Arista Networks, Inc. (NYSE:ANET) Receives Average Rating of “Moderate Buy” from Analysts

Shares of Arista Networks, Inc. (NYSE:ANET) have been assigned an average rating of “Moderate Buy” from the twenty-three ratings firms that are currently covering the company, MarketBeat reports. Five research analysts have rated the stock with a hold recommendation and eighteen have given a buy recommendation to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $176.4706.

Several analysts have commented on the company. Piper Sandler restated 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. Wells Fargo & Company raised their target price on shares of Arista Networks from $175.00 to $185.00 and gave the stock an “overweight” rating in a research report on Friday, February 13th. Rosenblatt Securities boosted their target price on shares of Arista Networks from $140.00 to $165.00 and gave the company a “neutral” rating in a report on Tuesday, February 10th. Barclays reaffirmed an “overweight” rating and set a $184.00 price target (up from $183.00) on shares of Arista Networks in a research report on Friday, February 13th. Finally, Needham & Company LLC increased their price target on shares of Arista Networks from $165.00 to $185.00 and gave the stock a “buy” rating in a research note on Friday, February 13th.

Insider Transactions at Arista Networks

In other news, Director Yvonne Wassenaar sold 1,815 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was sold at an average price of $132.44, for a total transaction of $240,378.60. Following the completion of the sale, the director directly owned 12,574 shares in the company, valued at $1,665,300.56. This represents a 12.61% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Kelly Bodnar Battles sold 422 shares of the stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $128.06, for a total value of $54,041.32. Following the completion of the transaction, the director directly owned 9,529 shares in the company, valued at $1,220,283.74. This trade represents a 4.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 196,237 shares of company stock valued at $25,865,760. Corporate insiders own 3.39% of the company’s stock.

Institutional Trading of Arista Networks

A number of institutional investors have recently modified their holdings of the company. Spear Advisors LLC purchased a new stake in shares of Arista Networks during the 4th quarter worth about $4,796,000. World Investment Advisors raised its holdings in Arista Networks by 51.9% in the fourth quarter. World Investment Advisors now owns 10,402 shares of the technology company’s stock valued at $1,363,000 after buying an additional 3,552 shares during the period. Nalls Sherbakoff Group LLC acquired a new position in Arista Networks during the fourth quarter valued at approximately $216,000. DUTCH ASSET Corp acquired a new position in Arista Networks during the fourth quarter valued at approximately $315,000. Finally, PeakShares LLC purchased a new stake in Arista Networks during the fourth quarter worth approximately $1,016,000. Hedge funds and other institutional investors own 82.47% of the company’s stock.

Arista Networks Stock Down 0.3%

Shares of NYSE:ANET opened at $133.67 on Friday. The company has a market cap of $167.96 billion, a P/E ratio of 48.43, a P/E/G ratio of 2.38 and a beta of 1.46. Arista Networks has a 52 week low of $59.43 and a 52 week high of $164.94. The business has a fifty day simple moving average of $134.86 and a 200-day simple moving average of $137.30.

Arista Networks (NYSE:ANET) last released its earnings results on Thursday, February 12th. The technology company reported $0.82 EPS for the quarter, beating the consensus estimate of $0.75 by $0.07. Arista Networks had a return on equity of 30.37% and a net margin of 38.99%.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 prior year, the firm posted $0.66 earnings per share. The business’s quarterly revenue was up 28.9% compared to the same quarter last year. Sell-side analysts expect that Arista Networks will post 2.2 earnings per share for the current fiscal year.

Arista Networks News Roundup

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

• Positive Sentiment: Arista launched the XPO multi-source agreement and a 12.8 Tbps liquid‑cooled pluggable optics module that boosts rack density ~4x — this product is explicitly targeted at hyperscale AI data centers and could expand Arista’s addressable market and hardware ASPs. Arista Announces XPO High Density Liquid Cooled Pluggable Optics
• Positive Sentiment: CEO guidance and management commentary point to faster top‑line growth — management expects ~ $11B revenue in 2026 (vs ~$9B in 2025), reinforcing the AI-driven demand narrative. Arista (ANET) to Hit $11B in 2026 Revenues, $2B More Than 2025, Says CEO
• Positive Sentiment: Broker activity has turned constructive — TD Cowen initiated coverage with a Buy and $170 PT, and some outlets upgraded the stock citing accelerating AI networking demand and durable hyperscaler commitments. Those actions support upside vs. current levels. TD Cowen initiates Arista, Coherent and Ciena at buy
• Positive Sentiment: Independent upgrades highlight the stock’s breakout potential as valuation has contracted and FY2026 revenue is guided above ~25%, reinforcing the bullish case for longer-term multiple expansion if execution continues. Arista Networks: All Ready To Storm To New Highs (Upgrade)
• Neutral Sentiment: Technically, ANET is trading near its 50‑day moving average inside a base and is listed as an IBD Sector Leader — constructive technicals but not yet a confirmed breakout. Arista Holds Near Key Level As Outlook Brightens
• Negative Sentiment: Shares have pulled back and shown intraday weakness in recent sessions — short‑term volatility and profit‑taking are pressuring the stock despite positive headlines. Arista Networks (ANET) Declines More Than Market: Some Information for Investors
• Negative Sentiment: Analysts note supply constraints and some gross‑margin pressure that could limit near‑term revenue upside despite strong bookings — a risk to quarterly cadence even as the multi‑year AI opportunity remains intact. Arista Networks: Why A Breakout Seems Likely (Rating Upgrade)

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.