSE:ANET) last posted its earnings results on Tuesday, May 5th. The technology company reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.81 by $0.06. Arista Networks had a net margin of 38.32% and a return on equity of 30.10%. The firm had revenue of $2.71 billion during the quarter, compared to analysts’ expectations of $2.62 billion. During the same quarter in the prior year, the business earned $0.65 earnings per share. The business’s revenue for the quarter was up 35.1% compared to the same quarter last year. Arista Networks has set its Q2 2026 guidance at 0.880-0.880 EPS. As a group, research analysts forecast that Arista Networks will post 3.28 EPS for the current fiscal year.

Key Arista Networks News

Here are the key news stories impacting Arista Networks this week:

• Positive Sentiment: Needham raised its price target on Arista Networks to $200 and maintained a Buy rating, signaling confidence in continued upside for the AI networking leader.
• Positive Sentiment: Multiple recent articles highlight Arista as a beneficiary of expanding AI adoption, which supports the investment case for its data-center and enterprise networking products.
• Positive Sentiment: Coverage also pointed to Arista’s new AI-driven VeloCloud security solution and AI zero-trust branch platform, both of which could help expand enterprise demand and deepen its product mix. Article Title
• Positive Sentiment: Some commentary says Arista is still benefiting from strong 2026 momentum and may have more room to run after a strong first half of the year. Article Title
• Neutral Sentiment: One valuation-focused piece argued the stock looks fairly priced by discounted cash flow but expensive on traditional multiples, creating a mixed picture for investors. Article Title
• Neutral Sentiment: Several other items were largely commentary or ranking pieces that reinforce Arista’s growth reputation but do not introduce a major new catalyst. Article Title

About Arista Networks

Arista Networks, Inc is a technology company that designs and sells cloud networking solutions for large-scale data centers and enterprise environments. The company is best known for its high-performance switching and routing platforms, which are used to build scalable, low-latency networks for cloud service providers, internet companies, financial services, telecommunications, and enterprise IT. Arista’s offerings emphasize programmability, automation and telemetry to support modern, software-driven network architectures.

Central to Arista’s product portfolio is its Extensible Operating System (EOS), a modular network operating system that provides consistent programmability, stateful control and advanced visibility across the company’s hardware platforms.