Shares of Arista Networks, Inc. (NYSE:ANET – Get Free Report) fell 1.3% during trading on Friday . The company traded as low as $120.34 and last traded at $120.9570. 5,917,545 shares traded hands during trading, a decline of 26% from the average session volume of 8,041,235 shares. The stock had previously closed at $122.55.
Trending Headlines about Arista Networks
Here are the key news stories impacting Arista Networks this week:
- Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS forecasts for Arista, a modest lift to forward earnings expectations that supports longer‑term growth assumptions. Erste Group raises EPS estimates (MarketBeat)
- Positive Sentiment: The Motley Fool argues Arista is “quietly winning the AI race,” highlighting Arista’s strength in high‑performance networking for large data centers — a structural tailwind as AI infrastructure spending grows. The 1 Reason Arista Networks Is Quietly Winning the AI Race in 2026
- Neutral Sentiment: Zacks highlights Arista as a “strong growth stock” using style scores, which may attract growth‑oriented investors but is not new fundamental news. Here’s Why Arista Networks (ANET) is a Strong Growth Stock
- Neutral Sentiment: Zacks also flags ANET as a trending/most‑searched stock, signaling heightened retail/institutional attention that can increase short‑term volatility without changing fundamentals. Arista Networks, Inc. (ANET) Is a Trending Stock
- Neutral Sentiment: Analyses assessing Arista’s valuation note mixed near‑term returns versus strong multi‑year shareholder gains — a reminder valuation could cap upside after a big run. Assessing Arista Networks (ANET) Valuation
- Negative Sentiment: Coverage on Nvidia’s networking unit shows NVDA scaling into high‑speed interconnects for AI — a competitive dynamic that could pressure Arista on pricing and market share in GPU‑dense data centers. Is NVDA’s Networking Unit Becoming a Core Growth Engine?
Analyst Ratings Changes
A number of research analysts recently weighed in on ANET shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Arista Networks in a research note on Monday, December 29th. Piper Sandler reaffirmed an “overweight” rating and issued a $175.00 price target (up from $159.00) on shares of Arista Networks in a report on Friday, February 13th. Morgan Stanley reiterated an “overweight” rating and issued a $165.00 price target on shares of Arista Networks in a research report on Friday, February 13th. Barclays reiterated an “overweight” rating and set a $184.00 price objective (up from $183.00) on shares of Arista Networks in a research note on Friday, February 13th. Finally, Needham & Company LLC increased their price objective on Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a report on Friday, February 13th. Eighteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $176.47.
Arista Networks Stock Performance
The company’s 50 day simple moving average is $135.49 and its 200-day simple moving average is $136.87. The firm has a market capitalization of $151.99 billion, a PE ratio of 43.83, a PEG ratio of 2.14 and a beta of 1.46.
Arista Networks (NYSE:ANET – Get Free Report) last released its quarterly earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating analysts’ consensus estimates of $0.75 by $0.07. Arista Networks had a net margin of 38.99% and a return on equity of 30.37%. The firm had revenue of $2.49 billion during the quarter, compared to analyst estimates of $2.38 billion. During the same period in the previous year, the business earned $0.66 EPS. The business’s revenue for the quarter was up 28.9% on a year-over-year basis. On average, equities research analysts forecast that Arista Networks, Inc. will post 2.2 earnings per share for the current fiscal year.
Insider Buying and Selling
In other Arista Networks news, insider Kenneth Duda sold 32,000 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $134.14, for a total value of $4,292,480.00. Following the transaction, the insider directly owned 12,976 shares in the company, valued at $1,740,600.64. This represents a 71.15% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Yvonne Wassenaar sold 1,815 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were sold at an average price of $132.44, for a total value of $240,378.60. Following the completion of the sale, the director directly owned 12,574 shares in the company, valued at approximately $1,665,300.56. The trade was a 12.61% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 199,632 shares of company stock worth $26,936,324 over the last ninety days. 3.39% of the stock is owned by corporate insiders.
Institutional Investors Weigh In On Arista Networks
A number of institutional investors and hedge funds have recently bought and sold shares of ANET. Vanguard Group Inc. grew its stake in Arista Networks by 1.2% in the 4th quarter. Vanguard Group Inc. now owns 101,189,629 shares of the technology company’s stock worth $13,258,877,000 after buying an additional 1,188,799 shares in the last quarter. State Street Corp raised its position in shares of Arista Networks by 1.4% during the 4th quarter. State Street Corp now owns 46,970,697 shares of the technology company’s stock valued at $6,154,570,000 after buying an additional 628,146 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its holdings in shares of Arista Networks by 1.0% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 37,171,766 shares of the technology company’s stock worth $4,870,618,000 after acquiring an additional 380,724 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Arista Networks by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 26,447,629 shares of the technology company’s stock worth $3,455,095,000 after acquiring an additional 477,625 shares during the last quarter. Finally, Cresset Asset Management LLC grew its position in Arista Networks by 1.0% in the second quarter. Cresset Asset Management LLC now owns 26,374,373 shares of the technology company’s stock worth $2,698,362,000 after acquiring an additional 263,272 shares in the last quarter. 82.47% of the stock is owned by hedge funds and other institutional investors.
Arista Networks Company Profile
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.
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