Arista Networks (ANET) to Release Earnings on Thursday

Arista Networks (NYSE:ANET) will likely be posting its Q4 2025 results before the market opens on Thursday, February 12th. Analysts expect Arista Networks to post earnings of $0.75 per share and revenue of $2.3839 billion for the quarter. Investors can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Thursday, February 12, 2026 at 4:30 PM ET.

Arista Networks Price Performance

Shares of ANET stock opened at $143.71 on Wednesday. Arista Networks has a fifty-two week low of $59.43 and a fifty-two week high of $164.94. The stock’s 50-day moving average is $132.39 and its two-hundred day moving average is $136.68. The firm has a market cap of $180.97 billion, a P/E ratio of 54.64, a PEG ratio of 2.39 and a beta of 1.42.

Insider Buying and Selling

In other news, CEO Jayshree Ullal sold 24,042 shares of Arista Networks stock in a transaction dated Tuesday, November 25th. The stock was sold at an average price of $124.55, for a total value of $2,994,431.10. Following the transaction, the chief executive officer directly owned 9,917 shares in the company, valued at approximately $1,235,162.35. The trade was a 70.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Kenneth Duda sold 30,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $123.16, for a total value of $3,694,800.00. Following the transaction, the insider directly owned 12,976 shares of the company’s stock, valued at $1,598,124.16. This represents a 69.81% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 216,464 shares of company stock worth $27,553,548 in the last quarter. 3.54% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in ANET. Sivia Capital Partners LLC raised its stake in shares of Arista Networks by 48.4% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,723 shares of the technology company’s stock valued at $1,097,000 after buying an additional 3,496 shares in the last quarter. Bison Wealth LLC bought a new stake in Arista Networks in the fourth quarter valued at about $251,000. Fred Alger Management LLC acquired a new position in Arista Networks in the third quarter worth about $214,000. Texas Capital Bank Wealth Management Services Inc acquired a new position in Arista Networks in the third quarter worth about $206,000. Finally, Nicolet Advisory Services LLC bought a new position in Arista Networks during the third quarter worth about $228,000. Institutional investors and hedge funds own 82.47% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Weiss Ratings restated a “hold (c+)” rating on shares of Arista Networks in a report on Monday, December 29th. Rosenblatt Securities increased their price target on shares of Arista Networks from $140.00 to $165.00 and gave the stock a “neutral” rating in a research note on Tuesday. Barclays restated an “overweight” rating and set a $183.00 price target (up previously from $179.00) on shares of Arista Networks in a report on Wednesday, November 5th. Erste Group Bank lowered shares of Arista Networks from a “buy” rating to a “hold” rating in a research note on Monday, November 10th. Finally, Morgan Stanley decreased their price objective on shares of Arista Networks from $171.00 to $159.00 and set an “overweight” rating for the company in a report on Wednesday, December 17th. Seventeen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $166.00.

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.